Sentences with phrase «exposure to equity»

Third, since child plans tend to be long - term in nature, the insurance should have some exposure to equity.

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

If I were to give generic advice, since your kid is only 9 months, if you are saving for his higher education, you can consider taking some exposure to equity mutual funds.

If you can take some risk, consider some exposure to equity funds.

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

Automatic Asset Rebuilding Strategy: This features manages the equity exposure of your fund automatically starting with high exposure to equity in the initial years of policy term and gradually decreasing it over the years and diverting funds to low risk funds towards the end of policy term.

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

Till 35 years of age, exposure to equity and debt is 50 %.

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.

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

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

The investment objective of the Pure Equity fund is to provide policyholders 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.

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

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

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.

At this stage, it would suit Alok to opt for a ULIP with higher exposure to equity markets, and exercise the option to customise his plan to reduce risk and increase insurance cover later.

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.

The Automatic Asset Allocation plan helps to decrease the policyholders» exposure to equity and increase the exposure to debt as time goes on.

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.

Exposure to equity can not be more than 50 %.

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

The fact is that if money is invested judiciously in different funds with varying degree of exposure to equity and debt markets, investors stand a chance to lock in good returns upon maturity.

The statements also noted that Manulife had increased its reserves from $ 576 million at year - end 2007 to $ 5.783 billion because of its unhedged exposure to the equity markets.

That will manifest itself in option implied volatility, which is a crude measure of what people would pay to gain and lose exposure to the equity of the company.

The adviser buys and sells securities and derivatives to increase or decrease the Fund's exposure to the equity market.

There is no guarantee that the construction methodology of the Underlying Index will accurately provide exposure to equity securities that outperform their peers.

«CLIX's 50 % net exposure to the equity markets may result in less volatility than typical long - only equity strategies.»

In my view, you will have to either increase your investments significantly, or increase your exposure to equity investments to reach the goals you have stated.

Offsetting these strengths are AIG L&R's significant exposure to interest rate risk and spread compression from its dominant fixed annuity businesses, and a growing exposure to equity market and hedging risks, largely through its growing individual variable annuity business.

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.

Much of the interest is attributable to research espousing the benefits of adding commodity exposure to equity portfolios.

Given the evidence of earlier studies and the interest in commodities investing, we reexamined the benefits of adding commodity futures exposure to equity portfolios by extending the literature along four dimensions.

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

At all times, Vista will maintain at least an 85 % exposure to equity investments.

And, for the rest of your assets, maintaining exposure to equity markets and investing in inflation - linked bonds, such as TIPS or I - Bonds, can provide an effective hedge.

And mutual funds were a great way to take exposure to equity and build a diversified portfolio.

Exposure to the equity markets is maintained via low - cost ETFs, without any attempt to outsmart the market via stock selection or market timing.

It seems likely that the ETF is aimed primarily at American investors who want exposure to our equity markets, but Canadian individuals and business with significant US cash holdings may find it useful.

Smart beta products provide exposure to equity markets by investing in diversified baskets of securities that assign higher weights to stocks that have desirable characteristics.

This glide path is based on Fidelity's research and shows the funds» anticipated exposure to equity, bond, and short - term funds over time.

(Equity Funds are the funds which have atleast 65 % exposure to Equity).

That means that you should reduce your exposure to equity in the years leading up to that birthday.

That can include an exposure to equity too.

Structured products are investment platforms that give exposure to equity markets, interest rates, bonds, currency, commodity and derivatives to give the upside in returns while protecting your downside.

First Asset Global Value Class ETF (TSX: FGU) The First Asset Global Value 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 «value» characteristics like low price - to - book ratios and low price - to - cash flow ratios.

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.

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.

Households» direct exposure to equity prices is relatively small, notwithstanding their large share of turnover.

That's why experts typically advise folks who are closer to retirement to decrease their exposure to equity risk by reducing the percentage of their investments in stocks and increasing the percentage in bonds.

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).