Sentences with phrase «annual average investment»

The annual average investment needed over 2010 - 30 to ensure everyone has access to electricity in the 17 high - impact countries covered by the Access Investment Model (AIM) ranges from just over $ 1 billion to provide everyone with access to 24 hours of electricity a day on very low - powered appliances (i.e tier 1) to around $ 40 billion to provide everyone with access to 23 hours of electricity a day on very high - powered appliances (i.e. tier 5).

At the launch, Mr. Sadamori detailed the region's rising importance in global energy markets, its growing reliance on fossil energy and the need to attract annual average investment of nearly USD 100 billion to secure the energy needs of the ten members of the Association of Southeast Asian Nations (ASEAN).

Not exact matches

The average Canadian pays more than 2 % in annual investment costs.

The low cost of capital, over the same period, did not help business investments either; they increased at an average annual rate of 0.8 percent because the poor sales outlook at home did not require large expansions of production capacities, and exports were increasingly sourced from overseas factory outlets.

From 1987 to 2009, the National Council of Real Estate Investment Fiduciaries Timberland Index has generated an average annual return of 14 % compared to 9.4 % for the S&P 500.

San Diego financial planner Andrew Russell points out that some of Bush's active funds with complicated investment strategies — like Wasatch Long / Short Investor (FMLSX), with average annual returns of 3.2 % over the past decade, and Wells Fargo Advantage Absolute Return (WABIX), up 4.7 % — have lagged plain vanilla index funds.

Here are Buffett's greatest investments of all time, ranked by annual average rate of return.

Instead, it would be better to average the total excess cash flow DuPont has produced over the entire eight years between 2007 and 2014, and divide that figure by DuPont's average annual investment.

Her VALIC account's average fund expense fee is 1.56 %, says Dauenhauer — who also says that because the account holds 20 different investments, it is probably also actively managed, which would raise her annual fees to more than 2 %.

A 65 - year - old couple will need on average $ 280,000 to cover health care and medical expenses throughout retirement, according to Fidelity Investments» 16th annual retiree health care cost estimate.

Meanwhile, during the same period, the average annual return for investment - grade government bonds was 5.72 % for a real rate of return of 5.72 % — 2.93 % = 2.79 %.

We then created an investment performance index by calculating annual earnings on investments as a percentage of average total assets.

Business investment has been a major driver of growth in recent years, expanding by 18 per cent over the past year, and at an average annual rate of 14 per cent over the past three years.

For instance, a portfolio with an allocation of 49 % domestic stocks, 21 % international stocks, 25 % bonds, and 5 % short - term investments would have generated average annual returns of almost 9 % over the same period, albeit with a narrower range of extremes on the high and low end.

^ The Fund's investment adviser, SSGA Funds Management, Inc. (the «Adviser» or «SSGA FM»), is contractually obligated until December 31, 2018 (i) to waive up to the full amount of the advisory fee payable by the Fund, and / or (ii) to reimburse the Fund to the extent that Total Annual Fund Operating Expenses (exclusive of non-recurring account fees, extraordinary expenses, acquired fund fees and expenses, and distribution, shareholder servicing and sub-transfer agency fees) exceed 0.85 % of average daily net assets on an annual Annual Fund Operating Expenses (exclusive of non-recurring account fees, extraordinary expenses, acquired fund fees and expenses, and distribution, shareholder servicing and sub-transfer agency fees) exceed 0.85 % of average daily net assets on an annual annual basis.

1The Fund's investment adviser, SSGA Funds Management, Inc. is contractually obligated until May 1, 2019 to waive its management fee and / or to reimburse the Fund for expenses to the extent that Total Annual Fund Operating Expenses (exclusive of non-recurring account fees, extraordinary expenses, acquired fund fees and any class specific expenses such as Distribution, Shareholder Servicing, Administration, and Sub-Transfer Agency Fees, as measured on an annualized basis) exceed 0.07 % of average daily net assets on an annual Annual Fund Operating Expenses (exclusive of non-recurring account fees, extraordinary expenses, acquired fund fees and any class specific expenses such as Distribution, Shareholder Servicing, Administration, and Sub-Transfer Agency Fees, as measured on an annualized basis) exceed 0.07 % of average daily net assets on an annual annual basis.

