The fund options for investment are
equity based fund, debt based fund and / or the balanced / hybrid fund (which is a combination of debt and equity).
In case you are well versed with market related investments and high risk taking appetite, then you may invest in
equity based fund.
Commence a systematic transfer strategy from
an equity based fund to a short - term bond or debt fund with an average maturity of about 1 to 3 years.
So ideally i would like to have a balance of pure
equity based funds (large cap, diversified, small cap), balanced funds, debt funds.
If you have a low risk appetite, invest in debt and if you have a high risk appetite, you can invest in
equity based funds.
In case you are starting early for retirement planning, then
equity based funds are atop investment option for retirement as you have a longer time horizon and equities tend to outperform most assets over long periods.
Exposure of investments shall increase in debt related funds gradually from
equity based funds to safeguard capital
Fund management charges are higher for
equity based funds in comparison to debt - oriented funds.
Not exact matches
• Turn / River Capital, a San Francisco -
based growth
equity and buyout firm, raised $ 168 million for its third
fund, Fund
fund,
Fund Fund III.
• EnCap Investments, a Houston -
based private
equity firm, raised $ 7 billion in its EnCap Energy Capital
Fund XI, exceeding targets.
• OurCrowd, a Jerusalem -
based global
equity crowdfunding platform, formed Cognitiv, a $ 100 million
fund.
• Juniper Capital Advisors LP, a Houston, Texas -
based private
equity firm, raised $ 677.5 million for its third
fund, Juniper Capital III.
• Blue Water Energy, an Atlanta -
based private
equity firm, raised $ 1.1 billion for a
fund to invest in oil and gas.
So that means investors who use a target - date
fund as the
basis of their 401 (k) portfolio could end up with 5 percent or 10 percent of their 401 (k) holdings in private
equity.
• Activant Capital, a Greenwich, Conn. -
based private
equity firm, raised $ 129 million for its late - stage venture
fund.
• Olympus Partners, a Stamford, Conn. -
based private
equity and venture capital firm, raised $ 3.04 billion for its seventh
fund, Olympus Growth Fund
fund, Olympus Growth
Fund Fund VII.
• HarbourVest Partners, a Boston, Mass. -
based private
equity investment firm, is seeking $ 2.5 billion for its fifth co-investment fund, according to Private Equity Internat
equity investment firm, is seeking $ 2.5 billion for its fifth co-investment
fund, according to Private
Equity Internat
Equity International.
• Kian Capital, a Charlotte, N.C. -
based private
equity firm, raised $ 250 million for its second
fund, KMP II, L.P.
In 2001, Todd began his career trading the
equities market in San Diego, California, and then with Connors Capital, a hedge
fund based in Los Angeles.
• Ampersand Capital Partners, a Wellesley, Mass. -
based private
equity firm, raised $ 450 million for its new
fund, AMP - 18.
• Alidade Capital, a Bloomfield, Michigan -
based private
equity firm, raised more than $ 117 million for its fourth
fund, according to an SEC filing.
• NBK Capital Partners, the Dubai -
based private
equity and real estate investment arm of Watani Investment Company, raised $ 75 million for its real estate
fund.
• Eight Roads Ventures Europe, a U.K. -
based venture capital and private
equity firm, raised $ 375 million for its third
fund.
• Mediterra Capital Partners, a Turkey -
based private
equity firm, raised more than $ 185 million for its second
fund, according to an SEC filing.
• Aspire Universal, a Lancaster, Penn. -
based private
equity firm, is raising $ 300 million for its precision medicine
fund, Aspire Ventures Precision Medicine F
fund, Aspire Ventures Precision Medicine
FundFund.
• SwanCap, a Germany -
based private
equity firm, raised 433 million euros (approximately $ 528 million) for its new
fund, SWAN III.
• Industrial Opportunity Partners, an Evanston, Ill. -
based private
equity firm, raised $ 450 million for its third
fund, Industrial Opportunity Partners III, L.P.
New Money: Headspace, a Los Angeles -
based maker of a meditation app, has raised $ 36.7 million in
funding from Spectrum
Equity.
