Sentences with phrase «equity funds held»

Equity funds held for 12 months or less are considered «short - term» are taxed at a flat rate of 15 %.

Note that the equity funds held in the wrap are fundamental ETFs, which tend to be more expensive than traditional index funds.

Canadian dividend / income equity funds held sixth place in terms of 15 - year performance.

For example, the DFA Canadian Core Equity Fund holds 578 stocks.

Generally, small - cap Canadian equity funds invest mostly in small or very specialized companies, while large - cap Canadian equity funds hold mostly large corporations.

The idea is simplicity itself: it can consist of holding as few as four funds, typically a fixed - income one and three equity funds holding equal parts Canadian, U.S. and international stocks.

All of the funds are hugely diversified: the Canadian Core Equity Fund holds more than 600 stocks, for example, while their International Core Equity Fund holds over 4,300.

Analyze financial performance of private equity fund holdings in Southern Asia and Western Europe.

Not exact matches

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.

Avista Capital Partners has formed a new company to fund a portion of the equity required to design and build three 50,000 deadweight ton product carriers, which Seacor Holdings (NYSE: CKH) has contracted to build at General Dynamic's National Steel and Shipbuilding Co. shipyard in San Diego.

Gapstow Capital Partners» CJA Private Equity Financial Restructuring Master Fund I, LP holds 9.8 % of the company pre-offering, and Wolfson Equities holds about 6.3 %.

Because hedge funds are not required to report their bond holdings to the SEC (although they do have to report equity positions), we don't know exactly who owns how much of which Puerto Rico bonds.

The fund, called the Blackstone Core Equity Partners, will seek to invest in safer, larger companies for more than twice than the three - to - five - year holding period private equity firms usuallyEquity Partners, will seek to invest in safer, larger companies for more than twice than the three - to - five - year holding period private equity firms usuallyequity firms usually have.

Big pension and endowment funds regularly hold private equity stakes, but it's a crucial component of investing withheld from retail investors, Lee - Chin says.

World stocks rose 20 percent last year, significantly outpacing the average on bond markets, meaning the relative value of funds» equity holdings has increased without a single new share being bought.

A more established fund of this type is Lazard Asset Management's U.S. Equity Concentrated Portfolio, which holds about 20 names.

The Chinese consortium involved in the deal also includes Ma's private equity firm Yunfeng Capital, China Oceanwide Holdings Group Co, China Minsheng Trust Co, CDH China HF Holdings Company Limited, and Hony Capital Fund, the companies said.

«Banks could hold more equities and investment funds instead of holding government bonds,» Taguchi told CNBC.

The $ 15.6 trillion mutual fund industry holds about $ 6 trillion in domestic equity assets and $ 3.8 trillion in total bond - related money.

Before co-founding the Los Angeles - based ProAmerica Bank, where she worked with small businesses, she co-founded Fortius Holdings, a private - equity fund, where she served as president.

Once you dig into your fund's prospectus to learn about the holdings, you should see a mix of U.S. and non-U.S. equities, as well as a combination of different bond portfolios.

The airline is now closely held by airline investing groups and Mexican private equity funds.

The sectors a fund holds shouldn't be that different from your domestic equity portfolio.

Walker became one of the youngest members to serve on the Stanford Board of Trustees; found a career in his chosen field of real estate, where he has a successful real estate investment fund; holds equity in Hollywood nightclubs; and has a small ownership stake in the Oakland Athletics Major League Baseball team.

A robust private sector is necessary to create and foster successful companies such as Apple, held in our All American Equity Fund (GBTFX) and Holmes Macro Trends Fund (MEGAX).

The financial sector changes were later confirmed by Yi Gang, the newly appointed head of China's central bank, who said foreign investors would be allowed to hold up to a 51 per cent equity stake in brokerage firms, futures companies and fund management firms.

Holdings in the All American Equity Fund and Holmes Macro Trends Fund as a percentage of net assets as of 12/31/2014: Apple, Inc. 3.52 % All American Equity Fund, 5.37 % Holmes Macro Trends Fund; Saudi Amarco 0.00 %; Twitter, Inc. 0.00 %.

I also hold additional equity assets via Canadian index ETFs and mutual funds.

«The only conceivable way our retirement saver would give up $ 2,300 in expected returns on his equity holdings is if his fund manager had an extraordinarily large number of trades.

It doesn't offer much for startups without a product, nor does it hold out any promise of equity funding.

The deadline for complying with one aspect of the Volcker Rule — selling off private equity and hedge fund holdings — was extended to 2017 from 2015, and the swaps push - out rule, better known as the Lincoln Amendment, was repealed.

Despite the volatile swings in global equities, fund managers are still confident in stocks but the falling oil price is pushing them to add to their cash holdings, a leading industry survey has found.

More than just tempering Gross's anti-equity remarks, the longtime advocate of buying and holding equity - based index funds and ETFs went so far as to say that «equities today are more attractive relative to bonds than at any other time in history.»

