Sentences with phrase «term equity growth»

Topics include tax saving plans, limiting liability exposure and increasing long - term equity growth.

I chose «Axis Long term equity growth fund» (1000 SIP) and «ICICI prudential value discover fund growth» (1000 SIP).

Hi Sree, I have invested 50k in axis long term equity growth and would like to start a sip in the same for 5k for 3 yrs and need to keep this fund for at least 10 - 15 yrs... Please suggest if I can go ahead with this.

Not exact matches

Comments: «The path to our 2013 year - end S&P 500 target of 1600 is not a straight line, and we remain somewhat cautious on US equities in the near term, as the US Fiscal Cliff and the growth outlook for Europe and China remain overhangs.

Later - stage tech startups can still raise growth equity — and still lots of it — but not necessarily at the terms they were receiving just two months ago.

The restructuring can be relatively gentle, such as a cut in rate, stretch - out of term, and the loss paid in some form of equity participation bonds in the future growth of the countries.

Equities really have had the best of all worlds these past few years, with earnings growth in the double digits and financial conditions remaining very accommodative, despite the recent rise in both short - and long - term interest rates.1 The combination of rising earnings growth and benign financial conditions is a powerful set of tailwinds which usually drives stock valuations higher.

We see solid European equity returns ahead, but lower earnings growth relative to other regions limits European stocks» potential to outperform in the short term.

It demonstrates that a global equity framework can provide diversification and higher long - term risk - adjusted returns for investors from high growth countries who often hold home - biased equity portfolios that can have high concentration risk.

U.S. equities look well - positioned in the short to intermediate term as the outlook for a profitability boost eclipses longer - term growth fears.

iShares S&P ® / TSX ® 60 Index Fund («XIU»), iShares S&P / TSX Capped Composite Index Fund («XIC»), iShares S&P / TSX Completion Index Fund («XMD»), iShares S&P / TSX SmallCap Index Fund («XCS»), iShares S&P / TSX Capped Energy Index Fund («XEG»), iShares S&P / TSX Capped Financials Index Fund («XFN»), iShares S&P / TSX Global Gold Index Fund («XGD»), iShares S&P / TSX Capped Information Technology Index Fund («XIT»), iShares S&P / TSX Capped REIT Index Fund («XRE»), iShares S&P / TSX Capped Materials Index Fund («XMA»), iShares Diversified Monthly Income Fund («XTR»), iShares S&P 500 Index Fund (CAD - Hedged)(«XSP»), iShares Jantzi Social Index Fund («XEN»), iShares Dow Jones Select Dividend Index Fund («XDV»), iShares Dow Jones Canada Select Growth Index Fund («XCG»), iShares Dow Jones Canada Select Value Index Fund («XCV»), iShares DEX Universe Bond Index Fund («XBB»), iShares DEX Short Term Bond Index Fund («XSB»), iShares DEX Real Return Bond Index Fund («XRB»), iShares DEX Long Term Bond Index Fund («XLB»), iShares DEX All Government Bond Index Fund («XGB»), and iShares DEX All Corporate Bond Index Fund («XCB»), iShares MSCI EAFE ® Index Fund (CAD - Hedged)(«XIN»), iShares Russell 2000 ® Index Fund (CAD - Hedged)(«XSU»), iShares Conservative Core Portfolio Builder Fund («XCR»), iShares Growth Core Portfolio Builder Fund («XGR»), iShares Global Completion Portfolio Builder Fund («XGC»), iShares Alternatives Completion Portfolio Builder Fund («XAL»), iShares MSCI Emerging Markets Index Fund («XEM») and iShares MSCI World Index Fund («XWD»), iShares MSCI Brazil Index Fund («XBZ»), iShares China Index Fund («XCH»), iShares S&P CNX Nifty India Index Fund («XID»), iShares S&P Latin America 40 Index Fund («XLA»), iShares U.S. High Yield Bond Index Fund (CAD - Hedged)(«XHY»), iShares U.S. IG Corporate Bond Index Fund (CAD - Hedged)(«XIG»), iShares DEX HYBrid Bond Index Fund («XHB»), iShares S&P / TSX North American Preferred Stock Index Fund (CAD - Hedged)(«XPF»), iShares S&P / TSX Equity Income Index Fund («XEI»), iShares S&P / TSX Capped Consumer Staples Index Fund («XST»), iShares Capped Utilities Index Fund («XUT»), iShares S&P / TSX Global Base Metals Index Fund («XBM»), iShares S&P Global Healthcare Index Fund (CAD - Hedged)(«XHC»), iShares NASDAQ 100 Index Fund (CAD - Hedged)(«XQQ») and iShares J.P. Morgan USD Emerging Markets Bond Index Fund (CAD - Hedged)(«XEB»)(collectively, the «Funds») may or may not be suitable for all investors.

