Sentences with phrase «source of returns»

Smart beta strategies allow investors to access these potential sources of return in a transparent and low cost form.

Capital appreciation or capital growth is one of the most important if not the most important sources of return for property investments.

That interest income is a bond investor's primary source of return, although bond prices can also appreciate or decline in the marketplace.

On the «active» side, you can point to the benefits of finding new sources of return, actively managing risk and extending a portfolio's reach.

A cost benefit analysis in comparison to other sources of returns would need to be done.

It's more of a passive source of return on your money rather than a business you can start from home.

The good news for individual investors is that they can achieve effective diversification across multiple sources of returns without having to venture into alternatives.

Although it says the strategy is an important source of return, the prospectus also points out that the fund will not see as much upside when its holdings increase in value.

The dividend is expected to be the only source of return, and investors should not anticipate much in the way of capital gains.

We believe a strategy must pass certain tests to be considered a robust source of return premium.

These are meant to be an additional source of return that is not dependent upon the overall direction of the market.

As with the six factors, these factor - based strategies capture independent sources of return and should provide strong benefits from diversification.

Factor is a generic label for company and stock price characteristics that provide the common sources of return across the broad universe of equity securities.

In particular, investors must understand the three sources of return when it comes to futures.

Below, I'll lay out the basic sources of return in the order of importance.

You can think of them as an extra source of return that you can't get from any other investment.

On a related note, emerging market currency appreciation can be both a great source of returns and diversification.

With dividends representing a central source of returns, it should come as no surprise that, in aggregate, a large fraction of the market's total return has come from dividends.

Under favorable conditions, it may prove to be a reliable source of returns in the short run.

That interest income is a bond investor's primary source of return, although bond prices can also appreciate or decline in the marketplace.

Remember, unless you buy at a deep discount to the call price (which is rare), the dividend is your only source of return.

The fund's investment strategy is designed to help financial advisors and their clients access an independent source of returns that has historically had a very low correlation to traditional asset classes.

PIMCO Total Return Fund leverages the firm's time - tested investment process, vast global resources and expertise of three industry - renowned portfolio managers to actively seek diverse sources of returns from higher - quality, intermediate term bonds.

Record remains committed to our belief that over time currency, and in particular the Carry strategy, can be a persistent and uncorrelated source of returns for investors, and that the Carry will continue to generate long ‑ term returns.

The identified fundamental sources of return include exposure to: interest rates; inflation; credit quality; liquidity premium; incomplete information / transparency; global and domestic economic growth; political uncertainty; and foreign currencies.

As central banks move away from ultra-loose monetary policy, and the global economic expansion matures, bond fund managers will need to ensure their portfolios draw on a truly diverse range of sources of return and carefully consider portfolio risk if they are to generate yield in the current market environment.

Cookies don't have as high a profit or return as the drinks, but they can be a consistent, stable source of return under many weather conditions, much like cash's role in a portfolio.

Cookies don't have as high a profit or return as the drinks, but they can be a consistent, stable source of return under many weather conditions, much like cash's role in a portfolio.

«We see investors looking for diversifying sources of returns to traditional asset class allocations while focusing on costs.

Global macro offers the average investor an opportunity — once enjoyed by only the most sophisticated hedge funds — to benefit from alternative sources of return.

Hartford World Bond Fund returns were positive over the course of the month as both global government core exposures and opportunistic sources of return added to returns.

What's getting everyone's attention is the ability to capture these potential sources of return in a low cost and transparent form — and we all like the potential to get more for less.

Hartford World Bond Fund performance was flat over the course of the month as positive contribution from our global government core exposure sources of return were offset by our opportunistic sources

As usual, the performance of our stocks relative to the major indices tends to drive day - to - day fluctuations in Fund value when we are hedged, but that differential has also been our primary source of return over time.

That's because the fifth source of return can be slotted in anywhere.

In contrast, the Fund employs a bottom - up style that seeks relative - value driven by issuer - specific fundamentals from global sources of return.

In Weiss» view, dividends offer the best indication of both quality and value, while providing a steady source of return.

The BNPP CASA Index allocates between seven different strategies developed by BNP Paribas» quantitative investment strategies group, each specifically designed to harvest non-traditional sources of returns.

Rather than relying on forecast, opinion, or intuition, our focus is to observe, analyze and identify potentially repeatable sources of return using quantifiable and relevant information.

The first source of return rarely gets mispriced, and the second hinges primarily on market conditions, but the third most often results from taking a long - term, business - focused mindset and investing alongside wonderful businesses.

While remaining consistent with the fund's investment objective, Barclays Canada seeks to identify and optimally diversify certain fundamental sources of return through a proprietary multi-factor selection process.

Double alpha potential The investment team uses opportunistic shorting to take advantage of buy and sell ideas, providing two differentiated sources of return.

Leveraging our firm's 70 years of active management experience, our quantitative approach targets specific factors for consistent sources of return.

So, although dividend yields are a good starting point for deriving forward - looking estimates, we also need to consider other potentially meaningful sources of return.

The principal sources of our returns (and risk) are security selection, the acceptance of aggressive investment positions during market climates characterized by both favorable valuations and market action, and the acceptance of defensive investment positions during market climates characterized by neither.

There are three different sources of return to consider here: Dividends, profit growth and the change in valuation.