Sentences with phrase «exposure to equity mutual»

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.

Not exact matches

Glassman uses Dimensional Funds, a family of low - cost mutual funds marketed to financial advisors, for his core domestic and international equity exposures.

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

However, Canadians already have significant holdings in local markets through index funds, ETFs, mutual funds or direct stock holdings and need to calibrate their allocation to Canadian equities to account for the additional exposure through VEU, which at present is 5.5 %.

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

Pursue long - term capital growth by investing primarily in Canadian equity mutual funds for higher growth potential, with some exposure to Canadian fixed income securities for diversification

A prominent Canadian mutual fund company - IA Clarington - recently announced that their Enhance Global Equity Fund (subadvised by Vancity credit union) has removed all exposure to fossil fuel companies.

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.

This mutual fund tracks the Russell 1000 Comprehensive Factor Index, which is designed to capture exposure to large - cap U.S. equities using five factors: quality, value, momentum, low volatility and size.

It is better to invest in a diversified equity mutual fund which gives enough exposure to IT sector while having exposure to other sectors too.

Achieve long - term capital growth by investing primarily in U.S. and international equity mutual funds that provide exposure to a number of industrialized countries outside of Canada including countries in Europe, the Far East and Asia and emerging market countries, with some global exposure to fixed income securities for diversification.

While a plurality of investors answered that they planned on keeping their equity and fixed - income ETF allocations static over the next year, there may still be room to run for the industry, as the report found ETFs were sometimes replacing other sources of beta exposure, such as index mutual funds and derivatives.

Achieve long - term capital growth by investing primarily in global equity mutual funds that provide exposure to countries in North America, Europe, the Far East and Asia, and emerging market countries for higher growth potential, with some exposure to global fixed income securities for diversification

«The equity holdings of leading fund houses show no exposure to Amtek Auto and it is very strange to see that if fund houses are not comfortable with investing in the equity of the company, how can they go ahead with exposure to its debt paper,» said Prasunjit Mukherjee founder of Plexus Management Services, a mutual fund research and advisory company.

The most profound change to the portfolio is that we can swap out the old Meritas International Equity mutual fund (with its 1.96 % MER) for a couple of new sustainable ETFs that give us global exposure at a much lower cost (0.4 % — 0.45 %).

It also works well for the new entrants in mutual funds, ready to take their first humble steps in equity exposure.

You can opt for tax - saving mutual funds with exposure to equities or stock market and also invest in debt funds with endowment plans, PPF, etc..