Sentences with phrase «capital appreciation»

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.

To seek long - term capital appreciation by investing primarily in units of global and / or Canadian mutual funds.

The portfolio is designed to offer the potential for capital appreciation for investors willing to accept associated equity market risks, according to a statement from the firms.

For those who are mindful of the investment side of things, the rate of capital appreciation from the late 1990s has been around 15 % per annum.

We aim to deliver long term capital appreciation through investment in these sectors.

Our proven strategies emphasize sound investing in carefully researched, quality properties that have steady, long - term capital appreciation potential.

The funds usually fall in the high risk category and produce long - term capital appreciation from an expanded portfolio of equity - linked and equity instruments.

Designed for investors who want to focus on capital appreciation in the portfolio and have a reasonably high tolerance for risk.

The credit risk I'm exposed to is adequately compensated for with the yield and discount to par value for each investment when I consider the additional potential for capital appreciation in the future.

These funds have the objective of seeking capital appreciation through investment in high growth stocks.

These funds generally seek capital appreciation as the value of the stocks in the fund increases, and may also seek to generate income from stocks that pay dividends.

In other words, dividend funds may be more stable than capital appreciation funds.

We seek to maximize income, while maintaining prospects for capital appreciation over the long term.

The investment objective of this fund is to provide capital appreciation by investing in a suitable mix of debt and equities.

For instance, a mutual fund that aims at generating capital appreciation by investing in stock markets is an equity fund or growth fund.

Therefore, the lower price (valuation) is mitigating risk and providing a higher yield while increasing the long - term capital appreciation component at the same time.

Our goal is to achieve capital appreciation with limited correlation [of] other asset classes and provide a smoother ride along the way.

It is suitable for investors looking for high capital appreciation over a long - term period.

First, you get capital appreciation; second, you get regular interest.

Here the primary objective is safety of capital and not capital appreciation.

A unit linked plan which provides capital appreciation along with the dual benefit of insurance protection.

For most funds, there isn't a focus on capital appreciation like there is for equity funds.

This allows the underlying holdings to participate in more capital appreciation.

Monitoring dividend based strategies is much easier during retirement than monitoring the safety of capital appreciation strategies.

High dividend paying stocks may be the best choice since they provide dividend income but also capital appreciation.

Consequently, when combined with the first 10 research candidates, the complete group potentially offers risk control, high - yield and above - average capital appreciation potential.

Mutual fund pension schemes, on the other hand, offer capital appreciation in the form of equity investment and higher returns on investment.

I like Dream because they have a higher yield than most other REITs and also have the prospect of future capital appreciation.

However, there are numerous combinations of beginning and ending valuation that will also impact capital appreciation relative to the company's earnings growth rate.

Many investors turn to these to provide security while generating income and even benefiting from modest capital appreciation.

Dynamic Option Strategy targets capital appreciation along with income generation by strategically selling options on the broad market index and large cap stocks.

The potential for greater capital appreciation clearly lies with small - cap companies.

Less incentive to pursue capital appreciation, but more incentive to borrow money and buy houses with deductible interest.

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

Apart from huge capital appreciation, let's have a look on the dividend yield part.

The fund seeks high current income and capital appreciation consistent with the preservation of capital, and is looking for yields that are better than those available via traditional money market funds.

The potential for higher payouts as well as capital appreciation makes this an ideal choice among REITs.

Is your objective capital appreciation, income or total returns?

The strategy objective is a balance of current income and long - term moderate capital appreciation through a lower volatility investment option.

Using the same methodology, you would have achieved phenomenal risk - adjusted capital appreciation during the bull market portions of each bull - bear stock cycle.

This may leave some further capital appreciation on the table, but it is more than made up by getting a better purchase price and avoiding the risks that comes with growth investing.

At the same time, the property — if well maintained — produces capital appreciation year after year.

While this isn't a bad thing, it's much harder to earn a high return via capital appreciation versus regular cash flow payments.

Dividend stocks can be a great fixed income tool for older investors who may not care as much about capital appreciation.

These funds invest primarily in shares of companies that pay a dividend and can offer an attractive yield, while also providing the potential for conservative capital appreciation.

Always buy real estate for a better lifestyle first, then consider capital appreciation and rental income.