Sentences with phrase «equity categories with»

David Taylor, portfolio manager of the IA Clarington Focused Canadian Equity Class, which outperformed its peers in Morningstar's Canadian Focused Equity and Canadian Equity categories with a return of 35.5 per cent, made a gutsy call in the first couple months of 2016.

The Scottish Oriental Smaller Companies Trust (SST) is one of the longest running investment trusts in the Asian equity category with a specialist focus on smaller companies.

Not exact matches

Between 1980 and 2005, U.S. buyout funds, one of the main categories of private equity, heavily outperformed the S&P 500, according to research from Chris Higson at the London Business School, with about 60 % of the funds he studied beating that benchmark index.

To help further strengthen brand equity and differentiation within the category, during the second quarter, LongHorn will introduce a new menu design, distinctive new steak offerings and a new advertising campaign that more effectively communicates their passion for delivering a great steakhouse experience with a little more attitude than the current campaign, which we believe will help further differentiate the brand.

The slowdown is most pronounced for funds with U.S. and Europe equity exposure, and less so for other non-U.S. categories, including emerging markets (EM) and EAFE.

Help with enhancing significant capital investment, the Growth Initiative creates a new certification category — minority - controlled firms — so that NMSDC certified - MBEs can retain minority status and control while accepting equity capital from institutional investors;

The report made a compelling argument to introduce a «base rate» level of funding per student, known as the Schooling Resource Standard (SRS), with extra loadings on top based on a number of equity categories.

In collaboration with Elizabeth Ziegler, Educational Equity was excited to announce, for the 2012 MLK contest, a new video category.

Real estate equities (a small category comprising just three funds with 15 - year track records) and energy equity funds rounded out the Top 5, even though oil prices now hover around the US$ 50 per barrel mark.

However, the fund's large equity stake adds risk to the portfolio, which, with large positions in high - yield (20 %) and non-U.S. dollar denominated bonds (30 %), is already one of the multisector category's most volatile.»

The other issue I am wrestling with is the category of balanced funds, where I am increasingly concerned that the three usual asset classes of equities, fixed income, and cash, will not necessarily work in a complementary manner to reduce risk.

Simply invest in a balanced mutual fund with a top - notch provider that has a good reputation across different broad equity and fixed income asset categories, he says.

I worked with six categories of funds — Canadian Balanced, Canadian Bonds, Canadian Equity, Canadian Small Cap, Global Equity and U.S. Equity funds.

-LSB-...] All UNIQUE portfolios are built with Fidelity mutual funds in four categories, domestic equity, international equity, fixed - income, and short - term funds.

Managers focusing on a particular size segment did not fare favorably, with 72.92 % underperforming in the Brazil Large - Cap Equity category and 69.77 % underperforming in the Brazil Mid / Small - Cap Equity category.

With emerging market stocks hitting a 5 - month low and significant outflows occurring in the biggest EM equity ETFs, at first glance it may seem as though investors are abandoning the category.

With HDFC securities, you can trade in two broader categories of derivative products viz — Equity and Currency.

It's also done so with considerably less volatility and drawdown than most equity categories.

Long / short equity saw a continued outflow from the category in May with $ 671 million leaving the category, bringing the year - to - date total to $ 2.8 billion.

Emerging market equity funds stood out on the equity side with a category return of 3.64 % while the long government bond category rallied and closed the month up 5.83 %.

Both Quantum Long Term Equity (QLTE) and HDFC Top 200 funds are good funds, with proven track record.QLTE's performance has been slightly volatile when compared to the three funds that i have mentioned in Diversified Equity category.

In the Global Equity category, the Fiera Capital Global Equity fund is a consistent performer with superior results in each of the past four years.

Quantum Long Term Equity has distinguished itself as a top quartile performer in the large cap category across various time periods, with a 14.81 percent return in the past ten years or ever since it was launched.

This stems from our data suppliers providing us with incorrect investment categories, namely both having been classified as Canadian Equity.

The portfolio allocation for Mirae Asset Emerging Bluechip Fund in terms of equity fund type is such that 55 to 60 percent of the corpus is usually allocated to mid-caps (higher than average ratio for the category) with a 20 - 30 percent allocation in large caps.

See more news and features in these categories: Alternative Minimum Tax (AMT), Equity Compensation, Incentive Stock Options (ISOs) Or with these tags: feature

Funds with more than 5 % of equity holdings in Japanese equity securities are excluded from the category.

The last category in equity oriented schemes is Multi-cap which invest in all kind of equities with a significant allocation to large cap stocks.

Since we published the first SPIVA Australia Scorecard in 2009, we have observed that the majority of Australian active funds in most categories have failed to beat comparable benchmark indices over three - and five - year horizons (with the exception of the Australian Equity Mid - and Small - Cap category).

