Sentences with phrase «asset allocation fund»

The mentioned Benefit Illustration is for a male aged 30 years paying Rs. 10,000 p.m. for a premium payment term of 10 years and policy term of 10 years assuming 100 % investment in Exide Life Active Asset Allocation Fund.

It is 1.35 % p.a for Maximus Fund, Accelerator Fund, Tyaseer Fund, Dynamic Asset Allocation Fund & Multi Cap Aggressive Fund, 1.25 % p.a for Preserver Fund & Guard Fund, 0.50 % p.a for Discontinued Policy Fund.

In case you are not too market savvy or want a hassle - free option of maximising returns, you can choose the asset allocation fund, which dynamically switches funds.

Note: The above illustration considering investment is in the «Asset Allocation Fund II» and Goods & Service Tax 18 %

Above illustration is at 8 % investment return and considering investment in «Asset Allocation Fund II» At 4 % investment return the above stated maturity benefit would be Rs. 2,49,629

The information herein is based on the assumption that the user is a male, non-smoker and 100 % is invested in Asset Allocation Fund.

For investors who lack the time and expertise to actively manage their funds, this plan has option of Exide Life Active Asset Allocation Fund.

It is 1.35 % p.a. for Magnifier, Maximiser, and Super 20 Fund, 1.25 % p.a. for Enhancer, Capped Nifty Index, and Asset Allocation Fund, 1.00 % p.a. for Liquid Plus, Income Advantage, and Assure Fund.

Fund Management Charges: Fund management charge for Equity Growth Fund II, Accelerator Mid-Cap Fund II & Pure Stock Fund is 1.35 % p.a, Pure Stock Fund II is levied with 1.30 % p.a, Asset Allocation Fund II & Bluechip Equity Fund is levied with 1.25 % p.a, Bond Fund & Liquid Fund is levied with 0.95 % p.a and for Discontinued Policy Fund, it is 0.50 % p.a.

ULIPs offer several fund categories as well — from large and mid-cap, ethical and index equity funds, to bond fund, short - term bond fund, liquid fund, and asset allocation fund.

This illustration is considering investment in «Asset Allocation Fund II» & applicable Goods & Service Tax

The hybrid fund can also be called an asset allocation fund.

Investors can opt for a dynamic Asset Allocation Fund where parameters like liquidity, fundamentals, and volatility are bound to manage equity allocation.

If you are not market - savvy or don't have the time to keep a watch on the market, you can opt for the asset allocation fund option.

Under the Self - Managed Option, the policyholder manages his investments himself and he has a choice of 6 investment funds to choose from namely — Exide Life Secure Fund, Exide Life Preserver Fund, Exide Life Growth Fund, Exide Life Balanced Fund, Exide Life Active Asset Allocation Fund and Exide Life Prime Equity Fund

The Pure Stock Fund II delivered 7.75 % annualized compared to the Nifty 50's 5.32 % and the Asset Allocation Fund II delivered 6.47 % compared to 8.47 % on its benchmark, reinforcing equity fund outperformance, debt fund underperformance trend.

Reliance Balanced Advantage Fund (formerly known as Reliance NRI Equity Fund) An Open Ended Dynamic Asset Allocation Fund - Growth Plan - Growth Option

Tactical asset allocation strategy advocates suggest that you can anticipate the crowd, but flow - of - funds studies show that almost all tactical asset allocation fund flows are late money flows that chase performance after valuations have already moved.»

BTS Bond Asset Allocation Fund (BTSAX) will be merging into the BTS Tactical Fixed Income Fund (BTFAX) on December 12, 2014.

Interestingly, Vanguard, a leader in indexing, uses two funds in their mix that are not index funds: Vanguard Asset Allocation Fund and the Vanguard Short - Term Corporate Fund.

Have you ever been invested in an asset allocation fund?

