| Term | Description |
|---|---|
| Account Type |
A series of criteria placed upon trading conditions that are packaged within an account. Portfolio Managers have access to Pro accounts. |
| Billing Period |
The billing period measures an investment's performance within a specified period. Each period ends on the last Friday of the month, from 23:50 UTC+0 to 23:59:59 UTC+0. |
| Fund |
A fund is created by a Portfolio Manager, where pooled investments by Investors are used by a PM to trade with. |
| Investment |
An investment is a particular amount of money allocated from the investment wallet to be used when investing in a fund. |
| Investing |
Refers to allocating resources, commonly money, with the expectation of generating future returns. |
| Investor |
The client of a Portfolio Manager who invests in one or more funds. |
|
Exness Investor app |
The Exness Investor app is used by Investors to manage their investments in funds created by a Portfolio Manager. |
| Exness Investor PA | Used by an Investor from the Personal Area (PA) to manage their investments in funds, account settings, and more. |
| Leverage |
The ratio of margin to loan capital. Leverages are set by the Portfolio Manager and can be set up to 1:200. |
| Performance fee |
The performance fee is a percentage of the amount an Investor pays to a Portfolio Manager (PM) for profitable investments after a billing period. |
| Personal Area (PA) |
Investors and Portfolio Managers use it to manage their profiles, trading accounts, trading performance, make deposits, withdrawals, and more. |
| Portfolio Management Solution |
A service that allows clients to manage funds and invite Investors to their created funds. |
| Portfolio Management Process |
The process of allocating profits from trades by a Portfolio Manager that uses invested capital from Investors in a fund account. |
|
Portfolio Manager |
The Portfolio Manager opens funds, executes equity-allocated trades, and earns based on their trading and performance fees from Investors who invest in the respective fund. |
| Portfolio Manager’s Personal Area | Used by Portfolio Managers to manage their profile, funds, account settings, and more from their Exness Personal Area (PA). |
| Portfolio Manager’s Profit | The profit earned by the Portfolio Manager. |
| Pro | An account type available to Portfolio Managers. |
|
Distributed profits in funds are a share of the investment profit after fees, which are credited to the investment wallet at the end of the billing period. |
|
| Spread |
The amount of difference between Bid and Ask pricing. |
| Stop an Investment |
When an Investor stops investing in a fund. |
| Swap | Swap, or currency swap, occurs when parties exchange interest and principal payments on debt denominated in different currencies. |
|
Unregistered User |
A person who has downloaded the Exness Investor app but has not registered a Personal Area. |
|
Investment wallet |
The wallet the Investor uses to fund their investment account to invest in funds. |
Exness Investor Glossary of Terms
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