PRIV S1.5 Investment Objectives and Policy etc

The following statements:

(a) a statement of the scheme's investment objectives (including its financial objectives) and, in particular—
(i) the types of investments in which it (and, if applicable, each subscheme) may invest; and
(ii) the scheme's investment strategies, including its approach to borrowing and gearing;
(b) that the object of the scheme is to invest in investments of those types with the aim of spreading investment risk and giving unitholders the benefits of the investments;
(c) a statement of the scheme's policy for achieving its investment objectives.

Note Investment and borrowing are defined in the glossary. Subscheme is defined in r 1.2.8.
Derived from QFCRA RM/2010-06 (as from 1st January 2011)