Sentences with phrase «high exposure to equity»

Automatic Asset Rebuilding Strategy: This features manages the equity exposure of your fund automatically starting with high exposure to equity in the initial years of policy term and gradually decreasing it over the years and diverting funds to low risk funds towards the end of policy term.

Provide high rate of return in the long term through high exposure to equity investments in Midcap companies, while recognizing that there is significant probability of negative returns in the short term.

The investment objective of the Pure Equity fund is to provide policyholders high real rate of return in the long term through high exposure to equity investments, while recognizing that there is significant probability of negative returns in the short term.

Provide high rate of return in the long term through high exposure to equity investments in Energy and allied sectors, while recognizing that there is a significant probability of negative returns in the short term.

Provide high rate of return in the long term through high exposure to equity investments in Infrastructure and allied sectors, while recognizing that there is a significant probability of negative returns in the short term.

Provide high real rate of return in the long term through high exposure to equity investments, while recognizing that there is significant probability of negative returns in the short term.

According to analysts, the best way to invest for childcare is to adopt a systematic approach of high exposure to equity in the early years of the child and raising exposure to debt funds in the later part of the investment horizon.

At this stage, it would suit Alok to opt for a ULIP with higher exposure to equity markets, and exercise the option to customise his plan to reduce risk and increase insurance cover later.

If you are in your mid-30s, you can invest in plans that have a higher exposure to equities.

Not exact matches

The general consensus is that buying and holding stocks for the long term tends to work out, and that it makes sense to have higher risk exposures (think equities) in your younger years.

The move to overseas exposure is the opposite of what we saw in the fourth quarter, when the all - time high of $ 138 billion into ETFs was concentrated in U.S. equities.

This new solution invests primarily in equity securities of U.S. small - cap companies that offer exposure to niche areas of the market, aiming to provide high growth potential and diversification benefits for Canadian investors.

Most Millennials are investing directly into Target Date Retirement Funds which have high equity exposure due to the long retirement horizon — so despite having grown up during two bear markets Millennials are still investing and believe in stock investing.

The resulting portfolio has a 30 % exposure to broad U.S. equities markets, including allocations of 10 % each to ETFs linked to dominant U.S. indices: the NASDAQ 100, the Dow Jones industrial average, and the MSCI USA high - quality index.

SUMMARY It's difficult to rationalise why there should be excess returns from high quality stocks The Quality factor needs to be constructed beta - neutral to achieve positive returns Exposure to the Quality factor is an attractive hedge for an equity - centric portfolio INTRODUCTION The concept of

Fidelity U.S. Sustainability Index Fund A domestic equity index fund tracking a benchmark that targets the highest ESG - rated companies, designed for investors seeking exposure to companies with strong sustainability profiles

I have devoted a large portion of my research to this effort, and I have found that it is quite possible to anticipate the onset of a recession and reduce equity exposure when the risk of recession is high.

And the so - called bigger guys join the bandwagon: the Bank of America - Merrill Lynch January fund manager survey reveals that hedge fund net equity exposure has risen to 49 %, its highest reading since 2006.

Equity exposure rose to the highest level in data going back to 2006.

Saudi Arabia's own 10 - year U.S. dollar sovereign bond currently yields more than 4 percent, suggesting that investors wanting exposure to the kingdom could achieve a relatively high payout without owning Aramco equity.

Harvey Norman is now at risk of losing its entire equity investment and some or all of its debt exposure if the receivers — Peter Anderson, William Harris and Matthew Caddy of McGrath Nicol — fail to find a buyer willing to pay a high enough price to repay National Australia Bank, which as secured creditor ranks ahead of Harvey Norman.

The company's higher - than - average exposure to equities and its high combined ratio make the company a mediocre choice for an investment hedge against rising interest rates.

For investors with a diversified portfolio, with some exposure to Europe, a «leave» vote will likely mean a drop in U.K. equities while gilts, or British Treasuries priced in sterling, will likely move higher.

Given the explosion of high - quality ETFs in the marketplace, sector - rotation strategies can be implemented to alter US equity sectors, country exposure, fixed income sector and rate sensitivities, and commodity and currency exposures.

