«When deliberation shopping and building resources
by equity appreciation contra renting, and reinvesting in a portfolio of holds and bonds, skill appreciation does not change a results,» co-author Ken Johnson, genuine estate economist during Florida Atlantic University's College of Business, said.
Not exact matches
PIE is somewhat similar to «shared -
equity mortgages» proposed
by Fannie Mae in 2007 and «home
appreciation mortgages» proposed
by Moody's economist Mark Zandi in 2008.
The Fund seeks both current income and capital
appreciation by investing primarily in below investment grade debt and
equity with the ability to hedge risk.
The Fund is appropriate for investors who are seeking long - term capital
appreciation by investing primarily in
equity securities of U.S. small - cap companies, are looking to hold their investments for the long term and can tolerate considerable fluctuations in their portfolio.
To achieve long - term capital
appreciation by investing in a focused group of primarily small and mid-sized U.S. company
equities.
Seeks to provide long - term capital
appreciation by investing in a portfolio of small and mid capitalization
equity securities.
Seeks to provide long - term capital
appreciation by investing in a portfolio of primarily small but also can invest in mid capitalization
equity securities.
Seeks to provide long - term capital
appreciation and high current income
by investing in a diversified, all cap portfolio of income - producing
equity securities.
Too, this
equity trades at a reasonable valuation that leaves room for healthy price
appreciation potential to 2017 - 2019,
by which time we project annual earnings will have surpassed $ 3.00 a share.
To provide investors with a source of monthly income, with the potential for long - term growth through capital
appreciation and growth in dividends
by investing primarily in common shares, convertible debentures and other
equity related securities of U.S. issuers.
To provide superior long - term capital
appreciation by primarily investing in
equity securities in emerging markets.
«Purchases are being driven
by rising household wealth — the key driver of the luxury auto market — which is being buoyed
by strong
equity market performances across much of the globe and ongoing house price
appreciation,» said Gomes.
The fund seeks long - term capital
appreciation by investing substantially in the
equity securities of companies that are leaders in their industries, and which the managers believe are suitable for a buy - and - hold strategy.
Aristotle Value
Equity Fund will seek long - term capital
appreciation by investing mostly in undervalued mid - and large - cap stocks.
Aristotle Small Cap
Equity Fund will seek long - term capital
appreciation by investing in high quality, small cap businesses that are undervalued.
AMG Pantheon Fund seeks long - term capital
appreciation by investing primarily in private
equity investments, including primary and secondary investments in private
equity, infrastructure, and other private asset funds and co-investments in portfolio companies.
For example, if you start with a 50:50
equity: debt allocation, and if you leave your portfolio untouched for a year, it is possible that
by the end of the year, the allocation could have changed to 60:40 based on the rate of
appreciation of the funds.
The costs to the homeowner include the upfront and annual insurance premiums, as well as a share of the
equity created
by the write - down associated with the HOPE for Homeowners mortgage and any future
appreciation in the value of the home.
The Fund seeks long - term capital
appreciation by investing primarily in
equity securities of companies located in emerging market countries.
Galapagos Partners Select
Equity Fund will pursue capital
appreciation by investing in stocks and ETFs.
ASTON / Fairpointe Focused
Equity Fund will seek capital
appreciation by investing mostly in domestic mid - to large - cap stocks.
Seeks to provide long - term capital
appreciation by investing in a portfolio of small and mid capitalization
equity securities.
The adviser uses the following principal strategies: investing primarily in common stocks, selected for their
appreciation potential; investing in certain event driven situations; engaging, within prescribed limits, in short sales of
equity securities; varying its common stock exposure
by hedging, primarily with the purchase or short sale of Standard & Poor's 500 Index futures contracts; and investing all or any portion of its assets in U.S. Treasury securities.
Seeks to provide long - term capital
appreciation by investing in a portfolio of primarily small but also can invest in mid capitalization
equity securities.
Seeks to provide long - term capital
appreciation and high current income
by investing in a diversified, all cap portfolio of income - producing
equity securities.
Seeks to provide high current income and, secondarily, long - term capital
appreciation by investing primarily in a diversified, all cap portfolio of income producing
equity securities.
