Sentences with phrase «cent of the funds return»

Not exact matches

Shorten told Nine last week that PHIs «are making 25 per cent profits» — which is just wrong (though why would we expect a former director of AustralianSuper with fiduciary duties over the nation's largest retirement fund to know the difference between a profit margin and a return on equity?)

«A number of participants indicated that the stronger outlook for economic activity, along with their increased confidence that inflation would return to 2 per cent over the medium term, implied that the appropriate path for the federal funds rate over the next few years would likely be slightly steeper than they had previously expected,» the Federal Open Market Committee said in the records of its March 20 - 21 meeting.

These benefits would (i) largely go to developers and contractors for infrastructure projects like new pipelines that would happen even without new incentives and so be highly regressive; (ii) raise costs by failing to reach the tax - free pension funds, sovereign wealth funds and international investors that are the most plausible sources of incremental infrastructure finance; (iii) not encourage at all the highest return maintenance projects like fixing potholes that do not yield a pecuniary return for investors; and (iv) by offering credits at an unprecedented 82 per cent rate, invite all kinds of tax - shelter abuse.

Over the past couple of years, speculators have also used short sales of gold to obtain low cost funds to invest in other assets — for example, by shorting gold (borrowing it and selling it in the spot market), market participants have been able to obtain US dollars at between 1 and 2 per cent, well below the rate of return available on US assets.

So how do conservative investors and pension funds, who require an average of 8 per cent return to remain viable, balance their portfolio without adding more risk?

Before fees and tax, the LIC's closed - end fund exits since inception has benefited from «realisations» at a weighted average 3 per cent premium to carrying value, a weighted average internal rate of return of 21 per cent, and return on equity invested of 1.6 times.

Documents seen by the AFR indicate that the King Island Aggregation has been a stand - out performer for the fund, delivering more than 12 per cent returns a year for the seven years it has been owned, with about half of that delivered through income returns.

Returns were limited during the initial phase of a new fund, while improvements were made, but in the longer run the new fund, which would have a longer life than SAF, would target an average 9 per cent total return net of fees, he said.

«Those behind the rumour that a single company made N25 billion from charging one per cent of TSA funds that passed through the company's software, may need to return to elementary school to get some lessons in arithmetic,» he said in a statement issued by his Special Adviser on Media, Mr Segun Adeyemi, in Abuja, Nigeria's capital.

The NAO found that 53 per cent of the 44,900 full time teachers entering the profession in 2014 were newly qualified, with the remainder either returning to teaching after a break or moving into the state - funded sector from elsewhere.

In a small community it was only a matter of time before the two parties joined forces, with the school leasing two areas of its playing field to the town council and providing some 20 per cent of the funding, in return for the exclusive use of the facilities during school hours.

(hh) If the unencumbered amount of cumulative surplus revenue from tuition held by a charter school at the end of a fiscal year, less (i) the amount of the fourth quarter tuition payment, (ii) the amount held in reserve for the purchase or renovation of an academic facility pursuant to a capital plan, and (iii) any reserve funds held as security for bank loans, exceeds 20 per cent of its operating budget and its budgeted capital costs for the succeeding fiscal year as is reported in a capital plan to be submitted in the school's most recent annual report, the amount in excess of said 20 per cent shall be returned by the charter school to the sending district or districts and the state in proportion to their share of tuition paid during the fiscal year.

The CIBC Energy fund is among the top - ranked Canadian energy funds by Lipper, with a three - year annualized return of 10.5 per cent.

The core portfolio of the fund (above 70 per cent) constitutes long - term holdings (thereby providing stable returns) with the balance being tactical bets.

In an environment of subdued investment returns, Davis says consumer awareness will increase that the 2.5 per cent management expense ratio of the average Canadian mutual fund will «take a much bigger bite out of returns and investors will be more apt to notice that.»

