Sentences with phrase «fund at inception»

An initial $ 10,000 investment in the Fund at its inception of July 24, 2000 would have grown to $ 21,206.
In this example, Limited Partner A makes a $ 2 million primary commitment to a venture capital fund at inception.

Not exact matches

Wiseman said all of CPPIB's investment teams made material contributions last year, producing CPPIB's largest level of annual investment income since inception, but noted the Canada Pension Plan isn't expected to need to draw money from the fund until at least 2023 and, even then, at a relatively small amount for several years.
Because tokens have a price, they can be issued and sold en masse at the inception of a new protocol to fund its development, similar to the way startups have used Kickstarter to fund product development.
This represents a cumulative total of over $ 2.2 million in funds raised since the tournament's inception that directly benefit the young patients treated at UF Health Shands Children's Hospital and Arnold Palmer Medical Center.
This represents a cumulative total of over $ 2.3 million in funds raised since the tournament's inception in 1997 that directly benefit the young patients treated at Arnold Palmer Medical Center and UF Health Shands Children's Hospital.
Since the tournament's inception in 1997, a cumulative total of over $ 2.5 million in funds raised have directly helped the young patients treated at Arnold Palmer Hospital for Children.
Even at that level of diversification, our day - to - day returns can be affected by large moves in even a single holding, but those effects go both ways, and the strong average performance of our holdings, relative to the market, has been an important contributor to the returns of the Strategic Growth Fund since inception.
Before fees and tax, the LIC's closed - end fund exits since inception has benefited from «realisations» at a weighted average 3 per cent premium to carrying value, a weighted average internal rate of return of 21 per cent, and return on equity invested of 1.6 times.
«We have been self - funded since inception, and I think that I always felt like I had to get to «X» milestone and at that point would take on outside funding,» Stein told NOSH.
Since its inception in March 2011, the Financial Aid Fund has provided $ 4 million in financial assistance to help hundreds of children and families gain access to quality treatment at the Child Mind Institute.
While demographics in the Unites States have changed dramatically since Social Security's inception in 1935, Crowley said that there is no need to restructure the program, even with President Obama's own experts saying the fund is unsustainable at its current ratio of workers to benefit recipients.
Beckmann has turned a modest amount of state economic - development funding — the institute has received about $ 1.6 million a year in state support since its inception in 2007 — into a handful of achievements, including $ 26 million in additional funding with affiliated researchers at Oregon universities and companies and a laboratory capable of screening more than 10,000 chemicals a day for druglike activity.
«The NASA - funded Catalina Sky Survey, which has made the majority of NEO discoveries since its inception in 2004, is getting an upgrade,» said Lindley Johnson, program executive for the Near - Earth Objects Program at NASA Headquarters in Washington.
Under the agreement, reached at an intergovernmental meeting here on Tuesday, most program funders will increase their annual contribution by 2 % to 4 % to offset budget cuts by Japan, the country that has been HFSP's largest sponsor since its inception in 1989.
NIDA has provided funding for the survey since its inception to a team of investigators at the University of Michigan at Ann Arbor, currently led by Dr. Richard Miech.
As a result of the increasing funding constraints and the pressures on degree production, at the time of Pathways» inception some leaders were calling for significant change in higher education.
The legislation also improves equity for charter school funding and creates the largest tax credit scholarship program at inception.
However, looking at the longer term annual growth rates from the fund's inception dates, the G fund averaged 5.19 % to the L Income Funds 3.95 %.
Prior to 2004, information with respect to the MSCI EAFE and MSCI World indexes used was available at month end only; therefore, the since inception performance of the MSCI EAFE indexes quoted for the Global Value Fund reflects performance from May 31, 1993, the closest month end to the Global Value Fund's inception date, and the since inception performance of the MSCI World Index quoted for the Value Fund reflects performance from November 30, 1993, the closest month end to the Value Fund's inception date.
Digging a bit further, I looked at how the funds did by inception date.
As a reminder, the card measures how well each fund in a family has performed against its peers since inception (or at least back to January 1960, which starts our Lipper database).
I became a big fan of ETFs (Exchange Traded Funds) in December 2004 when I sold my Matthews China Fund (MCHFX) holdings at Scottrade after it started to charge fees for no - load mutual funds and switched to PowerShares» Golden Dragon Halter USX China (PGJ), 10 days after its incepFunds) in December 2004 when I sold my Matthews China Fund (MCHFX) holdings at Scottrade after it started to charge fees for no - load mutual funds and switched to PowerShares» Golden Dragon Halter USX China (PGJ), 10 days after its incepfunds and switched to PowerShares» Golden Dragon Halter USX China (PGJ), 10 days after its inception.
This approach achieves near complete replication of the benchmark at the fund's inception as well as tighter bid / ask spreads and lower operating expenses than investing directly in the benchmark's constituents.
