Sentences with phrase «by investing in equity»

These mutual fund schemes maintain a perfect balance by investing in equity and debt instruments.
As opposed to a fixed annuity that offers a guaranteed interest rate and a minimum payment at annuitization, variable annuities offer investors the opportunity to generate higher rates of returns by investing in equity and bond subaccounts.
The drawback with the capital protection guideline is that the insurance company will not invite any risk by investing in equity funds.
To generate long term capital appreciation by investing in equity and equity related instruments including equity derivatives of companies which in our opinion are leaders in their respective industry or industry segment.
The Portfolio seeks capital appreciation by investing in equity securities of companies believed to be positioned as potential targets of a merger or acquisition.
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.
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.
During this period, I realized that the best way to create long - term wealth is by investing in Equity Mutual Funds.
In case if you are convinced that you can accumulate wealth by investing in equity funds, invest in balanced fund + mid-cap fund (Ex-Franklin Smaller companies fund).
Investment Objective: To generate income and minimize interest rate volatility by investing in Debt & Money Market securities that mature on or before the maturity of the scheme, and also to generate capital appreciation by investing in equity / equity related instruments.
Investment Objective: To achieve growth by investing in equity & equity related instruments, balanced with income generation by investing in debt & money market instruments.
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, furniture, hotels, etc.).
Industrial funds seek capital appreciation by investing in equity securities of U.S. or non-U.S. companies that are engaged in...
Consumer cyclical funds seek capital appreciation by investing in equity securities of U.S. or non-U.S. companies that provide...
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,...
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.
You can have a balanced MF portfolio by investing in Equity + Balanced fund + MIP / Debt fund.
This gives the cash account in VUL policies the potential for greater returns than a typical whole life policy by investing in equity - linked investments, but also makes them subject to greater risk due to the volatility associated with the stock market.
Dear Sachin, That is the risk - return reward one gets by investing in Equity oriented products.
The fund follows a value oriented strategy and seeks to achieve its investment objective by investing in equity and debt securities, money market instruments, and derivatives.
To provide superior long - term investment returns by investing in equity securities trading on the major markets in the United States.
You take extra risk with SM by investing in equities instead paying down your total debt.
Balanced Fund: Maintains a balance by investing in equities as well as fixed interest instruments
Classic Opportunities Fund: An aggressive fund, which invests primarily in equities Frontline Equity Fund: Another aggressive fund, which parks 60 % -100 % of the money in equities and 0 - 40 % in debt & money market Balanced Fund: A moderate fund, which aims to maintain a balance by investing in equities as well as debts Dynamic Bond Fund: A conservative fund, which offers high fixed returns Dynamic Floating Rate Fund: A conservative fund, which invests in floating rate debt instruments Dynamic Gilt Fund: Conservative in nature, this fund only invests in Government Securities Money Market Fund: A secure fund, which parks all the investments in the money market

