Sentences with phrase «foreign equity holdings»

Not exact matches

Smaller Singapore peer Temasek Holdings focuses on equities, but GIC, set up to manage Singapore's foreign reserves, adopts a more conservative investment strategy, with the long - term goal of beating global inflation.

The financial sector changes were later confirmed by Yi Gang, the newly appointed head of China's central bank, who said foreign investors would be allowed to hold up to a 51 per cent equity stake in brokerage firms, futures companies and fund management firms.

This net position in turn consisted of foreign currency asset holdings equivalent to about 20 per cent of GDP, with more than three - quarters of this in the form of equity investment (including direct investment by multinational companies in their offshore operations).

On the same day, the Government Pension Investment Fund (GPIF) announced a rise in domestic equity weights and an increase in foreign asset holdings for its portfolio.

The SNB's «profit was lifted by a trio of positive forces: Low bond yields preserved the value of its foreign bonds; higher equity prices raised the value of SNB holdings... and the weaker Swiss currency made those foreign assets worth more in franc terms.»

The rise in payments on foreign debt in the December quarter was partly offset by a decline in dividend payments on foreign holdings of Australian equity.

However, this has been offset by rising dividend payments on foreign holdings of Australian equity, flowing from the relatively strong profit performance of Australian companies.

The increase in the NID in the second half of 2004 was driven by an increase in income accruing to foreigners on their debt and equity investments in Australia, while returns received on Australian holdings of foreign assets remained broadly unchanged (Graph C2).

Interest payments to foreign holders of Australian debt rose broadly in line with growth in the stock of debt, while payments on foreign holdings of Australian equity rose sharply (see Box C for a more detailed discussion of Australia's net income deficit).

«Strong equity gains domestically and a weaker Canadian dollar helped boost foreign holdings, but lower long - term bond yields will have increased most plan liabilities,» said Scott MacDonald, managing director, Pensions for RBC Investor & Treasury Services.

While falling world interest rates have reduced the servicing cost of foreign debt over the past two years, this has been offset by rising dividend payments on foreign holdings of Australian equity, reflecting the strong profit growth of Australian companies throughout this period.

Cash, eligible Canadian and U.S. equities, mutual funds, bonds, money market instruments, foreign investments and some options can all be held in your self - directed RSP / RIF portfolio.

Holding foreign equities in a TFSA can result in a bit of tax leakage since foreign dividends are generally subject to a 15 % withholding tax before they hit your TFSA, so your yield is slightly lower than it might otherwise be.

If you hold foreign equities in a taxable account and you're inclined to invest in dividend payers, consider ETFs that focus on dividend growth rather than high yield.

Because of these savings in management fees and taxes, we generally use U.S. - listed funds for our clients who hold foreign equities in RRSPs and related accounts (such as LIRAs and RRIFs).

The portfolio's holdings also include domestic (40 %) and foreign (30 %) equities.

Some investors will argue there is a benefit to splitting your foreign equities into separate holdings for US and international stocks and rebalancing when outperforms the other.

In a large RRSP, therefore, it may be significantly more cost - effective to hold US - listed ETFs for your foreign equity exposure.

That's one of the reasons why Steiman says Canadians may want to put just 20 % to 40 % of their equity holdings in domestic stocks, and the rest in foreign equities.

Yes, it's all horrendously complex but here's a simple tip for those wishing to hold international equities: If all other things are equal, look for a Canadian ETF provider that offers a TSX - listed international equity ETF that holds the foreign securities directly.

Assume an individual has $ 31,000 in a TFSA and it holds only Canadian equities (to avoid paying unrecoverable withholding taxes on foreign dividends).

Indeed, a portfolio of 100 % share in the S&P 500 is dominated by all portfolios with foreign share of about 39 %... Nevertheless, estimates from the literature put the share of US holdings of foreign equities at about 8 %,...

Investors who currently hold foreign equity ETFs such as XSP, XIN and CWO should take a closer look at the cheaper Vanguard alternatives.

However, for taxable holdings especially for those worried about US Estate taxes, unhedged foreign equity ETFs should be a consideration.

Templeton Foreign Smaller Companies Fund (FINEX), Templeton Global Balanced Fund (TAGBX) and Templeton Global Opportunities Trust (TEGOX) have each added the ability to «sell (write) exchange traded and over-the-counter equity put and call options on individual securities held in its portfolio in an amount up to 10 % of its net assets to generate additional income for the Fund.»

