This site uses cookies. Some of these cookies are essential to the operation of the site, while others help to improve your experience by providing insights into how the site is being used. For more information, please see the ProZ.com privacy policy.
Cookie settings
  1. KudoZ™ Top
  2. French to English
  3. Investment / Securities

fonds à formule

English translation: formula-based fund

GLOSSARY ENTRY (DERIVED FROM QUESTION BELOW)
French term or phrase:fonds à formule
English translation:formula-based fund
Entered by: Timothy Rake

22:07 Oct 10, 2010
French to English translations [PRO]
Bus/Financial - Investment / Securities / Quarterly statement
French term or phrase: fonds à formule
This is a bullet appearing beneath "Repartition des supports de votre contrat", which includes other things such as "fonds en euros", "Actions",
"fonds diversifiés".

Could "Formula" funds possibly refer to "baskets" of funds such as mutual funds? BTW, this is French Canadian.
Timothy Rake
United States
Local time: 13:00
formula-based fund
Explanation:
Already in kudoz

http://fra.proz.com/kudoz/french_to_english/investment_secur...

--------------------------------------------------
Note added at 2 hrs (2010-10-11 00:12:25 GMT)
--------------------------------------------------

I seem to have linked to the french version of proz:)
Selected response from:

lydiar
New Zealand
Local time: 08:00
Grading comment
4 KudoZ points were awarded for this answer



Summary of answers provided
5 +2formula-based fund
lydiar
5 -1investissements ,actions et obligations sur les marchés financiers
adriana ghita (X)
Summary of reference entries provided
Info from Axa
lydiar

  

Answers


2 hrs   confidence: Answerer confidence 5/5 peer agreement (net): +2
formula-based fund


Explanation:
Already in kudoz

http://fra.proz.com/kudoz/french_to_english/investment_secur...

--------------------------------------------------
Note added at 2 hrs (2010-10-11 00:12:25 GMT)
--------------------------------------------------

I seem to have linked to the french version of proz:)


    Reference: http://fra.proz.com/kudoz/french_to_english/investment_secur...
lydiar
New Zealand
Local time: 08:00
Native speaker of: English
PRO pts in category: 4

Peer comments on this answer (and responses from the answerer)
agree  joehlindsay
16 hrs
agree  rkillings: The official French-French English term. Generically, it's a type of structured fund.
1 day 10 hrs
Login to enter a peer comment (or grade)

16 hrs   confidence: Answerer confidence 5/5 peer agreement (net): -1
investements/securities
investissements ,actions et obligations sur les marchés financiers


Explanation:
valeurs mobilières à valeur (actions et obligations sur les marchés financiers)

securities=sont des titres (actions et obligations sur les marchés financiers) qui apparaissent dans la balance, la situation financière trimestrielle

--------------------------------------------------
Note added at 1 day14 hrs (2010-10-12 12:15:23 GMT)
--------------------------------------------------

Il a été un mauvais fonctionnement.
La question que j'ai reçue a été de valeurs et d'investissement, mais le lien était dans l'espace pour les autres mots= fonds à formule =donc autre secteur!

adriana ghita (X)
Local time: 23:00
Native speaker of: Romanian

Peer comments on this answer (and responses from the answerer)
disagree  rkillings: Too general anyway, and this is a structured product that relies on derivatives to achieve a formula-based outcome.
20 hrs
Login to enter a peer comment (or grade)




Reference comments


1 hr
Reference: Info from Axa

Reference information:
Qu’est-ce qu’un fonds à formule ?

Réponse:
Les OPCVM « à formule » ont pour objectif d’offrir une performance conditionnelle définie en fonction de l’évolution des indices boursiers, des cours, etc. Pour cela, ils s’engagent à atteindre, à une date déterminée, un montant obtenu par l’application mécanique d’une formule de calcul prédéfinie, reposant sur des indicateurs de marchés financiers ou d’instruments financiers.


    Reference: http://www.comprendreavecaxa.fr/mon-argent/mon-epargne/inves...
lydiar
New Zealand
Native speaker of: English
PRO pts in category: 4
Login to enter a peer comment (or grade)



Login or register (free and only takes a few minutes) to participate in this question.

You will also have access to many other tools and opportunities designed for those who have language-related jobs (or are passionate about them). Participation is free and the site has a strict confidentiality policy.

Return to KudoZ list

KudoZ™ translation help

The KudoZ network provides a framework for translators and others to assist each other with translations or explanations of terms and short phrases.

See also:
ProZ.com term search
Search millions of term translations
Close search
Term search
  • All of ProZ.com
  • Term search
  • Jobs
  • Forums
  • Multiple search