Sentences with phrase «based on capital appreciation»

«When there is a long - term upside, they will come back to the market based on capital appreciation and capital preservation,» he says.

The capital return and income of each iShares fund are based on the capital appreciation and income on the securities it holds, less expenses incurred.

Not exact matches

The performance goals upon which the payment or vesting of any Incentive Award (other than Options and stock appreciation rights) that is intended to qualify as Performance - Based Compensation depends shall relate to one or more of the following Performance Measures: market price of Capital Stock, earnings per share of Capital Stock, income, net income or profit (before or after taxes), economic profit, operating income, operating margin, profit margin, gross margins, return on equity or stockholder equity, total shareholder return, market capitalization, enterprise value, cash flow (including but not limited to operating cash flow and free cash flow), cash position, return on assets or net assets, return on capital, return on iCapital Stock, earnings per share of Capital Stock, income, net income or profit (before or after taxes), economic profit, operating income, operating margin, profit margin, gross margins, return on equity or stockholder equity, total shareholder return, market capitalization, enterprise value, cash flow (including but not limited to operating cash flow and free cash flow), cash position, return on assets or net assets, return on capital, return on iCapital Stock, income, net income or profit (before or after taxes), economic profit, operating income, operating margin, profit margin, gross margins, return on equity or stockholder equity, total shareholder return, market capitalization, enterprise value, cash flow (including but not limited to operating cash flow and free cash flow), cash position, return on assets or net assets, return on capital, return on icapital, return on invested

An equity fund pays investors dividends which vary depending on market conditions and the over all performance of the fund... Shareholders are also rewarded with dividends form capital appreciation (an increase in the value of the fund based on market conditions) Equity funds let shareholders benefit from a good performing company, and this along with voting rights, makes them...

The plan is to screen firms based on «valuation, profitability, stability, management capital allocation actions, and... near term appreciation potential,» then assess their valuations based on price - to - earnings, price - to - cash flows, and price - to - book ratios, and compares these ratios with others in the relevant investing universe.

While Small & Mid-cap stocks gives one an opportunity to go beyond the usual large blue chip stocks and present possible higher capital appreciation, it is important to note that Small & Mid-cap stocks can be riskier and more volatile on a relative basis.

Our firm's advisory fees will not be based on a share of capital gains or capital appreciation (growth) of any portion of managed funds, also known as performance ‐ based fees.

Because tax basis depends upon the cost of the capital investment, any subsequent appreciation on those assets will not increase the tax basis in those assets.

«We want to provide our Canadian investors with convenient and lower cost access to our longest running income strategy,» says Michael Kovacs, President & Chief Executive Officer of Harvest, «The new ETF is based on the Harvest Banks & Buildings Income mutual fund, a popular strategy designed in 2009, for investors seeking income and potential capital appreciation.»

Based on its potential earnings growth rate, you will realize that high capital appreciation is not in the cards.

Since the beginning of 2012, Coca - Cola dramatically underperformed the S&P 500 on a capital appreciation basis.

To remedy these issues of the traditional fixed income strategies, O'Shaugnessy designed a quantitative investing strategy based on stocks, with as primary objectives a growing yearly income combined with capital appreciation.

For the timeframe beginning in 2012, Johnson & Johnson underperformed the S&P 500 on a capital appreciation basis.

Growth stock funds put an emphasis on capital appreciation over income from dividend paying stocks and based on a growth investing strategy.

In Capital appreciation STP only the profits from the source mutual fund scheme will be transferred on a monthly basis to the new scheme (target).

This Fund seeks to provide capital appreciation and some income by investing in both equity and fixed income securities based on a prescribed allocation among four distinct asset classes: Canadian bonds, Canadian equity, U.S. equity and international equity.

This Fund seeks to provide a balance of income and capital appreciation by investing in both fixed income and equity securities based on a prescribed allocation among four distinct asset classes: Canadian bonds, Canadian equities, U.S. equities and international equities.

This Fund seeks to provide capital appreciation by investing in equity securities based on a prescribed allocation among three distinct asset classes: Canadian equity, U.S. equity and international equity.

But you will still earn dividends and enjoy capital appreciation as you invest more and more funds on an incremental basis.

In 1996, the HSUS launched National Shelter Appreciation Week, based on an idea from Capital Humane Society in Nebraska.

If you invest in ULIPs on a long - term basis, the ups and downs of the market are absorbed and there is a greater chance of capital appreciation.