Sentences with phrase «broad equity benchmarks»

The strategy brings an institutional approach to investing, available in an ETF format, with broad equity benchmarks at its core and an option overlay for additional yield.»

We define equity rates of return as the returns provided by a broad equity benchmark, such as the MSCI All Country World Index.

Not exact matches

The MSCI World Index offers a broad global equity benchmark without emerging markets exposure.

IXUS offers an extremely broad portfolio of international equities, tracking the same index that we use for our segment benchmark.

The MSCI World Index is a broad global equity benchmark that represents large and mid-cap equity performance across 23 developed markets countries.

Index funds, on the other hand, present a simpler way to gain exposure to a wide range of equities and are a good option for investors who are looking to match market benchmarks or reduce their broader portfolio's overall risk profile.

Seeking out countries — instead of broad indexes - that can subsequently offer portfolios favorable return and risk characteristics will likely end up being the strongest defense against the secular rise in the correlations of broad world equity benchmarks.

This index is used as a benchmark to help you understand the Fund «s performance relative to the general performance of broader Canadian equity market.

60/40 benchmark is 42 % Spliced Total Stock Market Index (Dow Jones U.S. Total Stock Market Index (formerly known as the Dow Jones Wilshire 5000 Index) through April 22, 2005; MSCI US Broad Market Index through June 2, 2013; and CRSP US Total Market Index thereafter); 18 % Spliced Total International Stock Index (Total International Composite Index through August 31, 2006; MSCI EAFE + Emerging Markets Index through December 15, 2010; MSCI ACWI ex USA IMI Index through June 2, 2013; and FTSE Global All Cap ex US Index thereafter); 40 % Spliced Bloomberg Barclay's US Aggregate Float Adjusted Bond Index (Bloomberg Barclays U.S. Aggregate Bond Index through December 31, 2009; Bloomberg Barclays U.S. Aggregate Float Adjusted Index thereafter) through May, 2013; thereafter, fixed income portion is 28 % Spliced Bloomberg Barclay's U.S. Aggregate Bond Index, 12 % Bloomberg Barclays Global Aggregate ex-USD Float Adjusted RIC Capped Index Hedged; after December 2014 equity portion of the benchmark is 36 % Spliced Total Stock Market Index, 24 % Spliced Total International Stock Index.