schroders.co.uk

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Definitions (145)

1

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initial charge


The amount a company charges to set up your investment portfolio.
Source: schroders.co.uk

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capital discipline


Where a company exercises discipline and prudence in how much money it borrows, raises and spends, in order to deliver the best returns to its shareholders and ensure its long-term stability.
Source: schroders.co.uk

3

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income distribution


The distribution of income to unit holders of pooled funds in proportion to the number of units held.
Source: schroders.co.uk

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1   1

intrest rate swap


A type of swap. The most common form of interest rate swap is where one party pays a fixed rate of interest in return for a floating rate.
Source: schroders.co.uk

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1   1

investment universe


The total range of investments from which a fund manager can pick - as defined by a fund's stated investment objective.
Source: schroders.co.uk

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absolute return funds


Funds which are managed with an objective of generating a positive return over rolling 12 month periods.
Source: schroders.co.uk

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absolute return strategy


An absolute return investment strategy aims to deliver positive returns whatever the market does, rather than simply aiming to outperform a benchmark index.
Source: schroders.co.uk

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accumulation units


Units in a collective investment scheme where any income is automatically reinvested into the scheme. See also income units.
Source: schroders.co.uk

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active management


An investment management approach where a manager aims to beat the market through research, analysis and their own judgement. See also Passive management.
Source: schroders.co.uk

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active risk


To try to beat the returns of the benchmark the active investment manager must take different investment positions to the benchmark. Where positions are different, risks are also different. The risk that the manager takes relative to the risk of the benchmark is known as active risk. The higher the level of active risk, the greater the chance that [..]
Source: schroders.co.uk


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