Difference between revisions of "Template:Investment funds"
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imported>Ibericus Lusitanus (Creating a new Navigational box Template about Investment Funds.) |
imported>Ibericus Lusitanus (Included subgroups and other minor edits.) |
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| Line 7: | Line 7: | ||
|group1 = Types of funds by asset class | |group1 = Types of funds by asset class | ||
|list1 = | |list1 = | ||
| − | + | {{Navbox subgroup | |
| + | | group1 = Traditional | ||
| + | | list1 = | ||
* [[Stock fund]] | * [[Stock fund]] | ||
* [[Bond fund]] | * [[Bond fund]] | ||
* [[Money market fund]] | * [[Money market fund]] | ||
| − | + | | group2 = Alternative | |
| + | | list2 = | ||
* [[Real estate investment trust]] | * [[Real estate investment trust]] | ||
| − | * [[Private equity fund]] <small>([[Venture capital|Venture capital fund]], [[Vulture fund]])</small> | + | * [[Private equity fund]] <small>([[Venture capital|Venture capital fund]], [[Mezzanine capital|Mezzanine investment funds]], [[Vulture fund]])</small> |
* [[Hedge fund]] | * [[Hedge fund]] | ||
| + | }} | ||
|group2 = Types of funds by style | |group2 = Types of funds by style | ||
| Line 31: | Line 35: | ||
|group3 = Types of funds by [[investment strategy]] | |group3 = Types of funds by [[investment strategy]] | ||
|list3 = | |list3 = | ||
| − | + | {{Navbox subgroup | |
| + | | group1 = Traditional | ||
| + | | list1 = | ||
* [[Long (finance)|Long-only fund]] | * [[Long (finance)|Long-only fund]] | ||
* [[Stable value fund]] | * [[Stable value fund]] | ||
| − | + | | group2 = Alternative | |
| + | | list2 = | ||
* [[Long/short equity|Long/short equity fund]] | * [[Long/short equity|Long/short equity fund]] | ||
* [[Market neutral|Market neutral fund]] | * [[Market neutral|Market neutral fund]] | ||
| Line 43: | Line 50: | ||
* [[Managed futures account|Managed futures fund]] | * [[Managed futures account|Managed futures fund]] | ||
* [[Multi-strategy fund]] | * [[Multi-strategy fund]] | ||
| + | }} | ||
|group4 = Types of funds by structures | |group4 = Types of funds by structures | ||
|list4 = | |list4 = | ||
| + | {{Navbox subgroup | ||
| + | | group1 = Public | ||
| + | | list1 = | ||
* [[Mutual fund]] <small>([[Open-end fund]])</small> | * [[Mutual fund]] <small>([[Open-end fund]])</small> | ||
* [[Exchange-traded fund]] | * [[Exchange-traded fund]] | ||
* [[Closed-end fund]] | * [[Closed-end fund]] | ||
| + | * [[Real estate investment trust]] | ||
| − | + | | group2 = Institutional | |
| + | | list2 = | ||
* [[Hedge fund]] | * [[Hedge fund]] | ||
* [[Private equity fund]] | * [[Private equity fund]] | ||
| − | |||
* [[Pooled income fund]] | * [[Pooled income fund]] | ||
* [[Financial endowment|Endowment fund]] | * [[Financial endowment|Endowment fund]] | ||
| Line 59: | Line 71: | ||
* [[Sovereign wealth funds|Sovereign wealth fund]] | * [[Sovereign wealth funds|Sovereign wealth fund]] | ||
* [[Sovereign investment fund]] | * [[Sovereign investment fund]] | ||
| + | }} | ||
|group5 = Types of funds by measure of returns | |group5 = Types of funds by measure of returns | ||
| Line 71: | Line 84: | ||
* [[Net asset value]] | * [[Net asset value]] | ||
* [[Assets under management]] | * [[Assets under management]] | ||
| + | * [[Rate of return]] | ||
| + | * [[Time-weighted return]] | ||
| + | * [[Rate_of_return#Money-weighted_rate_of_return|Money-weighted rate of return]] | ||
}}<noinclude> | }}<noinclude> | ||
[[Category:Finance templates]] | [[Category:Finance templates]] | ||
</noinclude> | </noinclude> | ||
