Your Next KIID Update: ESMA Q&A on Benchmark Disclosures in UCITS KIIDs

If you have not updated your UCITS’ KIID since ESMA’s publication of its revised UCITS Q&A on 29 March 2019 (the “Q&A”), remember that these revisions may need to be reflected in your next update. The revisions provide further guidance on:

  • the disclosure of the benchmark index in the Objectives and Investment Policy section of the KIID; and
  • the disclosure of information regarding the past performance of the benchmark index.

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