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OFST350110 – EFAMA Active EFC Classification
The six EFAMA Main EFC Categories OFST350100 are segmented according to 9 additional criteria: country/region, sector, market capitalisation, currency exposure, credit quality, interest rate exposure, emerging market exposure, asset allocation and structural characteristics resulting in over 350 categories. The holdings-based categorisation is performed free-of-charge by FE fundinfo on behalf of EFAMA. Fund distributors and data providers are advised to download the EFAMA Active EFC Classification directly from the EFAMA website to ensure that the share classes are categorised properly. Asset managers should not do an autonomous classification.
A list of categorised funds and share classes can be downloaded from http://www.efama.org/SitePages/EFCF.aspx menu item "Download Classification Results".
| Property | Value |
|---|---|
| OF-ID | OFST350110 |
| Name | EFAMA Active EFC Classification |
| Area | Static data |
| Level | Share Class |
| Format | Text |
| Tags | Additional |
| Introduced in | openfunds 0.9 |
| Related field | OFST350100 EFAMA Main EFC Category |
Values
Dynamic list of values in PDF at http://www.efama.org/SitePages/EFCF.aspx
Example
Equity Asia Pacific Ex Japan Small Cap
FundsXML 4 mapping
FundsXML core structures:
Funds/Fund/FundStaticData/Classifications/Classification[ListedGroup=EFAMA]/Value[@level=2]
The field mapping table lists every field; openfunds to FundsXML explains the rules behind it.
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