Fund

/FundsXML4/Funds/Fund

Diagram

Fund All single fund, umbrella, sicav, portfolio related data Identifiers IdentifiersType Names NamesType Currency ISOCurrencyCodeType SingleFundFlag xs:boolean DataSupplier DataSupplierType 0..1 FundStaticData FundStaticDataType 0..1 FundDynamicData FundDynamicDataType 0..1 CHOICE (container) 0..1 CountrySpecificData CountrySpecificFundDataType 0..1

Documentation

All single fund, umbrella, sicav, portfolio related data

Properties

Type
FundType
Cardinality
1..*
Namespace
xs = "http://www.w3.org/2001/XMLSchema"
altova = "http://www.altova.com/xml-schema-extensions"
ds = "http://www.w3.org/2000/09/xmldsig#"
Level
2
Sample Data

Child Elements & Attributes

Name (XPath) Type Documentation Sample Data
/Funds/.../Identifiers IdentifiersType

Identifiers of fund

/Funds/.../Names NamesType

Names of fund

/Funds/.../Currency ISOCurrencyCodeType

Main currency of fund (typically used by custodian for calculation of total NAV)

Three-letter ISO-CurrencyCode (ISO 4217)

Dreistelliger ISO-Waehrungscode (ISO 4217)

VVS
/Funds/.../SingleFundFlag xs:boolean

Defines whether this is a single fund or an umbrella like structure with subfunds

true
/Funds/.../DataSupplier DataSupplierType

Definition of data source (investment company, vendor, ...)

/Funds/.../FundStaticData FundStaticDataType

Main static data of fund (Fiscal Year, Custody, ...)

/Funds/.../FundDynamicData FundDynamicDataType

Dynamic data of fund (total values, holdings, transactions, breakdowns, ...)

/Funds/.../CHOICE_2819 (container)
/Funds/.../CountrySpecificData CountrySpecificFundDataType

Country specific data of fund (as defined in 'FundsXML4_CountrySpecificData_xx.xsd')

XML Snippet

<xs:element xmlns:altova="http://www.altova.com/xml-schema-extensions"
            xmlns:ds="http://www.w3.org/2000/09/xmldsig#"
            xmlns:xs="http://www.w3.org/2001/XMLSchema"
            maxOccurs="unbounded"
            name="Fund"
            type="FundType">
   <xs:annotation>
      <xs:documentation>All single fund, umbrella, sicav, portfolio related data</xs:documentation>
   </xs:annotation>
   <xs:key name="benchmarkID">
      <xs:selector xpath="FundStaticData/Benchmarks/Benchmark"/>
      <xs:field xpath="BenchmarkID"/>
   </xs:key>
   <xs:keyref name="benchmarkDynamicRef" refer="benchmarkID">
      <xs:selector xpath="FundDynamicData/Benchmarks/Benchmark"/>
      <xs:field xpath="BenchmarkID"/>
   </xs:keyref>
</xs:element>