Sentences with phrase «funds for investment purpose»

There are 2 Investment strategies: Fixed Portfolio Strategy where there is a choice of 8 funds for investment purposes and Lifecycle based Portfolio Strategy where the investment choice depends on the age of the policyholder

Fund Switching: Fund Switching involves modification of the existing value of the fund by switching the fund value from one fund to another fund for investment purposes.

If one pays, say, up to Rs 2,500 as a top - up, the person need not buy additional insurance and may instead use the funds for investment purposes.

Not exact matches

Dual - class structures can be a good thing for investors if they're set up properly, says Som Seif, founder and CEO of Purpose Investments Inc., a fund manager with more than $ 1 billion in assets under management.

I completely agree that for some, using funds from a 401 (k) for outside investment purposes could potentially be a benefit.

, this material is for educational purposes only and does not constitute investment advice nor an offer or solicitation to sell or a solicitation of an offer to buy any shares of any fund (nor shall any such shares be offered or sold to any person) in any jurisdiction in which an offer, solicitation, purchase or sale would be unlawful under the securities law of that jurisdiction.

In one instance, Simmons solicited investment funds from one victim for the purpose of repaying an earlier investor in the hedge fund who had demanded the return of its investment.

You jointly with another person (s) who is (are) not Family Members if that other person has not included the value of the shares as cumulative quantity discount eligible shares for purposes of that person's separate investments in Franklin Templeton fund shares;

In addition, the amount of the fund's income distributions will vary over time and the breakdown of returns between fund distributions and liquidation proceeds will not be predictable at the time of your investment, resulting in a gain or loss for tax purposes.

This Site is provided as a service, and for informational purposes only, by Franklin Templeton Distributors, Inc. and / or its affiliates that are the Franklin Templeton Investments corporate group of companies (collectively, «Franklin Templeton» or «Franklin Templeton Investments» or «we» or «us»)-- it is not provided by the Franklin Templeton investment companies («Fund (s)»).

For this purpose, I will focus on the exchange traded fund managers who have gained a following among Israeli investors, on the investment indices that have won investors» trust, and on the local institutions that have chosen to assign substantial weight to exchange traded funds in the funds managed by them.

Goldman Sachs Asset Management is reportedly gearing up to buy direct minority stakes in private equity companies, initially through its Petershill II LP pooled investment vehicle but eventually via a new $ 1.5 billion dedicated fund that may be raised for the purpose.

For tax purposes, exchange - traded products come in one of five structures: open - end funds; unit investment trusts (UITs); grantor trusts; limited partnerships (LPs); and exchange - traded notes (ETNs).

This is partially because pension funds, which according to a recent Department of Labor issuance can now invest for ESG purposes, generally have a minimum investment size of $ 75M.

The return on your investment could be an asset with different kinds of value (for example, marketing, defensive, offensive, funding purposes, exit strategy).

I like having general savings for «whatever», retirement savings, investments, and individual funds for purpose (like the $ 300 a mn a put into car fund for my next car purchase).

If much of the investment into bond mutual funds that has occurred the last couple of years is for purposes of dampening the volatility of a portfolio — and with the 10 - Year Treasury yield at 1.8 percent it's difficult to argue for a different motivation - then it's important to think through the thesis that bonds will defend a balanced portfolio in an equity bear market in the same way they have, especially to the extent they have in the last two bear markets.

Floating rate bank loans are loans issued by below investment grade companies for short term funding purposes with higher yield than short - term debt and involve risk.

A series of benchmarks comprised of mutual funds that, grouped by investment category, for the purpose of making performance comparisons.

The Site is only intended to provide you with general information and is neither an offer to sell nor a solicitation of an offer to purchase any products or services of any kind whatsoever, including, without limitation, security or investment fund, or engage any investment manager and may not be relied upon for investment purposes.

This makes for a very good and worthwhile mutual fund investment providing the investor plans to hold on to the mutual bond funds for the purposes of long - term.

A mutual fund is an investment vehicle consisting of a pool of funds collected from individual investors for the purpose of investing in various securities such as stocks, bonds, money markets and other similar assets.

«The Clerk Trust account exists solely for the purpose of creating new revenue for Erie County through investment of idle funds, certainly not for the purpose of creating new patronage jobs for the clerk's office,» Poloncarz said.

They have made significant investments in existing STEM programming in Chautauqua County by making funding available to build programs» capacity for the purpose of:

Both principal and income of Investment Funds may be used for any purpose, but only after specific appropriations by the Council.

If that's the case, then why is the mayor's chancellor of schools, Carmen Fariña, the board chair of the Fund for Public Schools, whose express legal purpose is «improving New York City's Public Schools by attracting private investment» in public education?

Funding the Next Generation presents this webinar recording in collaboration with the California Budget and Policy Center on understanding county budgets and the budgeting process for the purposes of tracking investments in young people.

