Sentences with phrase «funds achieve higher returns»

A new study by Dalbar finds that passive funds achieve higher returns, but active fund investors are better behaved and may actually come out ahead over the long term.

On average, APRA - regulated super funds achieved higher returns than SMSFs.

Not exact matches

Important factors that could cause actual results to differ materially from those reflected in such forward - looking statements and that should be considered in evaluating our outlook include, but are not limited to, the following: 1) our ability to continue to grow our business and execute our growth strategy, including the timing, execution, and profitability of new and maturing programs; 2) our ability to perform our obligations under our new and maturing commercial, business aircraft, and military development programs, and the related recurring production; 3) our ability to accurately estimate and manage performance, cost, and revenue under our contracts, including our ability to achieve certain cost reductions with respect to the B787 program; 4) margin pressures and the potential for additional forward losses on new and maturing programs; 5) our ability to accommodate, and the cost of accommodating, announced increases in the build rates of certain aircraft; 6) the effect on aircraft demand and build rates of changing customer preferences for business aircraft, including the effect of global economic conditions on the business aircraft market and expanding conflicts or political unrest in the Middle East or Asia; 7) customer cancellations or deferrals as a result of global economic uncertainty or otherwise; 8) the effect of economic conditions in the industries and markets in which we operate in the U.S. and globally and any changes therein, including fluctuations in foreign currency exchange rates; 9) the success and timely execution of key milestones such as the receipt of necessary regulatory approvals, including our ability to obtain in a timely fashion any required regulatory or other third party approvals for the consummation of our announced acquisition of Asco, and customer adherence to their announced schedules; 10) our ability to successfully negotiate, or re-negotiate, future pricing under our supply agreements with Boeing and our other customers; 11) our ability to enter into profitable supply arrangements with additional customers; 12) the ability of all parties to satisfy their performance requirements under existing supply contracts with our two major customers, Boeing and Airbus, and other customers, and the risk of nonpayment by such customers; 13) any adverse impact on Boeing's and Airbus» production of aircraft resulting from cancellations, deferrals, or reduced orders by their customers or from labor disputes, domestic or international hostilities, or acts of terrorism; 14) any adverse impact on the demand for air travel or our operations from the outbreak of diseases or epidemic or pandemic outbreaks; 15) our ability to avoid or recover from cyber-based or other security attacks, information technology failures, or other disruptions; 16) returns on pension plan assets and the impact of future discount rate changes on pension obligations; 17) our ability to borrow additional funds or refinance debt, including our ability to obtain the debt to finance the purchase price for our announced acquisition of Asco on favorable terms or at all; 18) competition from commercial aerospace original equipment manufacturers and other aerostructures suppliers; 19) the effect of governmental laws, such as U.S. export control laws and U.S. and foreign anti-bribery laws such as the Foreign Corrupt Practices Act and the United Kingdom Bribery Act, and environmental laws and agency regulations, both in the U.S. and abroad; 20) the effect of changes in tax law, such as the effect of The Tax Cuts and Jobs Act (the «TCJA») that was enacted on December 22, 2017, and changes to the interpretations of or guidance related thereto, and the Company's ability to accurately calculate and estimate the effect of such changes; 21) any reduction in our credit ratings; 22) our dependence on our suppliers, as well as the cost and availability of raw materials and purchased components; 23) our ability to recruit and retain a critical mass of highly - skilled employees and our relationships with the unions representing many of our employees; 24) spending by the U.S. and other governments on defense; 25) the possibility that our cash flows and our credit facility may not be adequate for our additional capital needs or for payment of interest on, and principal of, our indebtedness; 26) our exposure under our revolving credit facility to higher interest payments should interest rates increase substantially; 27) the effectiveness of any interest rate hedging programs; 28) the effectiveness of our internal control over financial reporting; 29) the outcome or impact of ongoing or future litigation, claims, and regulatory actions; 30) exposure to potential product liability and warranty claims; 31) our ability to effectively assess, manage and integrate acquisitions that we pursue, including our ability to successfully integrate the Asco business and generate synergies and other cost savings; 32) our ability to consummate our announced acquisition of Asco in a timely matter while avoiding any unexpected costs, charges, expenses, adverse changes to business relationships and other business disruptions for ourselves and Asco as a result of the acquisition; 33) our ability to continue selling certain receivables through our supplier financing program; 34) the risks of doing business internationally, including fluctuations in foreign current exchange rates, impositions of tariffs or embargoes, compliance with foreign laws, and domestic and foreign government policies; and 35) our ability to complete the proposed accelerated stock repurchase plan, among other things.

And women - led private tech companies that are able to secure funding achieve 35 % higher return on investment than male - led tech companies.

Despite its high - minded name, the fund's overriding objective is to achieve the biggest return on its portfolio companies.

