The legal requirement to produce (and make publicly available) information such as quarterly fund updates is relatively new for managed investment schemes (MIS), with the first complete year of quarterly fund updates produced in 2017.
We decided to undertake a general stocktake (or review) of these fund updates to discover if there were:
This ‘stocktake’ meets a specific milestone to review quarterly fund updates and engage with the market on our findings. This review forms part of our strategic priorities for 2017-2018 to work with issuers and their professional advisers to improve disclosure documents and offer information.
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