Under the same management since inception, the Henderson European Focus Fund added a significant amount of value, although at the expense of elevated volatility.
He joined Heartland in 2008 as a Research Analyst and was named to the International Value Fund Team at its inception in 2010.
At that time, the Fund was ahead of the S&P 500 for every performance horizon since inception.
The Allocation Fund commenced operations on December 31, 2010, and since inception the Allocation Fund's return at May 31, 2011 (five months) was (8.30 %) compared to a 7.82 % and 3.02 % return for the S&P 500 and Barclays Bond Index, respectively.
They then relate fund trendiness to fund flows over the next 12 months, fund fee level at fund inception and fund performance over its first five years of existence.
Since inception, the Thornburg Global Opportunities Fund added a significant amount of value of a risk - adjusted basis but at the expense of an elevated volatility due to concentrated holdings.
We compare each of their 49 strategies that have at least 3 years of performance history, which include both current funds and funds no longer in existence, since inception against its current Morningstar assigned benchmark to see just how well each has delivered on their perceived value proposition.
Since its inception over fourteen years ago, TWO x TWO for AIDS and Art (twoxtwo.org) has raised more than $ 40 million in support of essential AIDS research at amfAR and for the Contemporary Art Acquisitions Fund at the Dallas Museum of Art.
Since its inception, TWO x TWO for AIDS and Art has raised more than $ 40 million in support of essential AIDS research at amfAR and for the Contemporary Art Acquisitions Fund at the Dallas Museum of Art.
Since its inception, TWO x TWO for AIDS and Art has raised $ 45 million in support of essential AIDS research at amfAR and for the Contemporary Art Acquisitions Fund at the Dallas Museum of Art.
The IPCC breaks down the contributions to its Trust Fund by country in e.g. this 2009 budget which shows the US contribution as being at a steady $ 1.6 M / yr (Tables 2 and 3) since the IPCC's inception in 1989, representing about a third of the total contributions.
At its inception, the reform assumed that while the National Health Service Litigation Authority (NHSLA) and the Motor Insurers» Bureau (MIB) would choose to fund the income stream from their annual revenue and that most liability insurers would purchase an annuity, or otherwise reinsure their liability, as most of them do not possess the necessary expertise in life insurance.
The third - party funding market has seen exponential growth since its inception but 2016 has proven to be one of the most significant yet, with at least 10 new active funders adding to the existing pool of mainstream funders.
Premium redirection is also allowed to redirect future premiums to a different fund than that chosen at the plan inception
Premium redirection facility is allowed from the second policy year to redirect future premiums into a different fund than that chosen at the time of policy inception under this SBI child plan
Premium redirection facility from second year such that future premiums go into a different fund than that chosen at time of policy inception
The policy holder can opt for Dynamic Fund Allocation at the time of the inception of the plan.
Premiums will be allocated in two funds Equity Growth Fund II (an equity oriented fund) & Bond Fund (a debt oriented fund) at 75:25 ratio and the same will be re - balanced / re-allocated based on a pre-defined trigger event (15 % upward movement in NAV (unit price) of Equity Growth Fund II) since the previous rebalancing or from the NAV (unit price) at the inception of the policy, whichever is laFund II (an equity oriented fund) & Bond Fund (a debt oriented fund) at 75:25 ratio and the same will be re - balanced / re-allocated based on a pre-defined trigger event (15 % upward movement in NAV (unit price) of Equity Growth Fund II) since the previous rebalancing or from the NAV (unit price) at the inception of the policy, whichever is lafund) & Bond Fund (a debt oriented fund) at 75:25 ratio and the same will be re - balanced / re-allocated based on a pre-defined trigger event (15 % upward movement in NAV (unit price) of Equity Growth Fund II) since the previous rebalancing or from the NAV (unit price) at the inception of the policy, whichever is laFund (a debt oriented fund) at 75:25 ratio and the same will be re - balanced / re-allocated based on a pre-defined trigger event (15 % upward movement in NAV (unit price) of Equity Growth Fund II) since the previous rebalancing or from the NAV (unit price) at the inception of the policy, whichever is lafund) at 75:25 ratio and the same will be re - balanced / re-allocated based on a pre-defined trigger event (15 % upward movement in NAV (unit price) of Equity Growth Fund II) since the previous rebalancing or from the NAV (unit price) at the inception of the policy, whichever is laFund II) since the previous rebalancing or from the NAV (unit price) at the inception of the policy, whichever is later.
Auto Rebalancing Feature: Every year the funds are rebalanced according to the ratio chosen at inception
Under Auto Rebalancing feature, the fund is rebalanced every year according to the ratio chosen at inception
Under Free Asset Allocation Option, unlimited Top Up is allowed subject to underwriting and under Highest NAV Guarantee Fund Option, maximum Top Up allowed upto the Single Premium paid at policy inception.
You can choose premium funding benefit at inception for:
Since our firm's inception, the NYC financial sales recruiters at KAS have been working with Fortune 100 banks all the way to recruiting for long short equity funds in both the millions and billion dollar range.
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