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  • Capital gains tax

    Capital gain tax is applicable to the sale of funds that are comprised of more than 10% fixed income; a tax of 30% on the capital gain from the fixed income portion of the fund. Capital gains consist of interest income plus any booked gains minus any booked losses.

  • Cash

    The proportion a fund invests in cash or other liquid assets such as deposit accounts or treasury notes which usually have a term that is less than 12 months.

  • Commodities

    An investment you can get your hands on, commodities are raw goods that will be used to make something else. Examples include wheat and oil. You can buy and sell commodities using futures contracts. Commodities are often hard to trade and can be very risky investments.

  • Cumulative Total Return

    The return or yield on an investment or portfolio over a given period of time, expressed in non-annualized terms. For example, if the stock price of company ABC goes up to 120 from 100 over a period of 9 months and the company paid out a return of 5 in that period, then the cumulative total return in that period is 25%.

  • Currency Hedging

    Currency Hedging is a transaction that allows funds the opportunities to use different currencies to protect against currency fluctuations, as well as offering speculators the potential for capital gains. For funds the English term 'hedged' is often used.