Sentences with phrase «assets than the benchmark»

Depending on the goal of the portfolio, it may also be the intention to invest in less volatile assets than the benchmark is invested in.

Not exact matches

a) investing their own money alongside you, so your interests are aligned b) a stake in the company they work at i.e. it is a partnership or employee - owned c) a proven ability to outperform an index over the long - term (at least 10 years) d) reasonable charges — preferably no more than a 1 % management fee and no performance fee e) a concentrated, high conviction portfolio i.e. they do not just hug their benchmark f) a low - asset - turnover ratio i.e. they have a long - term investment horizon and rarely sell investments g) a proven ability to preserve capital during the bad times h) a stable team who have worked together for a number of years.

In my personal portfolios (and my benchmark Sleepy Portfolio), I have allocated 5 % of the total value to REITs but don't have a good rationale for that specific number (other than it is the minimum allocation to any asset class in the portfolio).

My portfolio is almost always going to be different than the S&P; 500 as it is made up of asset classes that are built to be different than the benchmark.

Starting in mid-December 2006, the Fund's investment mandate changed from investing at least 80 % of its assets in U.S. securities to investing no less than approximately 50 % in U.S. securities, and the Investment Adviser chose the MSCI World Index (Hedged to US$) as the most relevant benchmark for the Fund starting January 1, 2007.

In my personal portfolios (and my benchmark Sleepy Portfolio), I have allocated 5 % of the total value to REITs but don't have a good rationale for that specific number (other than it is the minimum allocation to any asset class in the portfolio).

Preferred shares are a unique asset class, and as mentioned above require a lot more maintenance than a portfolio benchmarked to the S&P 500.

The Ariel International (DM / EM) Composite differs from its benchmark, the MSCI ACWI (All Country World Index) ex-US Index, because: (i) the Composite has fewer holdings than the benchmark and (ii) the Composite will at times invest a portion of its assets in the U.S.

ProShares» four existing inverse bond ETFs, which are benchmarked to Treasurys, have garnered more than $ 7 billion of assets since launching less than three years ago.

In the case of the actively managed equity mutual funds, all the fund categories have higher five - year asset - weighted returns than their respective benchmarks.

We can observe that the five - year asset - weighted returns for the actively managed Indian Government Bond funds and the Indian Composite Bond funds are less than their respective benchmarks, the S&P BSE India Government Bond Index and the S&P BSE India Bond Index.

Suppose you hold a fund invested in an asset class that has done poorly even though the manager has fared better than the benchmark.

Our research on the Fundamental Index ® concept, as applied to bonds, underscores the widely held view in the bond community that we should not choose to own more of any security just because there's more of it available to us.10 Figure 9 plots four different Fundamental Index portfolios (weighted on sales, profits, assets and dividends) in investment - grade bonds (green), high - yield bonds (blue) and emerging markets sovereign debt (yellow).11 Most of these have lower volatility and higher return than the cap - weighted benchmark (marked with a red dot).