Sentences with phrase «generate moderate returns»

The fund's beta is moderate indicating that while the fund might not give abnormally high returns when compared to market and / or other asset class but it could generate moderate returns sustainably.

Not exact matches

Vanguard Emerging Markets Bond will seek to provide total return while generating a moderate level of current income.

Vanguard Core Bond will seek to provide total return while generating a moderate level of current income.

The investment objective of the scheme is to generate capital appreciation and income by predominantly investing in arbitrage opportunities in the cash and derivatives segment of the equity market, and enhance returns with a moderate exposure in equity & equity related instruments.There is no assurance or guarantee that the investment objective of the scheme will be achieved.

The aggressive strategy is the more equity focused version of our Moderate Countercyclical portfolio and will seek to generate higher returns with the understanding that stocks tend to generate strong 5 and 10 year rolling returns, but also seeks to protect the investor from substantial downturns during periods in the business cycle when large downturns are most probable.

The Moderate Countercyclical portfolio is designed for the investor who can stomach fairly large drawdowns, but is looking for less volatility than stocks while also trying to generate better returns than a static 60/40 portfolio which is virtually guaranteed to expose you to low bond returns and high stock market risk in the coming 20 years.

Investment Objective: To generate capital appreciation and income by predominantly investing in arbitrage opportunities in the cash and derivatives segment of the equity market, and enhance returns with a moderate exposure in equity & equity related instruments.

As seen below, Southern generates a moderate but predictable mid-single digit return on invested capital.