✔ 最佳答案
傘子基金 (umbrella funds)
基金管理公司把自己名下的一組基金作為“母基金”,在“母基金”之下,再組成若干個“子基金”,以方便和吸引投資者在其中自由選擇和轉換的一種經營方式。其最大的特點就是利於投資者轉換基金,並且不收或少收轉換費,以此來穩定投資隊伍。
Umbrella fund
An umbrella fund is an investment term used to describe a collective investment scheme which is a single legal entity but has several distinct sub-funds which in effect are traded as individual investment funds.
This type of arrangement originated in the European investment management industry, most notably with the SICAV (an open ended collective investment). The SICAV model was copied for the UK OEIC and offshore fund models.
Advantages
The umbrella fund structure makes it cheaper for investors to move from one sub-fund to another and save the investment manager costs relating to regulatory duplication.