For the dividend to be considered as qualified divident rather than ordinary dividend, therefore subject to the favoriable tax rate, the dividends must be paid by a U.S. corporation or a qualified foreign corporation and the mutual fund that holds the dividend - paying stock must have held the equity for more than 60 days during the 121 - day period that begins 60 days before the ex-dividend date (the first date following the declaration of a dividend on which the buyer of a stock will not receive the next dividend payment.

@Blunt Bean Counter: Since I mostly invest in broad - market ETFs, it still makes sense for me to hold fixed income and foreign equity funds inside the RRSP.

When you hold international equities in a non-registered account, you may be able to recover the final level of withholding tax by claiming the foreign tax credit on your return.

Remember, many of the foreign equity ETFs we're talking about here have thousands of holdings in dozens of countries.

A rising Canadian dollar is good news for snowbirds and importers, but if you hold foreign equities in your portfolio, you've taken a hit.

While holding foreign equities in a non-registered account (as opposed to an RRSP) allows you to claim the foreign tax credit, the dividends are taxed at your full marginal rate, and any capital gains are also taxable.

Like market volatility, fluctuations in the value of the Canadian dollar can have an impact on the returns of mutual funds holding foreign securities, such as U.S. equities.

For example, I have reasons for keeping half of my equity holdings in foreign equity, and for limiting my fixed income investing to short - term treasuries and TIPS.

Admittedly, not hedging the foreign equity positions has not worked out very well in the past few years and you can justifiably hold the opposite view point.

But in an RRSP, there's a significant benefit: using U.S. - listed ETFs can dramatically reduce the impact of foreign withholding taxes, which can add an additional cost of 0.30 % to 0.70 % to U.S. and international equity holdings.

Hold a broad mix of equities and fixed income, both domestic and foreign.

@Daniel S. — I only recently learned about this structure when Dimensional Fund Advisors (DFA) was interested in launching a version of their U.S. equity fund that could only be held in RRSPs, and was also exempt from foreign withholding taxes.

Unfortunately, Canadian index funds and ETFs holding foreign equities often have large tracking errors.

If we look at the Couch Potato model ETF portfolios, we find that they hold just a single foreign equity fund, the Vanguard FTSE Global All Cap ex Canada Index ETF (VXC).

International equities (i.e. VIU) have the highest dividend yields, so VIU would arguably be a better option for the RRSP than emerging markets (a Canadian - listed emerging markets equity ETF held in an RRSP will generally face two levels of foreign withholding taxes).

@Aleks: Holding foreign equity US - listed ETFs in an RRSP account is generally more tax - efficient than holding Canadian - listeHolding foreign equity US - listed ETFs in an RRSP account is generally more tax - efficient than holding Canadian - listeholding Canadian - listed ETFs.

For the period ended May 31, 2011, the effect of warrants with equity risk exposure held of $ (125,221,529), $ 304,186, and $ (205,075) for the Fairholme Fund, the Income Fund, and the Allocation Fund, respectively, is included with Net Change in Unrealized Appreciation / Depreciation on Investments and Foreign Currency Related Transactions on the Statements of Operations.

If your asset allocations for US, international and emerging markets are all underweight by a few thousand dollars and you want to rebalance your portfolio (and have both CAD and USD cash), US and emerging markets equities would likely reduce your foreign withholding tax bill the most (assuming that you purchase Canadian - listed international equity ETFs that hold the underlying stocks directly with your Canadian dollars).

Holding fixed income, Canadian equities, and foreign equities in a non-registered USD account probably isn't the most tax - efficient strategy.

First consider Canadian funds that hold foreign securities directly, which includes mutual funds such as the TD e-Series and some (but surprisingly few) US and international equity ETFs on the Toronto Stock Exchange.

If Canadians want to take full advantage of U.S. and international diversification, they should hold foreign equities and foreign currencies.

In general, it is better to hold foreign equities like VTI, VEA etc. in your RRSP because in a taxable account the dividend income will be taxable at your marginal rate, as it is not eligible for the dividend tax credit.

U.S. and international markets are still up in Canadian dollar terms year - to - date, so as long as you haven't held hedged investments, your foreign equities have probably performed alright.

Holdings data for other ETFs in the Foreign Large Cap Equities ETFdb.com Category is presented in the following table.

If investors couldn't hold on through 50 % to 70 % portfolio declines (which is most of them), shouldn't they be taking action now (hedging, derisking, shifting from US to foreign equities, moving to cash, etc.)?