The Vanguard Asset Allocation Fund, managed outside of Vanguard by Mellon Capital Management, can change the proportions of the three asset classes (stocks, bonds, money - market securities) in the fund at any time based upon the portfolio manager's return expectations, according to the prospectus.

As CIO, Marks overseas all Canadian equity and Canadian fixed income mandates, including the BMO Canadian Equity Fund, BMO Asset Allocation Fund and BMO Dividend Fund.

A broad - based asset allocation fund is unnecessary if you've allocated your assets properly in the first place.

In the example above, we will assume there were no free units available for the CI Signature Canadian Balanced Fund, Class A (CIG785) or the Fidelity Global Asset Allocation Fund, Series A (FID349).

In contrast we have the fidelity 2040, which is an asset allocation fund.

The Fidelity Income Allocation Fund is a tactical asset allocation fund.

Consider a professionally managed account, target date, or asset allocation fund.

He helps her open an account and recommends she buy the Evergreen Asset Allocation Fund (EAAFX).

If you chose a target date fund or an asset allocation fund, where a professional money manager is rebalancing those funds for you, you wouldn't have that option to make those mistakes.

An asset allocation Fund with an investment objective to seek current income with a secondary focus on capital appreciation.

An asset allocation fund aims to shift its portfolio allocations between stocks, bonds and cash in order to capitalize on perceived investment opportunities in any one of those classes.

The BMO Asset Allocation Fund and the RBC Monthly Income Fund (series F) outperformed the index portfolio on three important benchmarks — the extent of their bear market losses, the magnitude of their subsequent recovery between March and June of this year, and their five - year average returns.

Invests in shares of an underlying fund, AFIS Asset Allocation Fund, while seeking to manage portfolio volatility and provide downside protection, primarily through the use of exchange - traded futures.

Investors who want to increase their tax deferred retirement savings beyond the contribution limits of an IRA or 401 (k), with the ability to invest in a wide range of investments including equity, bond, and asset allocation funds

For investors who don't have the time or the expertise to build a diversified portfolio, asset allocation funds can serve as an effective single - fund strategy.

Asset allocation funds combine multiple asset classes in a single fund, making them a simple and disciplined way to diversify your investments.

Chuck is also responsible for the management of the SEI Dynamic Asset Allocation funds registered in the United Sates, and the United Kingdom.

The traditional asset allocation funds, like James Balanced: Golden Rainbow Retail (GLRBX) and Vanguard Wellesley Income Inv (VWINX) can be found in the categories «Mixed - Asset Target Allocation Moderate» and «Mixed - Asset Target Allocation Conservative,» respectively.

Asset allocation funds are mutual funds that can shift their portfolio allocations between... Read More

Asset allocation funds are mutual funds that can shift their portfolio allocations between stocks, bonds... Read More

Many investors see asset allocation funds as an easy and profitable way to diversify between stocks, bonds and cash equivalents.

Many people in the investment industry promote asset allocation funds as a simple and profitable way to assemble a diversified portfolio of stocks, bonds and cash equivalents.

Asset allocation funds may change portfolio holding allocations on a frequent basis, resulting in high portfolio turnover and more brokerage commissions from an increased amount of the purchasing and selling of securities.

In addition to investing in foreign and emerging markets, asset allocation funds may be invested in: (1) exchange - traded funds; (2) futures, options and other derivatives; (3) non-investment grade securities; (4) precious metals and minerals companies; (5) real estate investment trusts; and (6) money market instruments.

Provides diversification across asset classes, investment styles, fund managers, and based on investor styles (Manulife Asset Allocation Funds)

Learn the different types of asset allocation funds that Fidelity offers; such as the target - date, target risk and income replacement funds.

Men tend to be less likely to use the pre-baked portfolio options, target date funds, asset allocation funds, which was discussed in the Vanguard study.

Should this be debt funds or Dynamic Asset Allocation Funds or any other?

Asset allocation funds don't invest in just one asset class.