Sentences with phrase «conservative risk profile»

While maintaining a conservative risk profile relative to your account size is important, it can't be wholly determined with a percentage.

The Guaranteed Death Benefit is higher of 105 % of all premiums paid or accumulated premiums compounded @ 0.5 % or 1.5 % or 3 % for Aggressive, Moderate and Conservative Risk profiles respectively

The guaranteed rate varies by the risk profile chosen and is equal to 0.5 % p.a, 1.5 % p.a and 3.0 % p.a. for Aggressive, Moderate and Conservative risk profiles, respectively.

Not exact matches

An above - average dividend yield and favorable risk profile should appeal to more conservative, income - oriented accounts.

Consistently managed for income with a target allocation of 80 % fixed income and 20 % equity that provides a conservative risk / return profile designed for income.

Instead, every six months or year, meet with a qualified investment advisor that is well respected, has a good track record based upon conservative portfolio allocations designed to meet your individual needs and risk profile, and review your holdings.

The asset allocation models were designed to help investors diversify their portfolios, using risk profiles ranging from very conservative to aggressive.

Dear Vishnu, Since you do have other sources of income and your risk profile for this investment is moderate, you may consider ultra short term or Short term Debt funds, conservative MIP fund... Ex: Franklin Ultra short / Franklin Low Duration Fund / SBI MIP Floater fund..

Dear Sir, Based on your profile, you can consider investing in MIP Funds, if you want to take lower risk, consider a Conservative MIP Fund.

They have a risk profile similar to bond funds, making them ideal for aggressive or conservative investors.

Franklin Taxshield ELSS fund is best suited for conservative equity investor who would like to get decent investment returns with a low - risk profile.

Therefore, DGI is suited to a more conservative (within the 100 % equity risk profile) investor psychology.

They are ideal for investors who are thinking long - term but have conservative or moderately aggressive risk profile.

However, if the circumstance of the investor in the context of PBAM results in an aggregate asset allocation quite different from the investor's risk profile (most likely toward the conservative side) or in contrast with market conditions, it can cause investor frustration (regret) that sabotages the process.

So you are absolutely right that when the time comes, we need to rework our portfolios towards more conservative allocations in order to readjust our risk profile accordingly.

In fact, her portfolio is actually more conservative than warranted by her risk profile and she could be taking on more risk to help her achieve her long - term goals.

But Lending Club said the changes have resulted in a better ranking of risk that should lead to a more conservative credit profile overall.

If your risk profile determines very conservative investments are most suitable for you, and for your investment strategy to work out the way you would actually like it to, you may never be able to invest in the types of securities that could provide the growth you need.

After determining whether you are in fact a very risk averse conservative investor or a highly risk tolerant «aggressive growth» investor, or a balanced investor halfway between these extremes, an adviser would generally try to match the client risk profile to the stated long - term investment goals; then he or she would find the investment solutions that will achieve those goals without subjecting the investor to more risk than they're equipped to tolerate.

If used to make conservative changes, the satellite can potentially deliver above - average returns without significantly altering the overall portfolio's risk profile.

Under the second Age Based Strategy, there are three risk profiles of Aggressive, Moderate and Conservative and as chosen, the funds are invested in two funds namely Classic Opportunities Fund and Dynamic Bond Fund in a ratio depending on the age of the policyholder.

You need to zero in on the risk profile, you wish to pursue - Conservative, Moderate or Aggressive — according to which, the investments are parked in the Maximiser (Equity Fund) and Income Advantage (Debt Fund).