The level of the premium would depend on how much is allocated to equities and the valuation level of
equities over that time frame.
Not exact matches
Its five - year average return on
equity is 19.8 %, and the company has generously returned cash to shareholders with buybacks and dividend hikes
over that
time frame.
This is just my opinion, however it's reflected in the Australian figures above, with small cap funds having a survivorship rate of almost 84 %
over five years compared to 75.11 % survivorship rate for Australian general International
Equity Funds
over the same
time frame.
The year - to - date high of 9.86 % reached on May 19th has shrunk to 9.68 % while strength in the
equity markets may have seen investor reallocating funds as the year - to - date return of the S&P 500 has gone from 2.8 % to 6.43 %
over the same
time frame.
His top pick: the Linde
Equity Report, which features one stock recommendation per month and has a 14.2 % annualized return
over that
time frame.
For example, a novice advisor may give a moderately conservative investor a portfolio with way too much in
equities because
over some arbitrary
time frame, the optimizer found a low - risk portfolio using several
equity indices, and very little in bonds and cash.
Return on
equity has averaged 33.04 %
over this same
time frame.
For instance, Bajaj Allianz» Future Gain
Equity Growth Fund clocked annual returns of about 25 per cent
over a five - year
time frame.