Wednesday, January 5, 2011

Quarterly Returns

Quarterly returns can have two meanings in funds management: 1. The return, or performance, that a fund generates over the period of a quarter; and 2. The quarterly reports to clients and/or regulators, which contain various information about the fund e.g. holdings, commentary, returns, etc.

Synonyms: Quarterly performance, Quarterly report, Quarterly fund statistics

If you have any further questions or would like to add to this fund management term, then please submit your thoughts below.

No comments:

Post a Comment