Sentences with phrase «terms of equity exposure»

In comparison to traditional retirement schemes such as EPF and Public Provident Fund, which refrain from investing in stocks at all, NPS is the best as it is a lot more flexible in terms of equity exposure.

Not exact matches

First Asset Global Momentum Class ETF (TSX: FGL) The First Asset Global Momentum Class ETF's investment objective is to seek to provide shareholders with long term capital appreciation, through investing the ETF's portfolio to gain exposure to equity securities of companies primarily from developed markets that exhibit strong price and earnings momentum characteristics.

First Asset Global Momentum (CAD hedged) Class ETF (TSX: FGM) The First Asset Global Momentum (CAD hedged) Class ETF's investment objective is to seek to provide shareholders with long term capital appreciation, through investing the ETF's portfolio to gain exposure to equity securities of companies primarily from developed markets that exhibit strong price and earnings momentum characteristics.

First Asset Global Value Class ETF (TSX: FGU) The First Asset Global Value Class ETF's investment objective is to seek to provide shareholders with long term capital appreciation, through investing the ETF's portfolio to gain exposure to equity securities of companies primarily from developed markets that exhibit strong «value» characteristics like low price - to - book ratios and low price - to - cash flow ratios.

The whimsical plan is to use a «bottom - up, value - oriented, long - term approach» to select individual equities then use a long / short ETF portfolio to manage sector exposures and hedge its global market exposure with some combination of cash, ETFs and futures.

RBC Quant Canadian Equity Leaders ETF seeks to provide unitholders with broad exposure to the performance of a diversified portfolio of high - quality Canadian equity securities that have the potential for long - term capital gEquity Leaders ETF seeks to provide unitholders with broad exposure to the performance of a diversified portfolio of high - quality Canadian equity securities that have the potential for long - term capital gequity securities that have the potential for long - term capital growth.

RBC Strategic Global Dividend Leaders ETF seeks to provide unitholders with exposure to the performance of a diversified portfolio of high - quality global dividend - paying equity securities that will provide regular income and that have the potential for long - term capital growth.

Direct Equity Exposure — 2.5 Lakhs (Shares of Asian Paints) Life Insurance Term Plan HDFC Life Click 2 Protect — 1 crore (Insured value) Other Insurance plans LIC — 2000 / Month (all plans put together) PPF — 20000 / Year Health Insurance — Provided by Employer MF — SIP's ICICI Direct Focused Blue chip — 1000 / month (10 year horizon) Franklin India Smaller Companies Fund GROWTH — 2000 / month (10 year horizon)

The investors can avail good return on investment in long term as the invested amount has an exposure of 40 % in equities.

Mawer Global Equity is another good choice with more or less similar characteristics in terms of low cost, low portfolio turnover and European exposure.

Check out «Stocks for the Long Run» for one example of the use of margin over the long term — there is a chart in there with recommended equity exposures — it is interesting to note that for younger investors, the suggest allocation to stocks is greater than 100 %.

So if the part of your EFA in Australia goes up in value in terms of the equity AND the AUD goes up relative to CAD, you win twice and get the currency exposure.

After about 3 months of research, this is how I have designed my portfolio based on my current income and expenses: Equity / Debt Exposure in medium and long term: 70/30, my age is 25 1.

RBC Quant U.S. Dividend Leaders ETF seeks to provide unitholders with exposure to the performance of a diversified portfolio of high - quality U.S. dividend - paying equity securities that will provide regular income and that have the potential for long - term capital growth.

The LibertyQ U.S. Large Cap Equity Index utilizes a multi-factor selection process that is designed to select equity securities from the Russell 1000 ® Index that have exposure to four investment style - factors: quality, value, momentum and low volatility — while seeking a lower level of risk and higher risk - adjusted performance than the Russell 1000 ® Index over the longEquity Index utilizes a multi-factor selection process that is designed to select equity securities from the Russell 1000 ® Index that have exposure to four investment style - factors: quality, value, momentum and low volatility — while seeking a lower level of risk and higher risk - adjusted performance than the Russell 1000 ® Index over the longequity securities from the Russell 1000 ® Index that have exposure to four investment style - factors: quality, value, momentum and low volatility — while seeking a lower level of risk and higher risk - adjusted performance than the Russell 1000 ® Index over the long term.

