Sentences with phrase «assets in a diversified portfolio»

The fund under normal circumstances invests in at least 65 % of its total assets in a diversified portfolio of fixed income instruments of varying maturities, including bonds issued by both U.S. and non-U.S. public - or private - sector entities.

The fund normally invests at least 65 % of its total assets in a diversified portfolio of Fixed Income Instruments of varying maturities.

Normally invests at least 80 % of its net assets in a diversified portfolio of fixed income securities that are issued or guaranteed by the U.S. Government, its agencies or government - sponsored enterprises and derivatives designed to replicate such securities.

Normally invests at least 80 % of net assets in a diversified portfolio of investment grade debt securities.

The fund normally invests at least 80 % of its assets in a diversified portfolio of Fixed Income Instruments of varying maturities, which may be represented by forwards or derivatives such as options, futures contracts or swap agreements.

Tweet Tweet Gold is quickly becoming a mainstream asset in a diversified portfolio.

Not exact matches

With geopolitical tensions in places like Ukraine, emerging market selloffs in countries like Turkey and U.S. stocks» choppy start to 2014, more investors are seeking out hard assets as an opportunity to diversify a portfolio, hedge against inflation and pursue a solid return in something unrelated to the equity markets.

Updegrave adds, «As for choosing investments for your portfolio, I recommend you focus mostly, if not exclusively, on broadly diversified low - cost index funds or ETFs, many of which charge just.2 percent of assets or less in annual expenses.

«The majority of investments in this asset class will go to zero — that's the nature of a high - risk, high - return asset class — and the goal is to build a diversified portfolio where the handful of winners do well enough to provide outstanding returns across the whole portfolio.»

Investment and consumer demand for the yellow metal results in a lower correlation to other mainstream financial assets, such as stocks, making it an effective portfolio diversifier.

The Company uses the proceeds raised from the issuance of units to invest in SMEs through local market sub-advisors in a diversified portfolio of financial assets, including direct loans, convertible debt instruments, trade finance, structured credit and preferred and common equity investments.

The question is whether the current empirical evidence would still suggest there is a significant benefit to including EM assets in a globally diversified portfolio.

To build a diversified portfolio, you should look for assets — stocks, bonds, cash, or others — whose returns haven't historically moved in the same direction and to the same degree; and, ideally, assets whose returns typically move in opposite directions.

That's why we hold over 200 individual investment positions in Strategic Growth, why we diversify across industries, why I left complete put option coverage underneath the Fund's portfolio even in response to a favorable shift in our measures of market action two weeks ago (now neutral), why the dollar value of our shorts never materially exceeds our long holdings, and why even in the most favorable conditions, the Fund can establish leverage only by investing a small percentage of assets in call options (never on margin).

We see muted returns across asset classes in the coming five years, as structural dynamics such as aging populations help keep us in a low - return world, and we believe investors need to go beyond broad equity and bond exposures to diversify portfolios in today's market environment.

Investors interested in diversifying a traditional portfolio mix with an alternative asset can look to a new ETF approach that provides exposure to real asset segments with positive expected returns...

New Energy Capital invests in diversified portfolios of power generation and energy assets with a focus on small - to mid-size projects and companies with total capital requirements of $ 20 - $ 300 million.

They also hold highly diversified portfolios of mines and other assets, which helps mitigate concentration risk in the event that one of the properties stops producing.

To build a diversified portfolio, an investor generally would select a mix of global stocks and bonds based on his or her individual goals, risk tolerance and investment timeline.2 The chart below highlights how those broad asset classes have moved in different directions over the past 20 years.

We have benefited from this year's rally in stocks and bonds (our Multi Asset Risk Strategy ETF Model Portfolio has a Sharpe ratio of over 3 this year — and that's with no leverage), but we are managing our risk by incorporating asset classes such as gold through the iShares Gold Trust (IAU); liquid alternatives through the IQ Hedge Multi-Strategy Tracker ETF (QAI), long - dated Treasuries through the iShares 20 + Year Treasury Bond ETF (TLT)-- each of which diversify our portfolio risk and carry well within an ETF portfolio constAsset Risk Strategy ETF Model Portfolio has a Sharpe ratio of over 3 this year — and that's with no leverage), but we are managing our risk by incorporating asset classes such as gold through the iShares Gold Trust (IAU); liquid alternatives through the IQ Hedge Multi-Strategy Tracker ETF (QAI), long - dated Treasuries through the iShares 20 + Year Treasury Bond ETF (TLT)-- each of which diversify our portfolio risk and carry well within an ETF portfolio cPortfolio has a Sharpe ratio of over 3 this year — and that's with no leverage), but we are managing our risk by incorporating asset classes such as gold through the iShares Gold Trust (IAU); liquid alternatives through the IQ Hedge Multi-Strategy Tracker ETF (QAI), long - dated Treasuries through the iShares 20 + Year Treasury Bond ETF (TLT)-- each of which diversify our portfolio risk and carry well within an ETF portfolio constasset classes such as gold through the iShares Gold Trust (IAU); liquid alternatives through the IQ Hedge Multi-Strategy Tracker ETF (QAI), long - dated Treasuries through the iShares 20 + Year Treasury Bond ETF (TLT)-- each of which diversify our portfolio risk and carry well within an ETF portfolio cportfolio risk and carry well within an ETF portfolio cportfolio construct.

