1. — Directive 2009/65/EC of the European Parliament and of the Council of 13 July…

1.

Directive 2009/65/EC of the European Parliament and of the Council of 13 July 2009 on the coordination of laws, regulations and administrative provisions relating to undertakings for collective investment in transferable securities (UCITS) (recast) (Text with EEA relevance) · European Union

A UCITS shall invest no more than: 5 % of its assets in transferable securities or money market instruments issued by the same body; or 20 % of its assets in deposits made with the same body. The risk exposure to a counterparty of the UCITS in an OTC derivative transaction shall not exceed either: 10 % of its assets when the counterparty is a credit institution referred to in Article 50(1)(f); or 5 % of its assets, in other cases.

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Source: EUR-Lex (Cellar) · retrieved 2026-10-10 · Text as adopted (Official Journal); later amendments are not incorporated in this text.