Smart beta products provide exposure to equity markets by investing in diversified baskets of securities that assign higher weights to stocks that have desirable characteristics.

A portfolio with 90 % exposure to equities is going to feel like being in a Formula 1 race car, while a portfolio of 90 % high - quality fixed income might feel more like riding in a horse - drawn carriage.

Most retirees should have limited exposure to the stock market, so if you're a retiree with a high percentage of your portfolio in equities, you may want to sell some of your stocks and add more Canadian bonds.

The First Asset Long Duration Fixed Income ETF provides exposure to longer dated government bonds, with the higher level of income and lower correlation to equity markets that they provide.

For example the NAAIM reported that the 3 - week average equity exposure among its members increased to the highest level on record at that time.

Robust consumer spending is typically a friendly factor for the equity market, and may provide a reason to maintain equity exposure, in my view, despite high equity valuations seen over the past year and the lack of any significant market correction.

The reverse has been true, however, for Canadian dollar - based investors: exposure to global equities in their local currencies has resulted in higher volatility — not less — than the same exposure held in Canadian dollars.

RBC Quant Canadian Equity Leaders ETF seeks to provide unitholders with broad exposure to the performance of a diversified portfolio of high - quality Canadian equity securities that have the potential for long - term capital gEquity Leaders ETF seeks to provide unitholders with broad exposure to the performance of a diversified portfolio of high - quality Canadian equity securities that have the potential for long - term capital gequity securities that have the potential for long - term capital growth.

Concurrently, we increased the risk tolerance for both the All Asset and All Authority Funds, largely through a tactically elevated, near - high exposure to EM equities.

Changes include slightly increased exposure to emerging market (EM) equities and real estate investment trusts, and reduced exposure to high yield.

As such, we reduced the exposure to high yield, reallocating most of these assets to equities.

RBC Strategic Global Dividend Leaders ETF seeks to provide unitholders with exposure to the performance of a diversified portfolio of high - quality global dividend - paying equity securities that will provide regular income and that have the potential for long - term capital growth.

Gain targeted developed international world, ex-U.S. and Canada equity exposure to high dividend yielding companies

Gain targeted exposure to U.S. large cap equity from high dividend yielding companies excluding the Financial sector

Pursue long - term capital growth by investing primarily in Canadian equity mutual funds for higher growth potential, with some exposure to Canadian fixed income securities for diversification

There's obviously still room for improvement in these stats, Finnegan says, but given the very small number of respondents — just 7 % — who indicated they would «sell some or all equity exposure in response to a 20 % drop in the market,» investors are apparently starting to absorb some of the lessons advisers have been pushing since the financial crisis — namely, avoiding buying high and selling low.

Compared to its peers, UTI Equity Fund has had a higher tilt to large caps, especially in the years 2014 - 15, though in the past months, the relative exposure has been reduced.

Both SigFig and Sofi had some of the highest allocations to emerging market equities, which reflected a broader trend among robo - advisors to increase allocations to international equities while reducing exposure to U.S. stocks, according to the Robo Report.

He says right now is a great time to own an equity - income fund because it can limit some of the downside risk while still offering equity exposure and the opportunity to participate in the upside as the market moves higher.»

FNG can provide a high - growth complement or satellite equity holding to a broadbased equity allocation, while mitigating specific company risk for investors seeking efficient exposure to the market leaders and disruptive innovators among technology and technology - related companies.

With increased exposures to equities and high yield bonds, this portfolio was able to capture more of the positive performance in these asset classes.

I'd also add that while more exposure to stocks does generally equate to higher long - term returns, no one should take that as an invitation to just load up on equities.

Private equity funds are usually not available to retail investors as the minimum investment is often $ 500,000 or higher, however retail investors may have exposure to private equity funds through their superannuation fund.

Vanguard customers could achieve some commodity exposure via VDE (Energy) and / or VPU (Utilities), but these holdings could have higher correlations to equities than there would be with the commodity ETFs in the TD portfolio, DBC and DJP.

This demonstrates that as high yield and emerging market bonds have more exposure to credit spreads than duration risk, they tend to exhibit more equity - like properties and a strong correlation with equity volatility.

This already high equity weighting of most Canadian pension plans make it difficult to cut back their Canadian fixed income exposure.