130–30 fund (original) (raw)
Mit 130/30 werden Aktienfonds bezeichnet, die über den Einsatz von Derivaten genauso auf steigende Kurse setzen (Long-Position) als auch auf fallende Kurse spekulieren (Short-Position) können. Die Grenze für eine Long-Position entspricht einem Investitionsgrad von 130 %, diejenige für eine Short-Position 30 %, woraus sich die Bezeichnung ableitet. 130/30-Fonds können also genau wie Hedgefonds in verschiedenen Marktphasen Gewinne (oder auch Verluste) erzielen.
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| dbo:abstract | A 130–30 fund or a ratio up to 150/50 is a type of collective investment vehicle, often a type of specialty mutual fund, but which allows the fund manager simultaneously to hold both long and short positions on different equities in the fund. Traditionally, mutual funds were long-only investments. 130–30 funds are a fast-growing segment of the financial industry; they should be available both as traditional mutual funds, and as exchange-traded funds (ETFs). While this type of investment has existed for a while in the hedge fund industry, its availability for retail investors is relatively new. A 130–30 fund is considered a long-short equity fund, meaning it goes both long and short at the same time. The "130" portion stands for 130% exposure to its long portfolio and the "30" portion stands for 30% exposure to its short portfolio. The structure usually ranges from 120–20 up to 150–50 with 130–30 being the most popular and is limited to 150/50 because of Reg T limiting the short side to 50%. (en) Mit 130/30 werden Aktienfonds bezeichnet, die über den Einsatz von Derivaten genauso auf steigende Kurse setzen (Long-Position) als auch auf fallende Kurse spekulieren (Short-Position) können. Die Grenze für eine Long-Position entspricht einem Investitionsgrad von 130 %, diejenige für eine Short-Position 30 %, woraus sich die Bezeichnung ableitet. 130/30-Fonds können also genau wie Hedgefonds in verschiedenen Marktphasen Gewinne (oder auch Verluste) erzielen. (de) |
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| rdfs:comment | Mit 130/30 werden Aktienfonds bezeichnet, die über den Einsatz von Derivaten genauso auf steigende Kurse setzen (Long-Position) als auch auf fallende Kurse spekulieren (Short-Position) können. Die Grenze für eine Long-Position entspricht einem Investitionsgrad von 130 %, diejenige für eine Short-Position 30 %, woraus sich die Bezeichnung ableitet. 130/30-Fonds können also genau wie Hedgefonds in verschiedenen Marktphasen Gewinne (oder auch Verluste) erzielen. (de) A 130–30 fund or a ratio up to 150/50 is a type of collective investment vehicle, often a type of specialty mutual fund, but which allows the fund manager simultaneously to hold both long and short positions on different equities in the fund. Traditionally, mutual funds were long-only investments. 130–30 funds are a fast-growing segment of the financial industry; they should be available both as traditional mutual funds, and as exchange-traded funds (ETFs). While this type of investment has existed for a while in the hedge fund industry, its availability for retail investors is relatively new. (en) |
| rdfs:label | 130/30 (de) 130–30 fund (en) |
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