Total Return Funds
A total return fund seeks to maximise gains from both income generating investments, such as bonds and dividend paying stocks, often using ‘Beta’ as a method of measure, while simultaneously aiming to invest in assets which will experience capital appreciation as well.
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- Underlying Yield
- ECON
- Overlay
- Disruption
- Beta
- Mortgage-backed Security (MBS)
- Top-down investing
- EMEA
- Issuer
- Absolute Return Strategy
- FTSE
- Crowd Funding
- Annualised Return
- Dividend
- Portfolio Company
- Retail Investors
- Sharpe Ratio
- Frontier Markets
- Resyndication Limited Partnership
- Collateral
- Warrant
- Asset Allocation
- Direct Financing
- FCA