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OFEP011200 – EPT 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.
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 PRIIP field introduced by the European Working Group with their PRIIPS Data Dictionary Template (EPT) is: EPT: 01120_Recommended_Holding_Period and the corresponding field to the CEPT (addition to the EPT) is: CEPT-RHPs: 31030_HP_period_3.//
| Property | Value |
|---|---|
| OF-ID | OFEP011200 |
| Name | EPT Recommended Holding Period |
| Area | European PRIIPs Template (EPT) |
| Level | Share Class |
| Format | Decimal number |
| Tags | EPT |
| Introduced in | openfunds 1.26 |
| FinDatEx EPT field | 01120_Recommended_Holding_Period |
Values
Default is an integer value. For exceptions use a decimal figure (max 7 digits after the decimal point).
Example
5
FundsXML 4 mapping
FundsXML EPT block:
RegulatoryReportings/…/EPTV2/RiskAssessment/Recommended_Holding_Period
The field mapping table lists every field; openfunds to FundsXML explains the rules behind it.
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