The bottom line: Investors are being offered better returns for taking risk in the low - return landscape, and a portfolio allocation to a broader, diversified mix of assets — including alternatives, global equities and emerging market (EM) assets — can potentially help improve returns, in our view.

«While ongoing business investment in Canada could spur growth, asset managers will undoubtedly be focusing on maintaining a diversified portfolio and actively managing their risk exposure in the period ahead given evolving macro-economic and political forces around the world.»

Before the end of April, when the market started its gut - wrenching descent, «the combination of return generation and risk diversification was part of a broader virtuous circle for fixed income, which also included significant inflows to the asset class and direct support from central banks,» El - Erian writes at the start of his viewpoint, noting that in addition to delivering solid returns with lower volatility relative to stocks, the inclusion of fixed income in diversified asset allocations also helped to reduce overall portfolio risk.

In addition, sovereign wealth funds — which generally diversify their portfolios to include a small portion of alternate assets such as gold, private equity and real estate — are likely to raise their allocations following the low yield in government bonds over the last couple of yearIn addition, sovereign wealth funds — which generally diversify their portfolios to include a small portion of alternate assets such as gold, private equity and real estate — are likely to raise their allocations following the low yield in government bonds over the last couple of yearin government bonds over the last couple of years.

In 2008, we maintained a very concentrated SmartKnowledgeU Crisis Investment Opportunities portfolio allocated to just a couple of asset classes, and we ended up the year with not a lesser 20 % loss against the 40 % + losses of a diversified US S&P 500, but we ended up with slightly positive yield for the year.

The ability to diversify your investments and (somewhat) mitigate non-systemic risk in your portfolio is irresistible to many investors — especially when you can apply the advantages of mutual funds to other asset classes, such as currencies.

Private banks are already making material headway, growing their discretionary portfolio management (DPM) assets, primarily in the form of diversified multi-asset strategies.

At this stage it becomes especially important to keep your portfolio well - diversified, with assets that can provide some protection in the event of a downturn but also in case of a rise in inflation.

They are the most powerful asset class in your diversified portfolio.

Portfolios of self - directed investors are less diversified, in terms of both asset classes and number of issues, than those of advised investors.

If you choose to invest yourself, the solution to knowing nothing is to create your very own «Hedge Fund» i.e. a portfolio of diversified, non-correlated assets, hedged to perform in all scenarios.

Exchange fund - A exchange fund is a type of investment fund where investors having significant holdings in a single stock can exchange that stock and diversify meaning they can exchange the holdings in that stock for smaller units or assets in a portfolio.

I definitely want to add more quality companies, currently have 55 companies and looking close to 70 - 75 in medium term: this should make my portfolio fairly diversified across all asset classes and segments.

Remaining funds should be invested in a diversified portfolio of mutual funds that will provide the desired balanced asset allocation.

So while low and negative interest rates across the globe has inspired flows into stocks, emerging market bonds and corporate credit in search of higher yields, keep in mind the high correlations of these assets to oil prices and the advantages of holding actual diversifiers in your portfolio to smooth the ride.

If your portfolio is well diversified with assets that tend to perform differently from each other — international stocks, small company stocks, large company stocks, bonds and real estate — then when one asset class is losing value, you can rely on holdings in another asset class that are more stable or perhaps increasing in value.

One way to lower your overall risk is by diversifying your portfolio, not just by investing in different stocks, but by considering different types of assets like CDs or bonds.

Understanding the PE Ratio Most investors are best suited to invest in a diversified portfolio of index funds in an asset allocation in line with their risk tolerance.

In addition to including various asset classes in your investment portfolio, you should also plan to diversify within each asset clasIn addition to including various asset classes in your investment portfolio, you should also plan to diversify within each asset clasin your investment portfolio, you should also plan to diversify within each asset class.

Mutual funds are a great way for investors to gain exposure to many different stocks, bonds and other asset classes in a single, diversified portfolio that is run by a professional money manager.

Participants are invested in a globally - diversified, passive portfolio of up to 10 asset classes, personalized for their specific goals and time horizon.

In an effort to minimize risks, they invested in portfolios diversified across asset classes and styleIn an effort to minimize risks, they invested in portfolios diversified across asset classes and stylein portfolios diversified across asset classes and styles.

Mutual funds are investment products that are comprised of a pool of money collected from many investors for investing in a diversified portfolio of stocks, bonds, money - market instruments and similar assets.

A well - diversified portfolio, by definition, includes assets that are exposed to various risks and behave differently under certain conditions: at the most basic level, you hold bonds because they often rise in value when stocks plummet.

Investors are taught to diversify their portfolio by investing in several different asset classes with different risks and exposures.

In a nutshell, here it is: The portfolio starts with the Standard & Poor's 500 Index SPX, -0.14 %, then adds equal portions of nine other very carefully selected U.S. and international asset classes, each one carefully chosen to be an excellent long - term vehicle for diversifying from the S&P 500.

Indeed, seemingly unrelated assets moved in lockstep, and portfolios once thought to be diversified did not weather the storm.

Value Partners offers diversified asset management portfolios for both institutional and individual clients in the Asia Pacific region, Europe and the United States.

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.

The liquid - alt pitch is that individuals can access the same types of investments as university endowments and other big institutions, to diversify equity - heavy portfolios, typically with a 10 % to 20 % allocation to liquid alts... The advantage of the [AQR Managed Futures] strategy -LSB-...] is that it is uncorrelated with other asset classes, and «has the most consistently strong performance in equity bear markets.»