Sentences with phrase «inflation over rolling»

The Schroder Real Return CPI +3.5 % Fund is designed to target returns above Australian inflation over rolling 3 year periods.

«to provide a level of protection from the effects of inflation by generating a total return (the combination of income and growth of capital) consistent with or greater than the rate of UK inflation over a rolling three - to five - year period.

Not exact matches

If that does not happen, and the EP vetoes the proposal, the EU will use the «roll - over method `, where the previous budget is used (increased with an inflation of correction of two percent) in a month - by - month budgeting of the EU's expenditures.

For example, when a finance professor at Spain's IESE Business School examined how a 90 % stocks - 10 % bonds portfolio would have performed over 86 rolling 30 - year periods between 1900 and 2014 following the 4 % rule — i.e., withdrawing 4 % initially and then subsequently boosting withdrawals by the inflation rate — he found not only that the Buffett portfolio survived almost 98 % of the time, but that it had a significantly higher balance after 30 years than more traditional retirement portfolios with say, 50 % or 60 % invested in stocks.

Third, when inflation is running, rolling over short - dated fixed income claims.

An objective based strategy that aims to deliver 5 % above Australian inflation (before fees) over rolling three year periods without taking undue risk, so that the journey to achieving this objective is a relatively stable one.

Clear investment objective of achieving a defined return above inflation (pre-fees) over rolling 3 year periods.

Over the rolling 10 year periods since the early 1970's the Permanent Portfolio always had a positive after - inflation return.

That way you continually roll over to new debt issued at new interest rates that reflect current thinking about inflation.

Since 1926, the minimum inflation - adjusted total return of the S&P 500 (or its predecessor index) has been over 4 %, annualized, over every 40 - year rolling period.