Sentences with phrase «total asset exposure»

By using this strategy, you effectively increase your total asset exposure to include not only a house but also the additional investments.

Not exact matches

CBL and WPG have the highest exposures to distressed retailers as a percentage of total gross leasable assets at year - end 2016, 22.2 % and 21.7 %, respectively.

The Strategic Total Return Fund currently has an overall duration slightly over 3 years, primarily in straight Treasuries, with a small 1 % exposure to precious metals shares and about 4 % of assets in utility shares.

However, below investment grade exposure is limited to no more than 25 % of total assets.

That exposure now stands at less than 10 % of assets in the Strategic Total Return Fund.

Unconventional central bank assets include exposure to equities of $ 40.3 billion, or 6.7 percent of the total.

The Strategic Total Return Fund has reduced its exposure to precious metals shares to about 8 % of assets, but is likely to increase rather than decrease this exposure on weakness in this group.

Overall, the Strategic Total Return Fund remains positioned primarily to benefit from downward pressure on real interest rates and the U.S. dollar, but our overall exposure to risk is relatively conservative in all of the asset classes we hold - TIPS, precious metals, utilities, U.S. agency notes, and foreign government securities.

It has total assets of $ 108 billion on its books compared to potential loss exposure of more than $ 250 billion.

Based on particular strength in the precious metals market mid-last week, I reduced the exposure of the Strategic Total Return Fund in precious metals shares, from close to 18 % of assets down to just over 10 %.

In the Strategic Total Return Fund, prevailing, observable conditions are sufficient to warrant an exposure of just under 20 % of assets in precious metals shares.

The Strategic Total Return Fund continues to hold just under 30 % of assets in utility shares, foreign currencies, and precious metals shares (where we modestly clipped our exposure in response to very strong price gains in recent weeks).

This implies an explicit foreign equity exposure of 20 % of the total portfolio and about 28.6 % of its equity portion (20 % in a portfolio with 70 % of «assets that promise equity - like returns»).

The rally in gold stock prices late in the week gave us an opportunity to clip our exposure back to about 6 % of assets in Strategic Total Return.

Total return swaps allow the party receiving the total return to gain exposure and benefit from a reference asset without actually owninTotal return swaps allow the party receiving the total return to gain exposure and benefit from a reference asset without actually ownintotal return to gain exposure and benefit from a reference asset without actually owning it.

While I have no problem with going all - index — a total U.S. stock market fund for broad domestic stock exposure, a total U.S. bond market fund for your bond stake and a total international fund if you want to include foreign shares in your asset mix — I don't contend you would be totally undermining your investing efforts if you throw in the occasional actively managed fund, provided it has low expenses.

Total business loan exposure at Webster Bank can not exceed $ 250,000 and loans can only be secured by business assets, excluding real estate.

Because the assets are similar to each other, the overall risk of the total exposure is relatively low.

In conclusion, we estimate the size of the smart beta ETF space for domestic US equity exposure is already about $ 75B or 9 % of the total ETF assets for domestic US equity.

AMG Managers DoubleLine Core Plus Bond Fund is a total return oriented portfolio invested across multiple asset classes, including non-core areas such as high yield, emerging markets and bank loans, to help manage interest rate exposure.

The fund seeks to provide total return through a combination of current income and capital appreciation by investing at least 80 % of its net assets in bonds and investments that provide exposure to bonds, including global debt obligations of any credit quality, maturity or duration, and derivatives.

The total exposure related to option premium paid will not exceed 20 % of the net assets of the scheme.

The exposure of Hussman Strategic Total Return Fund to each asset class within the Fund's investment universe is generally aligned with the Advisor's estimate of the expected return / risk profile for that asset class, classified based on prevailing market conditions.

Total return swaps allow the party receiving the total return to gain exposure and benefit from a reference asset without actually having to owTotal return swaps allow the party receiving the total return to gain exposure and benefit from a reference asset without actually having to owtotal return to gain exposure and benefit from a reference asset without actually having to own it.

Franklin Templeton Global Allocation Fund seeks total return by investing in a diversified portfolio of equity and fixed income securities supplemented by a tactical investment strategy, which may include cash and financial derivative instruments designed to allow the Fund to adjust its exposure to asset classes, geographic regions, currencies and market sectors.

This exposure represents 12.5 percent of life insurance companies» total invested assets.

According to Horsley, prior to March of 2017, investors could gain broad exposure to the cryptocurrency asset class simply by owning bitcoin, which until then represented 85 percent of the total market value.

The Regulation 28 requirements, which prescribe the maximum for various types of assets that may be held by retirement funds, have always limited the exposure to property by such funds to 25 % of total assets.