Sentences with phrase «debt and equity exposure»

One can determine the composition of debt and equity exposure.

Premium will be invested in funds that maintain a balance of debt and equity exposure so as to minimise the risk while enhancing the returns

Not exact matches

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The Fund seeks to maximize total return by investing in a diversified, risk - balanced global market portfolio with exposure to global equities, sovereign debt, inflation - protected securities and commodities.

Harvey Norman is now at risk of losing its entire equity investment and some or all of its debt exposure if the receivers — Peter Anderson, William Harris and Matthew Caddy of McGrath Nicol — fail to find a buyer willing to pay a high enough price to repay National Australia Bank, which as secured creditor ranks ahead of Harvey Norman.

Again if we make the calculator with reduction of Equity exposure and increase in Debt, then the monthly required will also shoot up.

The fund has around 55 per cent of debt exposure followed by 30 per cent in equities and remainder in cash.

If the average equity exposure of a balanced fund is more than 60 % and the remaining 40 % is in debt products then it is treated as a Balanced Fund — Equity oriequity exposure of a balanced fund is more than 60 % and the remaining 40 % is in debt products then it is treated as a Balanced Fund — Equity oriEquity oriented.

If the average equity exposure of a balanced fund is more than 60 % and the remaining 40 % is in debt products then it is treated as an Equity Oriented Balancedequity exposure of a balanced fund is more than 60 % and the remaining 40 % is in debt products then it is treated as an Equity Oriented BalancedEquity Oriented Balanced Fund.

If the average debt exposure is around 60 % and equity is 40 % then these funds are treated as Balanced funds — Debt oriendebt exposure is around 60 % and equity is 40 % then these funds are treated as Balanced funds — Debt orienDebt oriented.

Hence, some stocks need to be sold to reduce the exposure to equities and bring it back to 75 percent, and subsequently use the proceeds of the sale to increase the investment in debt.

For example, if you begin the year with a portfolio consisting of 75 percent equity exposure and 25 percent debt investment, then in a year which sees the market rise, this equation can get disturbed.

We prefer commodities exposure via related equities and debt.

Under the Exposure Analysis conducted by IB, if an account would lose so much value that its equity would be eliminated and it would then additionally have an unsecured debt to IB (i.e., negative equity), this would represent an Exposure to the firm (since IB is legally obligated to guarantee its customers» performance to the clearinghouse even if the customer has no remaining equity).

Investment Objective: - To enhance returns over a portfolio of debt instruments with a moderate exposure in equity and equity related instruments.

After about 3 months of research, this is how I have designed my portfolio based on my current income and expenses: Equity / Debt Exposure in medium and long term: 70/30, my age is 25 1.

If you are a first time investor or a moderate risk taker, a balanced fund or an equity - oriented hybrid fund offers a great opportunity to take exposure to debt and equity in just one fund.

To enhance returns over a portfolio of Debt Instruments with a moderate exposure in Equity and Equity related Instruments.

For instance, let us say that you have 60 percent equity exposure and 40 percent exposure in debt, as a part of your asset allocation strategy.

«The equity holdings of leading fund houses show no exposure to Amtek Auto and it is very strange to see that if fund houses are not comfortable with investing in the equity of the company, how can they go ahead with exposure to its debt paper,» said Prasunjit Mukherjee founder of Plexus Management Services, a mutual fund research and advisory company.

The investment objective is to generate income by predominantly investing in debt and money market securities, and to generate growth by taking moderate exposure to equities and equity related instruments and provide diversification by investing in gold ETFs.

The fact is that if money is invested judiciously in different funds with varying degree of exposure to equity and debt markets, investors stand a chance to lock in good returns upon maturity.

Dynamic Fund Allocation balances equity and debt exposure in the portfolio by automatic allocation of fund value as per predetermined percentages — higher allocation to equities in the initial policy years for generating potentially higher returns, and later, higher allocation to debt as the policy nears maturity to protect the maturity value.

Insurance companies provide a choice of funds with varying levels of exposure to debt and equity to suit different risk appetites.

According to analysts, the best way to invest for childcare is to adopt a systematic approach of high exposure to equity in the early years of the child and raising exposure to debt funds in the later part of the investment horizon.

For example, Parents planning a 15 - year investment for their children must have increased exposure to diversified equity funds for the first 10 years and then gradually shift exposure to debt funds in the last five years.

Funds with an aggressive profile have a high equity exposure, while those with a secure or conservative profile invest in debt and have zero exposure to equities.

The Automatic Asset Allocation plan helps to decrease the policyholders» exposure to equity and increase the exposure to debt as time goes on.

In these plans, customer has the option to structure his exposure to the debt and equity markets depending on his / her financial goals and risk taking appetite.

Choice of two plan options based on overall exposure to equity, debt and money market instruments

Till 35 years of age, exposure to equity and debt is 50 %.

You can opt for tax - saving mutual funds with exposure to equities or stock market and also invest in debt funds with endowment plans, PPF, etc..

As many as 11 funds to choose from, ranging from 100 % debt exposure to 100 % equity exposure, with each of them catering to a specific risk appetite and investment goal (For Self - Managed Option):

Pension Equity fund has more exposure on Equity and less of Debt or Money market instruments.

Child insurance plans pool in premium money from all polices and invest the pool in multiple investment instruments as per the policy, and the same is created with Equity, debt & money market exposure.

Choice of 5 investment Funds with varying exposure to Equity and Debt.

This plan balances the equity and debt exposure, so you can enjoy your future years without any worries.

You can choose a combination of funds with equity and debt exposure.

A unit - linked insurance plan (Ulip) works on underlying funds that have varying levels of equity and debt exposure.

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.

Further, returns are strongly influenced by the underlying exposure to debt and equity.

However, the appetite for real estate debt and equity remains high, and investors — both domestic and international — are seeking to double down on their exposure to real estate.