• EnCap Investments, a Houston, Texas -
based venture capital and private
equity firm, raised approximately $ 6.2 billion for its energy
fund, EnCap Energy Capital Fund XI
fund, EnCap Energy Capital
Fund XI
Fund XI LP.
• Brightstar Capital Partners, a New York -
based private
equity firm, raised $ 51.92 million for its newest
fund, according to an SEC filing.
• GI Partners, a San Francisco -
based private
equity firm, raised $ 2.7 billion for its fifth
fund, GI Partners Fun
fund, GI Partners
FundFund V.
• EMH Partners, a Germany -
based private
equity and venture capital firm, raised $ 350 million ($ 400 million) for its debut
fund.
• OrbiMed, a New York -
based private
equity and venture capital firm, raised $ 431.53 million for its third Asia
fund, according to an SEC filing.
• Alpine Investors, a San Francisco -
based private
equity firm, raised $ 532 million for its sixth
fund, Alpine Investors VI LP, according to the Wall Street Journal.
• Vitruvian Partners, a U.K. -
based private
equity firm, raised $ 2.4 billion ($ 2.74 billion) for its third
fund, according to The Wall Street Journal.
• Stellex Capital Management, a New York and London -
based private
equity firm, raised $ 870 million for its maiden
fund.
• Dubin Clark & Company, a Boston -
based private
equity firm, raised $ 74.85 million for its newest
fund, DCCP Fund II,
fund, DCCP
Fund II,
Fund II, LP.
• TVV Capital Partners, a Nashville -
based private
equity firm, raised $ 30.2 million for its fourth
fund, according to an SEC filing.
• Palladium
Equity Partners, a New York - based private equity firm, raised $ 1.5 billion for its fifth fund, according to an SEC f
Equity Partners, a New York -
based private
equity firm, raised $ 1.5 billion for its fifth fund, according to an SEC f
equity firm, raised $ 1.5 billion for its fifth
fund, according to an SEC filing.
• Vitruvian Partners, a London -
based private
equity firm, raised $ 2.4 billion ($ 2.7 billion) for its third
fund, Vitruvian Investment Partnership III.
• Water Street Healthcare Partners, a Chicago -
based private
equity firm, is seeking to raise $ 800 million for its fourth
fund, according to an SEC filing.
• Blue Wolf Capital Partners LLC, a New York -
based private
equity firm, raised $ 540 million for its fourth
fund, Blue Wolf Capital Fund IV,
fund, Blue Wolf Capital
Fund IV,
Fund IV, L.P.
• IDG Capital, a Beijing -
based private
equity and venture capital firm, filed to raise a $ 589 million for its fifth Chinese venture capital
fund, IDG China Venture Capital Fun
fund, IDG China Venture Capital
FundFund V.
• HighRadius Corp, a Houston, Texas -
based financial supply chain management software, raised $ 50 million in
funding from Susquehanna Growth
Equity.
• ChrysCapital, a Port Louis, Mauritius -
based private
equity and venture capital firm, raised $ 600 million for its seventh
fund, according to an SEC filing.
Drybar, the barely two - year - old «blow - dry - only» start - up, has closed a $ 16 million investment from Boston -
based private
equity fund Castanea Partners.
• Permira, U.K. -
based private
equity firm, plans to raise two new buyout funds of $ 1.5 billion each, one for Asia - focused deals and one for growth - stage investing, according to Private Equity
equity firm, plans to raise two new buyout
funds of $ 1.5 billion each, one for Asia - focused deals and one for growth - stage investing, according to Private
EquityEquity News.
• Abris Capital Partners, a Poland -
based private
equity firm, raised 500 million euros ($ 598 million) for its third middle - market
fund.
• Venture Investment Associates, a Peapack, N.J. -
based private
equity fund of
funds manager, raised a combined $ 230 million for two new
funds.
• Leavitt
Equity Partners, a Salt Lake City, Utah - based private equity firm, is seeking to raise $ 125 million for its second
Equity Partners, a Salt Lake City, Utah -
based private
equity firm, is seeking to raise $ 125 million for its second
equity firm, is seeking to raise $ 125 million for its second
fund.