Sentences with phrase «debt and equity instruments»

The funds are invested in debt and equity instruments depending on your choice, which will be determined on your market outlook and risk - taking appetite.

In ULIP, premiums you pay are invested in debt and equity instruments, chosen by you, after deducting allocation and other charges.

Child ULIPs - The premium paid by each insurer flows into a collective pool of funds that is invested both in debt and equity instruments.

We have experience obtaining financing using an array of public and private debt and equity instruments.

The birth of real estate investment trusts, or REITs, created a hybrid security that many felt offered the best of both debt and equity instruments.

Regardless of how the business raises financial capital, several types of debt and equity instruments exist.

The differences between debt and equity instruments are subtle in some ways but legally important.

But with private placements, business owners can choose from a much wider menu of financing options, mixing and matching debt and equity instruments, or combinations of both, to suit their circumstances.

This pool is meant to be invested in assets such as debt and equity instrument and is called as Unit Linked Fund.

Not exact matches

Among other things, the Global Portfolio invests in assets such as listed equities, debt securities, money market instruments, real estate, commodities, cash and financial derivative instruments.

These include currency - hedged ETFs, triple - levered ETFs based on commodities, unconstrained bond funds with short positions betting against U.S. Treasurys, private equity funds, emerging market debt instruments, historically less - liquid bank loan funds, and all manner of actively managed strategies packaged in supposedly easy to buy and sell wrappers.

For instance, under recent scrutiny are negotiable certificates of deposits (NCD), a kind of short - term bond, and niche products like perpetual notes, a long - term debt instrument that can be listed as equity rather than debt on balance sheets.

But cross-country differences in equity returns declined to pre-crisis levels while the range of yields on debt securities issued by banks and by non-financial corporations also narrowed, suggesting that there is some integration at least in prices of financial instruments.

And frankly I feel he overstates the potential harm of convertible debt, which if properly structured acts mostly as an equity instrument anyways.

The Reporting Persons may, from time to time and at any time: (i) acquire additional Shares and / or other equity, debt, notes, instruments or other securities (collectively, «Securities») of the Issuer (or its affiliates) in the open market or otherwise; (ii) dispose of any or all of their Securities in the open market or otherwise; or (iii) engage in any hedging or similar transactions with respect to the Securities.

The standout performers last year were technology funds, long / short equity funds and structured credit funds (which buy tranches of securitized debt instruments).

The Company uses the proceeds raised from the issuance of units to invest in SMEs through local market sub-advisors in a diversified portfolio of financial assets, including direct loans, convertible debt instruments, trade finance, structured credit and preferred and common equity investments.

However, in comparison to households that only hold owner - occupier debt, there is evidence that investors tend to accumulate higher savings in the form of other assets (such as paying ahead of schedule on a loan for their own home, as well as accumulating equities, bank accounts and other financial instruments).

Our Global Market Strategies segment, established in 1999 with our first high yield fund, advises a group of 46 active funds that pursue investment opportunities across various types of credit, equities and alternative instruments, including bank loans, high yield debt, structured credit products, distressed debt, corporate mezzanine, energy mezzanine opportunities and long / short high - grade and high - yield credit instruments, emerging markets equities, and (with regards to certain macroeconomic strategies) currencies, commodities and interest rate products and their derivatives.

To help fund its ballooning installations, the company turned to an array of instruments, such as tax - equity financing, bonds, and debt securities.

They bought enormous amounts of mortgages and other debt instruments, and they drove down interest rates to virtually zero to ensure that the large investment banks and financial institutions survived — forcing retail investors to participate in high - risk securities such as equities and corporate debt instead of stashing their money in banks.

This collateral (i.e., permissible vehicles investments) may include: (i) match - funded assets, and, (ii) debt securities, equity securities and other financial instruments issued or guaranteed by the US government or its agencies, sovereign governments, supra - national entities, corporations, financial institutions and asset - backed or mortgage - backed issuers that are the subject of credit support agreements.

Known as the other financial instrument such a debt and equity, it a combination with the embedded derivative to create a new hybrid security.

The thinking is: convertible notes do a good, entrepreneur - friendly job of deferring the pricing of an equity round - but they also carry a promise to repay principal by a deadline; and, as debt instruments, convertible notes must accrue interest.

Net investment income results from the funds holding debt securities, money market instruments and / or dividend - producing equity securities.

In equity the company invests primarily in large cap companies with growth tilt and in debt segment the top holdings are sovereign bond instruments.

To provide attractive returns to the Magnum holders / Unit holders either through periodic dividends or through capital appreciation through an actively managed portfolio of debt, equity and money market instruments.

70 to 95 % of the scheme's funds are invested in debt and money market securities while the residual 5 — 30 % in equity / equity related instruments.

