Sentences with phrase «equities over that time frame»

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.
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