Fund Data Converter
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OFEM050800 – EMT Recommended Holding Period
Recommended holding period (RHP) of the fund in years. Default values are integer. However, as there might be exceptions you can use decimal figures for fractions of a year. Please note, that openfunds uses RHP (integer) to reflect the field 'time horizon' within the EMT. Alternatively, the alphanumeric codifications can be used instead of a numeric value. The following list describes each meaning of the available alphanum values: V = Very short S = Short M = Medium L = Long H = Hold to maturity
Conversion to string as shown in the EMT can be done as follows: 1 day <= very short <= 1 year 1 year < short <= 3 years 3 years < medium <= 5 years 5 years < long
// The correspondent MiFID II field introduced by the European Working Group with their MiFID Data Dictionary Template (EMT) is: EMT: 05080_Minimum_Recommended_Holding_Period (before version 2.0 of EMT: 05080_Time_Horizon). This is a Mandatory EMT field.//
| Property | Value |
|---|---|
| OF-ID | OFEM050800 |
| Name | EMT Recommended Holding Period |
| Area | European MiFID Template (EMT) |
| Level | Share Class |
| Format | Text |
| Tags | EMT |
| Introduced in | openfunds 1.26 |
| FinDatEx EMT field | 05080_Minimum_Recommended_Holding_Period |
| FinDatEx EMT field | 05080_Time_Horizon |
Allowed values
V, S, M, L, H
Example
S
FundsXML 4 mapping
FundsXML 4.2.11 has no element for this field. The converter keeps the value as CustomAttributes/Attribute named OF_OFEM050800 on the share class (or position), so FundsXML → openfunds restores it unchanged.
The field mapping table lists every field; openfunds to FundsXML explains the rules behind it.
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