Sentences with phrase «related debt instruments»

Not exact matches

When market conditions favor wider diversification in the view of Hussman Strategic Advisors, Inc., the Fund's investment manager, the Fund may invest up to 30 % of its net assets in securities outside of the U.S. fixed - income market, such as utility and other energy - related stocks, precious metals and mining stocks, shares of real estate investment trusts («REITs»), shares of exchange - traded funds («ETFs») and other similar instruments, and foreign government debt securities, including debt issued by governments of emerging market countries.

In the second quarter, funding costs will be higher related to long - term debt and capital instruments, while the bank also cautioned that market volatility remains muted.

Having said that, the investments are only made in equity & equity derivative instruments which justifies return enlargement thus, interest income from debt & related instrument acts as a secondary objective.

70 to 95 % of the scheme's funds are invested in debt and money market securities while the residual 5 — 30 % in equity / equity related instruments.

The UTI Equity Fund is a large cap fund with a stated objective of investing at least 80 percent of its corpus in equity and equity related instruments which contain medium to high risk, and up to 20 percent in debt and money - market instruments with low to medium risk profile.

Investment Objective: - To enhance returns over a portfolio of debt instruments with a moderate exposure in equity and equity related instruments.

Investment Objective: To achieve growth by investing in equity & equity related instruments, balanced with income generation by investing in debt & money market instruments.

Investment Objective: To generate income and minimize interest rate volatility by investing in Debt & Money Market securities that mature on or before the maturity of the scheme, and also to generate capital appreciation by investing in equity / equity related instruments.

Equity and Equity Related Instruments — 65 to 80 % Debt Securities (including securitised debt) and money market instruments — 20 to Debt Securities (including securitised debt) and money market instruments — 20 to debt) and money market instruments — 20 to 35 %

«There are different results depending upon the character of the lender and borrower (non-profit or a c corporation, s corporation, partnership or LLC), the relationship between the parties (related party transactions may lose the interest deduction), the legal components of debt and equity of the instrument (certain preferred stock can legally be classified as debt in one jurisdiction and stock in another, so interest is a dividend in one country but interest in another and interest is deductible while dividends are not), the purpose of the loan (A CERT can trigger unintended tax costs and money borrowed to pay wages to owners is a big mistake) and much more,» says Spizzirri.

The managers invest, primarily, in high - yield, dollar - denominated debt though they define that term broadly enough to incorporate both high - yield bonds and debt - related instruments such as convertible bonds, hybrids and derivatives with fixed income characteristics.

In addition to the risks of investing in emerging market country debt securities, a fund's investment in government or government - related securities of emerging market countries and restructured debt instruments in emerging markets are subject to special risks, including the inability or unwillingness to repay principal and interest, requests to reschedule or restructure outstanding debt, and requests to extend additional loan amounts.

The investment objective is to generate income by predominantly investing in debt and money market securities, and to generate growth by taking moderate exposure to equities and equity related instruments and provide diversification by investing in gold ETFs.

(ii) may insure, purchase, and make commitments to purchase, any debt instrument associated with the deployment of clean energy technologies (including instruments secured by liens or other collateral related to the funding of clean energy technology) for the purposes of enhancing the availability of private financing for clean energy technology deployments.

Robb regularly advises clients on tax issues relating to domestic and foreign public and private debt offerings, synthetic and hybrid instruments, foreign currency transactions, swaps and derivatives, hedging transactions and other complex financial products and transactions.

Linklaters and CMS Vienna are advising investment banks JP Morgan and Citigroup on matters of Austrian law related to the Carinthian Compensation Fund's offer to the holders of HETA (formerly Hypo Alpe Adria) instruments in the nominal amount of Euro 11.2 billion, as part of the long - awaited debt restructuring of the Heta banking crisis.

We advise clients on tax issues relating to domestic and foreign public and private debt offerings, synthetic and hybrid instruments, swaps and derivatives, and hedging transactions.

As legal advisors to EQT of matters relating to Luxembourg companies law, prior to the closing of the transaction our involvement consisted of implementation and organisation of the acquisition structure, negotiation of transaction documentation relating to the transaction, and in particular the (equity and debt) instruments issued by the various Luxembourg entities being part of the acquisition structure, and various security arrangements granted in connection thereto.

The outcome (90 minus your current age) is the percentage of the total assets that can be invested in growth - oriented products (equity and equity related) while the rest should be invested into assets (debt and other fixed instruments) which are safe and liquid.

In this plan, predominant funds allotment is made on equity and securities related to it along with a provision for investments in money market and debt instruments.

Easy Retirement Balanced Fund: The objective of this fund is to provide long term capital appreciation by parking the funds in equity and equity related instruments of large, mid, and small cap companies, along with debt, money market, and cash.

100 % in debt and debt related investments with no more than 25 % of the fund invested in instruments of maturities less than 12 months

MIP Mutual Funds objective is to invest some portion in equity markets and majority in debt related instruments.

Activities include originating, participating in, servicing, restructuring and / or acquiring high - yield, special situation debt, as well as investing directly in real estate and real estate - related instruments.