EFA » Topics » Applicable Funds - All Funds

This excerpt taken from the EFA DEF 14A filed May 24, 2005.

Applicable Funds – All Funds

 

Current Fundamental Investment Restriction. The current fundamental investment restrictions regarding loans for the Funds are set forth in the table that follows:

 

   
Fund   Current Policy

iShares Trust – All Funds

  No Fund will make loans. This restriction does not apply to: (i) the purchase of debt obligations in which each Fund may invest consistent with its investment objectives and policies; (ii) repurchase agreements and reverse repurchase agreements; and (iii) loans of its portfolio securities, to the fullest extent permitted under the 1940 Act.
   

iShares, Inc. – All Funds

  No Fund will lend any funds or other assets except through the purchase of all or a portion of an issue of securities or obligations of the type in which it is permitted
to invest (including participation interests in such securities or obligations) and except that a Fund may lend its portfolio securities in an amount not to exceed 33 1/3% of the value of its total assets.

 

Proposed Fundamental Investment Restriction. If the proposed amendment is approved by shareholders, each Fund’s fundamental investment restriction regarding loans would read as follows:

 

   
Fund   Proposed Policy

iShares Trust – All Funds

iShares, Inc. – All Funds

  No Fund will make loans except as permitted under the 1940 Act, and as interpreted, modified or otherwise permitted by regulatory authority having jurisdiction, from time to time.

 

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