Sentences with phrase «multi-asset class funds»

This can be done with broad - based investment funds, and possibly multi-asset class funds.

Unlike balanced funds, which typically focus on meeting or beating a benchmark, multi-asset class funds are composed with the aim of achieving a certain investment outcome, such as exceeding inflation.

Not exact matches

Returns at public offering price (after sales charge) for class A and class M shares reflect the current maximum initial sales charges of 5.75 % and 3.50 % for equity funds and Putnam Multi-Asset Absolute Return Fund, and 4.00 % and 3.25 % for income funds (1.00 % and 0.75 % for Putnam Floating Rate Income Fund, Putnam Absolute Return 100 Fund, Putnam Fixed Income Absolute Return Fund, and Putnam Short - Term Municipal Income Fund), respectively.

A multi-asset fund - of - fund strategy benefiting from different investment styles, asset classes and geographies.

You need to know the data you are relying on is accurate and fresh — and represents the best options available worldwide across every asset class, including equity, fixed income, balanced, multi-asset, hedge funds and private markets.

A multi-asset class, also known as a multiple - asset class or multi-asset fund, is a combination of asset classes (such as cash, equity or bonds) used as an investment.

The Novus Platform is the only system that can offer true aggregation across equity, hedge fund, private equity, venture capital and real asset allocations at a multi-asset class, multi-level basis on both exposures and performance.

Some funds, ETFs, and managed accounts combine these different categories of bonds to create multi-asset class options.

NextShares funds can invest in all the same asset classes and strategies as mutual funds, including equity, income, alternative and multi-asset investments managed in a wide range of active styles.

The Global Asset Management segment offers investment capabilities and styles across all major traditional and alternative asset classes such as equities, fixed income, currencies, hedge funds, real estate, infrastructure, and private equity that can also be combined into multi-asset strategies.

The BlackRock segment manages assets on behalf of institutional and individual investors worldwide through a variety of equity, fixed income, multi-asset class, alternative and cash management separate accounts and funds, including iShares.

Returns at public offering price (after sales charge) for class A and class M shares reflect the current maximum initial sales charges of 5.75 % and 3.50 % for equity funds and Putnam Multi-Asset Absolute Return Fund, and 4.00 % and 3.25 % for income funds (1.00 % and 0.75 % for Putnam Floating Rate Income Fund and Putnam Absolute Return 100 Fund and Fixed Income Absolute Return Fund), respectively.

NextShares can invest in all the same asset classes and strategies as mutual funds, including equity, income, alternative, and multi-asset investments.

Returns at public offering price (after sales charge) for class A and class M shares reflect the current maximum initial sales charges of 5.75 % and 3.50 % for equity funds and Putnam Multi-Asset Absolute Return Fund, and 4.00 % and 3.25 % for income funds (1.00 % and 0.75 % for Putnam Floating Rate Income Fund, Putnam Absolute Return 100 Fund, and Putnam Fixed Income Absolute Return Fund), respectively.

Pension funds, insurance companies and sovereign wealth funds have long held real estate in their multi-asset class portfolios, primarily as a source of diversification.