Sentences with phrase «fixed consistent income»

Not exact matches

Over the past few sessions, we've seen fairly consistent rises across European government bond markets and that's spilled over to the U.S.» said Anthony Valeri, senior vice president of fixed income research at LPL Financial.

Ratings for Consistent Return are computed for all Lipper classifications with five or more distinct portfolios and span both equity and fixed - income funds.

If stocks go up more than fixed income and the portfolio becomes weighted 60 % stocks and 40 % fixed income, then it would be important to sell 10 % of stocks (i.e. take profits) and buy 10 % of fixed income to bring the portfolio back in to balance so that it remains consistent with the investor's predetermined long - term objectives.

Fixed Income Security — A stock or bond that pays a stable, consistent amount of interest at regular intervals.

The Fund seeks to achieve the highest level of income, as is consistent with the preservation of capital by primarily investing in a diversified portfolio of fixed income securities.

In regards to fixed income, the results were less consistent.

The five - year performance figures show the consistent losing pattern across most equity and several fixed income categories.

In today's environment, consistent investment performance and low fees are critical to achieving your fixed income goals.

Overall, we expect high - level changes to the balance of «return - seeking,» «income - oriented» and fixed income assets to shift slowly year - over-year, consistent with the evolution of our long - term capital market assumptions.

We believe the best way to generate consistent, excess returns over time in the fixed income market is through the construction of higher yielding portfolios to maximize total return within risk parameters, compared to targeted benchmarks.

The Fund attempts to achieve its objective by investing in a diversified portfolio of USAA mutual funds in a manner consistent with its current asset allocation as depicted in the lifestyle transition path of approximately 35 % equity / alternative securities and 65 % fixed - income securities.

The investment objective of the DFA Two - Year Global Fixed Income Portfolio is to maximize total returns consistent with preservation of capital.

If stocks go up more than fixed income and the portfolio becomes weighted 60 % stocks and 40 % fixed income, then it would be important to sell 10 % of stocks (i.e. take profits) and buy 10 % of fixed income to bring the portfolio back in to balance so that it remains consistent with the investor's predetermined long - term objectives.

So, I think those Singapore REITs with a higher percentage of their loans at fixed rates will remain relatively stable and attractive for investors who want to build consistent passive income.

Learn more about how consistent investment performance and low fees are critical to achieving your fixed income goals in today's environment.

Portfolio B outperformed Portfolio C because fixed income was generating a higher yield than cash, and because fixed income benefited from consistent capital gains as interest rates fell over this period.

Investors tend to forget yet another inevitable consequence of coordinated central bank monetary easing is a consistent & sustained suppression of market price volatility... which occurs right across the board in the equity, fixed income, foreign exchange markets etc..

Aims to provide income consistent with the prudent risk from a portfolio comprising substantially of floating rate debt instruments, fixed rate debt instruments swapped for floating rate returns, and also fixed rate instruments and money market instruments.

The goal of fixed income funds is to provide high current income consistent with the preservation of capital.

Encompassing 20 + years of successful hands - on financial experience as a Wall St. veteran, including 11 of which was served as a Vice President in the Capital Markets - Fixed Income Sales & Trading division of Donaldson, Lufkin & Jenrette (DLJ) where I was a consistent top producer.

This makes them a good alternative, or supplement, to fixed income bonds for investors seeking consistent income returns (which of course applies to retirement funds).