For those investors who are unwilling to stomach anything more than nominal downside risk, our goal is to provide a satisfying
return over a full market cycle compared to the appropriate index.
«Long - term»
means over a full market cycle spanning 5 - 10 years that includes a recession, a recovery and a peak in both general economic and market conditions.
The Fund will attempt to produce a total return in excess of the return of the S&P 500 Index, and secondarily, the Russell 1000 Value
Index over a full market cycle.
Active stock funds, which seek to outperform the market over time, may be able to take actions that reduce losses during downturns, which can help a good active fund
outperform over a full market cycle even if it lags during bull markets.
Driehaus Emerging Markets Small Cap Growth Fund seeks superior risk - adjusted returns
over full market cycles relative to those of the MSCI Emerging Markets Small Cap Index.
Seeks to generate strong relative returns
over a full market cycle by investing in companies with strong and / or improving financial productivity at attractive valuations.
Provides investors exposure to equity and debt securities which the portfolio managers expect to provide strong risk - adjusted results over a full market cycle
Since then, our innovative approach has provided the opportunity for growth, while reducing our clients» downside exposure — helping our strategy consistently outperform both the S&P 500 Index and the traditional 60/40 portfolio
over full market cycles since its inception.
It is important to remember our goal is to outperform both the S&P 500 and a balanced equity / bond
portfolio over a full market cycle, which by definition includes both a bull and bear market.
«People chase performance, so even if the product performs
well over a full market cycle, investors may not have the conviction to stay with them,» says Kaplan.
Anchor Tactical Real Estate Fund will pursue above average total returns
over a full market cycle with lower correlation and reduced risk when compared to traditional real estate indexes.
Seeks to deliver long - term growth of
capital over a full market cycle and dividend income greater than the S&P 500 ® Index, with the potential for less volatility than the U.S. stock market
At MFS ®, we believe a flexible, adaptable approach that includes exposure to a wide range of bond sectors is one key to generating attractive risk - adjusted returns and managing
risk over full market cycles.
Strategic Growth is a risk - managed growth fund that is intended to accept exposure to U.S.
stocks over the full market cycle, but with smaller periodic losses than a passive buy - and - hold approach.
Importantly, the intent of the Fund's investment approach is to achieve strong investment performance as
measured over the full market cycle (bull and bear markets combined), with smaller periodic losses than experienced by a buy - and - hold strategy in the major indices (primarily the S&P 500).
While past returns do not ensure future results, our objective is to substantially outperform a buy - and - hold
approach over the full market cycle, with smaller periodic losses, on average.
If a portfolio loads market risk when the likely return / risk profile is favorable, and hedges market risk when the likely return / risk profile is unfavorable, it's possible to achieve a very satisfactory return / risk
profile over the full market cycle without ever making a specific short - term forecast.
QEP Global ESG aims to outperform the MSCI AC World Index (NDR) by 3 % p.a. gross of
fees over a full market cycle.1 The strategy aims to build portfolios that are positively exposed to stocks that perform well on ESG2 measures and avoid those that do not meet our minimum acceptable standards.
By remaining «always invested, and always hedged», our Defined Risk Strategy seeks participation in upside moves in equity markets, while reducing losses in bear markets, to smooth returns
over full market cycles so investors remain invested and on track towards their goals.
«One will always need to make adjustments even to a long - term portfolio, but it is important to set a strategy and stick to it, at
least over a full market cycle.»
The Quantitative Rating is an extension of the Morningstar Analyst Rating for funds, which provides an analyst's forward - looking assessment of a fund's ability to outperform its peer group or a relevant benchmark on a risk - adjusted
basis over a full market cycle.
Franklin K2 Global Macro Opportunities Fund's goal is to seek to provide capital
appreciation over a full market cycle, by allocating the Fund's assets across global macro-focused investment strategies, which are generally concentrated on discovering macroeconomic investment opportunities across numerous markets and investments.
Thus I expect that investment consultants will revert to the «style box» (or something new like it) once they realize that few managers can consistently generate
alpha over a full market cycle whether unconstrained of constrained.
This approach generally has been vindicated in the past, as value investors tended to outperform a majority of money
managers over full market cycles; and this outperformance has been achieved principally during bear markets, by losing less than most.
The fund's goal is to beat the
market over a full market cycle, as the benefits of losing less in bad times outweigh the underperformance in a bull market.
Managers do need to achieve both an attractive absolute rate of return above inflation as well as comfortably exceed a low - cost passive index alternative over a full market cycle