The chains can also tap into financing provided by an array of for - profit and non-profit investment funds created for that purpose.»

Previous work on the impact of philanthropy in education terms these types of status quo investments as «lower leverage» grants, which can include funding for efforts in professional development, unrestricted or general purpose grants to schools, or special - purpose grants to fund a particular program or activity (e.g. arts enrichment).4 The contrasting approach — the «higher leverage» investment — is investment with the potential to exert systemic influence on public education, which can be divided into two broad categories: 5

I currently invest in index funds (VFINX and FUSEX) but would like to negatively screen out certain categories of investments for the purposes of «Socially responsible investing».

The Master Fund may invest, including for defensive purposes, directly and indirectly, some or all of its assets in high quality fixed - income securities, money market instruments and money market mutual funds, or hold cash or cash equivalents in such amounts as the Advisor or general partner, manager or equivalent of the underlying Investment Fund (the «Investment Fund manager (s)») deem appropriate under the circumstances.

The fund invests under normal circumstances at least 80 % of its net assets (plus any borrowings for investment purposes) in senior secured floating rate loans made by banks and other lending institutions and in senior secured floating rate debt instruments, and in derivatives and other instruments that have economic characteristics similar to such securities.

Under normal circumstances, the fund invests at least 80 % of its net assets (plus the amount of any borrowings for investment purposes) in obligations of the U.S. government, its agencies and instrumentalities.

4)(or) would you consider redeeming investments in an orderly fashion to rebuild cash reserves, for opportunistic investment purposes, and operating a smaller overall value fund?

For comparison purposes, here are Principal Investment Strategies in the summary prospectus of the Calamos Growth Fund:

When 529 funds are used for these qualified purposes, there is no federal income tax on investment gains (no capital gains tax, ordinary income tax, or Medicare surtax).

Som Seif, president and CEO of Purpose Investments — his second ETF startup — says the driving force for mutual funds continues to be Canada's retail banks.

Commodity Pool Operator (CPO) Individuals or firms in businesses similar to investment trusts or syndicates that solicit or accept funds, securities or property for the purpose of trading commodity futures contracts or commodity options.

The fund invests, under normal circumstances, at least 80 % of its net assets plus any borrowings for investment purposes (measured at the time of purchase)(«Net Assets») in sovereign and corporate debt securities of issuers in emerging market countries, denominated in the local currency of such emerging market countries, and other instruments, including credit linked notes and other investments, with similar economic exposures.

The fund seeks to achieve its objective by normally investing at least 80 % of its net assets (plus borrowings made for investment purposes) in health sciences - related companies.

The Purpose Investments Adjusted Cost Base Calculator was designed to make it easy for you to determine your ACB and the corresponding capital gains or losses for any investments made in one or more PurInvestments Adjusted Cost Base Calculator was designed to make it easy for you to determine your ACB and the corresponding capital gains or losses for any investments made in one or more Purinvestments made in one or more Purpose funds.

1) Health insurance 2) Term Insurance: suggest me for what amt i have to take policy 3) Emergency fund: for this i want to know about Liquid MFs 4) Medium term investment: for house construction 5) Long term investment: for future purposes

One of the biggest advantages of personal loans is that you can utilize the funds for any purpose you want, such as wedding, business investment, purchase of a gadget, a holiday, medical treatment, education expenses, home renovation etc..

For purposes of the Policies and Procedures, the term «portfolio holdings» means the equity and debt securities (e.g., stocks and bonds) held by the Fund and does not mean the cash investments, derivatives, and other investment positions (collectively, other investment positions) held by the Fund, which are not disclosed.

For the purpose of tax evasion and for investment purpose I am thinking to go either with PPF or with Mutual funds and can invest maximum upto rs. 6500 per yFor the purpose of tax evasion and for investment purpose I am thinking to go either with PPF or with Mutual funds and can invest maximum upto rs. 6500 per yfor investment purpose I am thinking to go either with PPF or with Mutual funds and can invest maximum upto rs. 6500 per year

For purposes of comparison, a deposit of $ 2,500 is assumed — the same amount required for an entry - level investment in one of the popular mutual funds discussed aboFor purposes of comparison, a deposit of $ 2,500 is assumed — the same amount required for an entry - level investment in one of the popular mutual funds discussed abofor an entry - level investment in one of the popular mutual funds discussed above.

For tax saving purposes, you can make additional investments in Axis LTE fund itself.

I see that you have mentioned debt funds mainly for emergency purpose but for investment, you have mentioned mostly equity exposure funds too (With some portion in equity).

I m 35 yrs, Honestly to say I m new to these Mutual funds, and planning to invest 15k / m through sip, the purpose of investments is for daughters education.

The fund invests at least 80 % of its net assets (plus any borrowings for investment purposes) in securities issued by small - and mid-capitalization companies.