Sentences with phrase «return against volatility»
When the Fund Value crosses 110 % of the original premium, the excess is transferred to the Income Advantage Fund to protect the return against volatility.
https://www.policybazaar.com/ Not exact matches
Asset allocation and diversification may not protect against market risk, loss of principal or volatility of returns.
No protection provided against the cash flow and return volatility...
Subdued dollar trading and the quiet on bullion boards came against a backdrop of geopolitical worry and volatility on financial markets: If the Fed fails to deliver a hawkish hike, gold is likely to find a bid with the focus returning to safe haven and diversification demand
As the fund is designed to be a hedge against market declines and rising volatility, Cambria expects the fund to produce negative returns in the most years with rising markets or declining volatility.
The fund's stated goal is to generate absolute returns while lowering volatility and protecting itself against downside risk.
Both have similar return outperformance (+13 % p.a.) but TB ran 0.64 x index volatility vs. Schloss at 1.14 x. Just looking at those two statistics I would suggest TB's outperformance is much more remarkable, but the additional 12 years of outperformance by Schloss moves the odds against him astronomically.
Ranks well in net returns (adjusted for fees and withholding taxes) against comparable ETFs with similar volatility
Although the fund's 10 % annualized return since its inception through February 2014 roughly matches the category norm, its low volatility has allowed it to stack up well against its peers on a risk - adjusted basis.
As the fund is designed to be a hedge against market declines and rising volatility, Cambria expects the fund to produce negative returns in the most years with rising markets or declining volatility.
The core of our investment philosophy is that excessive returns are rarely realized, and therefore should be traded for the opportunity to generate more stable returns, protect against some market declines, and reduce overall portfolio volatility.
Diversification will not ensure against loss, but will help even out returns over your portfolio as a whole by reducing overall volatility.
So while you could end up with a larger nest egg by stinting on saving but shooting for higher returns than by investing less aggressively and saving more, you could also end up with a smaller one if the increased volatility that comes with a more aggressive investing strategy works against you and returns come in lower than expected.
These investors believe that will lead to big gold returns that will provide them with a hedge against stock market volatility.
Though neither diversification nor asset allocation can guarantee a profit or ensure against a potential loss, diversifying your investments over various asset classes can help you try to minimize volatility and maximize potential return.
It breaks the fixed income portfolio down into three core components: The core (high - quality, lower - volatility investments like government bonds that provide some diversification to stocks); core complements (absolute return bonds designed to hedge against inflation); and extended sectors (high - yield bonds that can provide some extra income, albeit with added volatility).
Asset allocation and diversification may not protect against market risk, loss of principal or volatility of returns.
Volatility returned with a vengeance... virtually evaporating vaults of value investors had ventured against the VIX and vexing voyeurs not envisioning vicissitude.
Under the PROFIT Strategy, net premiums are invested in the Equity Fund and the returns in the fund act as a trigger whereby the profits are booked into a low risk debt fund to protect them against market volatility
Max Life Forever Young Pension Plan is a Unit Linked Pension Plan which takes care of income inflows post retirement and ensures good annuity rates through participation in capital markets and also promises guaranteed returns in case to protect against market volatility
Return Optimiser Option: This investment option enables you to take advantage of the equity market, protect your gains against the future market volatility and create a more stable sequencing of investment returns.
What if there was a low - risk, high - return investment option that capitalized on the crypto market as well as hedging against volatility by tapping into one of the most stable markets, i.e. real estate?
While predicting the timing or magnitude of this impact is next to impossible, real estate will always have the advantage of being backed by a tangible asset, and the sector has historically provided strong returns and lower volatility than the public markets, while also providing investors with a hedge against inflation.
Betting against low - volatility exchange - traded vehicles would have generated some returns in early February, but not a lot, and the VIX quickly reversed itself.