The fund's investment objective is long - term capital appreciation and to protect the purchasing power of
your capital against inflation.
Not exact matches
Speaking at the Sohn Investment Conference in New York, the closely - watched DoubleLine
Capital LP chief executive officer recommended a trade of shorting, or betting
against, Facebook while betting on gains in an exchange - traded fund that tracks oil and gas explorers and producers who could benefit from rising
inflation.
This strategy, known as equity income investing, can be an attractive alternative to bond investing as it seeks to offer greater protection
against inflation as well as potential for
capital appreciation.
The Gold and Precious Metals Fund seeks
capital appreciation while protecting
against inflation and monetary instability.
The World Precious Minerals Fund seeks long - term growth of
capital while providing protection
against inflation and monetary instability.
I agree with the Accumulator's points about Global Index linkers but would point out that a Global Equity fund would also give a measure of protection
against home - grown
inflation via currency depreciation as well as
capital / income growth.
The first no - load gold fund in the U.S., USERX seeks not just
capital appreciation but also protection
against monetary instability and the very
inflation I discussed earlier.
This provides an important buffer for those on modest to middle incomes
against capital gains arising simply from
inflation.
Complementing traditional investments, Ross points out that real estate is less volatile (unlike stocks, it's not marked to market every day); provides diversification with a favorable balance of risk versus return; is favorably taxed via
capital gains tax treatment and interest deductibility; generates returns similar to the stock market and «often more»; provides principal protection; a hedge
against inflation and a pension - like «monthly coupon.»
This strategy, known as equity income investing, can be an attractive alternative to bond investing as it seeks to offer greater protection
against inflation as well as potential for
capital appreciation.
In a research note, Barclays
Capital explains «For analysts... gold has traditionally been a tricky one due to its multiple roles as a commodity, currency,
inflation hedge and hedge
against credit risk and macroeconomic uncertainty.
The goal of the S&P / BMV Mexico Target Risk Conservative Index is
capital preservation and its 55 % allocation to
inflation - linked bonds is a testament to the positive correlation
against inflation during the nine - year period (see Exhibit 2).
It's also advantageous to move
capital overseas to hedge
against inflation and a weakening Chinese renminbi.