Sentences with phrase «on market performance»
Some either offer a fixed rate of return, a variable rate of return based on market performance or a combination of both.
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Potential to increase cash value over time depending on market performance of an underlying portfolio.
Changes in market liquidity have a direct and strong impact on market performance.
This however, may or may not happen and depends on the market performance which is generally cyclical in nature.
Here are three scenarios for investors with the same diversified investment portfolio, making the same 4 % annual withdrawals for 10 years, based on market performance from 1998 - 2017.
From government reforms and policies, inflation data, to quarterly results of the company etc., has a strong bearing on market performances.
Variable annuities allow you to save for retirement by getting growth that is based on market performance with different kinds of payout options.
These funds guarantee dividend payments, which is a plus for retired people, but their overall returns depend on market performance.
The value of the cash figure has been adjusted since based on market performance, dividends, share purchases and taxes.
The pension details in the policies will offer information on the periodicity of your income, how much is guaranteed, how much is dependent on market performance etc..
The idea of reducing your withdrawal amounts based on the market performance of the previous year also assumes that you can take (sometimes significantly) less in certain years and still cover your expenses.
They've had to do even more with less, focus even more on marketing performance and try to navigate a very saturated marketplace.
Our real estate asset level data provides the basis for our research on market performance, and the fund level data enables an improved understanding of global unlisted vehicle performance.
Automobile Magazine: What are your general views on market performance since this time last year?
Binaries are a hugely popular form of investment that use a range of financial instruments to speculate on the market performance of an underlying asset.
• Prepared reports on market performance.
Such a large delivery volume in a relatively short period has weighed on market performance as the metro works through the new supply.
A ULIP is insurance cum investment plan in which risk cover is promised, but return solely depends on the market performance
However, the returns are dependent on market performance and the Policyholder has to bear the investment risk.
For more on market performance, view the recent Student Housing Q1 Market Update webcast on demand.
The index represents 23 distinct currencies, business cycles and geopolitics, among other factors — each with unique impacts on market performance.
The return fluctuates positively or negatively based on the market performance of the underlying investment options, sometimes called investment portfolios or subaccounts.
The value of your policy will fluctuate with the market and the investments, and you will have to accept the responsibility, or benefit from the returns, all based on the market performance of your particular variable accounts.
To live off this portfolio, does the amount I withdraw differ depending on the market performance or not?
You pay a single premium or series of payments, and receive gains based on market performance.
(2) Gains or losses may occur based on market performance.
I invite you to read my fuller 2015 outlook and to check out our monthly municipal market updates to keep up on market performance and events throughout the year.
Based on market performance the bond fund is still at 40 % of the portfolio, but the international fund has dropped to 15 %, while the U.S. stock fund grew to 45 % of the portfolio.
A Fixed Indexed Annuity (FIA) is a tax - deferred retirement savings vehicle that provides the guarantee of a fixed return plus the potential for a higher variable return based on market performance.
Accumulation annuities grow either at a fixed rate (like MYGAs) or grow based on market performance (as with VAs and FIAs).
We'll reassess annually and maybe move certain flexible spending categories around year to year depending on market performance.
These companies are graded based on market performances and any complaints lodged against them.
Depending on market performance, investors may find a large number of current assets held within one area.
Under both approaches, Vanguard researchers advocate for tailoring spending to a retiree's unique goals using a «dynamic spending» rule under which annual spending is allowed to fluctuate based on market performance, but «smoothed» by applying an annual ceiling and floor to the amount.
Since your funds are being invested into a portfolio of exchange - traded funds or ETFs, earnings on your diversified portfolio depend on market performance.
It is an expected result for me as the majority of our asset values are tide with the stock market, so my net - worth is depending on the markets performance.
In general STP is used to transfer from debt mutual funds to equity mutual funds or vice versa depending on market performance and asset allocation strategy.
This Unit - Linked product allows you invest in stocks and equities, and you receive a sizable return based on market performance.
(By the way, if you change your investment policy based on market performance, you don't actually have an investment policy).
Regardless of what withdrawal rate you settle on, your chances of long term success are significantly improved if you're willing and able to adjust your spending rates based on market performance.
Because of that, the cash value can grow based on market performance.
However, it is advised to diversify your investments across several ELSS so as to mitigate your risks because their returns are based on market performance.
These plans are essentially of two types, Unit Linked Insurance Plans or ULIPs that provides returns based on market performance, and traditional endowment plans that offer a lump sum or annuity payout at the end of the policy term when the life insurance policy matures.
Sum assured has to be delivered to the investor; however the returns solely depends on the market performance.
Depending on market performance and your personal situation, you may consider purchasing a longer span term life insurance with a fixed annual rate and working with an investment advisor to figure out the best strategy for how you invest your money.
Returns are dependent on market performance.
This is because the policyholder can opt to invest some or all of their cash into equities such as mutual funds — which can provide the opportunity for added growth, based on market performance.