TERMIUM Plus®
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PORTFOLIO HOLDINGS [6 records]
Record 1 - internal organization data 2011-01-05
Record 1, English
Record 1, Subject field(s)
- Stock Exchange
- Investment
Record 1, Main entry term, English
- laddered bond portfolio
1, record 1, English, laddered%20bond%20portfolio
correct
Record 1, Abbreviations, English
Record 1, Synonyms, English
Record 1, Textual support, English
Record number: 1, Textual support number: 1 CONT
A laddered portfolio is comprised of several bonds, each with a successively longer term to maturity. For instance, in a 10-year laddered portfolio, [the investor] might purchase bonds that mature in one, two, three, four, five, six, seven, eight, nine and 10 years. When the first bond matures at the end of year one, [the investor] would reinvest in a bond that matures in ten years – and continue doing this every year. Each position in the portfolio is usually the same size as the next, with intervals between maturity dates roughly equal. 2, record 1, English, - laddered%20bond%20portfolio
Record number: 1, Textual support number: 2 CONT
As the name suggests, a laddered bond portfolio is made up of several fixed income holdings,... Bonds close to maturity are reinvested back out at the long end(i. e. at the top of the "ladder") which will result in continuous rolling of the portfolio. 3, record 1, English, - laddered%20bond%20portfolio
Record 1, French
Record 1, Domaine(s)
- Bourse
- Investissements et placements
Record 1, Main entry term, French
- portefeuille échelonné d'obligations
1, record 1, French, portefeuille%20%C3%A9chelonn%C3%A9%20d%27obligations
correct, masculine noun
Record 1, Abbreviations, French
Record 1, Synonyms, French
Record 1, Textual support, French
Record number: 1, Textual support number: 1 CONT
Le principe est simple : en investissant des montants égaux dans cinq émissions d'obligations venant à échéance dans un, deux, cinq, sept et neuf ans respectivement, [l'investisseur crée] un portefeuille échelonné d'obligations dont le terme moyen jusqu'à l'échéance est de cinq ans. 2, record 1, French, - portefeuille%20%C3%A9chelonn%C3%A9%20d%27obligations
Record 1, Spanish
Record 1, Textual support, Spanish
Record 2 - internal organization data 2007-06-07
Record 2, English
Record 2, Subject field(s)
- Real Estate
Record 2, Main entry term, English
- real property holdings
1, record 2, English, real%20property%20holdings
correct, plural
Record 2, Abbreviations, English
Record 2, Synonyms, English
- land holdings 2, record 2, English, land%20holdings
plural
Record 2, Textual support, English
Record number: 2, Textual support number: 1 CONT
The ACM [Asset and Contract Manager] is responsible for one AFD [Alternate Forms of Delivery] contract portfolio having a mix of real property holdings for which asset management plans provide a context for provision of a productive work environment, asset integrity and a reasonable return on investment. 3, record 2, English, - real%20property%20holdings
Record 2, French
Record 2, Domaine(s)
- Immobilier
Record 2, Main entry term, French
- avoirs immobiliers
1, record 2, French, avoirs%20immobiliers
correct, masculine noun, plural
Record 2, Abbreviations, French
Record 2, Synonyms, French
- portefeuille de biens immobiliers 2, record 2, French, portefeuille%20de%20biens%20immobiliers
correct, masculine noun
- biens immobiliers 3, record 2, French, biens%20immobiliers
correct, masculine noun, plural
- biens-fonds 4, record 2, French, biens%2Dfonds
masculine noun, plural
- avoirs fonciers 4, record 2, French, avoirs%20fonciers
masculine noun, plural
Record 2, Textual support, French
Record number: 2, Textual support number: 1 CONT
Le GBM [gestionnaire des biens et des marchés] est responsable du portefeuille de contrats d'AFPS [Autres formes de prestation des services], composé d'un éventail d'avoirs immobiliers à l'égard desquels les plans de gestion des biens pourvoient un contexte pour l'aménagement d'un milieu de travail productif, l'intégrité des biens et un rendement raisonnable sur les investissements. 5, record 2, French, - avoirs%20immobiliers
Record 2, Spanish
Record 2, Textual support, Spanish
Record 3 - internal organization data 2000-11-27
Record 3, English
Record 3, Subject field(s)
- Investment
- Stock Exchange
Record 3, Main entry term, English
- balanced fund
1, record 3, English, balanced%20fund
correct
Record 3, Abbreviations, English
Record 3, Synonyms, English
Record 3, Textual support, English
Record number: 3, Textual support number: 1 CONT
Balanced Funds-whose main investment objectives are a mixture of safety, income and capital appreciation. These objectives are sought through a balanced portfolio of fixed income securities for stability and income, plus a broadly diversified group of common stock holdings for diversification, dividend income and growth potential. 2, record 3, English, - balanced%20fund
Record 3, French