Although supply has returned to the market over the short term — due to a combination of increased production from US shale producers and the easy availability of capital via debt and equity markets — I'm expecting supply growth to moderate over the long term as capital becomes more expensive and less available to marginal energy producers.

This makes sense, as equities are — for most investors — the main driver of both long - term capital growth and risk within their portfolio, and therefore garner the most attention.

The investment objective of the Fund is to seek to achieve long - term capital growth by investing primarily in equity securities of companies that are directly or indirectly involved in the exploration, mining, production or distribution of silver.

«As a growth equity investor, my passion is assisting entrepreneurs to achieve their vision of accelerating growth and building long - term strategic value.

SGE's orientation as a hybrid between a growth equity firm and family office enables Ben to approach investment opportunities with a long term time horizon.

Additionally, except as noted below in certain circumstances, we do not provide cash or equity incentives tied to performance criteria, which could cause employees to focus solely on short - term returns at the expense of long - term growth and innovation.

We define the reflation trade as favoring assets likely to benefit from rising growth and inflation, such as cyclical equities and emerging markets (EM), while limiting exposure to long - term government bonds.

* Assets that are high growth but tax efficient, such as long - term stock holdings and equity index funds, should be added to a taxable account.

The objectives of our long - term incentive awards, including equity - based compensation, are to encourage executives to focus on our long - term growth and to incentivize executives to manage our company from the perspective of stockholders with a meaningful stake in our success.

Now before reviewing our fiscal 2013 strategic priorities, it's worth noting that each brand has developed plans to address the elevated need for affordability that our guests still have while also investing behind initiatives that will help build brand equity, ensure differentiated guest experiences and support longer - term growth.

Theoretically, investing in the equities and commodities markets — including precious metals such as gold, silver, platinum and palladium — is considered to be highly risky, although it provides investors with opportunities for long - term capital growth.

The equities will provide our portfolio (and thus our future spending opportunities) with growth and the bonds will both provide today's retirement income and serve as a buffer from the volatile returns of a long - term growth portfolio.

Short - term government bonds generally offer stability and low growth and are the bungee in your portfolio that slows its decline in value when equities plunge.

Equity factors can be valued using fundamental metrics Value and Size are cheap while Low Volatility and Growth are expensive Likely more meaningful for medium - to long - term than short - term investors INTRODUCTION The term «Factor Investing» reached an all - time high this year according to Google

For the long - term investor, GLUU is a company with no profits, moderate growth, and management that consistently destroys shareholder value by diluting their equity.

However, acquisitions (which have helped fuel some of this growth) have pressured the balance sheet: the long - term debt / equity ratio 2.87, and the interest coverage ratio is sitting just under 5.

One of the Goldman Sachs funds is the fundamental equity growth funds which focus on a range of large cap, mid cap, and small cap growth stocks which research has identified as being good for long term ownership.

Private equity investors hoping to capitalize on the Asia - Pacific region's robust long - term growth story have plenty to feel good about.

The Forbes rankings for the «400 Best Big Companies in America» are based on stringent criteria including accounting and governance ratings, revenue, positive equity, long - term earnings growth and debt - to - capital ratios.

And we see earnings and dividend growth offsetting a modest return drag from multiple contraction over the medium term, making equities attractive relative to other asset classes.

Medium Risk — Growth (M / GRW) Lower to average risk equities of companies with sound financials, consistent earnings growth, the potential for long - term price appreciation, a potential dividend yield, and / or share repurchase prGrowth (M / GRW) Lower to average risk equities of companies with sound financials, consistent earnings growth, the potential for long - term price appreciation, a potential dividend yield, and / or share repurchase prgrowth, the potential for long - term price appreciation, a potential dividend yield, and / or share repurchase program.