At the same time, what is counted as cash on the sidelines, whether in money market funds, or as tiny balances in equity funds, is nothing but a mountain of short - term debt securities, mostly Treasury bills, that have been issued and must be held by somebody until they are retired.

These funds mainly focus on private equity investments, public investments in the form of PIPE and both domestically and internationally held and listed companies.

The Fund offers meaningful exposure to the returns generated by Australia's leading equity hedge fund managers combined with the benefits of holding a diversified portfolio of these managers, within a single investmFund offers meaningful exposure to the returns generated by Australia's leading equity hedge fund managers combined with the benefits of holding a diversified portfolio of these managers, within a single investmfund managers combined with the benefits of holding a diversified portfolio of these managers, within a single investment.

New Energy Capital Partners, LLC («NEC»), a leading alternative asset management firm focused on debt and equity investments in small - and mid-sized clean energy infrastructure projects and companies, today announced that it held a final closing for the New Energy Capital Infrastructure Credit Fund (the «Fund») with total capital commitments of $ 325 million.

Equities are essentially 50 - year duration investments at current valuations, and even if investors are passive and don't hold any view about future market returns at all, one of the basic principles of financial planning is to align the duration of ones assets with the expected horizon over which the funds are expected to be spent.

The Fund is appropriate for investors who are seeking long - term capital appreciation by investing primarily in equity securities of U.S. small - cap companies, are looking to hold their investments for the long term and can tolerate considerable fluctuations in their portfolio.

Exchange - traded fund use in Europe is likely to broaden from its current focus on equities, according to participants at the inaugural «Inside ETFs Europe Conference», held in Amsterdam this week.

By Aaradhana Ramesh and Krishna Eluri (Reuters)- U.S. fund managers kept their recommendations for equity holdings steady for a third month in November, and near their lowest since the financial crisis, pending a widely - expected Federal Reserve rate hike, a Reuters poll found.

The company has raised over $ 2M in disclosed equity funding from Temasek Holdings and other investors.

Private equity firms have had to lengthen their investment horizons to create value with their portfolio companies, from 4.5 years in 2006 to 6 years in 2016; Blackstone, Carlyle Group and others have recently launched funds with longer target holding periods.

Find out which four index mutual funds are among the best U.S. equities index mutual funds for core holdings in your investment portfolio.

On the same day, the Government Pension Investment Fund (GPIF) announced a rise in domestic equity weights and an increase in foreign asset holdings for its portfolio.

* Assets that are high growth but tax efficient, such as long - term stock holdings and equity index funds, should be added to a taxable account.

In the 12 - month period ended Dec. 31, 2017, Canadian ETF assets under management (AUM) held in U.S., international, global and emerging - market equities increased by a healthy 46 % to $ 46.2 billion from $ 31.6 billion a year earlier, according to figures from the Canadian Exchange - Traded Funds Association.

As of 06/30/14, National Oilwell Varco represented 2.6 %, FedEx Corp. 2.2 %, Baker Hughes, Inc. 2.1 %, Dover Corp. 2.7 %, General Motors Co. 3.2 %, Bank of America, Inc. 3.1 %, TD Ameritrade Holding Corp. 1.8 %, Carter's Inc. 0.2 %, MasterCard, Inc., Class A 1.9 %, Knowles Corp. 0.5 %, General Dynamics Corp. 1.8 %, Foot Locker, Inc. 1.8 %, Scripps Networks Interactive, Inc., Class A 1.5 %, Aflac, Inc. 0.9 %, Oracle Corp. 3.4 %, Quest Diagnostic, Inc. 0 %, Atlas Air Worldwide Holdings, Inc. 0.1 %, Rowan Companies plc 0.4 %, Cenovus Energy, Inc. 0 %, Fidelity National Financial, Inc. 1.1 %, Devon Energy Corp. 0 %, and Ultra Petroleum Corp. 0.7 % of the Oakmark Equity and Income Fund's total net assets.

Using survivorship bias - free performance, sales channel and holding data for active U.S. domestic equity funds with at least five years of history and substantial holdings / assets during 1980 through 2014, they find that: Keep Reading

Holdings in the funds mentioned as a percentage of net assets as of 06/30/2014: Klondex Mines Ltd. (1.34 % in Global Resources Fund, 6.58 % in Gold and Precious Metals Fund, 6.60 % in World Precious Minerals Fund); Comstock Mining Inc. (3.57 % in Gold and Precious Metals Fund, 2.12 % in World Precious Minerals Fund); Franco - Nevada Corp. (0.53 % in All American Equity Fund, 2.21 % in Global Resources Fund, 2.45 % in Gold and Precious Metals Fund, 0.55 % in Holmes Macro Trends Fund, 1.16 % in World Precious Minerals Fund); Royal Gold Inc. (0.58 % in All American Equity Fund, 2.18 % in Global Resources Fund, 3.14 % in Gold and Precious Metals Fund, 0.59 % in Holmes Macro Trends Fund, 0.91 % in World Precious Minerals Fund).