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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- Sharpe Ratio
- CIS
- Coupon
- UCITS (Undertakings for Collective Investments in Transferable Securities)
- Non-Listed Company
- Alternative Investment Fund Management Directive (AIFMD)
- Underwriter
- Corporate Venturing
- First-Round Financing
- Total Return
- Default Risk
- Maturity
- End Client
- EMEA
- EU
- Hedge Fund
- Offer price
- Risk Capital
- Capital Adequacy Directive
- Interest Rate Swap
- Asset Class
- REPO
- Alternative Investments
- Swaps