Sentences with phrase «combine bonds and equities»

They provide the expertise of a fund manager, diversification - investors can access balanced funds that combine bonds and equities - liquidity and, in some cases, income distribution.»

Not exact matches

These hybrid investments combine most of the benefits of both stocks and bonds while, best of all, protecting you from some of the risks of today's volatile equity market.

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.

At the same time, some 70 per cent of government - issued bonds are yielding 1 per cent or less, and when you combine the equity / bond value of the 15 largest global markets they've never been more expensive.

At the Retire Rich event weekend before last, Bortolotti presented a similarly simple - appearing portfolio: 20 % Canadian equity, 20 % US equity, 20 % international equity, 10 % emerging markets equity and 30 % government and corporate bonds, with a combined MER of just 0.14 %, Bortolotti said.

Fidelity Strategic Funds are multi-asset-class strategies that seek to address key income needs — bond income from global sources, non-bond income from dividend - paying securities, and real return to help protect against inflation — by investing in a diversified mix of fixed income and / or equity investments chosen for their historical combined performance.

Better option premiums and yields, combined with struggling equities and rising bond yields means now could potentially be the time for covered calls.

Equity and currency market volatility is helping to drive cash inflows for municipal bond funds and when combined with manageable new issue supply has helped foster a stronger muni bond market.

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.