Sentences with phrase «invest their assets primarily»

Because the fund invests its assets primarily in companies in a specific country or region the fund may also experience greater volatility than a fund that is more broadly diversified geographically.

Because the fund invests its assets primarily in companies in a specific region, it is subject to greater risks of adverse developments in that region and / or the surrounding areas than a fund that is more broadly diversified geographically.

Because the funds invest their assets primarily in companies in a specific country or region the fund may also experience greater volatility than a fund that is more broadly diversified geographically.

The funds invest their assets primarily in other Franklin Templeton mutual funds.

Not exact matches

Arrington told Fortune that the fund would invest primarily in digital assets, including exotic ones, and in so - called «initial coin offerings,» which involve the sale of digital tokens that can in some cases provide access to an online service such as file sharing.

The fund invests primarily in investment grade debt securities, but may invest up to 10 % of its total assets in high yield securities rated B or higher by Moody's.

Brookfield Real Assets and Income (RA) is a closed end fund that seeks to achieve its investment objective by investing primarily in Real Asset Companies and Issuers.

Brookfield Asset Management is a global alternative asset manager whose specialty is investing in «real assets» — this is primarily property, renewable energy sources, infrastructure, and private eqAsset Management is a global alternative asset manager whose specialty is investing in «real assets» — this is primarily property, renewable energy sources, infrastructure, and private eqasset manager whose specialty is investing in «real assets» — this is primarily property, renewable energy sources, infrastructure, and private equity.

I've been mentored and taught how to make money in the up and down markets and invest primarily for cash flow, but down markets are a good opportunity to pick up distressed assets.

People's paper assets primarily stay the same while everything else goes up in value, so most investors are losing money and being left behind by not investing in assets that keep up with inflation.

These portfolios primarily invest in U.S. high - income debt securities where at least 65 % or more of bond assets are not rated or are rated by a major agency such as Standard & Poor's or Moody's at the level of BB (considered speculative for taxable bonds) and below.

Invests primarily in investment - grade, corporate and government bonds (up to 35 % of assets may be invested in bonds that are below investment grade).

Invests primarily in high - yield, high - risk bonds (up to 25 % of assets may be invested in bonds of issuers outside the U.S.).

Though you want to have your money primarily invested in index funds and income producing assets, you should also plan on having a minority percentage allocated to special investment situations.

Invests in shares of an underlying fund, AFIS Asset Allocation Fund, while seeking to manage portfolio volatility and provide downside protection, primarily through the use of exchange - traded futures.

Specifically, the SEC's action alleges that a registered fund manager invested fund assets in two high - risk private technology companies he founded without disclosing the attendant conflicts of interest to investors, and in contravention of fund offering documents which stated that he would invest fund assets primarily in publicly traded securities.

An aggressive growth asset allocation model will be invested primarily in high - return / high - risk equities.

ARKW is an actively managed ETF that seeks long - term growth of capital by investing under normal circumstances primarily (at least 80 % of its assets) in domestic and U.S. exchange traded foreign equity securities of companies that are relevant to the Fund's investment theme of Web x. 0.

Where an SWF is primarily a fund manager investing liquid financial assets of the state (e.g. Singapore's GIC), an NWF is akin to an investment company in charge of active corporate governance for the commercial, operational assets of the state such as state - owned enterprises, real estate, forests, infrastructure as a portfolio (e.g. Singapore's Temasek).

First Asset Global Momentum Class ETF (TSX: FGL) The First Asset Global Momentum Class ETF's investment objective is to seek to provide shareholders with long term capital appreciation, through investing the ETF's portfolio to gain exposure to equity securities of companies primarily from developed markets that exhibit strong price and earnings momentum characteristics.

First Asset Global Momentum (CAD hedged) Class ETF (TSX: FGM) The First Asset Global Momentum (CAD hedged) Class ETF's investment objective is to seek to provide shareholders with long term capital appreciation, through investing the ETF's portfolio to gain exposure to equity securities of companies primarily from developed markets that exhibit strong price and earnings momentum characteristics.

First Asset Global Value Class ETF (TSX: FGU) The First Asset Global Value Class ETF's investment objective is to seek to provide shareholders with long term capital appreciation, through investing the ETF's portfolio to gain exposure to equity securities of companies primarily from developed markets that exhibit strong «value» characteristics like low price - to - book ratios and low price - to - cash flow ratios.

AMG Pantheon Fund seeks long - term capital appreciation by investing primarily in private equity investments, including primary and secondary investments in private equity, infrastructure, and other private asset funds and co-investments in portfolio companies.

I invest primarily in equities but have recently been researching other assets more thoroughly than in the past.

Generally, I think it's probably better to have a consistent approach to investing where you buy and sell based not on emotions or speculation, but primarily based on asset allocation.

