Sentences with phrase «holding your fund units»

Regarding mutual funds outside an RRSP, the main consideration is that mutual funds can make annual capital gains distributions even if investors continue to hold the fund units.

Regarding mutual funds outside an RRSP, the main consideration is that mutual funds make annual capital gains distributions even if investors continue to hold the fund units.

However, mutual funds make annual capital - gains distributions even if you keep holding your fund units.

Not exact matches

April 15 - A unit of U.S. activist hedge fund Elliott Management said it now held the largest stake in Whitbread Plc, making it the second activist in recent months to draw attention to Britain's biggest hotel and coffee - shop operator.

April 15 (Reuters)- A unit of U.S. activist hedge fund Elliott Management said it now held the largest stake in Whitbread Plc, making it the second activist in recent months to draw attention to Britain's biggest hotel and coffee - shop operator.

The company had last has raised funds in 2015 from Impact Investment Holding, an impact investment funding unit of advisory firm Ennovent.

When a retirement plan uses variable annuities, participants own «units» of an account that holds mutual funds owned by the insurance company — they don't own mutual fund shares.

SEOUL, April 27 (Korea Bizwire)-- Elliott Advisors Ltd., a unit of U.S. activist hedge fund Elliott Management Corp., on Friday reiterated its demand for a holding company structure for Hyundai Motor Group.

Exchange fund - A exchange fund is a type of investment fund where investors having significant holdings in a single stock can exchange that stock and diversify meaning they can exchange the holdings in that stock for smaller units or assets in a portfolio.

Custom creation of ETFs is a process by which investors — mostly institutional — convert their individual bond holdings into units of exchange traded funds to potentially improve liquidity, reduce trading costs and / or save time.

City Councilman Stephen Levin and advocates hold a news conference to publicly support De Blasio's commitment to create 15,000 in New York City and call on Cuomo to match and fund an additional 15,000 supportive housing units city and statewide, City Hall steps, Manhattan.

The First Lady made this call at the Kumasi fundraising event held at the Manhyia Palace under the patronage of Asantehene Otumfuo Osei Tutu II to solicit for additional funds for construction of the new GHS10 million Maternity Unit for the Komfo Anokye Teaching Hospital.

A coalition of housing advocates said that «while we were delighted when the governor used his State of the State speech to promise to build 20,000 new units of supportive housing, funding for the first 6,000 of those units is being held up by the failure of our elected leaders in Albany to sign a simple (agreement).

«In the few short months Eric has held office he has launched major initiatives such as the Medicaid Fraud Control Unit dedicated to recovering taxpayer dollars and the Taxpayer Protection Unit, which is designed to go after corruption in state contracts and pension fund ripoffs.»

It had the names of the funds, the folio numbers, in whose name the holding was, the broker who had facilitated the transaction, amount invested and units.

You can hold units of any fund / portfolio available for purchase in U.S. dollars in non-registered accounts with CIBC Securities Inc..

What's more, ETFs have a unique structure that allows them to redeem units without ever selling holdings: something mutual funds can't do.

All equity funds are eligible for EEE (if units are held for more than a year).

Kindly note that gains (if any) on equity oriented funds are tax - free if units are held for more than 12 months, but 1 year is a too short to consider Equity funds / Shares.

First Trust Advisors, the Fund's investment advisor, along with its affiliate, First Trust Portfolios, are privately - held companies which provide a variety of investment services, including asset management and financial advisory services, with collective assets under management or supervision of approximately USD90 billion as of 29 February, 2016 through unit investment trusts, exchange - traded funds, closed - end funds, mutual funds and separate managed accounts

View real - time fund details, including performance, top holdings, daily unit price, distributions and more through online fund profile reports

Do dividends earned from the stocks held in the fund flow back to the unit holder as pure dividend income?

The trustees of the mutual fund hold its property for the benefit of the unit holders.

Hi, I am holding some units of SBI Infrastructure Fund Series - I since 2007.

For queries on your personal unit holdings in the Australian Shares Fund, please contact Link Market Services:

The BMO Covered Call Canadian Banks ETF (ZWB) is an actively managed fund that holds Canadian bank stocks or units of the BMO S&P / TSX Equal Weight Banks Index ETF (ZEB) and writes covered call options on the underlying securities depending on market conditions.

Thus, Units of all schemes of Kotak Mahindra Mutual Fund which are held in demat form shall be freely transferable under the depository system.

Each Business Day, Fund portfolio holdings information will be provided to the Distributor or other agent for dissemination through the facilities of the NSCC and / or other fee - based subscription services to NSCC members and / or subscribers to those other fee - based subscription services, including Authorized Participants, and to entities that publish and / or analyze such information in connection with the process of purchasing or redeeming Creation Units or trading shares of the Fund in the secondary market.

Gains on equity funds qualify as long - term gains after the units have been held for a period of 12 months.

Long - term gains, which is gains on debt fund units held for over 36 months, are subject to long - term capital gains tax (LCGT) at the rate of 20 % after adjusting the price considering inflation Indexation

CIR / IMD / DF / 9/2011 dated May 19, 2011, investors of Kotak Mahindra Mutual Fund have an option of holding the units in demat form with effect from October 01, 2011.

If your holding in an Equity mutual fund scheme is less than 1 year i.e. if you withdraw your mutual fund units before 1 year, after making a profit, then the profit will be considered as Short Term Capital Gain.

Yes, the returns are annualised ones and most of the funds won't have EXIT loads after one year of holding the units.

You may redeem and switch to good funds after holding the current units for 1 year.

If you do it with an indexed mutual fund, you'll buy units of a mutual fund that holds all, or almost all, of the investments in a particular index.

By maintaining Creation Unit sizes that are relatively small (i.e., in a range of 5,000 to 50,000 shares), NextShares funds enable market makers to limit their exposure to overnight inventory risk in fund shares held.

The mFund Settlement Service allows you to buy, hold and sell units in Schroders unlisted managed funds through a process similar to buying and selling shares.

The mFund Settlement Service allows you to buy, hold and sell units in Schroders» managed funds through a process similar to buying and selling shares.

You may hold the existing units & make fresh investments in some other large cap fund / diversified fund.

Like a mutual fund, ETFs are open - ended, meaning that new units of the fund can be created or redeemed at a price per unit that reflects the market value of the underlying securities the fund holds.

Open - ended funds and unit investment trusts are where one will most likely find a passive, index - tracking ETF that holds stocks.

If you are transferring a «nominee account» (typically one held at a broker) to a «client name» account (typically one held directly with a mutual fund company), and you are transferring securities other than mutual fund units of the receiving institution, then you probably need to transfer - in - cash.

Any capital gains on redemptions of Equity mutual funds after 1 year of holding the units are exempted from income taxes.

Hi Sreekanth, I have to redeem some of my mutual fund holdings but only those units which has completed 1 year to avoid short - term gain.

Suppose you hold 1,000 mutual fund units with an NAV of Rs 20 and the fund house declares a dividend of Rs 2 per share.

If you are really disappointed with its performance, you may hold on to existing units and switch the future SIPs / investments to other diversified fund.)

The fund then declares Rs. 2000 as dividend for the number of units you hold.

Dear narayana, The advantage with an Arbitrage fund is, STPs on the units held for more than 12 months, gains on them (if any) are tax - free.

Dear Samir, You may consider an Arbitrage fund and hold the units for just over 12 months to get tax - free gains (if any).

Arbitrage funds are tax - efficient ones if you are in high tax - bracket (if units are held for > 12 months).