オルタナ研究所
クレジット : マルチアセット投資の利点Explore More
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トレンド
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Jカーブ
当初の損失を反映したリターンのトレンドラインで、その後、当初の投資額を上回る急激な上昇（大文字のJのような形状）を示す。
Jカーブは、私募市場ファンドで投資家が経験する典型的な経緯を反映しており、投資家が初期投資額を回収して投資利益の恩恵を受けるまでには数年を要することが多い。
初期に予想されるマイナスのリターンの特徴は、ファンドのマイナスのパフォーマンスを反映しているのではなく、ファンドが資本を展開しようとする最初の数年間に発生するオペレーション費用を反映するものである。
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