You'll have a negative cash flow, but this will be more than offset
by the property's
appreciation in value and the fact that you're building
equity with the monthly mortgage payments (that have been subsidized
by your renters).
To seek capital
appreciation by managing the asset allocation between specified
equity and debt schemes of HDFC Mutual Fund Read More
My personal experience proved that lumpsum investing is better than STP for 6 to 12 months as I invested in 5 hybrid
equity balanced funds for an amount of 12 lakhs on 1st January 2016 when markets were all time high, but, immediately after I invested, markets started to fall with some corrections for few months and my portfolio was down
by 1.5 lakhs versus my investment at some point but now my portfolio is up
by 1.2 lakhs where there is an
appreciation of 14 % till date, some people even suggested me to go for STP over 6 to 12 months to average out but I believed in this lumpsum investing than STP as I did not need this anount for upto 5 years.
The secondary objective of the Scheme is to generate long - term capital
appreciation by investing a portion of the Scheme «s assets in
equity and
equity related instruments.
There are two ways to build up
equity in the property:
by paying down the mortgage and
appreciation in the property's value.
The investment objective of the scheme is to generate capital
appreciation and income
by predominantly investing in arbitrage opportunities in the cash and derivatives segment of the
equity market, and enhance returns with a moderate exposure in
equity &
equity related instruments.There is no assurance or guarantee that the investment objective of the scheme will be achieved.
The investment objective of the Scheme is to achieve long term capital
appreciation by primarily investing in a maximum of 35
equity &
equity related instruments across sectors and marketcapitalization levels.
The Scheme seeks to provide long term capital
appreciation by investing in a portfolio that is predominantly constituted of
equity and
equity related instruments of infrastructure companies.
Industrial funds seek capital
appreciation by investing in
equity securities of U.S. or non-U.S. companies that are engaged in services related to cyclical industries.
Financial funds seek capital
appreciation by investing primarily in
equity securities of U.S. or non-U.S. financial - services...
Financial funds seek capital
appreciation by investing primarily in
equity securities of U.S. or non-U.S. financial services companies, including banks, brokerage firms, insurance companies, and consumer credit providers.
Consumer cyclical funds seek capital
appreciation by investing in
equity securities of U.S. or non-U.S. companies that provide consumer products or services that tend to sell well during periods of economic expansion (automobiles, airlines,...
The Towle Deep Value Fund seeks long - term capital
appreciation by attempting to capitalize on inefficiencies in the public
equity markets.
Consumer cyclical funds seek capital
appreciation by investing in
equity securities of U.S. or non-U.S. companies that provide...
Aggressive allocation funds seek to provide long - term capital
appreciation by investing 70 % or more of their assets in
equities,...
Moderate allocation funds seek to provide a balance of capital
appreciation and income
by investing around 50 % to 70 % of their assets in
equities and the remainder in fixed income and cash.
Financial funds seek capital
appreciation by investing primarily in
equity securities of U.S. or non-U.S. financial - services companies, including banks, brokerage firms, insurance companies, and consumer credit providers.
As a part of its restructuring, the Fund's investment objective has been changed to mandate that the Fund provide investors with stable income and long - term capital
appreciation by investing in a diversified portfolio consisting primarily of global
equity and fixed - income securities.
Utilities funds seek capital
appreciation by investing primarily in
equity securities of U.S. or non-U.S. public utilities...
Utilities funds seek capital
appreciation by investing primarily in
equity securities of U.S. or non-U.S. public utilities including electric, gas, and telephone - service providers.
Industrial funds seek capital
appreciation by investing in
equity securities of U.S. or non-U.S. companies that are engaged in...
Financial funds seek capital
appreciation by investing primarily in
equity securities of U.S. or non-U.S. financial services...
Infrastructure funds seek capital
appreciation by having at least 60 % of their assets invested in
equity securities of U.S. or non-U.S. companies involved in infrastructure projects around the world.
Mirae Asset Emerging Bluechip Fund is an
equity mid-cap fund geared to generate income and capital
appreciation from a diversified portfolio that mainly invests in Indian
equity related securities of companies that do not belong to the top 100 stocks
by market capitalization, and have market capitalization of a minimum Rs. 100 crores at the time of investment.