2016-03-07: White Paper Share Class Lifecycle

The share classes of a fund typically pass through various lifecycle phases from “projected” until “terminated”. The phase that a share class is in determines whether it has been, or could be invested in, or if portions of it can be redeemed. Also during performance analysis the lifecycle phase plays an important role in order to prevent the comparison of an active fund with a fund that is in a dormant phase. Click here to read the white paper.