Investment Policy Statement
Investment Policy Statement
In order to be able to meet our clients’ investment needs, the investor’s investment horizon, investment goals and risk tolerance preferences are defined.
»MoreGlossary
The most important terms from the world of funds - arranged alphabetically. Click one of the letters to display the relevant terms.Level of Investment
The level of investment states the percentage of the fund's volume invested in securities or derivative products.
Liquidity
The liquidity of a security means that the investor can sell his equities at market prices at any time.
Long-Term ("Long" End)
Bonds that have long outstanding terms (generally 8 years or more) are long-term.