Sentences with phrase «generated by asset classes»

Interest income is attractive for many investors because it typically is generated by asset classes that have the lowest amount of inherent risk.

Not exact matches

The Capstone strategy seeks to generate absolute returns over the long term in the attractive asset class of smaller under - researched companies by building portfolios that have lower than market levels of debt, higher than market levels of profitability, and are trading at a discount to their intrinsic value.

Similarly, applying this method to a global portfolio with four asset classes and rebalancing monthly, would have generated gains of 12.1 % per year, beating the classic Couch Potato by 2.1 percentage points per year and with only a little more volatility than the regular version.

This is done by formulating long run expectations for key asset classes and adjusting these to incorporate shorter term mean considerations of value to generate return forecasts that match our investment horizon.

The returns (or) gains generated by these various asset classes are taxed differently.

First, determine the percentage of your portfolio that is allocated to each asset class, and multiply the percentage by the total return for the appropriate index (be sure the return reflects price changes and any income generated);

The low rate environment and continued demand for yield generating asset classes has pushed the S&P U.S. Issued High Yield Corporate Bond Index returns to 4.32 % year to date as yields have fallen by 38bps since year end.

Everyone that was sold American Funds by a financial salesperson should do their homework with respect to performance, fees, commissions, asset class purity, and the ability to generate retirement income without selling large numbers of shares.

Most life cycle strategies are static because there is nothing generating the asset class mix but the target year - so they're static, meaning it's not going to change regardless of what changes in your life - until another year just goes by.

The committee in its report among other things has recommended that the investment norms «should undergo significant change» with a view to improve the returns generated by the funds while taking account of the risks inherent in the various asset classes.

Stability, Yield Drive Healthcare Real Estate Investment Activity, Say InterFace Panelists Investor demand for healthcare properties throughout the country is soaring, driven by the recession - resistant nature of the asset class and its ability to consistently generate strong returns... REBUSINESS