Sentences with phrase «small cap equity from»

Not exact matches

Take 2008: BRIC equities from the major emerging markets led the decline, falling 49 %, while Canadian small caps, down 46 %, represented a close second worst.

However, purely from an investor's perspective, the reality is that the biggest story is emerging market equities and global small - caps are this year's market leaders.

Turning to equities, he feels a shift from small cap names into high quality large caps is advisable.

The fund tracks the MSCI USA Small Cap Extended ESG Focus Index, which is derived from the MSCI USA Small Cap Index that represents the bottom 14 % of the market capitalization of U.S. equities.

Let's take a look at how Glenmede Small Cap Equity performed from the Alpholio ™ perspective.

However, the fund does do a decent job of removing some of the worst securities from the index and it may be a decent choice for those looking for greater exposure to small cap growth equities with lower levels of risk.

Investing in private equity to benefit from the illiquidity premium and / or small cap premium is also a possibility as a means to diversify and benefit from the above stated premiums, even though this asset class has become very crowded as yields have declined significantly.

During June - July, our equity exposure moved down from 65 % -70 % stock (e.g., growth, value, large, small, foreign, etc.), down to 50 % (mostly large - cap domestic).

Axis long Term Equity Direct — G: 3000 Rs from sept15 UTI mid cap Dirct — G: 1000 Rs from sept15 ICICI pru value discovery Direct — G: 1500 Rs April16 Franklin India smaller companies Direct - G: 1500 Rs May16

-- Panning to choose 1MF from each of Equity Categories (i.e Large Cap, Small - Mid Cap, Diversified) and 1MF from Debt, 1MF from Balance, 1MF from ETF.

The investment 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 markets with the key theme focus being emerging companies (small cap stocks).

The foreign equity exposure in the ETF portfolio comes from Vanguard's VXC, which tracks US and international markets, including large, mid and small - cap companies.

Prior to the start of the mid-August correction, our tactical asset allocation moved moderate clients from a 65 % -70 % equity stake (e.g., domestic, foreign, large, small, etc.) to a 50 % -55 % equity stake (mostly large - cap domestic).

If the original 4 equity indexes from 1928 (IFA US Large Company Index; IFA US Large Cap Value Index; IFA US Small Cap Index; IFA US Small Cap Value Index) are held constant until December 2012, the annualized rate of return of this simplified version of IFA Index Portfolio 100 is 10.67 %, after the deduction of a 0.9 % IFA advisory fee and a standard deviation of 23.59 %.