基金对冲基金投资词汇

基金/对冲基金投资词汇

主动式管理active management

calmar 比率calmar ratio

sharpe比率sharpe ratio

sortino比率sortino ratio

入息基金income fund

子基金baby funds/underlying funds

已调整风险回报risk-adjusted return

互惠基金mutual fund

公积金计划pension plan

分散投资diversification

主要经纪prime broker

可换股债券套戥convertible bond arbitrage 另类投资alternative investment

市场中立market neutral

平均成本效益dollor-cost averaging

再投资reinvestment

合并套戥merger arbitrage

地区基金regional fund

如计划为伞子基金umbrella fund

有限责任limited liability

自愿性供款voluntary contributions

行业/主题基金sector/theme fund

价值型管理value

均衡基金balanced funds

投资年期time horizon

投资组合portfolio

投资顾问investment adviser

杠杆leverage/gearing

杠杆借贷比率leverage ratio

每日估值daily valuation

每年回报annual return

供款contribution

受压/ 濒临破产的证券distressed securities 定息工具套戥fixed income arbitrage

定息基金fixed-income fund

承受风险能力risk tolerance

注册地domicile

沽空short selling

波幅volatility

股份share

股息分派dividened distributions

股票基金equity fund

表现费performance fees

阿尔法系数alpha

非认可基金unauthorised fund

信托人trustee

保本对冲基金capital guaranteed hedge funds

封闭式基金closed-end fund

界定利益计划defined benefit plan

界定供款计划defined contribution plan

相关系数correlation

重大事件主导的投资event driven/special situations 首次认购费front-end fee

套戥arbitrage

效率前缘efficient frontier

高收益high yield

基金公会hkifa

基金经理fund manager

基金销售文件prospectus

基准benchmarks

被动式管理passive management

离岸基金offshore fund

最大跌幅maximum drawdown

揣测最佳时机market timing

期货管理型基金managed futures

短仓/淡仓short position

跌势差downside deviation

雇主供款employer contribution

雇员供款employee contribution

新高价high-on-high basis

新兴市场emerging markets

新兴市场基金emerging markets fund 管理费managemantfee

增长和收入基金growthand income fund 严格评估due diligence

买入价bid price

买卖差价bid-offer spread

传统基金traditional fund

债券基金bond fund

单一对冲基金single strategy hedge fund

单位unit

单位信托基金unit trust

卖出价offer price

奖励费incentive fees

对冲hedge

对冲基金hedge fund

对冲基金的基金fund of hedge funds (fohfs)

对冲基金指引hedge funds guidelines

开放式基金open-end fund

强制性供款mandatory contributions

强积金mandatory provident fund scheme-mpf 总回报total return

标准差standard deviation

毕苏期权定价模式black-scholes

环球宏观macro funds

环球基金global fund

绝对回报absolute return

认可基金authorised funds