^ The Fund's investment adviser, SSGA Funds Management, Inc. is contractually obligated until April 30, 2019 (i) to waive up to the full amount of the advisory fee payable by the Fund, and / or (ii) to reimburse the Fund for expenses to the extent that Total Annual Fund Operating Expenses (exclusive of non-recurring account fees, extraordinary expenses, acquired fund fees, and any class - specific expenses, such as distribution, shareholder servicing, sub-transfer agency and administration fees) exceed 0.01 % of average daily net assets on an annual Annual Fund Operating Expenses (exclusive of non-recurring account fees, extraordinary expenses, acquired fund fees, and any class - specific expenses, such as distribution, shareholder servicing, sub-transfer agency and administration fees) exceed 0.01 % of average daily net assets on an annual annual basis.

^ The Fund's investment adviser is contractually obligated until April 30, 2019 (i) to waive up to the full amount of the advisory fee payable by the Fund and / or (ii) to reimburse the Fund to the extent that Total Annual Fund Operating Expenses (exclusive of non-recurring account fees, extraordinary expenses, and distribution, shareholder servicing, and sub-transfer agency fees) exceed 0.13 % of average daily net assets on an annual Annual Fund Operating Expenses (exclusive of non-recurring account fees, extraordinary expenses, and distribution, shareholder servicing, and sub-transfer agency fees) exceed 0.13 % of average daily net assets on an annual annual basis.

Five - year rankings are based on a plan's average annual investment returns over the last five years

The example, which illustrates a long - term average return on a balanced investment of stocks and bonds, assumes a single, after - tax investment of $ 75,000 with a gross annual return of 6 %, taxed at 28 % a year for taxable account assets and upon withdrawal for tax - deferred annuity assets.

Three - year rankings are based on a plan's average annual investment returns over the last three years.

His book, Concentrated Investing: Strategies of the World's Greatest Value Investors goes into great detail on how the strategies of some of the most successful investment legends have achieved phenomenal double - digit average annual returns over the long run.

After - tax average annual total returns represent the average change in value of an investment on an annualized basis.

Average annual total return shows the investment's average annual change in value over the indicated pAverage annual total return shows the investment's average annual change in value over the indicated paverage annual change in value over the indicated periods.

Also because of regulations, smaller retail investors have effectively been blocked from participating in higher - yielding investments — namely, private equity and venture capital, whose 10 - year compound annual growth rates have averaged 11.8 and 11 percent, quite a bit more than Treasuries, equities and other common asset classes.

As unlikely as it may seem, hedge fund manager and professor Joel Greenblatt, whose investment firm has averaged 40 % annual returns for over twenty years, can teach you how.

Retail investors continue to move into stocks [Pragmatic Capitalist] Tiger Management alum Steve Shapiro is returning outside investor capital from his Intrepid Capital Management [Absolute Return + Alpha] An investment analysis of Penn Miller [Above Average Odds Investing] Another great compilation of notes from Berkshire Hathaway's annual meeting [ValueHuntr] Is the stock market cheap?

Looking at it another way, BTN Research estimates that, assuming 5 % average annual investment returns, for every $ 1,000 of monthly income you want over a 30 - year retirement, you need $ 269,000 in the bank.

* The Advisor has contractually agreed to defer its investment advisory fees and / or absorb or reimburse Fund expenses until at least November 1, 2018 to the extent necessary to limit the Fund's annual ordinary operating expenses (excluding acquired fund fees and expenses) to an amount not exceeding 1.13 % annually of the Fund's average daily net assets.

