Sentences with phrase «investment in an equity mf»

Not exact matches

I'm now invested in three Sun Life Global Investment (SLGI) funds: the SLGI MFS Global Growth Fund, SLGI MFS Global Value Fund and SLFI Blackrock Canadian Equity Fund.

Prior to joining MFS in 2015, Chris was a vice president of Eaton Vance Management, director of product and portfolio strategy for equity mandates and an institutional portfolio manager for Eaton Vance's broad suite of equity investment strategies, including US Large Cap Value, Hexavest Global and International Equity, Parametric Emerging Markets and the Richard Bernstein Advisors stratequity mandates and an institutional portfolio manager for Eaton Vance's broad suite of equity investment strategies, including US Large Cap Value, Hexavest Global and International Equity, Parametric Emerging Markets and the Richard Bernstein Advisors stratequity investment strategies, including US Large Cap Value, Hexavest Global and International Equity, Parametric Emerging Markets and the Richard Bernstein Advisors stratEquity, Parametric Emerging Markets and the Richard Bernstein Advisors strategies.

Ben joined MFS in 2005 as a member of the MFS European Research Equity investment team.

Before joining MFS in 2005, Michael spent three years as a research analyst following small and mid-cap commercial services and transportation companies for Essex Investment Management Co., LLC as well as three years as an investment associate in large - cap global equity research for Putnam InInvestment Management Co., LLC as well as three years as an investment associate in large - cap global equity research for Putnam Ininvestment associate in large - cap global equity research for Putnam Investments.

Prior to MFS he worked for nine years at Putnam Investments in various roles in Boston, London, and Tokyo, including equity analyst and sector - sleeve portfolio manager for international core equity strategies.

I have been investing in the following SIPs since 3 months with an additional investment of 1 lakh each on every fund: • Birla Sunlife Frontline Equity (Regular Growth)-- 10000 • Tata Balanced Fund (Regular Growth)-- 10000 • ICICI Pru Value Discovery (Regular Growth)-- 15000 • UTI Midcap Fund (Regular Growth)-- 15000 I wish to invest 25lakhs in MF to get regular income after 3 years through SWP.

I have to invest 8000 per month in two MF, i m looking forward to equity based MF a) franklin tax saving / reliance tax saving & Second investment b) which is something more sure / secures like debt or balanced.

Hello sir i m new in investment i want to invest in MF SIP basis but when i try to invest there are a lot of confusion to select funds.where to invest open / close ended, either in debt / equity / balanced, either in growth / divedent either in large cap / mid cap / large cap.

Hello sir i m new in investment i want to invest in MF SIP basis but when i try to invest there are a lot of confusion to select funds.where to invest open / close ended, either in debt / equity / balanced, either in growth / divedent either in large cap / mid cap / large cap.little bit confusion on return % while surfing money control for ex.

Considering balanced approach for wife as majority of my investments are in Equity Large Caps and Mid + Small MFs.

Pablo De la Mata is an investment officer of MFS Investment Management ® (MFS ®) and a non-U.S. equity research analyst responsible for identifying the most attractive investment opportunities in his assigned universe - health care, technology and the automotive sector within capiinvestment officer of MFS Investment Management ® (MFS ®) and a non-U.S. equity research analyst responsible for identifying the most attractive investment opportunities in his assigned universe - health care, technology and the automotive sector within capiInvestment Management ® (MFS ®) and a non-U.S. equity research analyst responsible for identifying the most attractive investment opportunities in his assigned universe - health care, technology and the automotive sector within capiinvestment opportunities in his assigned universe - health care, technology and the automotive sector within capital goods.

My question is that which account is best for investment in Equity & MFs.3 in 1 account or an demat & trading account with a Discount broker like Zerodha & RKSV keeping in view of short term as well as long term investments.plz suggest.

I have MF SIP investment in Canara Robecco Equity diversified and Equity Tax Gain.

Hope u r doing well!My present investments are as follows: SIP Franklin india prima plus growth direct - 5000 / pm Franklin's india smaller companies fund direct - 4000 / pm Pf - 15000 / pm Post office rd - 5000 / pm Now I wish to invest further total 10000 per month in equity mf devided in 2 sip, duration - 10 + yrs and 3 - 5 yrs.My plan is as below: HDFC balanced fund - 4000 pm -3-5yrs Icici Pru focussed blue chip / frankline ind blue chip fund or Any other large cap fund - 6000 / pm -10 + yrs Kindly give ur valuable advice about my overall portfolio and new investments.

Prior to joining Wellington Management in 2004, Matt worked as an equity analyst in the central research group at MFS Investment Management (2000 — 2004), leading the Global Capital Goods team.

Also, one question: suppose that I am investing in a MF for long term goal (for example Axis Long Term Equity Fund) and this fund gets out from your next years list, the investment shall be continued or it needs to be switched to the other listed fund.

I just wanted to know If I make a SIP in equity MFs of Rs. 25,000 / - per month (total investment of Rs. 3lacs in a FY) across various AMCs then will I be susceptible for IT scrutiny?

Professional Experience RMB Group — A Division of MF Global Inc. (Chicago, IL) 2009 — Present Account Executive • Establish and cultivate relationships with clients globally to provide investment solutions as a full service commodities ($ 7.8 million AUM), equities ($ 2.2 million AUM), and options broker partnership • Solicit futures and securities trade recommendations based on extensive technical and fundamental, utilizing polished communication and presentation skills, generating over $ 1 million in production • Aid in the growth and management of the firm's international client listing through regular correspondence with clients, including the production and distribution of a monthly newsletter