Finance and Funds

Umbrella fund

0800-en RE430 Financial Market Law As of 11.07.2026


Overarching investment fund structure under which an unlimited number of largely independent subfunds can be established. The subfunds have the same fund management company and custodian bank, but can invest their assets in different types of investments and can follow different investment strategies.

Deutsch

Umbrella-Fonds 0800-de

Übergeordnete Anlagefondstruktur unter der beliebig viele, weitgehend eigenständige Subfonds gebildet werden können. Die Subfonds verfügen über die gleiche Fondsleitungsgesellschaft und Depotbank, können aber ihr Vermögen in unterschiedliche Arten von Anlagen investieren und unterschiedliche Anlagestrategien verfolgen.

Suggested citation

Umbrella fund (0800-en), in: LAWPEDIA®-Glossar, provided by LAWCONSULT AG, www.lawconsult.ch/lawpedia/en/umbrella-fund, as of: 11.07.2026 [accessed on ].

The entries in the LAWPEDIA® glossary serve general information purposes and do not constitute legal advice. Despite careful preparation, LAWCONSULT AG accepts no liability for the accuracy, completeness or timeliness of the information.

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