Sentences with phrase «advisor equity income fund»

Not exact matches

It's worth noting that private equity funds are also becoming more available through registered investments advisors to accredited investors: those with $ 200,000 in income for the past two years or $ 1 million in net worth.

With the help of your advisor, you can choose to invest in a mix of Equity, Balanced and Fixed Income funds, based on your risk tolerance and life goals.

My «advisor» at MDM is OK with our 127K divided almost equally between fixed income (MD bond and mortgage fund, mer 1.4) and Canadian equity (MD dividend fund, also 1.4 MER)

Many thanks for the response.My preference is more towards a regular income.Out of the funds that I had listed (it is based on the advise of my investment advisor at bajaj capital), the equity saving fund account will gv me a regular income after one year.

@CC, anyone else: The problem that I (and perhaps many of us) have is that in order to rebalance my portfolio (target weight is 50 % equities, 33 % fixed income, 12 % alternative investments and 5 % cash) I would have to sell a lot of my equity positions at a loss (I took over management of my portfolio from my advisor 6 months ago and he had me 100 % in a equity - heavy mutual fund).

She is responsible for monitoring the external domestic equity and fixed income advisors to the American Beacon Funds and AMR's pension plans.