Glossary entry

English term or phrase:

trust, unit trust, mutual fund or other collective investment scheme

German translation:

Anlagefonds oder andere kollektive Anlageformen/-programme

Added to glossary by Annette Scheler
Sep 19, 2003 08:09
20 yrs ago
5 viewers *
English term

trust, unit trust, mutual fund or other collective investment scheme

English to German Bus/Financial Investment / Securities collective investment schemes of whatsoever nature
immer noch derselbe Satz:

3.01 To carry on business as an investment company and for that purpose to acquire, dispose of, invest in and hold by way of investment, either in the name of the Company or in that of any nominee, any shares, stocks, warrants, units, participation certificates, debentures, debenture stock, bonds, obligations, loans, loan stock, notes, loan notes, promissory notes, commercial paper, certificates of deposit, bills of exchange, trade bills, treasury bills, futures contracts, swap contracts, contracts for differences, commodities of every description (excluding precious metals), variable or floating rate securities, securities in respect of which the return and/or redemption amount is calculated by reference to any index, price or rate, options contracts, forward rate agreements, policies of assurance and insurance, currencies, money market instruments and financial instruments and securities of whatsoever nature created, issued or guaranteed by any company wherever incorporated or carrying on business or by any partnership, ***trust, unit trust, mutual fund or other collective investment scheme*** of whatsoever nature wherever formed or registered or carrying on business or issued or guaranteed by any government, sovereign, ruler, commissioners, public body or authority supreme, dependant, municipal, local or otherwise in any part of the world, units of or participation in any unit trust scheme, mutual fund or other collective investment scheme in any part of the world, and any present or future rights and interest to or in any of the foregoing, and from time to time to acquire, invest in, and vary, exchange, grant, sell and dispose of options over any of the foregoing and to exercise and enforce all rights and powers conferred by or incidental to the ownership or holding of any of the foregoing or of any legal or equitable interest therein and to deposit money (or place money on current account) with such persons in such currencies and otherwise on such terms as may seem expedient.

Sind das nicht alles einfach Investmentfonds? Wie kann ich die unterscheiden?

Proposed translations

20 mins
Selected

Anlagefonds oder andere kollektive Anlageformen/-programme

im Prinzip hast Du Recht
Anlagefonds
In Artikel 2 des Anlagefondsgesetzes ist ein Anlagefonds definiert als "ein Vermögen, das aufgrund öffentlicher Werbung von den Anlegern zur gemeinschaftlichen Kapitalanlage aufgebracht und von der Fondsleitung in der Regel nach dem Grundsatz der Risikoverteilung für Rechnung der Anleger verwaltet wird". In den USA werden Anlagefonds oft als "Mutual Funds" bezeichnet, in Grossbritannien als "Investment Funds" oder "Unit Trusts".
Quelle: Glossar Credit Suisse.
Gruss
Marcel
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4 KudoZ points awarded for this answer. Comment: "Danke, ich fasse die Begriffe als Investmentfonds zusammen und alsse die engl. begriffe in Klammern"
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