Sentences with phrase «less equity exposure»

Non-linked means that it is not «unit linked» and there is less equity exposure than a «Unit Linked» plan or ULIP.

I have very much the same approach, but a) I am older, b) I am a bit more risk averse and, consequently, c) have less equity exposure.

Not exact matches

Of those investors whose advisors had talked to them about a crash, 62 percent believe their loss would be less than what their stated exposure to equities would suggest, the survey found.

In this environment of increased uncertainty, I predict that minimum volatility strategies will re-enter the spotlight as a way for investors to maintain equity exposure while seeking less risk.

For investors who want to maintain equity exposure but are concerned about overall equity market volatility, less volatile dividend stocks may offer an attractive alternative.

In addition, SMART Saver women have less of their assets in cash (56 %) than other Canadian women (66 %), and are far more likely to have portfolio exposures to equities, bonds and investment properties.

The slowdown is most pronounced for funds with U.S. and Europe equity exposure, and less so for other non-U.S. categories, including emerging markets (EM) and EAFE.

Specifically, a recent analysis by Graham Secker, MS & Co.'s European equity strategist, found that recent disappointments in European corporate profits are a function of at least three important factors that may be reversing: idiosyncratic issues related to heavily skewed index exposure to financials and commodity - linked industries; weak operating profit leverage linked to declining emerging market sales; and less aggressive use of buybacks, tax optimization and non-operating cost reductions versus U.S. peers.

It steadily reduces your exposure to risky equities to reflect how you've ever less time left to recover from stock market falls.

In contrast, the professional managers that operate downstream of individual investor flows, and that manage the various investment vehicles that provide those investors with equity exposure, probably exert less control over the market's absolute valuation.

Going by history, No equity exposure for long term will generate less corpus than an ELSS mutual fund investment for the same duration

Until the developed stock markets retreat from record levels of valuation, we expect to have less portfolio exposure to equities going forward and more exposure to event driven situations such as liquidations and reorganizations that are not so dependent on the vicissitudes of the stock market for their investment return.

Lester Canadian Equity Fund: For clients who have less than $ 500,000 in investments and who want exposure to Canadian equities, this fund was created to provide greater diversification than can be achieved in a smaller segregated account.

If an individual investor decided to invest in a venture that is being funded by way of equity crowdfunding, they should consider limiting their exposure to 3 % or less of their asset allocation.

And in fact, research shows that 401 (k) participants who own target funds are less likely to end up in portfolios with «extreme» allocations for their age — that is, young savers with little or no equity exposure and older investors with all or nearly all of their money invested in stocks.

The reverse has been true, however, for Canadian dollar - based investors: exposure to global equities in their local currencies has resulted in higher volatility — not less — than the same exposure held in Canadian dollars.

Mawer Global Equity is another good choice with more or less similar characteristics in terms of low cost, low portfolio turnover and European exposure.

As a result of this decreased net market exposure, Montaka carries significantly less market risk compared to many of its typical equity fund peers.

In this environment of increased uncertainty, I predict that minimum volatility strategies will re-enter the spotlight as a way for investors to maintain equity exposure while seeking less risk.

Designed to provide equity exposure to developed markets (ex-US) with potentially less volatility over a complete market cycle than traditional capitalization - weighted indices

Isn't there a less complex explanation such as commodities and the S&P 500 have simply become highly correlated over the last five years and for an investor to gain a true non-correlated return he or she should look for actively managed commodity programs such as trend following so that they can take advantage of down moves as well as up moves with the added advantage of non-correlation to their exposure to equities.

Designed to provide equity exposure to global small cap markets with potentially less volatility over a complete market cycle than traditional capitalization - weighted indices

Unfortunately, the BMO International Equity ETF has additional exposure to our stock market making it less attractive to Canadian investors.

As a result, I believe it makes sense to increase your equity exposure a little compared to what you might have done when bonds were more attractive, and to balance that by choosing conservative stocks that carry less risk than the overall market.

One simple way to reduce the risk of a market decline is to reduce your equity exposure in favor of less risky investments.

Don't be fooled either by the apparent fact my pure equity exposure accounts for less than half my portfolio.

In this webinar, sponsored by Scotia iTRADE, and presented by Bianca Baumann, attendees will learn about how Canada makes up less than 5 % of global equity markets yet most Canadian investors have much more domestic equity exposure than that and thus are heavily exposed to volatile sectors like materials and energy.

For investors who want to maintain equity exposure but are concerned about overall equity market volatility, less volatile dividend stocks may offer an attractive alternative.

«CLIX's 50 % net exposure to the equity markets may result in less volatility than typical long - only equity strategies.»

As a result, unhedged exposure to global equities tended to exhibit less volatility when expressed in Canadian dollars.

His guidelines appear to be an equity exposure of not less than 25 % and not more than 75 %, with the balance in bonds or cash.

Pension Equity fund has more exposure on Equity and less of Debt or Money market instruments.