Sentences with phrase «addition to the fund returns»

Not exact matches

Retirees are facing problems very similar to the average pension fund: In addition to not having enough cash contributions to keep up with the costs of aging, their returns have been hurt by interest rates that have been too low for too long.

In addition, tracking brand - new hits to the website as opposed to return visitors can help determine if you need to put more funding into acquisition or retention.

In addition, cities, states, and taxpayers have concerns about the costs of bonds and borrowing, how to get the best return on banked or invested public money, and an interest in finding innovative ways to fund public spending without surrendering public control, as is often the case with public - private partnerships.

In addition to the Total Return Fund's positions in TIPS and short - dated Treasury securities, the Fund continues to hold about 30 % of assets in a diversified group of precious metals shares, utility shares, and foreign currencies.

In addition, in a world of low yields and tight spreads, returns to these funds are also likely to be modest, at least relative to periods when yields were much higher.

In addition, the information technology sector has provided the highest contribution to return of the Oakmark Fund over the past three years, with several holdings returning more than 20 % annually (Apple, Microsoft and Texas Instruments).

In addition to funding fellowships and promising scientists, Sêr Cymru offers 12 additional fellowships to scientists returning to their fields after a long absence.

In addition, funding may also be granted to establish or intensify scientific contacts in Germany or be used towards relocation costs on return to Germany (cf. section VI 1 and 2 of the guidelines).

Each index fund's prospectus explains its approach to selecting investments, in addition to its expense ratio, historical returns, risk profile, and other required information about the fund.

In addition to capital gains distributions, fund distributions may include nonqualified ordinary dividends (taxed at ordinary income tax rates), qualified dividends (taxed at rates applicable to long - term capital gains if holding period and other requirements are met), exempt - interest dividends (not subject to regular federal income tax) and nondividend, or return of capital, distributions, which are not subject to current tax.

In addition, under certain market conditions, the funds may accept greater volatility than would typically be the case, in order to seek their targeted return.

In addition to interest, you will also be charged a fee each time you are late on a scheduled payment and a fee for every payment that is returned to you for insufficient funds.

In addition, the Fund aims to provide an overall return of 2 - 3 per cent above the London Interbank Offered Rate (LIBOR) 90 Day (GBP) over a full market cycle (being 3 - 5 years) after management fees are deducted.

Derivatives instruments can be highly volatile, result in leverage (which can increase both the risk and return potential of the Fund), and involve risks in addition to the risks of the underlying instrument on which the derivative is based, such as counterparty, correlation and liquidity risk.

In addition to fund costs, taxes are the other certain thing that will be deducted from your returns.

In addition to those common factors when evaluating a mutual fund, such as risks, return, and costs, more attention should be paid to the fund's asset allocation because it's what makes a lifecycle fund a lifecycle fund.

In addition, interest rates have probably bottomed out in North America, which should bode well for Sun Life, as it can earn a better return on the funds it has to set aside for potential claims.

In addition to diversifying client portfolios not only by asset class, but also by investment strategy through an allocation to a tactical investment that uses a quantitative approach, Bainbridge highlighted the use of an absolute return fund and simply using cash.

In addition, affluent individuals or groups feel there is not as much pressure to yield higher returns, so they allocate funds across multiple investment types.

In addition, the Fund's focus on long - term, after - tax returns may be well suited to tax - sensitive investors with multiyear time horizons.

Considering average return of around 18 % to 20 % of these funds, we can fairly estimate net addition of Rs. 15,100 crores of AUM in this category.

All three balanced funds provide solid returns and are considered a worthy addition to any conservative portfolio.

In addition, such tax strategies may require the Fund to liquidate other investments to meet its distribution requirement (including when it may not be advantageous for the Fund to liquidate such investments), which may accelerate the recognition of gain and affect the Fund's total return.

According to the compliant, in addition to its fiduciary breach under the Employee Retirement Income Security Act (ERISA), Fidelity also attempted to conceal its improperly conservative investment and excessive fees from investors by solely reporting to investors an inappropriate «money market» benchmark for the MIP rather than a proper stable value fund benchmark that made the MIP returns appear to be competitive.

Note: Gemini Fund Services, LLC, the Funds» transfer agent, will charge a $ 25 fee against a shareholder «s account, in addition to any loss sustained by the Funds, for any check returned to the transfer agent for insufficient fFunds» transfer agent, will charge a $ 25 fee against a shareholder «s account, in addition to any loss sustained by the Funds, for any check returned to the transfer agent for insufficient fFunds, for any check returned to the transfer agent for insufficient fundsfunds.

In addition, you have no reliable way to tell beforehand which actively managed fund will return more than its added costs.

Here's an estimate of how these numbers work out: If you'd invested $ 100 one - year ago at the beginning of last month, and the total return was 20 % and the yield was 6.7 %, then now you'd have ~ $ 6.70 in cash to spend (in your money market / cash / sweep account), and in addition to that, the fund would still be worth ~ $ 113.30 (because no shares needed to be sold to get the income yield).

So in addition to the inefficient packaging, you'll also more than likely get much less total return when investing in life insurance company subaccounts, compared to mutual fund investing.

This year also saw the return of two major acquisitions funds supported by major institutions, in addition to a record 230 groups in attendance from around the world.

To be considered for funding, projects must have the potential to drive market transformation, in addition to reducing the state's greenhouse gas emissions and providing a positive financial return for the banTo be considered for funding, projects must have the potential to drive market transformation, in addition to reducing the state's greenhouse gas emissions and providing a positive financial return for the banto drive market transformation, in addition to reducing the state's greenhouse gas emissions and providing a positive financial return for the banto reducing the state's greenhouse gas emissions and providing a positive financial return for the bank.

For if it is successful in generating better returns than each would have mustered individually, logic dictates that as the combined brand grows in stature and power over time, it makes less and less sense to also be devoting funds to maintaining three separate individual firm brands in addition to the combined brand.

A unit linked child insurance plan which provides market related returns while at the same time taking care of the child's future.Guaranteed Loyalty Additions are added to the fund @ 3 % of the average fund value in the preceding three years.The fund value is paid on maturity of the plan and in case of death of the insured during the tenure of the plan; the Sum Assured is paid immediately.

If a personal check is returned for any reason, including non sufficient funds, the student shall pay the original tuition fee in addition to a $ 20 service charge via money order or certified cashier's check.

Part of long term goal can be achieved with a fixed return product like endowment insurance and partially through mutual funds in addition to term insurance.

HDFC Life Assured Pension Plan - ULIP is a market linked plan which offers you returns on your invested amount subject to market returns.The plan helps you to build a strong corpus for your post retirement era.With loyalty additions, plan allows you to enhance the fund value.

In addition, his FY2017 budget proposal returns income - eligibility for the state's Child Care Assistance Program to 185 % of the Federal Poverty Level, increases funding for Early Intervention and level funds home visiting services.

«In addition to protecting the MMI Fund, these changes will encourage the return of private capital to the housing market, and make sure FHA remains a vital source of affordable and sustainable mortgage financing for future generations of American homebuyers.»

Rent checks and electronic rent payments that are returned as NSF (Not Sufficient Funds) after 11:59 PM on the 5th of the month are considered late and will be assessed a $ 25 NSF fee in addition to applicable late fees.