To avoid all these it is advisable to take exposure to equities via Index Fund or ETFs and enjoy the risk premium you get by way of returns in long term.

In terms of what part of the portfolio should be reduced to add alternatives exposure, Skulpone generally recommends «funding this out of equities.»

The long - term success of RIT has been drawn from a distinctive blend of individual stocks, private investments, equity funds and currency positioning, all overlaid with macro exposure management.

Achieve long - term capital growth by investing primarily in U.S. and international equity mutual funds that provide exposure to a number of industrialized countries outside of Canada including countries in Europe, the Far East and Asia and emerging market countries, with some global exposure to fixed income securities for diversification.

This lack of long - term compensation is reflected in the minimal share ownership of the top 5 executives; only the CEO (who was hired in a second moment) has any kind of substantial equity exposure (approx. 1 %), and even that is insignificant compared to the ongoing cash flow from his regular cash compensation.

RBC Quant Canadian Dividend Leaders ETF seeks to provide unitholders with exposure to the performance of a diversified portfolio of high - quality Canadian dividend - paying equity securities that will provide regular income and that have the potential for long - term capital growth.

RBC Quant Global Infrastructure Leaders ETF seeks to provide unitholders with exposure to the performance of a diversified global portfolio of high - quality equity securities of companies that own or operate infrastructure assets that will provide regular income and that have the potential for long - term capital growth.

RBC Strategic Global Equity Leaders ETF seeks to provide unitholders with broad exposure to the performance of a diversified portfolio of high - quality global equity securities that have the potential for long - term capital gEquity Leaders ETF seeks to provide unitholders with broad exposure to the performance of a diversified portfolio of high - quality global equity securities that have the potential for long - term capital gequity securities that have the potential for long - term capital growth.

Direct Equity Exposure — 2.5 Lakhs (Shares of Asian Paints) Life Insurance Term Plan HDFC Life Click 2 Protect — 1 crore (Insured value) Other Insurance plans LIC — 2000 / Month (all plans put together) PPF — 20000 / Year Health Insurance — Provided by Employer MF — SIP's ICICI Direct Focused Blue chip — 1000 / month (10 year horizon) Franklin India Smaller Companies Fund GROWTH — 2000 / month (10 year horizon)

Provide high real rate of return in the long term through high exposure to equity investments, while recognizing that there is significant probability of negative returns in the short term.

Provide high rate of return in the long term through high exposure to equity investments in Infrastructure and allied sectors, while recognizing that there is a significant probability of negative returns in the short term.

Provide high rate of return in the long term through high exposure to equity investments in Energy and allied sectors, while recognizing that there is a significant probability of negative returns in the short term.

Automatic Asset Rebalancing Strategy: The Automatic Asset Rebalancing Strategy feature automates the percentage of equity exposure your investments should have over the policy term - high in start of the policy and then gradually decreasing to conserve the fund value as you approach your goal on policy maturity.

The investment objective of the Pure Equity fund is to provide policyholders high real rate of return in the long term through high exposure to equity investments, while recognizing that there is significant probability of negative returns in the shortEquity fund is to provide policyholders high real rate of return in the long term through high exposure to equity investments, while recognizing that there is significant probability of negative returns in the shortequity investments, while recognizing that there is significant probability of negative returns in the short term.

Provide high rate of return in the long term through high exposure to equity investments in Midcap companies, while recognizing that there is significant probability of negative returns in the short term.

Automatic Asset Rebuilding Strategy: This features manages the equity exposure of your fund automatically starting with high exposure to equity in the initial years of policy term and gradually decreasing it over the years and diverting funds to low risk funds towards the end of policy term.

Automatic Asset Rebalancing Strategy: This ensures that your funds have high equity exposure during initial years of investment gradually decreasing over the years to low - risk funds towards the end of policy term

The product provides equity / debt exposure of up to 100 per cent with a start up NAV of Rs 10 and allows customers to choose a limited or regular premium payment options on policy term ranging from 10 to 20 years, with three fund options to choose.

The Automatic Asset Rebalancing Strategy feature automates the percentage of equity exposure your investments should have over the policy term - high in start of the policy and then gradually decreasing to conserve the fund value as you approach your goal on policy maturity.