The low interest rate environment may also have encouraged a shift in investments towards hedge funds as, in the past, hedge funds have achieved higher average returns than traditionally managed investments, albeit in exchange for greater risk.

Just a note - both the Strategic Growth Fund and the Strategic Total Return Fund achieved fresh highs on Friday.

The Oakmark Global Select Fund has outperformed the average of Oakmark and Oakmark International in six of the nine ensuing calendar years and has also achieved a higher cumulative return.

But it isn't entirely clear yet whether XQ truly represents a more promising way of approaching high school redesign and education philanthropy or is simply a return to an old, somewhat discredited model in which funders let a thousand flowers bloom but never achieved large - scale improvement.

The mutual fund manager, as well as a team of financial analysts, researches the area of investment and makes informed decisions about which stocks or bonds to buy or sell in order for the mutual fund to achieve the highest rate of return.

In contrast, enhanced index funds can weight undervalued stocks more heavily, include a larger proportion of securities in higher - performing sectors, or use other investment strategies to try and achieve a better return than the index it tracks.

Since 2005, investors would have achieved better results with a reference portfolio of ETFs and, in the last several years, higher returns with a comparable index fund.

The same one percent incremental return, however, might also be achieved, and with far higher reliability, by discarding high - fee active funds in favor of passive indices.

Investing in actively managed funds drives up costs (thus reducing returns), without any realistic probability of achieving higher returns.

The bottom line is that you can achieve the somewhat higher returns of an equal - weighted large - cap fund, by simply allocating some of your portfolio to mid-sized or small market - cap weighted index funds.

If you put those funds in the stock market in hopes of making money, you could achieve higher returns, but you'll also take on more risk.

The argument for investing in emerging markets through a balanced fund is simple: they combine higher returns and lower volatility than you can achieve through 100 % equity exposure.

The Fund may engage in active and frequent trading of portfolio securities to achieve its investment objective... the Fund will invest in a portfolio of securities including: equities, debt, warrants, distressed, high - yield, convertible, preferred, when - issued... options, total return swaps, credit default swaps, credit default indexes, currency forwards, and futures... ETFs, ETNs and commodities.»

Active management means that the managers of the fund actively trade securities in hopes of achieving higher than market returns or outperforming their respective benchmark, such as the S&P 500.

Next is the Canadian Balanced Funds category, where you'll find that the Manulife Monthly High Income has achieved consistent, above - average returns.

Because the fund achieved a higher than average return in the first year, the investors per annum return is higher than that of the fund itself.1

Since summer, problems have cropped up in several large money - market funds, showing that to achieve higher returns and attract more customers, some money - market managers may have been investing in riskier holdings.

Even if index funds continue their current growth trajectory, there will always be investors who are motivated enough to absorb the additional risks and costs of active investing in an attempt at achieving higher returns.

«Risk - Adjusted Return» shows how much return each fund has achieved in proportion to its risk — again, the higher, the bReturn» shows how much return each fund has achieved in proportion to its risk — again, the higher, the breturn each fund has achieved in proportion to its risk — again, the higher, the better.

The fund's goal is to achieve higher than market returns with lower risk.

Balanced Fund: A mutual fund, which has an investment policy of «balancing» its portfolio generally by including bonds as well as preferred and common stocks to achieve the highest return with lower rFund: A mutual fund, which has an investment policy of «balancing» its portfolio generally by including bonds as well as preferred and common stocks to achieve the highest return with lower rfund, which has an investment policy of «balancing» its portfolio generally by including bonds as well as preferred and common stocks to achieve the highest return with lower risk.

Preference should be given to funds that achieve higher returns per unit of volatility.

Note: The article has used the data of regular variants of the funds, however, if you choose to invest in these best equity mutual funds, go for the direct plans where you will be able to save 1 % -1.5 % commission thereby achieving higher returns.

A riskier approach some investors use is to look for investment arbitrage opportunities by investing their loan funds in assets they believe will provide them with higher returns than would be achieved by simply allowing the cash balance to grow at the policy rate.

As you are provided with several fund choices, you can choose a high performing fund to invest your money, and you get the chance to achieve higher returns.

London and Hastings About Blog We are a peer - to - peer marketplace helping individuals, high net worth lenders, private banks, family offices and institutions achieve attractive risk - adjusted returns by lending to fund carefully chosen residential development projects.

J.J.Smith: Institutional investors, including sovereign wealth funds and pension funds, remain interested in the student housing sector due to their ability to achieve higher returns than they otherwise would through conventional multifamily housing — provided they're able to find the right opportunities in the right markets with operators who understand the nuances of the business.

Most opportunity fund managers say they fully expect to achieve traditional returns of about 18 % or higher.