4 February, 2025
According to the report, Latin America is a very interesting region for the growth of UCITS funds. The report highlights the fact that further easing of the foreign investment limits of the pension funds, their attractive tax status, the increased appetite of local investors, as well as the legal guarantees offered by UCITS structures, will lead to increased demand for such funds.
Although Latin America is home to some of the most regulated pension markets, some countries are “opening up to the foreign sector.” Pension funds in the region invest 27% of their portfolios in foreign assets (14% in cross-border funds or ETFs). The use of UCITS funds in the region is also increasing. For example, 75% of the foreign investment portfolios of Chilean pension funds comprise these types of funds. The report concludes that Latin America appears to have potential for UCITS funds. Cross-border pension fund allocations on the continent are expected to more than double 2017 levels by 2022, as the Latin American pension market is expected to grow by 9% in the coming years.
To download the full report, please click on the following link.
4 February, 2025
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