Obviously, it will have to be 20 per cent (ignoring fees) and so there is no way that a comparison between the average return earned by the active managers with the index return will make investors aware that markets have become efficient.1 In other words, the warning light to signal that markets have become inefficient will never light up and so there is no reason to expect that investors will come to a realisation that the flow of investment funds to index investing has gone too far — meaning that the envisaged constraint on the flow of funds to index investing is unlikely to eventuate.»

Instead of a 2 - per - cent return in «high - interest» savings (a paltry yield that barely keeps pace with inflation), it may be possible to earn 5 per cent or more in diversified dividend - paying mutual funds.

In addition, the Fund aims to provide an overall return of 2 - 3 per cent above the London Interbank Offered Rate (LIBOR) 90 Day (GBP) over a full market cycle (being 3 - 5 years) after management fees are deducted.

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 long slide in oil prices, the rising US dollar and the continuation of the equity bull market made 2014 the best year for the strategy since 2008, with returns of 10.7 per cent in such hedge funds, according to HFR, the data provider.

The Fidelity North American Equity Class launched last week and Lekkerkerker hopes to match or exceed the 16.8 - per - cent annualized three - year return he's produced for his part of the balanced fund.

After all, even if you can generate a consistent 5 per cent annual return on your investments, a $ 1 million RRSP would generate just $ 50,000 a year in income, and that will be taxed once you start withdrawing it (either in the form of a Registered Retirement Income Fund or RRIF, or via voluntary withdrawals from your RRSP).

The best equity fund in Canada had a 20 - year compound annualized return of 10.5 per cent, a very respectable figure, but still short of The Investment Reporter's 11.8 per cent.

Within the return - seeking portfolio, which provided 52 per cent of the fund's income, public equities returned 14.8 per cent and private equities returned 19.6 per cent on a currency hedged basis.

That fund has a compound annual return of 6.27 per cent since inception, as of Nov. 30, 2017, which is certainly more than today's GIC rates.

In the twelve months under review, the Montgomery Fund delivered its initial investors a return of 34.5 per cent, after all expenses, assuming reinvestment of the 30 June 2013 distribution of 7.28 cents per unit.

Some performance highlights of the year included; Rasmala Global Sukuk Fund, which generated a net return for investors of 4.97 per cent; the Rasmala GCC Fixed - Income Fund, which produced a net return of 6.83 per cent and Rasmala Leasing Funds 1 and 2, which have to date paid average annual cash distributions of 12 per cent and 9.2 per cent respectively.

This means the IRA funds transferred to an RRSP may be subjected to double taxation: once at 30 per cent (or 40 per cent if under 59.5) in the year of transfer and again when the RRSP (or, ultimately, RRIF) funds are withdrawn and taxed on his Canadian return.

They use low fee exchange traded funds with average annual returns for their portfolios of about six per cent for the last five years.

Disillusioned with the fund, members of the profession voted in 2000 to decide its fate: A 70 per cent majority supported a return to buying insurance in the open insurance market.

The SEC claimed that from August onwards, the defendants obtained a combined equivalent of USD$ 15 million worth of investor funds from thousands of investors globally through materially false and misleading statements, including by promising investors grandiose returns of 1,354 per cent in under 29 days.

In the case of growth oriented investments, you can consider equity funds (diversified and tax saving funds) and equity shares where return of at least 15 per cent is expected.

Our other funds, Pure Stock, Equity Gain and Pure Equity, too, have done well with returns of 49 per cent, 48.5 per cent and 46 per cent, respectively.

Topping the list are funds from Bajaj Allianz Life — Bajaj Allianz Life Insurance's Growth Plus III has topped the one - year charts with returns of 66 per cent.

For instance, Bajaj Allianz» Future Gain Equity Growth Fund clocked annual returns of about 25 per cent over a five - year time frame.

With 50 per cent investment in equities, minimal fund management charges and average returns of nine per cent, the New Pension Scheme is another good option.

Hurlbutt said the 10 per cent deposit will be held in trust and should the developer not complete according to the terms of the contract, the funds will be returned.