Assertion: fund | /r/CapableOf | adopt policy
Facets:
value: under normal circumstances
type: TEMPORAL
value: in lieu
type: MANNER
value: in the particular type of investments
type: OTHER
Source sentences:
text: The Fund has adopted a policy to invest, under normal circumstances, at least 80% of the value of its Assets in the particular type of investments, or in investments in the particular industry or industries, suggested by the Fund's name; and
text: In lieu of adopting the 80% investment requirement as a fundamental policy, an investment company may adopt a policy that it will provide notice to shareholders at least 60 days prior to any change to its 80% investment policy.18
text: Either the policy described in paragraph (a)(2)(i) of this section is a fundamental policy under section 8(b)(3) of the Act (15 U.S.C. 80a-8(b)(3)), or the Fund has adopted a policy to provide the Fund's shareholders with at least 60 days prior notice of any change in the policy described in paragraph (a)(2)(i) of this section that meets the requirements of paragraph (c) of this section.
text: The Fund has adopted a policy to invest, under normal circumstances, at least 80% of the value of its Assets in investments that are tied economically to the particular country or geographic region suggested by its name;
text: Either the policy described in paragraph (a)(3)(i) of this section is a fundamental policy under section 8(b)(3) of the Act (15 U.S.C. 80a-8(b)(3)), or the Fund has adopted a policy to provide the Fund's shareholders with at least 60 days prior notice of any change in the policy described in paragraph (a)(3)(i) of this section that meets the requirements of paragraph (c) of this section.
text: Q: For a fund that has adopted a policy to provide its shareholders with at least 60 days' notice prior to changing its 80% investment policy, what should the notice include?
text: 38a-1 Funds must adopt and implement policies and procedures designed to prevent violation of the federal securities laws.
text: 38a-1) Funds must adopt and implement policies and procedures designed to prevent violation of the federal securities laws, including the valuation requirements under the Investment Company Act.
text: The rule will generally require that, following the compliance date, the 80% investment requirement either must be a fundamental policy of an investment company affected by the rule, or the investment company must have adopted a policy to provide notice to shareholders at least 60 days prior to any change in its 80% investment policy in order for its name not to be deemed misleading under the rule.