Using Tax Transparent Funds to improve investment efficiency

A number of trends are driving institutional investors to focus on improved management and reduction of costs, resulting in greater attention upon areas for savings, such as tax.

Tax transparent structures such as the Common Contractual Fund (CCF) can reduce cost, allowing UK pension schemes to invest without losing out on withholding tax.

Making a fund tax transparent is a complex process, requiring tracking dividend income and applying the right tax treaties to the right investor. At AMX we have a technology-led solution and a team of experts to help with this.

Why should you consider CCFs?

Our report covers:

  • Tax Transparent Funds including CCFs, and how they work
  • Tax efficiency and cost savings for institutional investors
  • Why asset managers should consider tax efficient funds
  • Using the AMX route to access CCFs

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