Sentences with phrase «impact of a diversified portfolio»

The chart above shows the impact of a diversified portfolio with an average annual return of 7 % in a low fee index relative to the same portfolio with a 1 % and 2 % fee drag.

Not exact matches

Overall, all of our equity - based globally diversified portfolios returned between 9.9 % and 13 % (before the impact of fees) in 2016.

The Strategic Growth Fund remains fully invested in a widely diversified portfolio of stocks, with about half of that portfolio hedged against the impact of market fluctuations.

The Strategic Growth Fund remains fully invested in a broadly diversified portfolio of stocks, with an offsetting hedge intended to remove the impact of overall market fluctuations from that portfolio.

A diversified portfolio reduces the risk impact of each individual asset and spreads it across all your holdings.

A risk management strategy in addition to a diversified asset allocation seeks to reduce the impact of market downturns, attempts to stabilize portfolio volatility, and yet seeks to capture growth in rising markets.

One final risk / return approach is to consider the impact of the addition of Canadian equity to a portfolio of diversified assets.

In a scenario where individual asset classes are volatile, a diversified portfolio will be sheltered from losses: the impact of losses in one asset class can be offset by gains in another.

We have seen, however, that even for single country investments, exchange risk does not greatly increase portfolio risk, and its impact is even smaller in the context of internationally diversified portfolios.

The index seeks to provide diversified exposure to a liquid portfolio of high yield bonds while seeking to mitigate the impact of interest rate movements.

The Strategic Growth Fund remains fully invested in a widely diversified portfolio of stocks, with about half of that portfolio hedged against the impact of market fluctuations.

A portfolio of sustainable, ESG and / or impact investments may have higher or lower returns than a more diversified portfolio where decisions are based on other investment considerations.

The empowerment fund serves as a private debt offering for these investors who seek exposure to a diversified, vetted, and high - impact portfolio of solar projects in emerging markets.

Last week, an investment management firm called Aperio said it ran a series of back - tested simulations and found removing fossil - fuel companies from a well - diversified portfolio has little or no impact on returns.

While systemic risks are usually unexpected and unavoidable, a diversified portfolio can reduce the impact of non-systemic risks.

Although the correlation among cryptocurrencies remain high due to a relatively elevated systemic risk, a diversified portfolio tempers the impact of daily price swings.

In other words, the diversification had less impact on volatility in times of destressed environment as expected, but the diversified portfolio fluctuated sensibly less than a single asset investment in Bitcoin.

Investment professionals recommend maintaining a diversified portfolio to avoid significant impact upon the value of your holdings in the event of a shift in market forces.