Sentences with phrase «local currency returns»

Still, the bottom line remains: currency - hedged US Equity funds still lag that local currency returns by a significant margin over the long term.

I've updated it with the data for the past two years on the performance of the iShares MSCI EAFE CAD - Hedged Index Fund (TSX: XIN) relative to MSCI EAFE local currency returns.

Not exact matches

When local currencies strengthen versus the dollar, the return on the ADR is boosted.

Iran's central bank last week prohibited local banks from dealing in cryptocurrencies due to concerns about money - laundering as the country tries to halt a currency crisis ahead of a possible return of crippling sanctions.

Bonds denominated in renminbi in the Hong Kong market, known as CNH bonds, outperformed dollar - denominated and other local currency bonds in Asia last year, with a more than 6 % total return in dollar terms, as investors sought stability in the resilience of the Chinese currency, according to a report by HSBC.

The following chart, constructed from data in the paper, summarizes average equity return (ERP plus risk - free rate) estimates in local currencies for the 59 countries with more than five responses from finance / economic professors, analysts and company managers.

Emerging - market local currency bonds returned almost 3 per cent, while equities from developing nations also clung onto gains.

Baked into the returns of every overseas stock or bond is exposure to its local currency.

«Investing in food producing farmland in the tax - friendly nation of the Republic of Vanuatu with our cluster concept in agriculture Malekula farm lets offers an investment that is out of reach from being diminished by most currency meltdowns and loss of value by state and local government seizure and also provides a cash return.

Returns expressed in local currency and include reinvested dividends.Past performance is not a guarantee of how the markets will perform in the future.

You'll notice that many of the YTD returns are different when adjusted for local currency appreciation or depreciation and the relative devaluation of various emerging market currencies is another theme that has come to the fore in 2014.

The botanists will pay up to half of the value of the debt in dollars, and in return they will get the full value of the debt paid back to them in soft local currency, doubling the money available for botanical research in Madagascar.

When calculated in local currencies, the year - to - date return is 6 percent.

Despite the weakness in local currencies, the S&P Pan Asia Bond Index, which is designed to track local currency bonds in 10 countries and is calculated in USD, delivered a total return of 1.45 % for 2015.

Here XIN's benchmark really does make more sense, since the EAFE index includes many different currencies, so no investor could possibly achieve local returns in all of them.

The competing international index funds from TD and RBC track the MSCI EAFE index with returns measured in their local currencies.

So investors in XIN should expect the same return in Canadian dollars that local investors in Europe, Asia and Australia receive in their own currencies.

So if you're a U.S. investor like me, and you hold international ETFs, you may notice that a strong U.S. dollar can diminish your returns because those investments are held in the local currency.

But it is comforting to know that the local currency exposure should add a long - term incremental return, rather than eat away at the attractive real yield through depreciation.

For instance, over the 24 months through 31 January 2018, EM assets delivered cumulative returns of 78.11 % for equities, 31.88 % for local bonds and 20.21 % for currencies (as proxied by the MSCI EM index for equities, JPMorgan GBI - EM Global Diversified Composite (Unhedged) index for local debt and JPMorgan ELMI + Composite for currencies).

Volatility is measured by the standard deviation of five years of weekly total returns in local currency.

Fortunately, MSCI Barra reports the returns of MSCI EAFE and other MSCI indices in local currencies on their website.

The objective of the hedged i - Shares product is to hedge the US / Loonie exchange, not hedge the local - currency / Loonie, It tries to replicate the returns of the US product.

The following table shows the annual total returns of MSCI EAFE Index in its local currencies (column 2) with XIN (column 3).

But the MSCI people's returns in local currency do match the ETF's returns more closely.

Class A shares with sales charges performance reflects the maximum 5.5 % sales charge, with the following exceptions: Class A shares of Hartford Emerging Markets Local Debt, Hartford High Yield, Hartford Inflation Plus, Hartford Municipal Opportunities, Hartford Municipal Real Return, Hartford Strategic Income, Hartford Total Return Bond, Hartford World Bond, Hartford Schroders Emerging Markets Debt and Currency, Hartford Schroders Tax - Aware Bond, Hartford Schroders Emerging Markets Multi-Sector Bond and Hartford Schroders Global Strategic Bond reflect a maximum 4.5 % sales charge; Class A shares of Hartford Floating Rate and Hartford Floating Rate High Income reflect a maximum 3.0 % sales charge; Class A shares of Hartford Short Duration reflect a maximum 2.0 % sales charge.

That has been a benefit for Canadians who hold US equities: not only did the stocks deliver huge returns in their local currency in 2013, but we got a further boost thanks to the appreciation of the US dollar.

Does anyone know where I can obtain returns for the MSCI EAFE Index in local currency?

We focused on the US and emerging markets, measuring returns for bonds priced in dollars and in local currencies.

The long - term return of the index shown in local currency is indeed astonishing.

TDB904 hedges the currency exposure for a small extra fee of 0.15 % and is designed to provide the same total return as the S&P 500 in its local currency, in this case the US dollar.

All returns are in local currency unless otherwise stated.

In fact, in all markets, the SD of USD returns was much less than the SD of local currency and SD of local markets.

In fact, Dimson found negative correlation between stock market returns in local currency and USD - foreign currency changes.

For instance, an U.S. investor in Canadian stocks would have experienced real returns with a standard deviation of 16.8 % in local currency, 4.6 % in exchange rate and 18.4 % in U.S. dollar terms.

That said, he expects tougher returns in 2018, with hard - and local - currency markets providing mid-single-digit and high - single to low - double digit returns, respectively.

The Markit iBoxx Asian Local Bond Index tracks the total return performance of a bond portfolio consisting of local - currency denominated, high quality and liquid bonds in Asia ex-JLocal Bond Index tracks the total return performance of a bond portfolio consisting of local - currency denominated, high quality and liquid bonds in Asia ex-Jlocal - currency denominated, high quality and liquid bonds in Asia ex-Japan.

So if Japanese stocks go up 5 % in their local currency, Canadian investors should also expect a 5 % return, regardless of whether the yen gained or lost value relative to our dollar.

All Canadian Bonds: 5.4 % Short Canadian Bonds: 4.5 % Real Return Bonds: 14.5 % Canadian Stocks (S&P / TSX Composite): 35.1 % US Stocks (S&P 500): 9.2 % (26.5 % in USD) Developed Markets (MSCI EAFE Index): 14.4 % (25.4 % in local currency) Emerging Markets: 54.6 % (62.8 % in local currency) REITs: 55.3 %

J.P. Morgan EMBI Global Diversified Index, representing hard currency / US dollar sovereigns, returned -1.46 % for the month while the J.P. Morgan GBI - EM Global Diversified Index, representing local currency, returned -2.96 %, and J.P. Morgan CEMBI Broad Diversified Index, representing corporates, was down -0.66 % for the month.

As the capital return on a foreign investment is converted to local currency at the current exchange rate, there is a currency gain on the capital gain component in addition to the currency gain on the capital invested.

Thereafter it is the total return index based on 50 % of the ACWI measured in Sterling and 50 % measured in local currencies.

• For all developed equity markets the expected real return in local currencies is positive and the probability of negative real returns after ten years is generally low.