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

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

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