An equity fund is a type of mutual fund that invests in stocks. There are several ways to register an equity fund, including as a traditional mutual fund or as an exchange-traded fund. Equity funds can be set up to invest internationally, globally, within a specific sector or market capitalization, or to track an index. The registration process for an equity fund varies between jurisdictions but usually involves incorporating the fund as one of several available investment vehicle types.

1. A presentation brought to you
by FundWorld.org
What are Equity Funds?
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2. Opening an Equity Fund
• Foreign investors interested
in how to start a fund will need to
register the business form
following different regulations,
depending on the type of vehicle
chosen for incorporation.
• One of the ways in which investors
may start an investment
activity is by opening an equity
fund, a type of mutual
fund which usually invests
in stocks.
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3. Equity Fund – Definition >>
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• Regardless of the jurisdiction in
which the equity fund is registered,
the main characteristic of
the vehicle, which can be set up as
a hedge fund startup, refers to the
ability of purchasing owhership in
other businesses.
• As a general rule, in an equity
fund, the portfolio manager will
invest the founders’assets in
the ownership of other
companies (equities).

4. >> Equity Fund – Definition
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• Foreign businessmen interested
in how to start an investment
fund registered as an equity
vehicle may choose to
incorporate it as a traditional
mutual fund.
• In this case, the trading activities
of the fund are required to take
place after the end of the
financial day, when sell and buy
orders are calculated based on
their net asset value.

5. Register an Equity
Fund >>
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• At the same time, the equity
fund can also be registered as
an exchange traded fund.
• In this particular case, the
investors will be able to trade
during the financial day, as
there are no restrictions in this
sense.

6. >> Register an Equity
Fund
• The procedure on how to start a
fund varies from one jurisdiction
to another.
• As a general rule, most of the
countries in which investors can
set up investment funds usually
provide the same types
of vehicles, but there may also be
numerous differences.
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7. Types of Equity Funds >>
 international equity funds;
 global equity funds;
 sector equity funds;
 market capitalization equity
funds;
 index fund.
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• Equity funds can be set up as
one of the following:

8. >> Types of Equity
Funds
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• The difference between
an international equity
fund and a global equity fund is
given by the fact that in the case
of the first type of vehicle, the
businessmen can invest in
stocks outside their country of
origin.

9. Other Registration
Regulations
• In the case in which the investors
will set up an equity fund
registered as global equity fund,
they will have the right to invest in
their home country.
• At the same time, an equity
fund can be set up as open-
end or closed-end vehicle.
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10. Business Consultancy
Services
• Our representatives can offer
further advice on the main
characteristics of an equity fund.
• Businessmen can receive
information on the registration of
an equity fund in top investment
jurisdictions, such as Luxembourg
or the Netherlands.
• Please contact us for more details
on this subject.
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11. Thank you for your
attention!
• For more information please contact us at:
office@fundworld.org
www.fundworld.org
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