首页/百科/英文财经词汇/股票/文章详细

Equity-Linked Security - ELKS

外汇网2021-06-19 16:13:08 54
A hybrid debt instrument that is linked to the equity markets. Equity-linked securities can be in the form of a single stock, a group of stocks or an equity-based index, such as the S&P 500.

The return on investment is dependent upon the performance of the underlying equities that are linked to the security. This type of security will often offer a guarantee of principal plus perhaps a small gain in return for a reduced payout of equity gains.

Taobiz explains Equity-Linked Security - ELKS

Equity-linked securities first appeared in the 1990s and have been offered in the form of annuities, mutual funds and CDs. Most equity-linked securities will limit the equity gains that their investors can realize, either in the form of a reduced percentage of gains (such as 70% of all gains with no limit), or an absolute cap (meaning that the investor gets 100% of the gain up to a certain amount each year in total return, such as 10%).

For example, an investor with a 70% cap will see $7,000 of gain from a $100,000 investment if the underlying equities post a 10% gain for the year. However, the same investor with the same investment amount in a security with a 10% cap will only see the first $10,000 of gain in a year even if the underlying equities rise by 50%.

标签:

随机快审展示
  • 快审 星期一美股休市,黄金注意1820,能源危机如何产生?
  • 快审 4.13原油黄金夜里趋势分析及策略推荐
  • 快审 4.15黄金现货加息VS乌克兰避险,黄金买方还能走多远?下周先多后空!
  • 快审 央行课题组:关于通胀、能源危机、复苏放缓等全球几大热点问题
  • 快审 俄乌局势有减轻态势,原油黄金今日行情涨跌趋势分析
  • 快审 1.15黄金三重顶形态下周行情分析及交易参考
  • 快审 1.27原油黄金价格涨跌实时行情分析及操作策略指导
  • 快审 3.30黄金抑制于1935下,小非农报告看跌,行情分析交易参考
  • 快审 1.15黄金冲顶下挫下周会涨吗?原油黄金下星期一指导进场策略
  • 快审 8,29下周黄金涨跌怎么看?下星期一最新行情分析附交易参考附解一套策略
  • 快审 11.20黄金下挫趋势已经持稳?黄金原油下周交易参考!
  • 快审 1.4黄金日间操作策略及行情趋势在线解析
  • 快审 9,3黄金周线收官会一飞冲天吗?后市金银行情附策略
  • 快审 美盘黄金高点盘整,任然以回踩买涨为主
  • 快审 10.16黄金还会涨吗?黄金还会跌吗、下周白银TD多空交易参考
  • 快审 11.28 下周原油黄金策略趋势解析
  • 快审 4.24原油黄金星期一开盘行情分析,黄金现货价格策略逻辑布局
  • 快审 12.22原油黄金午间思路!原油黄金中长线行情行情及策略布局
  • 快审 1.4星期二恒指小纳指德指原油黄金天然气铜日间推荐参考
  • 快审 布拉德:需求更激进举措来应付高通货膨胀
  • 快审 柳沁雯5.10黄金交易淡定对待,绝地反击!最新黄金行情分析