Sentences with phrase «objective capital appreciation»

Is your objective capital appreciation, income or total returns?

Is your objective capital appreciation, income or total returns?

Not exact matches

In addition, the Fund's investment objective of providing both current income and capital appreciation will remain the same and the Fund will continue to invest in the following categories...

The Fund's investment objectives are to provide both current income and capital appreciation.

«We differentiate ourselves by pairing angel capital and active participation by our principals, advisors, and selected subject matter experts with an objective of seeking capital appreciation for our portfolio companies,» said Mitchel Laskey, managing director of FAN.

The fund seeks to provide high current income as a primary objective and capital appreciation as a secondary objective.

River Road Dividend All Cap Value Fund has an Equity Income Objective, seeking to achieve income and capital appreciation.

Montag & Caldwell Mid Cap Growth Fund has an Equity Income Objective, seeking to achieve income and capital appreciation.

In addition, the Fund's investment objective of providing both current income and capital appreciation will remain the same and the Fund will continue to invest in the following categories... Read More... Read More

Included in the PowerPoint: Macroeconomic Objectives (AS Level) a) Aggregate Demand (AD) and Aggregate Supply (AS) analysis - the shape and determinants of AD and AS curves; AD = C+I+G + (X-M)- the distinction between a movement along and a shift in AD and AS - the interaction of AD and AS and the determination of the level of output, prices and employment b) Inflation - the definition of inflation; degrees of inflation and the measurement of inflation; deflation and disinflation - the distinction between money values and real data - the cause of inflation (cost - push and demand - pull inflation)- the consequences of inflation c) Balance of payments - the components of the balance of payments accounts (using the IMF / OECD definition): current account; capital and financial account; balancing item - meaning of balance of payments equilibrium and disequilibrium - causes of balance of payments disequilibrium in each component of the accounts - consequences of balance of payments disequilibrium on domestic and external economy d) Exchange rates - definitions and measurement of exchange rates - nominal, real, trade - weighted exchange rates - the determination of exchange rates - floating, fixed, managed float - the factors underlying changes in exchange rates - the effects of changing exchange rates on the domestic and external economy using AD, Marshall - Lerner and J curve analysis - depreciation / appreciation - devaluation / revaluation e) The Terms of Trade - the measurement of the terms of trade - causes of the changes in the terms of trade - the impact of changes in the terms of trade f) Principles of Absolute and comparative advantage - the distinction between absolute and comparative advantage - free trade area, customs union, monetary union, full economic union - trade creation and trade diversion - the benefits of free trade, including the trading possibility curve g) Protectionism - the meaning of protectionism in the context of international trade - different methods of protection and their impact, for example, tariffs, import duties and quotas, export subsidies, embargoes, voluntary export restraints (VERs) and excessive administrative burdens («red tape»)- the arguments in favor of protectionism This PowerPoint is best used when using worksheets and activities to help reinforce the ideas talked about.

First Asset Global Momentum Class ETF (TSX: FGL) The First Asset Global Momentum Class ETF's investment objective is to seek to provide shareholders with long term capital appreciation, through investing the ETF's portfolio to gain exposure to equity securities of companies primarily from developed markets that exhibit strong price and earnings momentum characteristics.

First Asset Global Momentum (CAD hedged) Class ETF (TSX: FGM) The First Asset Global Momentum (CAD hedged) Class ETF's investment objective is to seek to provide shareholders with long term capital appreciation, through investing the ETF's portfolio to gain exposure to equity securities of companies primarily from developed markets that exhibit strong price and earnings momentum characteristics.

Yacktman Special Opportunities Fund has an Equity Income Objective, seeking to achieve income and capital appreciation.

At that point its investment objective becomes the pursuit of «capital appreciation and current income» (income used to be «secondary») and Liane Rosenberg gets added as a second manager joining Cindy Starke.

First Asset Global Value Class ETF (TSX: FGU) The First Asset Global Value Class ETF's investment objective is to seek to provide shareholders with long term capital appreciation, through investing the ETF's portfolio to gain exposure to equity securities of companies primarily from developed markets that exhibit strong «value» characteristics like low price - to - book ratios and low price - to - cash flow ratios.

The objective of an equity fund is generally to seek long - term capital appreciation and / or income from stocks.

