Sentences with phrase «amount of invested assets»

This fee is based on the total amount of invested assets and will be deducted from your account balance on a monthly basis.

This fee is based on the amount of invested assets and will be deducted from your account balance on a monthly basis.

Not exact matches

The established players dominate the investing world, and fund managers need a healthy amount of assets under management to earn enough in fees to stay profitable.

«Keeping 100 percent of your crypto assets online is a bad idea for an institution, or frankly, for an individual who has a large amount invested in it as well,» he said.

Some of the proceeds of the IPO will go to repay outstanding debt Zipcar owes to financial instutitutions, and «approximately $ 5.0 million to repay amounts owing to certain former shareholders of Streetcar» as well as a portion of the net proceeds to invest in «companies, technologies, services or assets that complement our business.»

The concept is straightforward — you invest a fixed amount of money in an asset once every fixed time period.

Make sure that the amount of any stocks, bonds, and short - term securities in your asset mix reflects your time frame for investing (and the associated need for growth).

I currently have 50 % of my assets in cash which is pretty high for an emergency fund and that's because I like to invest small amounts of capital vs. all at once.

My own evaluation of this is reflected in the fact that the majority of my personal assets are invested in the Strategic Growth Fund (nearly all the remainder, outside of a small amount in money market funds, is in the Strategic Total Return Fund).

It is ideal for people who invest larger amounts of money and want to analyze the trading assets cautiously before making an investment.

PIP365 gave us the option of responding to signals in order to execute trades, as well as allowing us to place trades on our own platform as easily as choosing an asset to trade, the amount we wanted to invest and the time limit for our options.

The indictment alleged that Shkreli induced investors to invest in the hedge funds through material misrepresentations and omissions about prior fund performance and the amount of assets under management, among others.

These portfolios allow you to invest your assets according to the amount of investment risk you're comfortable taking and the return characteristics you prefer.

The equity multiplier is the amount or percentage of assets owned by each dollar invested in a business.

The restrictions may include, but not limited to; expiry time, the maximum amount that can be invested in a trade, total number of trades that can be simultaneously placed, which assets are to be traded or discarded, etc..

A good start is to begin investing a certain amount or percentage of assets each month, Thomas noted.

Investing in the venture asset class is no exception, and perhaps is most beneficial due to the amount of risk that can be diversified away.

Just enter the amount you want to invest (amount to RISK should be the right word), and click CALL if you believe the price of the selected asset will increase or PUT if you believe the price of the asset is going to decrease.

Since Olymptrade provides its members with a chance to invest in small amounts, the amount of available and tradeable assets is low, which helps greatly in reducing the risk factor when using Olymptrade's services.

«At this point in time what it does show is people out there are prepared to invest substantial amounts of money in coal assets and Rio's predominantly foreign owned already - that's another issue to remember - and I've been reading a couple of comments and I think even the unions are in support of this one.

The main intention of the endowment is to invest it, so that the total asset value will result to an inflation - adjusted principal amount, along with additional income which will be used for further investments and additional expenditures.

On average, data - based capital contributed just 0.015 per cent to UK GDP each year over the period studied by the team, even though investment in data - based assets in the UK reached US$ 7 billion in 2013 — which equates to around 40 per cent of the amount invested in R&D.

If you have a substantial amount of wealth or assets that you wish to protect, investing in an umbrella insurance policy may be a very wise decision.

He invested Rs. 50,00,000 / - in long term specified asset (Bonds of NHAI) and balance amount of Rs. 25,00,000 / - in SBI Capital Gains Accounts Scheme.

The exemption amount is calculated based on (LTCG X Amount invested in new house) / sale proceeds of original amount is calculated based on (LTCG X Amount invested in new house) / sale proceeds of original Amount invested in new house) / sale proceeds of original asset.

