Sentences with phrase «fund meets your investment needs»

Check the holdings before investing to make sure the fund meets your investment needs.

Not exact matches

In managing the Equity and Income Fund we strive to craft portfolios and portfolio outcomes that both meet the financial needs of our clients and also enable our clients to maintain their investments in the Fund for long time periods.

«At RBC Global Asset Management, we continually strive to meet the evolving needs of our clients by providing them with new and innovative investment opportunities,» said Doug Coulter, president of RBC GAM Inc. «Investors and advisors are increasingly looking for well - diversified investment options and we are pleased to leverage our depth of expertise in emerging market currencies with this new fund.»

If you want to withdraw your funds, you can sell investments on our Loan Market, but you need to have at least # 1,000 invested to meet your target rate of return and continue investing in loans.

There is a wide variety of mutual funds that can meet all your investment needs.

It will most importantly provide the perfect platform needed by corporate and private equity investors, hedge funds, investment bankers, lenders and asset managers to meet face - to - face and get deals done.

Customized — Investors can build an investment portfolio of American Funds (excluding tax - exempt funds) to meet their specific preferences and nFunds (excluding tax - exempt funds) to meet their specific preferences and nfunds) to meet their specific preferences and needs.

Emphasizing that modern policing was a cost - intensive venture of which the benefits far outweigh the value of budgetary investment, the IGP said, «Through effective funding, the welfare needs of police personnel will be met and the challenge of corruption that has eroded professionalism and public respect for police will be addressed».

This multi-million dollar allocation of public funding is a direct investment into the public colleges of our borough so that CUNY remains able to meet the educational needs of its hard - working students.»

«A process was put into place where projects are scored based upon on the merits and regional needs, council members with conflicts are required to recuse themselves, and ironclad investment and job benchmarks need to be met before funding is disbursed.

A «Signature» Event: The Autograph Auction as a School Fundraiser When some students» need for shoes was discussed at a school meeting, Marty Kelsey saw a potential event that would be entertaining, require little investment, and, hopefully, raise ample funds — the Celebrity Autograph and Shoe Auction.

The report highlights the fact that while state policy decisions over the past 25 years have sought to help poorer districts meet the needs of its students, differences in funding levels still persist and those born into wealthier areas are afforded higher levels of investment in their education.

Investments in each fund are chosen according to a specific objective, making it easier to identify a fund or a group of funds that meet your needs.

Like all investments, each type of fund and its investment strategy does not necessarily meet the needs of every person.

While no investment option can guarantee that your retirement needs will be met, the right glidepath strategy and investment mix, target - date funds could be a viable option for your saving needs.

Additionally, investments such as most mutual funds and exchange - traded funds are easily liquidated and can be sold piecemeal to meet extra spending needs.

Renaissance Investments offers a complete family of load funds to meet the ever - evolving needs of today's investors.

Read through the offer documents and check to see whether the mutual funds identified meet your investment needs in terms of equity share and bond weightings, downside risk protection, tax benefits offered, dividend payout policy, sector focus and other parameters of relevance to you.

Mortgage funds are a fairly conservative investment, which may or may not meet your needs.

Use the Fund Compare tool to choose the best fund from a set of funds that meets your investment nFund Compare tool to choose the best fund from a set of funds that meets your investment nfund from a set of funds that meets your investment needs

Using the 4 % rule, the amount you need to have saved in order to retire is 25 times your annual investment - funded spending needs (that is, spending needs not already met by social security income or part - time job income).

From Stocks, Bonds, and Mutual Funds to Exchange Traded Funds and more, we can help you decide on an investment product or service that best meets your needs.

If a change is made, reevaluate the fund to make sure it still meets your investment needs.

From conservative to aggressive; from immediate income to long - term growth; you choose the fund or funds that best meet your investment needs:

You would feel the effects only when you need funds to meet your goals and you find that you are falling short because you did not give enough time for your investments to grow.

Mawer has a team of advisors who can help you choose from Mawer's own short list of 12 diverse, low - cost, well - managed mutual funds, but you need to meet their $ 50,000 minimum investment threshold.