Montag & Caldwell Mid Cap Growth Fund has an Equity Income Objective, seeking to achieve income and capital appreciation.

The allocation between fixed income and equity instruments will be managed dynamically so as to provide investors with long term capital appreciation However, there can be no assurance that the investment objective of the Scheme will be achieved.

Yacktman Focused Fund has an Equity Income Objective, seeking to achieve income and capital appreciation.

Their objective changes from «long - term capital appreciation» to «long - term capital appreciation with an emphasis on capital preservation» and «fixed income» gets added as a principal investment strategy.

The Jensen Quality Value Composite (the «Composite») includes all discretionary, fee paying portfolios with an investment objective of long - term capital appreciation.

The fund's investment objective is capital appreciation over the long term with the potential for current income.

As a secondary objective, FAV seeks to provide capital appreciation.

For the Strategic Growth Fund, the objective is long - term capital appreciation, with added emphasis on protection of capital during unfavorable market conditions.

The Fund's objective is to seek current income and capital appreciation consistent with the preservation of capital by investing predominantly in the approximately $ 600 billion commercial mortgage backed securities («CMBS») market that is secured by income - producing commercial real estate assets predominantly in the United States.

River Road Small - Mid Cap Value Fund has an Equity Income Objective, seeking to achieve income and capital appreciation.

The Target Retirement 2020 Fund's investment objective is to provide capital appreciation and current income consistent with its current investment allocation.

An asset allocation Fund with an investment objective to seek current income with a secondary focus on capital appreciation.

Harding Loevner International Equity Portfolio has an Equity Income Objective, seeking to achieve income and capital appreciation.

The firm's objective is to deliver above - average capital appreciation to its clients over the long - term while maintaining below - average risk profile.

The secondary objective of the Scheme is to generate long - term capital appreciation by investing a portion of the Scheme «s assets in equity and equity related instruments.

The investment objective of the Scheme is to seek capital appreciation by investing in units of HDFC Gold Exchange Traded Fund.

The investment objective of the U.S. Small Cap Portfolio is to achieve long - term capital appreciation.

That's why the Homestead Family of Funds provides you a simple way to pursue your dreams through a concise menu of eight no - load mutual funds, which range in objective from current income to long - term capital appreciation.

The investment objective of the U.S. Small & Mid-Cap Strategy is to achieve long - term capital appreciation.

The investment objective of the scheme is to generate capital appreciation and income by predominantly investing in arbitrage opportunities in the cash and derivatives segment of the equity market, and enhance returns with a moderate exposure in equity & equity related instruments.There is no assurance or guarantee that the investment objective of the scheme will be achieved.

The investment objective of the International Core Equity Portfolio is to achieve long - term capital appreciation.

The investment objective of the Scheme is to achieve long term capital appreciation by primarily investing in a maximum of 35 equity & equity related instruments across sectors and marketcapitalization levels.

The investment objective of the U.S. Large Cap Equity Portfolio is to achieve long - term capital appreciation.

The subaccount pursues its objective of long - term capital appreciation by investing in stocks of small companies that are undergoing positive changes.

Cadence Mid Cap Fund has an Equity Income Objective, seeking to achieve income and capital appreciation.

Harding Loevner Global Equity Portfolio has an Equity Income Objective, seeking to achieve income and capital appreciation.

Fairpointe Mid Cap Fund has an Equity Income Objective, seeking to achieve income and capital appreciation.

The Fund's investment objectives are to provide both current income and capital appreciation.

The fund's investment objective is current income with the prospect of increasing dividend income and the potential for capital appreciation.

HSGFX Strategic Growth Fund The Fund invests primarilary in U.S. stocks, with the objective of long - term capital appreciation, and places added emphasis on defending capital during unfavorable market conditions.

The fund's investment objective is long - term capital appreciation and to protect the purchasing power of your capital against inflation.

As a part of its restructuring, the Fund's investment objective has been changed to mandate that the Fund provide investors with stable income and long - term capital appreciation by investing in a diversified portfolio consisting primarily of global equity and fixed - income securities.

The fund's investment objective is long - term capital appreciation.

The objective of this fund is to generate long - term capital appreciation from a diversified portfolio of predominantly equity and equity - related securities, including equity derivatives, in the Indian.