Record 3, Domaine(s)
- Investissements et placements
- Bourse
Record 3, Main entry term, French
- fonds équilibré
1, record 3, French, fonds%20%C3%A9quilibr%C3%A9
correct, masculine noun
Record 3, Abbreviations, French
Record 3, Synonyms, French
- fonds de placement équilibré 1, record 3, French, fonds%20de%20placement%20%C3%A9quilibr%C3%A9
correct, masculine noun
Record 3, Textual support, French
Record number: 3, Textual support number: 1 CONT
Les fonds équilibrés [...] dont les principaux objectifs de placement combinent la sécurité, le revenu et la plus-value du capital. Le fonds cherche à atteindre ces objectifs au moyen d'un portefeuille équilibré composé de valeurs à revenu fixe pour la stabilité et le revenu et d'un ensemble très diversifié d'actions ordinaires pour la diversification, le revenu de dividende et la plus-value du capital. 2, record 3, French, - fonds%20%C3%A9quilibr%C3%A9
Record 3, Key term(s)
- fonds balancé
Record 3, Spanish
Record 3, Textual support, Spanish
Record 4 - internal organization data 1991-11-14
Record 4, English
Record 4, Subject field(s)
- Investment
- Stock Exchange
Record 4, Main entry term, English
- specialty fund
1, record 4, English, specialty%20fund
correct
Record 4, Abbreviations, English
Record 4, Synonyms, English
Record 4, Textual support, English
Record number: 4, Textual support number: 1 CONT
Specialty funds-are those which concentrate portfolio holdings on shares of a group of companies in one industry, in one geographic location or in one segment of the capital market. While still offering some diversification in their portfolios, they are more vulnerable to swings in the industry in whose shares they specialize or, if they have a portfolio of foreign securities, in currency values. 2, record 4, English, - specialty%20fund
Record 4, French
Record 4, Domaine(s)
- Investissements et placements
- Bourse
Record 4, Main entry term, French
- fonds spécialisé
1, record 4, French, fonds%20sp%C3%A9cialis%C3%A9
correct, masculine noun
Record 4, Abbreviations, French
Record 4, Synonyms, French
Record 4, Textual support, French
Record number: 4, Textual support number: 1 CONT
Les fonds spécialisés (...) dont les placements sont concentrés sur les actions d'un groupe de compagnies d'un même secteur industriel, d'une même région ou d'un même secteur du marché des capitaux. Bien que leur portefeuille présente un certain degré de diversification, ils sont plus vulnérables aux fluctuations cycliques du secteur industriel en question ou, s'ils ont un portefeuille composé de titres étrangers, à la valeur des monnaies. 2, record 4, French, - fonds%20sp%C3%A9cialis%C3%A9
Record 4, Spanish
Record 4, Textual support, Spanish
Record 5 - internal organization data 1990-05-02
Record 5, English
Record 5, Subject field(s)
- Investment
Record 5, Main entry term, English
- portfolio holdings
1, record 5, English, portfolio%20holdings
correct
Record 5, Abbreviations, English
Record 5, Synonyms, English
Record 5, French
Record 5, Domaine(s)
- Investissements et placements
Record 5, Main entry term, French
- avoirs en portefeuille
1, record 5, French, avoirs%20en%20portefeuille
correct, masculine noun
Record 5, Abbreviations, French
Record 5, Synonyms, French
Record 5, Textual support, French
Record 5, Spanish
Record 5, Textual support, Spanish
Record 6 - internal organization data 1989-10-30
Record 6, English
Record 6, Subject field(s)
- Investment
- Stock Exchange
Record 6, Main entry term, English
- dividend income
1, record 6, English, dividend%20income
correct
Record 6, Abbreviations, English
Record 6, Synonyms, English
Record 6, Textual support, English
Record number: 6, Textual support number: 1 CONT
Balanced funds-whose main investment objectives are a mixture of safety, income and capital appreciation. These objectives are sought through a balanced portfolio of fixed income securities for stability and income, plus a broadly diversified group of common stock holdings for diversification, dividend income and growth potential. 1, record 6, English, - dividend%20income
Record 6, French
Record 6, Domaine(s)
- Investissements et placements
- Bourse
Record 6, Main entry term, French
- revenu de dividendes
1, record 6, French, revenu%20de%20dividendes
correct, masculine noun
Record 6, Abbreviations, French
Record 6, Synonyms, French
Record 6, Textual support, French
Record number: 6, Textual support number: 1 CONT
Les fonds équilibrés (...) dont les principaux objectifs de placement combinent la sécurité, le revenu et la plus-value du capital. Le fonds cherche à atteindre ces objectifs au moyen d'un portefeuille équilibré composé de valeurs à revenu fixe pour la stabilité et le revenu et d'un ensemble très diversifié d'actions ordinaires pour la diversification, le revenu de dividendes et la plus-value du capital. 2, record 6, French, - revenu%20de%20dividendes
Record 6, Spanish
Record 6, Textual support, Spanish
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