Sentences with phrase «achieve its investment objective by»
Brookfield Real Assets and Income (RA) is a closed end fund that seeks to achieve its investment objective by investing primarily in Real Asset Companies and Issuers.
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The fund follows a value oriented strategy and seeks to achieve its investment objective by investing in equity and debt securities, money market instruments, and derivatives.
The Fund seeks to achieve the investment objective by investing primarily in: Dividend - paying common stocks, and by writing call options on common stocks and common stock indices.
It seeks to achieve its investment objective by investing in derivatives and other commodity - linked instruments that provide exposure to the following four sectors of the commodities markets: agricultural / livestock, energy, industrial metals and precious metals.
Fund of Funds or ETF of ETFs A fund seeking to achieve its investment objective by investing primarily in other funds or exchange - traded funds.
The investment seeks to achieve its investment objective by investing under normal market conditions in the publicly - traded shares of each underlying fund so that the underlying fund average will have a weighting of 25 % to each underlying fund.
The Fund seeks to achieve the investment objective by investing primarily in CMBS and other commercial real estate related securities, such as REITs.
The Allocation Fund attempts to achieve this investment objective by investing in a focused portfolio of investments in the equity, fixed - income and cash and cash - equivalent asset classes.
Under normal circumstances the Income Fund seeks to achieve its investment objective by investing in a focused portfolio of cash distributing securities.
Under normal circumstances the Fairholme Fund seeks to achieve its investment objective by investing in a focused portfolio of equity and fixed - income securities.
The Fund seeks to achieve its investment objective by allocating assets among different asset classes.
Principal Investment Strategies: The Fund seeks to achieve its investment objective by allocating assets among various strategies based on the adviser's research and analysis regarding market
The fund seeks to achieve its investment objective by allocating assets among specialist portfolio managers.
Principal Investment Strategies: The Fund seeks to achieve its investment objective by allocating assets among various strategies based on the adviser's research and analysis regarding market trends.
PRINCIPAL INVESTMENT STRATEGIES: Each Fund seeks to achieve its investment objective by allocating assets among various strategies based on the adviser's research and analysis regarding market trends.
The Portfolio Manager seeks to achieve the investment objective by using a proprietary strategy known as Volatility Enhanced Global Appreciation («VEGA»).
Screening Process: Each Fund is a «fund of funds» that seeks to achieve its investment objective by investing in a portfolio of underlying Calvert fixed income and equity funds that meets the Fund's investment criteria, including financial, sustainability and social responsibility factors.
The fund seeks to achieve its investment objective by investing primarily in a combination of other Schwab Funds and Laudus Funds.
This Fund seeks to achieve its investment objective by investing in a portfolio of exchange - traded financial instruments that provide exposure to movements in the value of Bitcoin.
Not exact matches
The investment objective of the Fund is to seek to achieve long - term capital growth by investing primarily in equity securities of companies that are directly or indirectly involved in the exploration, mining, production or distribution of silver.
Mutual funds are designed to try and achieve a specific investment objective that is dictated by the fund charter.
The Sub-Advisor seeks to achieve the fund's investment objective by selecting a focused portfolio of high - yield debt securities (commonly referred to as junk bonds).
Its investment objectives are to achieve a high level of current income by investing in debt securities, consisting mainly of senior notes etc..
The fund seeks to achieve its objective by normally investing at least 80 % of its net assets (plus borrowings made for investment purposes) in health sciences - related companies.
The investment objective of the scheme is to generate capital appreciation and income by predominantly investing in arbitrage opportunities in the cash and derivatives segment of the equity market, and enhance returns with a moderate exposure in equity & equity related instruments.There is no assurance or guarantee that the investment objective of the scheme will be achieved.
The investment objective of the Scheme is to achieve long term capital appreciation by primarily investing in a maximum of 35 equity & equity related instruments across sectors and marketcapitalization levels.
Troy Sapp, CPA, CFP ® formed Commencement Financial Planning LLC to help you achieve your goals by providing objective investment and financial planning advice using a consultative approach, not one based on sales.
The fund is a «fund of funds,» meaning that it seeks to achieve its objective by investing in other American Century mutual funds (the underlying funds) that represent a variety of asset classes and investment styles.
The investment objective of the MDP Strategy is to achieve long - term capital appreciation by owning a diversified portfolio of great businesses.
Investment Objective: To achieve growth by investing in equity & equity related instruments, balanced with income generation by investing in debt & money market instruments.
These negative real rates of interest paid by an increasing proportion of the developed world's governments on their debt will not preserve our purchasing power over the long run, let alone generate the growth in real wealth necessary to achieve our investment objectives.
Each LifePoints fund seeks to achieve a specific investment objective by investing in different combinations of the Underlying Funds.
The Global Real Estate Securities Fund (Russell Investments) is a multi-manager fund that seeks to achieve its objective by concentrating its investments in equity securities of real estate companies («real estate securities») located in a number of countries around the world, including the U.S., in a globally diversifInvestments) is a multi-manager fund that seeks to achieve its objective by concentrating its investments in equity securities of real estate companies («real estate securities») located in a number of countries around the world, including the U.S., in a globally diversifinvestments in equity securities of real estate companies («real estate securities») located in a number of countries around the world, including the U.S., in a globally diversified manner.
TAF's investment objective is to achieve above average returns on a risk - adjusted basis by actively trading and investing in liquid instruments of emerging and developing markets.
The adviser seeks to achieve each Fund's secondary objective by hedging the Fund's investment portfolio when it believes security prices will decline.
Index - Related Risks In order to meet its investment objective, each iShares ® fund will seek to achieve a return which reflects the return of its benchmark index as published by the relevant index provider.
This means that as well as directly owning the underlying assets they use complex products called derivatives provided by financial institutions to achieve their investment objectives.
By answering some fundamental questions and arming yourself with some basic investment perspectives, you will be better able to make decisions and work with investment representatives or advisers to find the appropriate mix of securities to achieve your investment objectives.
Maintained appropriate inventory levels and flow to achieve company objectives in dollar and unit turn as well as GPROI (gross profit return on investment) through OTB process by accurately forecasting sales, point - of - sale markdowns, and inventory devaluation markdowns.
OBJECTIVE: IT Director — Information Technology Vice President (VP)-- Chief Information Officer (CIO) Information Technology senior management, executive position in a leading multinational organization, contributing business value by developing and executing a strategic, long - term vision, while leading the firm to achieve measurable business results and growth, effectively managing the IT portfolio of investments.