Sentences with phrase «exposure to equities»

Market neutral funds normally use a cash benchmark because they have no net exposure to the equity market, and so an equity market benchmark is inappropriate.

Provide high real rate of return in the long term through high exposure to equity investments, while recognizing that there is significant probability of negative returns in the short term.

The options advisor added that, instead of exposure to equities and bonds, investors may want to take a second look at inflation plays.

If you include private equity allocations, the overall exposure to equity investments is 70 - 80 %.

With increased exposures to equities and high yield bonds, this portfolio was able to capture more of the positive performance in these asset classes.

When it comes to investments, policyholders can either opt for high - risk funds that provide more exposure to equity, or debt - oriented funds that are relatively risk - free.

Depending upon your age, risk profile, existing asset / liabilities, you can consider exposure to equity mutual funds.

Increasing the number of fixed - income investments (bonds) while decreasing exposure to equities (stocks) can help mitigate risk and boost your portfolio's stability.

Many investors are understandably concerned about the risks involved in these rather complicated funds, which get exposure to equity indexes without actually holding the underlying stocks.

I would not recommend a traditional endowment plan since it typically has high hidden costs and provide limited exposure to equities.

This group of people want exposure to the equity markets, but accompanied with large portions of bonds and other safer assets.

This might mean lower exposure to equities and some forms of credit.

For all long term saving goals such as your child's education, you can take a significant exposure to equity via equity mutual funds.

Therefore, it seems reasonable to keep a sizable exposure to equities even late into retirement, while minimizing the risk in early years.

Of those investors whose advisors had talked to them about a crash, 62 percent believe their loss would be less than what their stated exposure to equities would suggest, the survey found.

They needed to have long exposure to the equity markets.

The company's higher - than - average exposure to equities and its high combined ratio make the company a mediocre choice for an investment hedge against rising interest rates.

Long term, I need exposure to equities to insure my portfolio keeps up with inflation and can fund my wife and I if we live to 95.

In many cases, the information did not get used in the way predicted by portfolio theory: the recommended exposure to equities decreased with the amount invested.

Have a decent exposure to equities, but within your risk tolerance.

Increasing the expected return on a portfolio requires additional exposure to the equity market.

At your age, you should take some risk and consider taking exposure to equities using mutual funds.

For example, if you find the market favorable, you can change exposure to equities.

Choice of 5 investment Funds with varying exposure to Equity and Debt.

At that time I did not have much exposure to equity or debt.

In such a situation, one may want to increase exposure to equity.

For example, if you are taking exposure to equity through mutual funds, about 3 to 5 mutual funds should provide you all the diversification benefit that you are looking for.

First introduced in 1996, it's the biggest mutual fund offering investors index exposure to equity markets around the globe.

According to analysts, the best way to invest for childcare is to adopt a systematic approach of high exposure to equity in the early years of the child and raising exposure to debt funds in the later part of the investment horizon.

First Asset Global Momentum Class ETF (TSX: FGL) The First Asset Global Momentum Class ETF's investment objective is to seek to provide shareholders with long term capital appreciation, through investing the ETF's portfolio to gain exposure to equity securities of companies primarily from developed markets that exhibit strong price and earnings momentum characteristics.

Until the developed stock markets retreat from record levels of valuation, we expect to have less portfolio exposure to equities going forward and more exposure to event driven situations such as liquidations and reorganizations that are not so dependent on the vicissitudes of the stock market for their investment return.

Similarly, in real markets, many of the active funds that invest in equities — for example, hedge funds — are able to significantly vary their net exposures to equities as an asset class.

First Asset Global Momentum (CAD hedged) Class ETF (TSX: FGM) The First Asset Global Momentum (CAD hedged) Class ETF's investment objective is to seek to provide shareholders with long term capital appreciation, through investing the ETF's portfolio to gain exposure to equity securities of companies primarily from developed markets that exhibit strong price and earnings momentum characteristics.

Hi TI, Some months ago my wife (aged 30 — doesn't mind the high exposure to equities just now) recently set up a monthly drip feed to 80 % Lifestrategy via CharlesStan direct.

«For investors that are concerned about potential volatility in their portfolios, these new funds allow them to maintain exposures to equities for the long - term, while also providing additional flexibility to protect or benefit from fluctuations in the Canadian currency.»

Hedge fund net exposure to equities had reached a record by early January.

The sector breakdown of the Bloomberg Barclays U.S. Convertibles: Cash Pay Bond Index currently has a large exposure to equity factors and sectors we are positive on, namely the momentum factor and technology, which comprise nearly half of the index (source: Bloomberg, as of 1/10/2018).

The sector breakdown of the Bloomberg Barclays U.S. Convertibles: Cash Pay Bond Index currently has a large exposure to equity factors and sectors we are positive on, namely the momentum factor and technology, which comprise nearly half of the index (source: Bloomberg, as of 1/10/2018).

Unconventional central bank assets include exposure to equities of $ 40.3 billion, or 6.7 percent of the total.

Decrease your RESP's exposure to equities Losing 20 to 30 per cent of your savings when your child is in Grade 8, 9 or 10 can put a serious dent in your plans.

Investment Objective: To generate income by investing predominantly in debt and money market securities, to generate growth by taking moderate exposure to equity and equity related instruments and provide diversification by investing in gold ETFs.

Further even the other retirement fund, viz., the National Pension System (NPS), regulated by the Pension Fund Regulatory and Development Authority (PFRDA) allows up to 15 per cent exposure to equity for government sector employees and up to 75 per cent (under aggressive plan) for private sector.

It was also clear that Manulife had to increase its reserves by more than 10 times due to its unhedged exposure to the equity market.

NPS portfolios are restricted to have more than 50 per cent exposure to equity.

The fund provides exposure to equities from developed - market companies outside the US and Canada

Passive Funds, i.e. Index Funds and ETFs are such instruments which gives investor exposure to Equity as an asset class.

«For the most sophisticated investors and traders, inverse ETFs, put options or shorting individual stocks could be an appropriate strategy, while for the more conservative investor, positions in the defensive sectors could be a good choice, allowing overall exposure to equities while striving to limit potential downside risk,» he says.

Choice of two plan options based on overall exposure to equity, debt and money market instruments