The Long Term Equities group focused on investments, both public and private, with steady cash flow and growth potential that can hold their value and act as a hedge against inflation.

To provide investors with a source of monthly income, with the potential for long - term growth through capital appreciation and growth in dividends by investing primarily in common shares, convertible debentures and other equity related securities of U.S. issuers.

ARKW is an actively managed ETF that seeks long - term growth of capital by investing under normal circumstances primarily (at least 80 % of its assets) in domestic and U.S. exchange traded foreign equity securities of companies that are relevant to the Fund's investment theme of Web x. 0.

SIP Details as below (Monthly Basis) ELSS Axis Long term equity fund Direct Growth: 2000 / - Large Cap SBI Blue Chip Fund Direct Growth: 3000 / - Mid Cap Franklin India Prima fund Direct Growth: 3000 / - Small Cap Franklin India Smaller companies fund Direct Growth: 2000 / - Diversified ICICI Prudential value discovery fund Direct Growth: 3000 / - Balanced fund HDFC Balanced Fund Direct Growth (Equity based Balanced Fund): 3000 / - Debt Fund Birla Sun Life Short term fund Direct Growthequity fund Direct Growth: 2000 / - Large Cap SBI Blue Chip Fund Direct Growth: 3000 / - Mid Cap Franklin India Prima fund Direct Growth: 3000 / - Small Cap Franklin India Smaller companies fund Direct Growth: 2000 / - Diversified ICICI Prudential value discovery fund Direct Growth: 3000 / - Balanced fund HDFC Balanced Fund Direct Growth (Equity based Balanced Fund): 3000 / - Debt Fund Birla Sun Life Short term fund Direct GrowthEquity based Balanced Fund): 3000 / - Debt Fund Birla Sun Life Short term fund Direct Growth: 5000

Dana Small Cap Equity Fund will seek long - term growth.

FFI Diversified US Equity Fund will seek long - term capital growth.

ELSS: Axis Long Term Equity Fund (G)-- 3000 Large Cap: ICICI Prudential Focused Blue Chip Equity Fund (G)-3000 Small Cap: Franklin India Smaller Companies (G)-2000 Balanced Fund: HDFC Balanced Fund (G)-1000 Diversified Equity: Franklin India High Growth Companies (G)- 1000

Dear harinath, The Dividend Re-investment option can be slightly more tax efficient than the growth option for short - term (less than 12 months in case of equity funds).

Axis Long Term Equity Fund ---- Direct (Growth), 1500 2.

Higher - risk growth potential: If you want help growing your money over the long term, Manulife Equity Funds may fit best.

This is since the equity duration is based on a derivative of the dividend discount model that uses long term interest rates plus an equity risk premium, but these models also rely on growth and inflation.

That's because with a 2.5 % SWR and 75 % equities there should be only occasional short - term drawdowns but mostly long - term growth.

It's a good idea to hold equities in your TFSA: this will allow you to enjoy a lifetime of tax - free growth on the assets that should deliver the highest long - term returns.

With equity, particularly in a diversified portfolio, one can expect over the long term growth in the value of the business from a growing dividend stream, and reinvestment of retained earnings.

The whole purpose of having most of the assets invested in equity, domestic plus international, is to catch the growth of equity at the early stage of the portfolio because over the long - term, equities have been proven to provide higher returns than fixed - income securities.

The portfolio you see here would yield a high amount of current income from the bonds and would also yield long - term capital growth potential from the investment in high quality equities.

SBI magnum global fund - reg - 2000 /, Reliance tax saver - growth plan - 3000 /, Axis long term equity fund - 6000 / and DSP tax saver fund - reg - g - 3000 / plus i have started with ppf 150000 / plus i have two lic policies amounting 48000 (jeevan saral and jeevan jyoti) i plan to build a corpus of 1c in 15 years and can invest 50000 pm.kindly suggest.

Depending on its allocation between bonds and equities, a balanced portfolio with proper equity diversification should provide long - term growth in the range of 6 % to 8 %.