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composite vs mutual funds

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    • Avatar of bendujaminbendujamin
      Participant
        13 Apr 2017 at 8:04 pm
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        Thanks Sophie…

        and in the case a investment firm manage Global Equity fund and a European Equity fund…and wants to set up European Equity Composite this should include the holdings in European Equity fund and also a (european) part of the Global Eq fund…right?

      • Avatar of Sophie MaconSophie Macon
        Keymaster
          13 Apr 2017 at 7:40 pm
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          Hello @bendujamin, welcome to the forum 🙂

          Yes a mutual fund is a type of pooled funds and can be treated as a composite, and therefore reflect the GIPS standards.

        • Avatar of Sophie MaconSophie Macon
          Keymaster
            13 Apr 2017 at 8:12 pm
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            Yup! that sounds right to me @bendujamin. the composite should have same characteristics

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