Thanks for prompt response Vipin My goal is to distribute my Debt portfolio from Bank FDs Debt funds are as good as FD but with TAX benefit I beleive because of the small equity component (0 % to 30 %) in Aggresive MIPs they can offer a good return in debt portfolio with low risk which makes it better than Balanced Equity Funds and Debt Funds on eiher side of investments Hence I believe along with Bank FDs, Debt Mutual Funds a person should also diverisfy and invest in Agrresive MIPs as one of the debt instrumDebt portfolio from Bank FDs Debt funds are as good as FD but with TAX benefit I beleive because of the small equity component (0 % to 30 %) in Aggresive MIPs they can offer a good return in debt portfolio with low risk which makes it better than Balanced Equity Funds and Debt Funds on eiher side of investments Hence I believe along with Bank FDs, Debt Mutual Funds a person should also diverisfy and invest in Agrresive MIPs as one of the debt instrumDebt funds are as good as FD but with TAX benefit I beleive because of the small equity component (0 % to 30 %) in Aggresive MIPs they can offer a good return in debt portfolio with low risk which makes it better than Balanced Equity Funds and Debt Funds on eiher side of investments Hence I believe along with Bank FDs, Debt Mutual Funds a person should also diverisfy and invest in Agrresive MIPs as one of the debt instrequity component (0 % to 30 %) in Aggresive MIPs they can offer a good return in debt portfolio with low risk which makes it better than Balanced Equity Funds and Debt Funds on eiher side of investments Hence I believe along with Bank FDs, Debt Mutual Funds a person should also diverisfy and invest in Agrresive MIPs as one of the debt instrumdebt portfolio with low risk which makes it better than Balanced Equity Funds and Debt Funds on eiher side of investments Hence I believe along with Bank FDs, Debt Mutual Funds a person should also diverisfy and invest in Agrresive MIPs as one of the debt instrEquity Funds and Debt Funds on eiher side of investments Hence I believe along with Bank FDs, Debt Mutual Funds a person should also diverisfy and invest in Agrresive MIPs as one of the debt instrumDebt Funds on eiher side of investments Hence I believe along with Bank FDs, Debt Mutual Funds a person should also diverisfy and invest in Agrresive MIPs as one of the debt instrumDebt Mutual Funds a person should also diverisfy and invest in Agrresive MIPs as one of the debt instrumdebt instruments

PPF is a long term debt instrument while ELSS is long term equity instrument and since for longer term equities are better than debt investment, ELSS scores over PPF.

Even claims against equity must be done on a fair value basis, where hybrid instruments get decomposed into an equity claim and a debt claim, and the split gets re-evaluated each period as market prices change.

The fund follows a value oriented strategy and seeks to achieve its investment objective by investing in equity and debt securities, money market instruments, and derivatives.

In the case of mutual funds, the money garnered is used for investing in eligible securities such as equity and debt instruments of companies, money market instruments, gold, etc..

Conservative hybrid — these schemes invest around 75 - 90 % of total assets in debt instruments and 10 - 25 % in equity instruments

Tata Balanced Fund aims at creating a combination of equity and debt instruments which will increase the returns of the portfolio and at the same time it optimally manages the volatility of fund.

The Balanced funds have to maintain the portfolio according to their mandate, for example, debt oriented balanced funds have to keep at least 65 % of their investments in Debt instruments hence in whenever Equity portfolio of the fund crosses 35 %, then Fund Manager will book profit from equities and rebalance the portfodebt oriented balanced funds have to keep at least 65 % of their investments in Debt instruments hence in whenever Equity portfolio of the fund crosses 35 %, then Fund Manager will book profit from equities and rebalance the portfoDebt instruments hence in whenever Equity portfolio of the fund crosses 35 %, then Fund Manager will book profit from equities and rebalance the portfolio.

We satisfy our cravings through instruments of debt — credit cards, mortgages, «refis,» equity lines and school loans.

To provide regular income, liquidity and attractive returns to the investors through an actively managed portfolio of debt, equity and money market instruments.

The Fund expects to invest 50 - 80 % of its net assets in common stocks, 0 - 30 % in preferred stocks and other hybrid securities (which generally possess characteristics common to both equity and debt securities), and 10 - 40 % in income instruments including cash or cash equivalents.1

The UTI Equity Fund is a large cap fund with a stated objective of investing at least 80 percent of its corpus in equity and equity related instruments which contain medium to high risk, and up to 20 percent in debt and money - market instruments with low to medium risk prEquity Fund is a large cap fund with a stated objective of investing at least 80 percent of its corpus in equity and equity related instruments which contain medium to high risk, and up to 20 percent in debt and money - market instruments with low to medium risk prequity and equity related instruments which contain medium to high risk, and up to 20 percent in debt and money - market instruments with low to medium risk prequity related instruments which contain medium to high risk, and up to 20 percent in debt and money - market instruments with low to medium risk profile.

The Fund seeks to achieve this by investing primarily in the following categories of securities and instruments of corporations and other business entities: (i) secured and unsecured floating and fixed rate loans; (ii) bonds and other debt obligations; (iii) debt obligations of stressed, distressed and bankrupt issuers; (iv) structured products, including but not limited to, mortgage - backed and other asset - backed securities and collateralized debt obligations; (v) equities; (vi) other investment companies, including business development companies; and (vii) real estate investment trusts.

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

Investment Objective: To generate income and minimize interest rate volatility by investing in Debt & Money Market securities that mature on or before the maturity of the scheme, and also to generate capital appreciation by investing in equity / equity related instruments.

Investment Objective: To generate capital appreciation and income by predominantly investing in arbitrage opportunities in the cash and derivatives segment of the equity market, and by investing the balance in debt and money market instruments.

That's because preferred stocks aren't really stocks at all --- they are hybrid instruments that have qualities of both an equity and a debt instrument.

Equity and Equity Related Instruments — 65 to 80 % Debt Securities (including securitised debt) and money market instruments — 20 to Debt Securities (including securitised debt) and money market instruments — 20 to debt) and money market instruments — 20 to 35 %

Securities are financial instruments and are typically the umbrella term for stocks (equities) and bonds (debts).

The fund objective of a typical Arbitrage Fund in India is to generate reasonable returns by predominantly investing in arbitrage opportunities in the cash and derivatives segments of the equity markets and by investing remaining balance in debt and money market instruments (like Debentures, Commercial Paper, Certificate of Deposits etc.,).

You should maintain a healthy mix of debt and equity in your portfolio, so for now you may invest around 20 % in Debt instruments and 80 % in equdebt and equity in your portfolio, so for now you may invest around 20 % in Debt instruments and 80 % in equDebt instruments and 80 % in equity.

Balanced funds, however have a minimum of 65 percent of portfolio invested in equities, while the rest is invested in debt and money - market instruments.