COMPARISON TABLES

Compare Every Vehicle.
Side by Side.

From UCITS vs RAIF to Article 6 vs 9 — all data sourced directly from the Lux Investment Funds 2025 guide.

Ch. 1, 2

Luxembourg Fund Vehicles

UCITS vs SIF vs RAIF vs ELTIF vs MMF — eligibility, authorization, investment rules

6 columns · 15 criteriaExplore
Ch. 6

Management Entity Types

UCITS ManCo vs External AIFM vs Self-Managed SICAV — capital, substance, passporting

4 columns · 12 criteriaExplore
Ch. 10

SFDR Article Classification

Article 6 vs Article 8 vs Article 9 — disclosure, PAI, portfolio requirements

4 columns · 12 criteriaExplore
Ch. 3

Authorization Requirements

Step-by-step authorization requirements by fund vehicle type

5 columns · 10 criteriaExplore
Ch. 12

Marketing & Passport

EU passport availability, NPPR requirements, retail access, pre-marketing rules, and cross-border notification procedures

5 columns · 10 criteriaExplore
Ch. 4

Investment Rules by Regime

UCITS vs Part II vs SIF vs RAIF — diversification limits, leverage, asset eligibility, short selling

6 columns · 12 criteriaExplore
Ch. 5, 6

Governance & Board Requirements

FCP vs SICAV vs ManCo vs Self-Managed — board composition, independence, CO requirements

5 columns · 10 criteriaExplore
Ch. 7

Risk Management by Fund Type

UCITS vs AIF vs SIF vs MMF — risk framework, leverage limits, stress testing, NAV valuation

5 columns · 12 criteriaExplore
Ch. 5, 6

IFM Delegation Rules

What can and cannot be delegated by ManCos and AIFMs — non-delegable tasks side by side

4 columns · 13 criteriaExplore
Ch. 8

Administration Functions

NAV frequency, error thresholds, AML obligations, and record-keeping requirements across UCITS, AIF, SIF, RAIF, and MMF

5 columns · 12 criteriaExplore
Ch. 9

Depositary Liability

Strict liability vs negligence standard, sub-custody delegation, force majeure exceptions, and oversight duties by fund regime

5 columns · 12 criteriaExplore
Ch. 10

Fund Documentation

Prospectus vs offering document, annual report deadlines, KID obligations, SFDR disclosures, and AIFM reporting across all fund regimes

6 columns · 12 criteriaExplore
Ch. 11

Tax & Cost Comparison

Taxe d'abonnement rates, CSSF authorization fees, VAT treatment, and investor tax obligations across all Luxembourg fund regimes

6 columns · 12 criteriaExplore
Ch. 13

LuxSE Listing Venues

BdL regulated market vs Euro MTF vs LuxSE SOL — admission requirements, MAR obligations, ongoing reporting, and when each venue is the right choice

4 columns · 12 criteriaExplore