Have you ever wanted to start learning about mutual funds but got confused since the beginning because of lots of jargon and abbreviations? What to do if you do not understand a thing? This time, ACU PAY will provide you with the abbreviations which are often used for mutual funds. What are there? Let’s take a look together.
The Association of Investment Management Companies has registered and licensed as an association related to the investment management business from the Office of the Securities and Exchange Commission.
The total asset value under the management of the company, whether it is deposits, investments, funds or money with the bank.
A fund to promote long-term savings.
A fund for livinghood
It is to gradually invest in installments with the same amount of money.
It is a fund that has a foreign investment policy.
Infrastructure Fund is a type of fund that is set up to raise funds from general investors, both retail and institutional investors, to invest in infrastructure businesses.
It is a net asset value or total investment value of the fund
It’s a value that indicates fund volatility.
The strategies to determine the proportion of investments for long-term goals for how much and what assets will be distributed. The ratio of each asset follows its risk-taking ability and expected return, such as the 80/20 formula.
This is a strategy to adjust the proportion of short-term investments following market conditions at a time
This is Index Fund, which has investment policies based on various indices such as stock markets, commodities and debt instruments
It is the period from the beginning of the current year to the present day.
Companies Authorized by the Securities and Exchange Commission (SEC) will manage clients’ money in the form of mutual funds, private funds and provident funds
It will act as a broker for investment funds from several asset management companies.
Hopefully, these examples of abbreviations will give you a better understanding of investing in mutual funds.