indexnära

11:46 Jun 3, 2013 

that I wasn't disagreing with Deane. I was disagreeing with the useage of the term as it is used.

20:31 Jun 2, 2013 

What a professional discussion.

15:48 Jun 2, 2013 

Thank you all for your pointers and discussion on this.

Firstly, this was a translation for a major company for which I was provided with no glossary unfortunately.

Although I ultimately went for "tracker", I did include the link to this discussion as part of my glossary entry, and suggested to the client that they review what has been written here so that THEY can decide on their preferred terminology for any future translations.

Thanks all for your input.

15:44 Jun 2, 2013 

I revisited this one today ... after one of those weeks ... I'll note that my answer actually focused on your reference where your term is used in the header, and where I think my suggestion works better. Your actual context seems to be in running text describing a fund, where my term may be too 'formal'. While a tracker fund is indeed what is being discussed, I've read through a lot of similar fund descriptions (Bloomberg, MSCI, and Morningstar), tho certainy not all (ha-ha), and tracking, matching, and many similar descriptive terms are used to describe funds that are not strictly aligned with a particular index, as in 'trying' to follow index. 'Index replicating' seems to be used more in regulatory contexts and the like.

11:13 May 31, 2013 

I'd refer to it as a ""index replicating" fund, however as a short term "tracker fund."

But I can't post this, as my well-informed colleagues have already posted, separately, these terms. However I thought I would explain, as I see it, the difference between the two.

http://www.investopedia.com/terms/t/trackerfund.asp

10:25 May 31, 2013 

Thanks for the suggestions so far. I think I'd be wise to return to the client to see whether they have a preferred term before making a decision. I shall be back!