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Fondo de inversión mobiliaria mixto de renta variable

English translation: Equity balanced mutual fund


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GLOSSARY ENTRY (DERIVED FROM QUESTION BELOW)
Spanish term or phrase:Fondo de inversión mobiliaria mixto de renta variable
English translation:Equity balanced mutual fund
Entered by: Sherry Godfrey
Options:
- Contribute to this entry
- Include in personal glossary

09:55 Mar 2, 2006
Spanish to English translations [PRO]
Bus/Financial - Finance (general) / Investments
Spanish term or phrase: Fondo de inversión mobiliaria mixto de renta variable
I understand the basis, but I'm not sure how it is normally phrased. thanks!
Sherry Godfrey
Local time: 04:13
Equity balanced mutual fund
Explanation:
Suggestion - 13 hits in Google

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Note added at 4 hrs (2006-03-02 14:36:27 GMT)
--------------------------------------------------

'Equity fund' does not necessarily mean an all-stock fund, as my colleague above suggests. I think the word 'equity' should be made explicit.

Please see www.activafunds.com/investor_education_glossary.jsp
for instance.
Selected response from:

larru
Local time: 04:13
Grading comment
Thanks larru! This option includes all the specifications I needed to include. Sherry
4 KudoZ points were awarded for this answer



Summary of answers provided
4Equity balanced mutual fund
larru
3balanced investment (or mutual) fund
Latin_Hellas
3variable income balanced investment/mutual fund
Latin_Hellas


Discussion entries: 1





  

Answers


15 mins   confidence: Answerer confidence 3/5Answerer confidence 3/5
variable income balanced investment/mutual fund


Explanation:
"Variable" income as opposed to "fixed" income, probably meaning at least part of the fund assets are invested in equities. Usually when describing funds, "fixed-income" is specified (a fixed-income fund, also balanced fund, equity fund) but not variable. Perhaps you need to provide more context, e.g., is this a prospectus, is the target US or UK audience?, etc.

Latin_Hellas
United States
Local time: 04:13
Specializes in field
Native speaker of: Native in EnglishEnglish
PRO pts in category: 4
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1 hr   confidence: Answerer confidence 3/5Answerer confidence 3/5
balanced investment (or mutual) fund


Explanation:
It sounds like a balanced fund with an equity component (shares of big eurozone companies) and a fixed-income component (government bonds and corporate bonds). So the short answer in English is balanced investment fund or balanced mutual fund. Good luck.

Latin_Hellas
United States
Local time: 04:13
Specializes in field
Native speaker of: Native in EnglishEnglish
PRO pts in category: 4
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28 mins   confidence: Answerer confidence 4/5Answerer confidence 4/5
Equity balanced mutual fund


Explanation:
Suggestion - 13 hits in Google

--------------------------------------------------
Note added at 4 hrs (2006-03-02 14:36:27 GMT)
--------------------------------------------------

'Equity fund' does not necessarily mean an all-stock fund, as my colleague above suggests. I think the word 'equity' should be made explicit.

Please see www.activafunds.com/investor_education_glossary.jsp
for instance.

larru
Local time: 04:13
Specializes in field
Native speaker of: Native in SpanishSpanish
PRO pts in category: 40
Grading comment
Thanks larru! This option includes all the specifications I needed to include. Sherry

Peer comments on this answer (and responses from the answerer)
neutral  Latin_Hellas: A balanced fund could contain a mixture of both stocks and bonds, it may not necessarily be exclusively an equity fund (though it may in fact be). More context needed.
22 mins
  -> 'Equity fund' does not necessarily mean an all-stock fund. Please see www.activafunds.com/investor_education_glossary.jsp, for instance.
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