So market returns over a small number of years can experience enormous swings, but average annual returns appear much more stable when we examine a very long investment horizon.

Even more astonishing, between Dec. 31, 1998, and the end of last year, a portfolio of laddered GICs — a strategy in which an investment is staggered over short - and long - term GICs and then rolled over as they mature — generated an average annual return of 3.9 per cent.

In the totality of the advanced capitalist countries, the productive investment rate on the annual average developed thus: 5.5 % in the «60s; 3.6 % in the «70s; only 2.9 % during the «80s.

Based on those findings, the authors estimate that for cities of similar size averaging 3,187 births per year, an annual investment of approximately $ 2.2 million in nurse home visiting would yield community healthcare cost savings of about $ 6.7 million in the first six months of life, or $ 3 saved for every $ 1 spent.

Rouse said the studies showed that a high - quality preschool is a good return on investment for children, with an average earned annual income of $ 42,000 by the time children were in their 40s as compared to the $ 17,000 the program cost.

Foreign investment, increased partnership between employers and unions, industrial subsidies, more women joining the workforce, a low corporate tax rate, and membership in the European Union were all factors that led to an average 9.4 % annual expansion in the economy between 1995 and 2000.

It assumes an initial investment of $ 2,500 and an average annual return of 7 %.

He ran an investment partnership with Jerome Newman that provided average annual returns of nearly 15 % after fees from 1934 until it was wrapped up in 1956.

Again, assuming a modest 7 % average annual return and a retirement age of 67, when you retire your investment would grow to a whopping $ 454,107, and $ 401,124 of it would be pure investment profit.

On the other hand, if you were to put that $ 10,000 into safer investments generating an average annual 4 % return, in 40 years, you'd have just $ 48,000 — less than a quarter of what a stock - heavy portfolio would have given you.

To illustrate the importance of saving as much as you can while you're young, consider this: If you were to put $ 10,000 into a 401 (k) at age 25, do nothing further, and withdraw your balance at age 65, you'd have about $ 217,000 if your investments were to generate an 8 % average annual return.

Earning the same 7 % average annual return, your account would be worth $ 342,666 when you retire at 67, of which $ 294,642 is investment profit.

The overall return rate of investment on a policy that has been in place long term can be 4.97 % or higher on an annual average for the life of the policy.

Assuming you invest # 50,000 today and get an annual return of 8 percent over 40 years (which is the average annual return on a large stock index like the FTSE 100 or the American S&P 500 over the last 30 years), you can expect to cash of over # 1 million at the end of the investment period.

Putting $ 24,500 per year into a 401 (k) for 10 years would leave you with an additional $ 308,000 for retirement if your investments generate a relatively conservative 5 % average annual return.

To retire on such safe investments alone you would probably need about $ 1.5 million saved at age 65 to produce an average annual inflation adjusted income of about $ 60,000 per year, which is slightly above the current U.S. median income.

Q: In your recent MarketWatch article you implied that if you are offered two investments, one with a 10 % average annual return and one with a 10 % compound annual growth rate, that you would likely be better off choosing the latter?

At that time money managers came to be seen as superstars and they were very well - respected — John Templeton, Bob Krembil (head of Chiefswood Holdings Ltd., Peter Cundill (who founded the much - respected Cundill Value Fund in 1974) and Peter Lynch (manager of the Magellan Fund at Fidelity Investments between 1977 and 1990 where he averaged a 29.2 % annual return), to name a few.

If King Francis would have been so wise as to put that money away into an investment that yielded just 7 % per year (roughly the average annual performance of the U.S. Stock market over its history) his $ 580,000 in 1517 would have been worth over 6.9 QUINTILLION dollars in 1962.

Let's say that they could expect to earn a 6 % annual average long - term return on their investments, while the long - term expected return on real estate is closer to 3 %.

Graham's investments average an annual return of 17 % under his management, well above the returns of the S&P 500 Index.