Sentences with phrase «high allocation»

Investors lost interest in ULIP plans as they have been charging high allocation charges and premiums are invested after deducting them.

Investors lost interest in ULIP plans as they have been charging high allocation charges and premiums are -LSB-...]

However due to high allocation charges at initial period, your fund value would be less and you may not see much gains in the amount you invested through premiums.

Jeetu, For ULIP's, insurance companies would charge high allocation and admin charges in initial years.

High allocation charges that were impacting returns have also been lowered.

However, the high allocation charges inherent in the product made customers lose interest until 2008 when IRDA slapped on the mandatory limits on the allocation and other charges charged by the ULIPs.

Well, because of 2 reasons — Getting more units without having to compensate the high allocation charges (40 % of the regular premium, 1 - 2 % of the top - up) Additional life cover Top - up can't be made in the first year and the last five years of the policy term.

Also, because they have such a high allocation of fixed income, their principle value will go down more than the other investing Models when interest rates go up - even though allocations are more conservative than the regular Conservative Models.

For the longest time it was perceived that ULIPs have high allocation charges, which are detrimental to the net returns.

It is probably 1/2 that now but that's the nature of a portfolio with high allocation to equities.

If you are able to buy stocks at bargain prices, you are better off with a fixed, high allocation of stocks (than with SwOptT2 or SwAT2).

For those of us who are older, our asset allocation should be such that we can tolerate significant stock market losses without threatening our financial survival; i.e., most of us should have a relatively high allocation to fixed income (bonds and cash).

DSP seems to be performing exceptional in last 5 - 7 years and having high allocation in small caps.

An «income fund» sounds safe, but may have a high allocation to stocks.

Having a high allocation to stocks wouldn't make sense if all the money was needed in a year.

But they might be appropriate for conservative portfolios with a high allocation to fixed income: exposure to the US and international bond markets would add some diversification, since interest rates in various countries do not move in lockstep.

Otherwise a participant may make an unwise decision to have a too high allocation in stocks or fixed income investments depending on his or her investment time horizon.

At first the permanent portfolio worried me because of the high allocation to gold.

I've always said that investing in stocks, especially a high allocation, isn't for everyone, and all the same neither is holding a small amount of cash.

The market run - up has left investors as a group with an unusually high allocation to equities, at 57 percent.

Both funds have a high allocation to Taiwan and little exposure to China, India and Russia.

Looking at style factors within a broader multi-asset portfolio, quality generally receives a high allocation.

Low - volatility strategies typically have a high allocation to utilities, healthcare and consumer staples stocks, or to «deep value» equities.

I've typically kept a reasonably high allocation to utilities.

Union Budget was pro-farmer and pro-poor man» budget with high allocation to the sagging Agriculture Sector in India.

Given the high allocation to Attractive - or - better rated stocks, and equal allocation to Unattractive - or - worse rated stocks relative to the benchmark XLF, KIE appears well positioned to capture upside potential while taking on an average level of downside risk.

Looking at style factors within a broader multi-asset portfolio, quality generally receives a high allocation.

On the other hand, if you'll need the money in just a few years — or if the prospect of losing money makes you too nervous — consider a higher allocation to generally less volatile investments such as bonds and short - term investments.

The 75/25 strategy slightly outperformed the 60/40 portfolio with higher volatility, but that's to be expected given the higher allocation to stocks.

You may want to simply consider a higher allocation to stocks, though that would come with greater market risk.

Over the period that includes the commodity supercycle dating back to 1995, the efficient frontier would have arrived at a very different conclusion: potentially much higher allocations to Canadian stocks at higher levels of volatility.

Also, you can assemble your DGI portfolio to have less volatility (beta) than the index by a higher allocation to stocks in consumer staples and utilities sectors.

The more conservative investors will lean towards higher allocations invested in the bond fund, while the more aggressive investors will boost the stock fund amount.

There are other real world factors that could drive down an ideal international allocation, such as taxation (dividend investors may prefer a higher allocation to domestic stocks due to more favorable tax treatment).

I recon the longer one hopes to stay retired the higher the allocation of equities?

For investors looking for an equity play on global growth, consider a higher allocation to emerging market (EM) equities.

Whenever a former MLS player or a member of the U.S. National team opts to return to the league, clubs with the highest allocation ranking are given the first opportunity to claim that player.

Diligent search and careful computation by the Economic Intelligence magazine, show that apart from the Federal Government that got N1.09 trillion, Akwa Ibom has the highest allocation among the states when it received N92.72 billion within the period under review with nine other states leading the pack.

Home» Business» Akwa Ibom, Rivers get highest allocation as FAAC disbursement increases by 25 percent

Borno State Governor, Kashim Shettima on Wednesday announced the highest allocation of N33 billion naira for the reconstruction of schools destroyed by Boko Haram insurgents and fresh construction works across educational institutions as Borno State budgets N183 billion naira for the 2017 fiscal year.

Borno State Governor, Kashim Shettima on Wednesday announced the highest allocation of N33 billion naira for the reconstruction of schools destroyed by Boko Haram insurgents and...

Specifically, we have maintained substantially higher allocations for infrastructural projects which will have a multiplier effect on productivity, employment and also promote private sector investments into the country.

And small - state minimum provisions in the formulas guarantee minimum allocations to each state, no matter how few funds they would otherwise qualify for — this generates visibly higher allocations for low population states.

Surrey, Kent, Essex and Hampshire — all among the top six councils for total private special school spend — are in the top six for the highest allocations from the new money, receiving between # 3.7 million and # 6.6 million each.

However, other councils with large overall spends have not made it into the highest allocations of funding.

On average, charter schools receive a slightly higher allocation of state funding than traditional public schools.

Dear Tapas, Your portfolio has higher allocation to Large cap stocks, though there are two diversified equity funds.

Dear Prem, I agree that the fund's equity portfolio has higher allocation towards mid - and small - cap than most other balanced funds.

Stocks with attractive valuation ratios receive higher allocations, and both trailing and forward price - earnings valuation ratios are considered when determining allocations.

The higher the allocation to risk management assets, the lower the expected volatility of retirement income.