Not exact matches

Women - led teams received just $ 1.9 billion of the total $ 85 billion invested by venture capitalists in 2017, which is just 2.2 percent of the year's total, according to data from VC database PitchBook, an M&A, private equity, and VC database, reported by Fortune.
In addition to catapulting EverFi into the ed tech big leagues, the fundraising round marks the debut deal for lead investor Rise, a newly established social impact investing fund managed by TPG Growth, a private equity firm that has also backed Internet hotshots like Uber and Airbnb.
CouponCabin's round was led by Baltimore investment fund JMI Equity, which has also invested in online firms such as DoubleClick, Adknowledge, Business.com and DoubleVerify.
«So if you finance a house by equity, it's as if you have money invested in the house.
«In soliciting investments in the Fake Funds, CASPERSEN made the following false representations to investors, among others: in recognition for his prior work with Park Hill Group, CASPERSEN had been offered a «friends and family» investment allocation in a security that was allegedly offered by a private equity firm; CASPERSEN was personally investing in the security, and offering it to his family and a limited number of friends; the investment was a credit facility secured by a portfolio of assets owned by one of the Legitimate Funds; the investor would receive quarterly interest payments, ranging from 15 to 20 percent; the investment was practically risk - free, as the loaned funds would remain in a bank account; the investor could withdraw the principal at any time with 90 days» notice; and investor funds should be wired to one of the Fake Fund AccountIn soliciting investments in the Fake Funds, CASPERSEN made the following false representations to investors, among others: in recognition for his prior work with Park Hill Group, CASPERSEN had been offered a «friends and family» investment allocation in a security that was allegedly offered by a private equity firm; CASPERSEN was personally investing in the security, and offering it to his family and a limited number of friends; the investment was a credit facility secured by a portfolio of assets owned by one of the Legitimate Funds; the investor would receive quarterly interest payments, ranging from 15 to 20 percent; the investment was practically risk - free, as the loaned funds would remain in a bank account; the investor could withdraw the principal at any time with 90 days» notice; and investor funds should be wired to one of the Fake Fund Accountin the Fake Funds, CASPERSEN made the following false representations to investors, among others: in recognition for his prior work with Park Hill Group, CASPERSEN had been offered a «friends and family» investment allocation in a security that was allegedly offered by a private equity firm; CASPERSEN was personally investing in the security, and offering it to his family and a limited number of friends; the investment was a credit facility secured by a portfolio of assets owned by one of the Legitimate Funds; the investor would receive quarterly interest payments, ranging from 15 to 20 percent; the investment was practically risk - free, as the loaned funds would remain in a bank account; the investor could withdraw the principal at any time with 90 days» notice; and investor funds should be wired to one of the Fake Fund Accountin recognition for his prior work with Park Hill Group, CASPERSEN had been offered a «friends and family» investment allocation in a security that was allegedly offered by a private equity firm; CASPERSEN was personally investing in the security, and offering it to his family and a limited number of friends; the investment was a credit facility secured by a portfolio of assets owned by one of the Legitimate Funds; the investor would receive quarterly interest payments, ranging from 15 to 20 percent; the investment was practically risk - free, as the loaned funds would remain in a bank account; the investor could withdraw the principal at any time with 90 days» notice; and investor funds should be wired to one of the Fake Fund Accountin a security that was allegedly offered by a private equity firm; CASPERSEN was personally investing in the security, and offering it to his family and a limited number of friends; the investment was a credit facility secured by a portfolio of assets owned by one of the Legitimate Funds; the investor would receive quarterly interest payments, ranging from 15 to 20 percent; the investment was practically risk - free, as the loaned funds would remain in a bank account; the investor could withdraw the principal at any time with 90 days» notice; and investor funds should be wired to one of the Fake Fund Accountin the security, and offering it to his family and a limited number of friends; the investment was a credit facility secured by a portfolio of assets owned by one of the Legitimate Funds; the investor would receive quarterly interest payments, ranging from 15 to 20 percent; the investment was practically risk - free, as the loaned funds would remain in a bank account; the investor could withdraw the principal at any time with 90 days» notice; and investor funds should be wired to one of the Fake Fund Accountin a bank account; the investor could withdraw the principal at any time with 90 days» notice; and investor funds should be wired to one of the Fake Fund Accounts.
The world's largest private equity fund, backed by Japan's SoftBank Group and Saudi Arabia's main sovereign wealth fund, said on Saturday it had raised over $ 93 billion to invest in technology sectors such as artificial intelligence and robotics.
By contrast, Japanese households during the same period invested just under 10 % of their assets in equities and kept over 50 percent in cash and deposits, according to Bank of Japan data.
More specifically, Axel Springer will pay $ 343 million for an 88 % equity stake in BI, with the remaining 12 % mostly consisting of existing Axel Springer shares (it invested earlier this year) and rolled - over shares held by Amazon CEO Jeff Bezos (he invested in the same round).
Fidelity Strategic Funds are multi-asset-class strategies that seek to address key income needs — bond income from global sources, non-bond income, and real return — by investing in a diversified mix of fixed income and / or equity investments chosen for their historical combined performance.
If you do decide to move forward, you can either provide a traditional business loan or invest in the business by taking an equity stake, but the two actions are different.
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.
«By allowing investors and their financial advisers to efficiently learn about our REITs and invest directly, there is less cost involved in raising equity capital than there would be through more traditional public distribution formats,» said Amy Tait, chairman, CEO and co-founder of Broadstone, in a statement.
Coupled with a lack of distributions from their existing private equity and real assets portfolios, many of these investors were left with disproportionately outsized remaining commitments to, and invested capital in, a number of investment funds, which significantly limited their ability to make new commitments to third - party managed investment funds such as those advised by us.
We achieve this by focusing on equities and fixed income investments that trade in North America, and by sticking to our «Disciplined Dividend Growth» investing approach.
Christopher M. Sulyma filed a lawsuit on behalf of two proposed classes of participants in the Intel 401 (k) Savings Plan and the Intel Retirement Contribution Plan, claiming that the defendants breached their fiduciary duties by investing a significant portion of the plans» assets in risky and high - cost hedge fund and private equity investments through custom - built target - date funds.
U.S. equity funds primarily invest in stocks issued by companies based in the U.S..
The lawsuit claimed the defendants breached their fiduciary duties by investing a significant portion of the plans» assets in risky and high - cost hedge fund and private equity investments through custom - built target - date funds.
From May 2007, when the Diversified Fund began investing in hedge funds and private equity, through May 2014, the fund underperformed a Vanguard balanced fund, the LifeStrategy Moderate Growth Fund, by approximately 50 basis points annually.
This paper highlights some of the challenges associated with investing in private equity and specifically venture capital, as well as the opportunities presented by the availability of secondary market solutions.
Vintage Investment Partners invests in Israeli, European and U.S. venture capital and Israeli private equity funds managed by experienced managers with strong track records
The investment objective of the Fund is to seek to achieve long - term capital growth by investing primarily in equity securities of companies that are directly or indirectly involved in the exploration, mining, production or distribution of silver.
Through our market relationships, we were able to take advantage by investing in the preferred equity of a couple of midstream companies, gaining what we believed to be strong downside protection through the security along with significant equity upside.
Plaintiff Christopher M. Sulyma, on behalf of two proposed classes of participants in the Intel 401 (k) Savings Plan and the Intel Retirement Contribution Plan, claims that the defendants breached their fiduciary duties by investing a significant portion of the plans» assets in risky and high - cost hedge fund and private equity investments.
ATG is a fund managed by Aquiline Capital Partners, a private equity firm investing in businesses across the financial services sector in banking and credit, insurance, investment management and markets, and financial technology and services.
It pursues this objective by investing principally in equity securities of non-U.S. issuers and using hedging strategies to vary the exposure of the Fund to general market fluctuations.
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.
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