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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- Income Distribution
- Open-End
- Dynamic Asset Allocation
- Round
- Effective Duration of Fund
- Passporting
- Investment Grade Bonds
- Standard Deviation
- Capital Protection
- Distribution Yield
- Yield
- Silent Partner
- PSD2 - Payment Services Directive
- Security
- Professional Investor
- MiFID II
- Mortgage-backed Security (MBS)
- Leverage (gearing)
- Risk Premium
- Follow-On
- Pitch
- Yield Spread
- Earnings Yield
- NAV