* to administer the RESP and invest its assets for the benefit of the beneficiary (ies) until the beneficiary (ies) are eligible for Educational Assistance Payments (EAPs); * to add or change a beneficiary as the trustee considers appropriate and if allowed by law; * to direct EAPs and to use refunds of contributions to assist financially with the post-secondary education of an eligible RESP beneficiary, at the times, in the amounts, and in the manner that the trustee considers appropriate; * to maximize use of CESGs when making EAPs; * to wind up the trust when all RESP assets are depleted or, if there are remaining assets, to only wind up the trust when: * the post-secondary education of the RESP beneficiary (ies) is complete; * the maximum life of the plan, as specified by law, has been reached; or * all the RESP beneficiaries have died; and:

In addition, the Master Fund or an Investment Fund may invest in these instruments pending allocation of its assets, and the Master Fund will seek to retain cash or cash equivalents in sufficient amounts to satisfy capital calls from Investment Funds.

Under normal market conditions, it will invest at least 80 % of its net assets (plus the amount of any borrowings for investment purposes) in Senior Loans.

The Master Fund may invest, including for defensive purposes, directly and indirectly, some or all of its assets in high quality fixed - income securities, money market instruments and money market mutual funds, or hold cash or cash equivalents in such amounts as the Advisor or general partner, manager or equivalent of the underlying Investment Fund (the «Investment Fund manager (s)») deem appropriate under the circumstances.

Under normal circumstances, the fund invests at least 80 % of its net assets (plus the amount of any borrowings for investment purposes) in obligations of the U.S. government, its agencies and instrumentalities.

I have a modest amount of equity invested in the asset, and the rest is borrowed on floating rate terms.

Everyone is now able to invest across a broad range of assets at a low cost and with whatever amount they can afford.

«If only a small percentage of them invest only a small amount of their assets in real estate, the market will be trillions of dollars.»

Changes in the value of a derivative may not correlate perfectly with the underlying asset, rate or index, and the Portfolio could lose more than the principal amount invested.

Because life companies hold the largest amount of industry invested cash and assets, we analyzed the investment portfolios» asset type breakdown by life company size using the most recent data available (July 2011).

Make sure that the amount of any stocks, bonds, and short - term securities in your asset mix reflects your time frame for investing (and the associated need for growth).

One of the things that I talk less about in my investing, is my willingness to allow some professionals closer to the situation manage a small amount of the assets, if they have a good track record, and the area of the global markets is deeply out of favor.

Investors will be eligible for discounts based on the combined amount of brokerage assets held at LPL that are invested in MFO - eligible mutual funds.

Merk Funds is one of the biggest names in the currency space, and their products have amassed a fair amount of assets as well as attention from the investing world.

The required minimum amount will be specified as a percentage of the fund's net assets to be invested in highly liquid, cash - type investments that can be converted to cash within three business days or less.

Furthermore, while investing in a single mutual fund provides diversification among the basic asset classes of stocks, bonds and cash (funds often hold a small amount of cash from which to take their fees), the opportunities for diversification go far beyond these basic categories.

Investment companies investing in (far riskier) equities can usually obtain a facility amounting to 10 - 25 % of total assets, so it's difficult to believe this loan couldn't have been re-financed elsewhere.

It is ideal for people who invest larger amounts of money and want to analyze the trading assets cautiously before making an investment.

Under normal circumstances, the Fund will invest at least 80 % of its net assets, plus the amount of any borrowing for investment purposes, in equity securities.

sir i want to invest the amount of 8000 per month for long term returns i have short listed the following funds SBI BLUE CHIP ICICI VALUE DISCOVERY MIRAE ASSET EMEGING BLUE and i wanted to add a small cap fund to my folio please suggest me one fund among sbi small and mid cap reliance small or franklin smaller companies fund

Regarding your balance, when you borrow in order to invest that does not affect your balance (your assets are increased by the same amount as your debts), the same is true when you reinvest your dividends (cash from your assets turns into investments), that only changes the composition of your assets and debts, only when you invest from your active income (in your case paychecks) it changes your balance.

Because the exact timing of the payment of claims and benefits can not be predicted with certainty, the insurance subsidiaries maintain portfolios of invested assets with varying maturities and a substantial amount of short - term investments to provide adequate cash for the payment of claims.

And depending on the amount of assets you have to invest, you may have access to only certain types of advisors.

Cash reserves simply measure the amount of money funds choose to keep as cash instead of investing in other assets.

Like most investment products, the amount of assets invested expands in a bull market and contracts in a bear market.