SubfundStaticData

/FundsXML4/Funds/Fund/CHOICE_2819/Subfunds/Subfund/SubfundStaticData

Diagram

SubfundStaticData Static data of subfund (similar to static data of single fund) InceptionDate xs:date 0..1 MaturityDate xs:date 0..1 LiquidationDate xs:date 0..1 LiquidationReason (anonymous) 0..1 Advisor CompanyType 0..1 Companies SubfundCompaniesType 0..1 Managers (anonymous) 0..1 Policies (anonymous) 0..1 StockExchanges (anonymous) 0..1 ExchangeTradedFlag xs:boolean 0..1 FundOfFundFlag xs:boolean 0..1 SocialResponsibleFlag xs:boolean 0..1 ManagementType (anonymous) 0..1 PricePublishedFlag xs:boolean 0..1 OpenClosedEnded (anonymous) 0..1 ClosedType (anonymous) 0..1 SalesCategory (anonymous) 0..1 InvestmentHorizon (anonymous) 0..1 IsFeederFor IdentifiersType 0..1 IsMasterFor IdentifiersType 0..1 FundTexts (anonymous) 0..1 CustomAttributes AttributesType 0..1

Documentation

Static data of subfund (similar to static data of single fund)

Properties

Type
SubfundStaticDataType
Cardinality
0..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
6
Sample Data

Child Elements & Attributes

Name (XPath) Type Documentation Sample Data
/Funds/.../InceptionDate xs:date

Inception date of fund

2024-07-08
/Funds/.../MaturityDate xs:date

Maturity date (planned end date) of fund

2021-02-14
/Funds/.../LiquidationDate xs:date

Date when fund has been closed (due to low volume, merger, ...)

2024-01-11
/Funds/.../LiquidationReason (anonymous)

Client Exit, Low Volume, Merger or Other

OTHER
/Funds/.../Advisor CompanyType

Detaili data of Company/Issuer

/Funds/.../Companies SubfundCompaniesType
/Funds/.../Managers (anonymous)
/Funds/.../Policies (anonymous)
/Funds/.../StockExchanges (anonymous)
/Funds/.../ExchangeTradedFlag xs:boolean true
/Funds/.../FundOfFundFlag xs:boolean true
/Funds/.../SocialResponsibleFlag xs:boolean false
/Funds/.../ManagementType (anonymous)

ACTIVE or PASSIVE

ACTIVE
/Funds/.../PricePublishedFlag xs:boolean

Defines whether prices are published or not

true
/Funds/.../OpenClosedEnded (anonymous)

Defines whether shares can be bought or not: OPEN or CLOSED

CLOSED
/Funds/.../ClosedType (anonymous)

HARD ... Nobody can buy new shares
SOFT ... Only existing investors can buy new shares

SOFT
/Funds/.../SalesCategory (anonymous)

PUBLIC, RETAIL, RETAIL-HNW, SPECIAL

RETAIL-HNW
/Funds/.../InvestmentHorizon (anonymous)

Recommended holding period in years

/Funds/.../IsFeederFor IdentifiersType
/Funds/.../IsMasterFor IdentifiersType
/Funds/.../FundTexts (anonymous)
/Funds/.../CustomAttributes AttributesType

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"
            minOccurs="0"
            name="SubfundStaticData"
            type="SubfundStaticDataType">
   <xs:annotation>
      <xs:documentation>Static data of subfund (similar to static data of single fund)</xs:documentation>
   </xs:annotation>
</xs:element>