Short - term investment instruments, such as Treasury bills, certificates of deposit, and money market mutual funds, can provide you with the liquidity needed to meet expected and unexpected expenses and to increase your short - term investment income.

This liquidity risk is mitigated by (i) provisions in the investment agreements which do not allow discretionary withdrawals and limit an issuer's withdrawal of funds to specific uses outlined in the agreements, and (ii) risk management procedures that require the regular re-evaluation and re-projection of drawdown schedules and the rebalancing of asset cashflows as needed to meet these drawdowns.

For a no cost, no obligation meeting, contact Metro Investment Services financial advisors Barbara Quinn or Wendi Cowdrey - Ragon for assistance with mutual funds, insurance needs, retirement planning, and much more.

Index Fund Advisors (IFA) has launched a series of target - date funds (TDFs) and risk - based funds aimed at meeting the needs of Catholic investors who want to maintain investment portfolios in line with their religious values.

«With increasing demand for collective trust funds in the marketplace, we can offer our clients a wide range of options to meet their investment needs,» said John Kutz, managing director, Retirement Plan Services at Victory Capital Management, in the release.

Find specific stocks and mutual funds that meet your investment needs, using your own custom search filters or HSBC InvestDirect's 1 predefined filters

For example, if you retire at age 65 and feel comfortable that the combined income from your annuity and Social Security will meet your income needs after you reach age 85, you could focus on funding your earlier retirement years from other savings and investments for a 20 - year period, rather than guessing how long your savings might have to last.

Due to the possibility of an extended loan settlement process, the Fund may hold cash, sell investments or temporarily borrow from banks or other lenders to meet short - term liquidity needs.

Generally the amount of protection you need is a combination of what it would cost to help your surviving family members and dependents meet their current needs (like taxes, food, clothing, utilities, mortgage payments, etc.) plus future obligations (like college and retirement funding)-- minus the resources that your surviving family members could draw upon to meet those obligations (spouse's income, savings and investments, other income producing assets, and any life insurance you might already own).

For a no cost, no obligation meeting, contact a Metro Investment Services representative for assistance with mutual funds, insurance needs, retirement planning and more.

Review your investment options to find the best insurance company or mutual fund provider within your plan to meet your needs.

AGL Energy says the cash flow from brown coal will be used to help fund its investment in renewable energy needed to meet the renewable energy target, which calls for 20 per cent of generation to come from renewable sources by 2020.

Revised fees are set based on a number of considerations, including: (1) historical costs of patent operations and investments to date in meeting the USPTO's strategic goals; (2) projected costs to meet the USPTO's operational needs and strategic goals; and (3) sustainable funding.

The Company needed external investment in order to meet existing liabilities and also to provide the Company with a funding platform to allow expansion both with existing and new customer relationships.

Their need for wealth creation and accumulation however is high; therefore, they can meet such needs by choosing a ULIP plan with low death benefit and allocating in equity - focused investment funds.

However, if the payout from the pension fund is not enough or if the person needs regular payouts at certain stages of life to meet future expenses, then the monthly investment plans need to be looked at.

Planned pay - outs to meet funding needs at different life stages A variety of investment options with the ability to switch for maximum gains

ULIP offers you the option of swapping between the investments funds, to meet your changing needs and goals.

PROFESSIONAL SUMMARY Highly successful, productive and multi-talented, client - centered and technically superior Team Leader, brings an outstanding record of accomplishment in meeting the needs of investment fund customers for understanding their portfolios, produce flawless documentation or motivate team members, brings an excellent skill set to this position that includes superior client relations, problem - solving and r...

Ultimately, a substantial investment of new funds will be required for the significant expansion of early learning programs necessary to meet the growing needs of American families.

It will most importantly provide the perfect platform needed by corporate and private equity investors, hedge funds, investment bankers, lenders and asset managers to meet face - to - face and get deals done.

As a private capital bridge lender, Montegra is dedicated to working with our borrowers to fund the loan that best meets their investment needs.