Even in a guaranteed growth plan with 80 per
cent equity exposure, the upside rests with the customer and the downside is protected under the company's guaranteed maturity values.
The ETFs comprising the Index, which may include WisdomTree ETFs and non-WisdomTree ETFs, must trade on a US stock exchange and are reconstituted and rebalanced annually to approximately 60 per
cent equity exposure and 40 per cent fixed income exposure.
Not exact matches
The fund has around 55 per
cent of debt
exposure followed by 30 per
cent in
equities and remainder in cash.
Decrease your RESP's
exposure to
equities Losing 20 to 30 per
cent of your savings when your child is in Grade 8, 9 or 10 can put a serious dent in your plans.
It emphasizes foreign
equity exposure, observing that, at 57 per
cent domestic
exposure, Canadians are behind only Australians in having the worst level of home country bias in their portfolios — despite the fact Canada makes up only about 3.5 per
cent of global stock market capitalization.
Deals like that helped the Lester Canadian
Equity Fund generate a return of 24.7 per
cent in 2016, which was achieved with very little oil and gas
exposure, no mining or gold stocks, and no banks.
The Common
Equity Tier 1 buffer was DKK1.0 billion, corresponding to 6.4 per
cent of the risk
exposure amounts.
• Schwab International Small - Cap
Equity ETFâ «
cents * SCHC — 0.35 % Offers diversified
exposure to international small - cap companies in over 20 developed international markets and seeks investment results that track the performance, before fees and expenses, of the FTSE Developed Small Cap ex U.S. Liquid Index made up of approximately 1,800 international small cap stocks.
• Schwab Emerging Markets
Equity ETFâ «
cents * SCHE — 0.35 % Offers diversified
exposure to large - and mid-cap companies in over 20 emerging markets.
NPS portfolios are restricted to have more than 50 per
cent exposure to
equity.
Further even the other retirement fund, viz., the National Pension System (NPS), regulated by the Pension Fund Regulatory and Development Authority (PFRDA) allows up to 15 per
cent exposure to
equity for government sector employees and up to 75 per
cent (under aggressive plan) for private sector.
The product provides
equity / debt
exposure of up to 100 per
cent with a start up NAV of Rs 10 and allows customers to choose a limited or regular premium payment options on policy term ranging from 10 to 20 years, with three fund options to choose.