Sentences with phrase «exposure to equity investments»

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.

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.

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

Not exact matches

You're right about the main reason, but that's because most people don't understand the purpose of Absolute Return investments is to diversify a portfolio — not act as a substitute for long - only equity exposure (which as you say can be obtained very cheaply)

If I had no other investment alternatives, I'd probably have more exposure to public equities.

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.

Investors are immediately given exposure to the four listed entities, creating a pass - through investment in the real estate, infrastructure, private equity, and renewable energy sectors.

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 investment.

We believe that our approach of constructing a portfolio of carefully selected equity hedge fund managers is the most prudent way for investors to gain exposure to this asset class within a traditional investment portfolio.

Meanwhile, the National Association of Active Investment Managers Exposure Index, which tracks active money managers» average exposure to U.S. equity markets, fell to 55.57 this week, down from an average of 71 in the first quarter of the year and roughly 63 since mExposure Index, which tracks active money managers» average exposure to U.S. equity markets, fell to 55.57 this week, down from an average of 71 in the first quarter of the year and roughly 63 since mexposure to U.S. equity markets, fell to 55.57 this week, down from an average of 71 in the first quarter of the year and roughly 63 since mid-2006.

In addition, SMART Saver women have less of their assets in cash (56 %) than other Canadian women (66 %), and are far more likely to have portfolio exposures to equities, bonds and investment properties.

The National Association of Active Investment Managers Exposure Index represents the average exposure to US equity markets by its Exposure Index represents the average exposure to US equity markets by its exposure to US equity markets by its members.

iShares MSCI ACWI Low Carbon Target (CRBN): seeks to track the investment results of an index composed of large and mid-capitalization developed and emerging market equities with a lower carbon exposure than that of the broad market.

Several factors to consider when implementing a personalized approach are the overall equity exposures between the U.S. and foreign markets, hedging and alternative investments.

The Carlyle Group Shifting gears from the traditional banking business, The Carlyle Group (NASDAQ: CG) is an investment firm with exposure to private equity, hedge funds, bonds, and a variety of other direct and indirect investment vehicles.

Harvey Norman is now at risk of losing its entire equity investment and some or all of its debt exposure if the receivers — Peter Anderson, William Harris and Matthew Caddy of McGrath Nicol — fail to find a buyer willing to pay a high enough price to repay National Australia Bank, which as secured creditor ranks ahead of Harvey Norman.

Most states assume they can earn a 7.5 or 8 percent return on their investments, and states have systematically increased their exposure to stock markets and private equity.

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.

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.

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 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.

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.

This ETF offers exposure to mid cap stocks that exhibit growth characteristics, making MDYG a potentially useful tool for investors looking to fine tune their domestic equity exposure or implement a tilt towards a specific investment style.

It seeks to maintain a stable asset allocation that emphasizes bonds and short - term investments, along with some exposure to domestic and international equities.

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.

She wants to maintain her equity exposure and overall investment mix when she purchases a $ 100,000 5 - year MYGA.

Doing so maintains her $ 560,000 exposure to equities and decreases her investment in bonds to $ 140,000.

Lester Canadian Equity Fund: For clients who have less than $ 500,000 in investments and who want exposure to Canadian equities, this fund was created to provide greater diversification than can be achieved in a smaller segregated account.

They offer cheap access to systematic risk exposures, such as the various U.S. and international equity asset classes as well fixed - income investments.

But I should be clear here: while equity REITs are solid «buy and hold» investments for investors who want exposure to real, income - producing assets, mortgage REITs most assuredly are not.

The FTSE NAREIT All Equity REITs Managed Portfolio seeks to invest in commercial real estate space across the US economy with exposure to all investment and property sectors.

Hence, some stocks need to be sold to reduce the exposure to equities and bring it back to 75 percent, and subsequently use the proceeds of the sale to increase the investment in debt.

Additionally, we increased exposure to real estate investment trusts given their improved long - term return potential, following recent underperformance relative to U.S. equities.

The investment objective of the scheme is to generate capital appreciation and income by predominantly investing in arbitrage opportunities in the cash and derivatives segment of the equity market, and enhance returns with a moderate exposure in equity & equity related instruments.There is no assurance or guarantee that the investment objective of the scheme will be achieved.

Changes include slightly increased exposure to emerging market (EM) equities and real estate investment trusts, and reduced exposure to high yield.

The Fund may be appropriate for your overall investment allocation if you are looking to gain exposure to global equity investments

Investors wanting to avoid f / x risk have two unappetizing options: dial up their Canadian equity exposure and miss some important sectors (such as health care & technology) or currency - hedge their investments.

BlackRock writes that the iShares MSCI World Small Cap UCITS ETF (WSML) is a way for investors to express a nuanced view within their equity allocation, allowing them to take a building block approach to broad exposure but with a lower level of idiosyncratic risk than single stock investments.

For investors seeking long - term investment returns in the U.S. equity market over the complete investment cycle (bull and bear markets combined), with added emphasis on reducing exposure to general market fluctuations in conditions viewed by the Advisor as unfavorable to stocks.

«GSSC is a result of continued investor demand for products that offer a multi-factor investment approach, providing exposure to small cap equities by leveraging our quantitative investment expertise,» says Gary Chropuvka, head of customized beta strategies within the Quantitative Investment Strateinvestment approach, providing exposure to small cap equities by leveraging our quantitative investment expertise,» says Gary Chropuvka, head of customized beta strategies within the Quantitative Investment Strateinvestment expertise,» says Gary Chropuvka, head of customized beta strategies within the Quantitative Investment StrateInvestment Strategies team.

The FTSE NAREIT All Equity REITs Managed Portfolio seeks to invest in the real estate space across the US economy with exposure to all investment and property sectors.

Investment in The Fund is suited to those investors who want exposure to an investment strategy whose returns will reflect the security selection skills of the Manager, and will be largely uncorrelated with movements in the broader equiInvestment in The Fund is suited to those investors who want exposure to an investment strategy whose returns will reflect the security selection skills of the Manager, and will be largely uncorrelated with movements in the broader equiinvestment strategy whose returns will reflect the security selection skills of the Manager, and will be largely uncorrelated with movements in the broader equity market.

The launch of QARP adds to the existing Xtrackers comprehensive factor indices line - up, which is designed to track the equity market performance of companies that have demonstrated relatively strong exposure to targeted investment style factors: value, momentum, quality, volatility and size.

Investment Objective: - To enhance returns over a portfolio of debt instruments with a moderate exposure in equity and equity related instruments.

Franklin has created its own quality - based indexes, such as the LibertyQ U.S. Large Cap Equity Index, which is composed of 246 U.S. mid and large cap companies that have favorable exposure to four investment style factors — quality, value, momentum, and low volatility.

Investment Objective: To generate capital appreciation and income by predominantly investing in arbitrage opportunities in the cash and derivatives segment of the equity market, and enhance returns with a moderate exposure in equity & equity related instruments.