OFST710325 – HK Is Investment Strategy Considered Complex

Please refer to fund manager's opinion.

Does the fund manager consider this fund’s investment strategy to be complex and use derivatives extensively for investment purpose?

This field is to be used, if the fund is a public fund in a non-specified jurisdiction. To obtain a list of specified jurisdiction please consider https://www.sfc.hk/web/EN/rules- and-standards/suitability-requirement/non-complex-and-complex-products/list-of- specified-jurisdictions.html.

The field is expected to be refreshed at least annually with either the last update or review date indicated. More information on filling the fields can be found in the white paper under https://www.openfunds.org/knowledge/whitepapers/hong-kong- complex-and-non-complex-funds/

Property Value
OF-ID OFST710325
Name HK Is Investment Strategy Considered Complex
Area Static data
Level Fund
Format yes / no
Tags HK, Full
Introduced in openfunds 1.25
Related field OFST710305 HK Jurisdiction And Publicity

Allowed values

yes, no

Example

yes

FundsXML 4 mapping

FundsXML 4.2.11 has no element for this field. The converter keeps the value as CustomAttributes/Attribute named OF_OFST710325 on the share class (or position), so FundsXML → openfunds restores it unchanged.

The field mapping table lists every field; openfunds to FundsXML explains the rules behind it.

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