Not exact matches
Otherwise, better to invest in a
pure debt
fund and a
fund that's classified
as an
equity fund, to increase flexibility.
But the Vanguard ETF is a
purer play on actual property - owning
equity REITs, whereas the iShares
fund has exposure to mortgage REITs and to non-REIT development and holding companies such
as Alexander and Baldwin ($ ALEX), which, among other things, produces sugar and coffee on Hawaiian plantations.
Its a shame they call HDFC Large cap
fund as an «actively» managed
fund given its poor performance At this point of time, HDFC Mid Cap Opportunities
fund is the only
pure equity fund from HDFC which is performing well.
These retirement planning options are a
pure debt instruments
as compared to mutual
fund pension scheme which has a kicker in the form of
equity portion.
So
as I understand from the above, am I correct to say that for for a
pure Systematic Investment to
Equity fund over a period of say 2 - 3 months, is Arbitrage better option than a Debt
fund?
Please include a few balanced
funds (hybrid -
equity oriented) in this study
as some of them have given better returns than
pure equity funds, whether it be large cap, multi-cap or mid-caps too over the long term.
Small cap
equities may be a better «
pure play» on the economies where shares are traded, and
as such
funds like SCHC can be nice complements to other EFA products.
The possible exception is foreign bond
funds, which are almost
pure plays against the loonie,
as equity risk has been stripped out of them (when compared to a foreign
equity fund).
A 25 % investment in government securities does limit the risk but this may have other repercussions,
as many policyholders looking for
pure equity funds may not be interested to continue.
Pure Equity: As the name suggests, the fund enables investment in high quality equity, but of selective businesses
Equity:
As the name suggests, the
fund enables investment in high quality
equity, but of selective businesses
equity, but of selective businesses only.
For investment needs, consider
pure investment products such
as equities, mutual
funds and fixed deposits.