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「基金」英文怎么说? 常见基金英语词汇

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「基金」英文怎么说? 常见基金英语词汇

  • 在金融领域,“基金”是一个多面性的概念,它涵盖了从共同基金到私募股权基金等多种类型的投资工具。了解这些基金的英文名称对于全球投资者来说至关重要,因为它们是全球资本市场的重要组成部分。"基金"在英文中通常翻译为 "fund"。以下是一些与"基金"相关的英文表达方式:

    Mutual Fund

    Investing in mutual funds can be a good way to diversify your portfolio.
    投资共同基金是分散投资组合的好方法。

    Hedge Fund

    Hedge funds are known for their high-risk, high-reward investment strategies.
    对冲基金以其高风险、高回报的投资策略而闻名。

    Private Equity Fund

    Private equity funds often invest in companies with the goal of improving their performance.
    私募股权基金通常投资于公司,目标是提高它们的业绩。

    Venture Capital Fund

    Venture capital funds provide funding to startups with high growth potential.
    风险投资基金为具有高增长潜力的初创企业提供资金。

    Exchange-Traded Fund (ETF)

    ETFs are popular because they offer diversification and liquidity.
    交易所交易基金(ETF)因其提供多样化和流动性而受到欢迎。

    Index Fund

    Index funds are designed to track the performance of a specific market index.
    指数基金旨在跟踪特定市场指数的表现。

    Money Market Fund

    Money market funds are considered a low-risk investment option.
    货币市场基金被认为是低风险的投资选择。

    Bond Fund

    Bond funds invest in a variety of fixed-income securities.
    债券基金投资于多种固定收益证券。

    Real Estate Investment Trust (REIT)

    REITs allow individual investors to invest in real estate without directly owning property.
    房地产投资信托(REIT)允许个人投资者投资房地产而无需直接拥有房产。

    Funds of Funds

    A fund of funds invests in multiple other investment funds to achieve diversification.
    基金中的基金投资于多个其他投资基金以实现多样化。

    Endowment Fund

    Endowment funds are often used by universities to support their long-term financial needs.
    捐赠基金通常由大学用来支持它们的长期财务需求。

    Charitable Fund

    Charitable funds are set up to support specific causes or organizations.
    慈善基金是为了支持特定事业或组织而设立的。

    常见基金英语词汇

    主动式管理 Active Management

    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 Managemant Fee

    增长和收入基金 Growth and 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

    认沽期权  Put Option/Put

    认股权证基金 Warrant Fund

    认购期权  Call Option/Call

    证券借出  Stock Lending

    贝他系数  Beta

    资产分配 Asset Allocation

    资产净值 NetAsset value-NAV

    赎回 Redemption

    赎回通知期  Redemption Notice Period

    赎回费 Redemption Fee

    赎回费 / 买入费 Redemption Price / Bid Price

    进取型的投资管理  Aggressive Growth

    进取型增长基金 Aggressive Growth Fund

    长 / 短仓持股  Long/Short Equity

    长仓 / 好仓 / 持货  Long Position

    预设回报率  Hurdle Rate
     

    component index成份指数 

    convertible bond可转换债券

    core / non-core assets 核心/非核心资产

    corporate bond 企业债券

    debt-for-equity swap 债权转股权

    deceptive accounting 虚假帐务

     

    earning report 业绩报表

    financial irregularities /improprieties 金融违规行为

    financial reorganization 金融重组

    financial statement 财务报表英 

     

    fund custodian bank 基金托管银行

    fund manager 基金经理/管理公司

    high-tech sector高科技板块

    income statement 损益表 

    industrial stock工业股票 英 

     

    inflate profits 虚报盈利

    listed company / delisted company 上市公司/被摘牌的公司

    record high (股票指数)创历史新高

     

    share, equity, stock 股票、股权

    bond, debenture, debts 债券

    negotiable share 可流通股份

    convertible bond 可转换债券

    treasury /government bond 国库券/政府债券英 

     

    corporate bond 企业债券

    closed-end securities investment fund 封闭式证券投资基金

    open-end securities investment fund 开放式证券投资基金

    fund manager 基金经理/管理公司

    fund custodian bank 基金托管银行英 

     

    market capitalization 市值

    p/e (price/earning) ratio 市盈率

    mark-to-market 逐日盯市

    payment versus delivery 银券交付

    clearing and settlement 清算/结算英 

     

    commodity/financial derivatives 商品/金融衍生产品

    put / call option 看跌/看涨期权

    margins, collateral 保证金

    rights issue/offering 配股

    bonus share 红股英 

     

    dividend 红利/股息

    ADR(American Depository Receipt)美国存托凭证/存股证

    GDR(Global Depository Receipt) 全球存托凭证/存股证 

    retail / private investor 个人投资者/散户

    institutional investor 机构投资者

    broker/dealer 券商

    proprietary trading 自营

    insider trading/dealing 内幕交易

    market manipulation 市场操纵

    prospectus 招股说明书英 

    merger and acquisition收购兼并

    the big board 大盘

    the ups and downs of the stock market股市行情 


    每种基金都有其独特的投资策略和目标,了解它们的英文名称有助于投资者更好地理解全球金融市场,并做出明智的投资决策。随着金融市场的不断发展,掌握这些基本术语将为投资者打开通往更广阔投资领域的大门。
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