Sentences with phrase «maturity fund approaches»

As a defined maturity fund approaches its liquidation date, the fund's securities will mature and the fund may reinvest the proceeds in money market securities with lower yields than the securities previously held by the fund.

As a Defined Maturity fund approaches its liquidation date, the fund's securities will mature and the fund may reinvest the proceeds in money market securities with lower yields than the securities previously held by the fund.

Not exact matches

This is the treaty gap approach to funds management, carried out by matching maturities on opposite sides of the balance sheet in a given reporting period.

As previously noted, the allocations of target - date funds, such as the TDPs, grow more conservative as the funds approach maturity.

If your goal is to meet an approaching financial target: Consider a short - term, investment - grade bond fund or an investment - grade defined maturity bond fund.3

Defined maturity funds offer professional management and diversification, with declining price volatility as the fund approaches its target maturity.

While traditional target - date funds use a mix of equities and fixed - income, the new BMO ETFs use only investment - grade corporate bonds, gradually shortening the maturities as the target date approaches.

There are two main approaches to bond investing: a) Buy and hold to maturity; and b) Buy and sell prior to maturity (I believe this is how bond funds work).

One approach to mitigate this risk is to use a defined - maturity, as opposed to defined - duration, fund.

We found what we believe will be an effective way to do so by implementing an Upgrading approach to the bond market that will rotate part of our bond holdings among bond funds of different types and maturities.

I took a similar approach with my ~ 6 + year maturity MUNI fund when I paid off our fixed 3.5 % mortgage (reducing interest rate risk on longer maturity bond holdings).

But often there is no useful planning, and advisors often roll over the investments into new DSC funds when the maturity date approaches.

Of course, you can always go beyond this basic approach — say, tilt your bond holdings more toward short - term maturities by investing in a short - term bond fund to get a bit more protection against the possibility of rising interest rates or add more dividend stocks to your mix by buying a fund that specializes in shares that pay dividends.

As would be expected, the yields of these funds — interest and dividends after expenses divided by average net asset value — increase as the target date approaches maturity.

Under the Dynamic Fund Allocation option, the premium is invested initially in the Growth Super Fund and thereafter, as the plan approaches maturity, the funds are transferred to the Secure Fund to prevent the fund against market volatilFund Allocation option, the premium is invested initially in the Growth Super Fund and thereafter, as the plan approaches maturity, the funds are transferred to the Secure Fund to prevent the fund against market volatilFund and thereafter, as the plan approaches maturity, the funds are transferred to the Secure Fund to prevent the fund against market volatilFund to prevent the fund against market volatilfund against market volatility.

The feature manages the investment as per the risk profile chosen and as the plan approaches maturity, a greater proportion of the fund value is transferred to the fund which suits the risk profile chosen by the customer.

The ratio changes over time and with the date of maturity approaching, the proportion of investment increases in the Income Fund to protect the fund from market volatilFund to protect the fund from market volatilfund from market volatility.

As the plan approaches maturity, the fund from the two funds is slowly transferred to the Money Market Fund for protection against market volatifund from the two funds is slowly transferred to the Money Market Fund for protection against market volatiFund for protection against market volatility

Automatic Asset Rebalancing Strategy: The Automatic Asset Rebalancing Strategy feature automates the percentage of equity exposure your investments should have over the policy term - high in start of the policy and then gradually decreasing to conserve the fund value as you approach your goal on policy maturity.

The feature manages the investment as per the risk profile chosen and as the plan approaches maturity, a greater proportion of fund value is transferred to the fund which suits the risk profile chosen by the customer.

Dynamic Fund Allocation exempts the policyholders from selecting the investment funds manually as this one automatically invests between equity and debt structured funds in a pre-decided proportion that keeps getting revised as policy approaches maturity.

As the plan approaches maturity, the exposure is reduced from Equity Fund and increased in Bond Fund and Money Market Fund.

Your fund is allocated towards Income Fund as your policy approaches the maturity dfund is allocated towards Income Fund as your policy approaches the maturity dFund as your policy approaches the maturity date.

The Automatic Asset Rebalancing Strategy feature automates the percentage of equity exposure your investments should have over the policy term - high in start of the policy and then gradually decreasing to conserve the fund value as you approach your goal on policy maturity.