A category of the equity funds, in small - cap funds, a large portion of the investment is done in small - cap stocks i.e. in companies with small market capitalization - having a market cap of less than $ 500 crores.

A category of the equity funds, in small - cap funds, a large portion of the investment is done in small - cap stocks i.e. in companies with small market capitalization - having a... Continue reading L&T Emerging Businesses Fund Direct Growth Review (2018)

In the Canadian Equity category, for example, we find that Canadian fund investors earned an aggregate return of — 10.42 % in 2011, compared with the index return of — 8.71 %.

When Lamm announced his impending retirement in 2001, the school had an aggressive allocation to risky assets, with 46 percent of its endowment in a category labeled «alternative investments,» primarily hedge funds, private equity, and similar risky investment vehicles — a risk that was partially balanced by keeping fully 42 percent of the portfolio in U.S. Treasuries.

Don is rated A by Citywire for risk - adjusted returns and the fund ranks among the top - performing European equity mutual funds over the past decade with five out of five ratings from Lipper in all categories.

In general, there are three categories: Home Equity Conversion Mortgages (HECMs), which are backed by the federal government; proprietary reverse mortgages, which are basically private loans; and single - purpose reverse mortgages, which come together with limitations in terms of what you can spend the money on.

Based on aggregate returns, the Morningstar Energy Equity Fund Index was the top - performing category among Morningstar Canada's 47 fund categories last month, following up on its 3.1 % March increase with a 10.6 % surge in April.

The Morningstar ™ Risk vs Category rating is an assessment of the variations in a fund's monthly returns, with an emphasis on downside variations, in comparison to the 314 funds in the Allocation ---70 % to 85 % Equity category, as of Category rating is an assessment of the variations in a fund's monthly returns, with an emphasis on downside variations, in comparison to the 314 funds in the Allocation ---70 % to 85 % Equity category, as of category, as of 4/30/18.

Leading Brand with Loyal Consumer Base in Early Innings of its Growth: BLUE has one of the strongest brand equities in the pet food market and is the number one brand in the Wholesome Natural category with retail sales of four times the next largest Wholesome Natural pet food brand.

We are focused on the fastest - growth segments within the treat category and will leverage our points of difference and brand equity to gain quick distribution with our customers and attention at the shelf level from consumers.

But since the other 5 categories are all based on women equity partners, the number of these powerful and highly compensated women is a small subset of a group that is very small to begin with.

In the derivatives arena, Morgan Lewis advises and counsels banking clients around the globe on a wide variety of issues with respect to all categories of over-the-counter and exchange - traded derivatives, including equity, debt, credit, commodity, interest rate, currency, and weather derivatives.

With chapters written by local experts from major jurisdictions worldwide, Equity Derivatives covers topics such as: regulatory authorities; market structure; categories and types of over-the-counter and exchange - traded equity derivatives; borrowing, selling, and repurchasing shares; risks facing dealers and counterparties; bankruptcy and insolvency rules; reporting obligations; insider trading regulations; taxation issues; and the design and issuance of structured proEquity Derivatives covers topics such as: regulatory authorities; market structure; categories and types of over-the-counter and exchange - traded equity derivatives; borrowing, selling, and repurchasing shares; risks facing dealers and counterparties; bankruptcy and insolvency rules; reporting obligations; insider trading regulations; taxation issues; and the design and issuance of structured proequity derivatives; borrowing, selling, and repurchasing shares; risks facing dealers and counterparties; bankruptcy and insolvency rules; reporting obligations; insider trading regulations; taxation issues; and the design and issuance of structured products.

Equity Funds: These ULIP funds fall in the medium to the high - risk category as they primarily invest in company stocks with the objective of capital appreciation.

Real Estate Agent • Take information from clients regarding their need for buying, selling, leasing and renting • Look through company database to determine if similar properties are available in needed categories • Compare prices and chart out the best possible solution for clients, based on their individual needs • Appraise properties using local comparison charts and discuss cost of maintenance and repair • Visit sites to determine suitability for clients and show properties that are deemed suitable • Create effective and meaningful relationships with clients for further purchase and sale purposes • Provide clients with financial assistance solutions and ensure that appropriate background checks are carried out • Educate clients on equity in their property and refinancing options • List properties for sale or purchase in local newspapers and respond to calls for information • Assist clients through the payment procedures and indulge in negotiations • Ascertain that all paperwork involved is in order and that any discrepancies are managed before a transaction is carried out

A home with negative equity falls into both categories.

Constructing Offers By Ron LeGrand Once the seller is called by either you or your virtual assistant using our property information sheet, the prospects will come at you in one of four categories: 1) they'll be free and clear, 2) there'll be a mortgage with lots of equity, 3) there'll be a mortgage with a small amount of equity, or 4) they'll be over-leveraged.