Sentences with phrase «than concentrating funds»

Not exact matches

The company rolled out more than a dozen funds over seven years, concentrating on Canadian, U.S. and global equities and bonds.

If I'm a concentrated fund (20 - 30 investments per fund) I'm likely to want to own more than 20 percent because I don't do many investments.

Because the Global Resources Fund concentrates its investments in specific industries, the fund may be subject to greater risks and fluctuations than a portfolio representing a broader range of industrFund concentrates its investments in specific industries, the fund may be subject to greater risks and fluctuations than a portfolio representing a broader range of industrfund may be subject to greater risks and fluctuations than a portfolio representing a broader range of industries.

Because the funds concentrate their investments in specific industries, the funds may be subject to greater risks and fluctuations than a portfolio representing a broader range of industries.

Funds that concentrate investments in specific industries, sectors, markets or asset classes may underperform or be more volatile than other industries, sectors, markets or asset classes and than the general securities market.

The fund will be more susceptible to these risks than other funds because it may concentrate its investments in a limited number of issuers and currently focuses its investments in particular sectors.

Meanwhile, examining the sectors in which institutions hold their largest «overweight» relative to the S&P 500, institutions are more concentrated in high - beta sectors than at any time since the start of Morgan Stanley's data, and long - short funds are also near their most leveraged long positions in history.

Seeking systemic change rather than perpetual charity, we designed our philanthropy to achieve ambitious goals and sustainable results in a concentrated and deliberate timeframe before sunsetting the fund in 2015.

The European Science Foundation has been in existence as an association of the national research funding agencies for more than a quarter of a century concentrating on coordination mechanisms and support.

In its current form, Framework concentrates on applied research and will only fund collaborations between labs in more than one member state.

In Somalia, more than 760 000 internal displacements have been reported, according to the UN High Commissioner for Refugees and International Organisation for Migration (IOM) The latest International Monetary Fund (IMF) World Economic Outlook indicates that adverse consequences are concentrated in countries with relatively hot climates and which are home to close to 60 % of current global population.

Funds must be concentrated rather than spread as far and wide as possible for political advantage.

Thanks to this shift, this fund has substantially less securities than similar products in the space and is relatively more concentrated.

The Jensen Quality Growth Fund is non-diversified, meaning it may concentrate its assets in fewer individual holdings than a diversified fFund is non-diversified, meaning it may concentrate its assets in fewer individual holdings than a diversified fundfund.

A regional fund may be more volatile than an international or world fund because it's buying stock in a concentrated group of countries whose economies tend to be closely aligned.

Funds that concentrate investments in specific industries, sectors, markets or asset classes may underperform or be more volatile than other industries, sectors, markets or asset classes and than the general securities market.

Canada is not only tiny (4 % of the global markets), but also highly concentrated: an investor in a broad Canadian index fund has more than three - quarters of his money in financials, energy and materials.

A non-diversified fund, which may concentrate its assets in fewer individual holdings than a diversified fund, is more exposed to individual stock volatility than a diversified fund.

The fund concentrates its investments in one region or in one sector and involves more risk than a fund that invests more broadly.

Therefore, it would be reasonable to assume that both funds will pursue very similar investment strategies, although the «select» in the ETF's name would suggest a more concentrated portfolio than that of the Growth Fund.

Value factor investing tends to have more concentrated style exposure and stronger factor weighting than the average active value fund or market cap - weighted value index, residing on the far left - hand side of that Morningstar style box.

Typically invested in 20 - 40 securities around the world, our International Fund provides a more concentrated portfolio than most but offers greater diversification in comparison to our Australian Shares Fund.

While market risk has been a factor for individual securities held by the Fund, it has not been important for the TAVF portfolio as a whole, even though the Third Avenue portfolio seems to be far more concentrated than are the portfolios of other mutual funds of comparable size.

However, TAVF is far less diversified than the vast majority of mutual funds, measured both by the Fund's willingness to concentrate the bulk of its monies in a relatively few issues, as well as the relatively small number of issues owned.

High - yield bond funds concentrate on lower - quality bonds, which may offer the higher yields but are significantly riskier than...

As a consequence, TAVF is able to concentrate its investments much more than other mutual funds.

As well, mutual funds invest in more than a handful of stocks because concentrated portfolios tend to be volatile.

«However, they should keep such investments at no more than 20 to 30 per cent of their investment funds, as single - stock investments do carry a higher level of concentrated risk, which might present volatility more than what the investor could withstand,» says Mr Choy, adding that the remaining 70 to 80 per cent of your investment funds should be invested through unit trusts to form the core portfolio.

First and foremost, in looking at book value, the Fund concentrates much more on the quality of book value than it does on the quantity of book value.

The Quality Growth Fund is non-diversified, meaning it may concentrate its assets in fewer individual holdings than a diversified fFund is non-diversified, meaning it may concentrate its assets in fewer individual holdings than a diversified fundfund.

With the TAVF emphasis on understanding the business and using a balanced approach where reported earnings and book value tend to be given even weights, the Fund's analytic activities tend to be a lot less competitive than is the case for those analysts concentrating on the trading environment.

The Lipper Award - winning team has been managing key Mackenzie mandates on a subadvisory basis for more than 20 years, including Mackenzie Canadian Growth Fund, Mackenzie Canadian Growth Balanced Fund, Mackenzie Canadian Concentrated Equity fund and Symmetry Canadian Equity FFund, Mackenzie Canadian Growth Balanced Fund, Mackenzie Canadian Concentrated Equity fund and Symmetry Canadian Equity FFund, Mackenzie Canadian Concentrated Equity fund and Symmetry Canadian Equity Ffund and Symmetry Canadian Equity FundFund.

If people do significantly less well managing defined contribution assets on average than a comparable index fund, then they should not be managing their own assets, much less concentrating into a small number of stocks.

At its peak this summer, Valeant represented 32 percent of the fund's portfolio, according to Sequoia, a hugely concentrated bet even for a fund like Sequoia, which invests in a smaller number of stocks than most funds.

As a result of the limited choice, virtually all Canadian real - return bond funds are highly concentrated in just seven issues, and the average maturity is more than double that of their US counterparts, at just under 20 years.

ETF providers know that most investors chase past performance, so a fund catering to yesterday's top - performing investments will inevitably attract more assets than an ETF that concentrates on an out - of - favor area.

The fund concentrates on precious metals, owning around 1.5 million ounces of gold and more than 75 million ounces of silver.

To the extent the fund concentrates in a specific industry or a group of industries, the fund will carry much greater risks of adverse developments and price movements in such industries than a fund that invests in a wider variety of industries; there is also the risk that the fund will perform poorly during a slump in demand for securities of companies in such industries.

Just take care, as usual, to examine the specific fund holdings & allocations — despite the active management (which can still add value, I believe, in a market like Ireland), obviously the fund's top holdings are still concentrated (though better than its peer ETFs).

In addition to the chance that we'll choose poorly and underperform the broader market, stock picking comes with way more risk than investing in mutual funds, because it concentrates your money in just a couple investments.

For example, funds must avoid certain concentrated positions (e.g. not holding more than 5 % of a company's securities) that would jeopardize their legal standing as diversified management companies and their corporate tax exemptions at the fund management company level.

Ariel Fund is often concentrated in fewer sectors than its benchmarks, and its performance may suffer if these sectors underperform the overall stock market.

Many investors were taught that concentrated mutual funds expose investors to greater risk than more highly - diversified options.

I firmly believe we serve funding agencies and taxpayers better by concentrating on analyses and archiving of good data rather than preservation of poor data.