The adviser uses the following principal strategies: investing primarily in common stocks, selected for their appreciation potential; investing in certain event driven situations; engaging, within prescribed limits, in short sales of equity securities; varying its common stock exposure by hedging, primarily with the purchase or short sale of Standard & Poor's 500 Index futures contracts; and investing all or any portion of its assets in U.S. Treasury securities.

Under normal market conditions, the fund will invest at least 35 % of its assets in equity and debt securities of issuers primarily based in qualified countries that have developing economies and / or markets.

However, municipal bonds are only 4.8 % of total life companies» cash and invested assets, primarily for tax reasons.

The fund invests primarily in government - backed securities with sovereign rating that accounts for 70 % of portfolio followed by Central Government Loan and Net Current Assets at 16 % and 13 % respectively.

The Fund «s principal investment strategy is to primarily invest its assets in U.S. and foreign equity securities that are believed to be the most attractive in the global marketplace.

The fund seeks to achieve total return by providing income while preserving capital through investing primarily in a diverse portfolio of short term private and public fixed income and floating rate assets.

As an alternative to investing directly in various assets like stocks or bonds, some ETFs gain exposure to the performance of those assets primarily through the use of derivatives like forwards and futures.

I've since replaced CLNY with Tetragon Financial Group (TFG: NA), an investment fund (& budding alternative asset manager) primarily investing in the residual equity tranches of US CLOs.

If you believe in passive investing, robo - advisors offer a good solution, primarily because of the automatic rebalancing and the asset allocation oversight.

I've got a holding in Fortress Investment Group (FIG: US), a US alternative asset manager primarily focused on investing in leveraged & distressed companies, plus distressed assets & securities.

Why it matters: If you're primarily investing in single - family rental properties, the 1031 exchange gives you a lot of flexibility to buy and sell assets without having to worry about being taxed at the point of every sale.

The Fund will invest primarily in equity securities, such as common stock of companies focused on physical asset development, including roads, bridges, and infrastructure (RBI).

The Fund seeks to achieve this by investing primarily in the following categories of securities and instruments of corporations and other business entities: (i) secured and unsecured floating and fixed rate loans; (ii) bonds and other debt obligations; (iii) debt obligations of stressed, distressed and bankrupt issuers; (iv) structured products, including but not limited to, mortgage - backed and other asset - backed securities and collateralized debt obligations; (v) equities; (vi) other investment companies, including business development companies; and (vii) real estate investment trusts.

The Fund will invest primarily in equity securities, such as common stock of companies focused on physical asset development, including roads, bridges, and infrastructure.

Strategy: This fund is primarily invested in fixed income securities issued or guaranteed by the U.S. Government, its agencies, or instrumentalities, and corporate debt instruments, including but not limited to asset - backed and mortgage - backed securities rated not less than Baa3 / BBB - by two or more nationally recognized rating services.

Although the fund will be invested primarily in domestic securities, up to 25 % of the fund's assets may be invested in foreign securities, including depositary receipts such as ADRs and GDRs.

The Fund invests primarily in real return instruments, including short - and intermediate - term TIPS, as well as floating - rate loans, asset - backed securities (ABS) and commercial mortgage - backed securities (CMBS) where interest payments on the floating - rate loans and ABS / CMBS are swapped for those based on changes in the U.S. Consumer Price Index (CPI).

Within the asset classes, the Portfolio will invest primarily in Mutual Funds including savings, income and growth funds.

Invests primarily in fixed - income assets, such as treasury bonds, corporate bonds or municipal bonds

PennyMac Mortgage Investment Trust is a specialty finance company which through its subsidiaries invests primarily in residential mortgage loans and mortgage - related assets.

HRSTX is now sub-advised by Warrington Asset Management LLC and implements an options - based strategy that primarily invests in long and short call and put options on futures contracts on the S&P 500 Index.

Asset allocation as a way of investing is an important part of a person's financial planning process that primarily concerns the very relationship of an investment portfolio's risk and return.

Mackenzie Core Plus Canadian Fixed Income ETF (TSX: MKB) seeks to provide a steady flow of income by investing primarily in investment - grade Canadian government and corporate fixed income instruments and asset - backed securities with maturities of more than one year.

Gregory Davis, head of Vanguard Fixed Income Group, says new fund invests primarily in high - quality bonds across the investment - grade market, including Treasury, mortgage - backed, corporate and asset - backed securities of varying yields and maturities.

It invests primarily in investment grade debt securities, but may invest up to 20 % of its total assets in junk bonds that are rated B or higher by Moody's, or equivalently rated by S&P or Fitch, or, if unrated, determined by PIMCO to be of comparable quality.