Sentences with phrase «allocated specific assets»
Ram and Madhu are the only members of an SMSF which has allocated specific assets to support the superannuation income streams payable by the SMSF.
https://www.ato.gov.au/ Not exact matches
In my personal portfolios (and my benchmark Sleepy Portfolio), I have allocated 5 % of the total value to REITs but don't have a good rationale for that specific number (other than it is the minimum allocation to any asset class in the portfolio).
In my personal portfolios (and my benchmark Sleepy Portfolio), I have allocated 5 % of the total value to REITs but don't have a good rationale for that specific number (other than it is the minimum allocation to any asset class in the portfolio).
An investment in the fund could lose money over short, intermediate, or even long periods of time because the fund allocates its assets worldwide across different asset classes and investments with specific risk and return characteristics.
The portfolio manager allocates and rebalances the portfolio among nine specific, low - correlated asset classes.
According to 1990 Nobel Prize winner Harry Markowitz's «Modern Portfolio Theory», almost 92 % of investment returns are the result of how assets are allocated among different classes, while only 2 % are due to the specific stocks and bonds you choose to buy within each asset class.
For example, this may occur where the assets of the superannuation fund are allocated to specific superannuation interests that are supporting superannuation income streams.