Sentences with phrase «total financial returns»

This can affect your total financial returns.

Not exact matches

Common shares: Of the five categories of blue - chip Canadian equities that I continually monitor, only one, financials, had a negative total return this year at -6.5 %.

What Ottawa isn't considering, at least not publicly, is the return of economic conditions that would dramatically impact government revenue, not to mention a total financial meltdown that would require emergency stimulus spending (or a political need to meet calls for stimulus).

Investors, financial advisors and the mutual fund industry will be closely watching the performance of the ETF version of PIMCO Total Return Fund after it launches on March 1.

Investors earned a cumulative total return of RMB 24 billion ($ 3.86 billion) last year, Ant Financial said in a press release.

Raymond James Euro Equities, SAS and Raymond James Financial International Limited rating definitions Strong Buy (1) Expected to appreciate, produce a total return of at least 15 %, and outperform the Stoxx 600 over the next 6 to 12 months.

Most importantly, so you can read all of those «fancy» or confusing notifications and updates and make sense of them, may it be from your financial advisor or in the news, in efforts to maximize your total Return of Invest (ROI)!

Total return portfolio - the client can create their own stock & bond index funds or take the advice of a financial adviser.

From Jonathan Burton in MarketWatch (9/2/11): «The Prudent Speculator returned 8.8 % annualized for the decade through July 2010, compared to a 3.7 % average gain for the Wilshire 5000 Total Market Index, according to the Hulbert Financial Digest... The Prudent Speculator's one - year gain of 22.1 % tops its benchmark's 20.7 % return.

According to the statement, which is based on the interim report on the financial and assets recoveries made by the various government agencies from 29 May 2015 to 25 May 2016, the Funds Awaiting Return From Foreign Jurisdictions total $ 321,316,726.1 (Three hundred and twenty one million, three hundred and sixteen thousand, seven hundred and twenty six Dollars, one cent); 6,900,000 Pounds (Six million, nine hundred thousand Pounds) and 11,826.11 Euros (Eleven thousand, eight hundred and twenty six Euros, 11 cents).

[4] The two men launched Total Politics with some financial backing from the then Deputy Chairman of the Conservative Party, Lord Ashcroft, who in return owned a 25 % stake in the parent company Biteback Media.

The members are required to verify their photos, age, education, and occupation by submitting their IDs and other supporting documents, so a wealthy Sugar Daddy to be certified as a millionaire, he has to submit financial information using the tax return form from last year, which has to shows more than $ 150, 000 in earnings and a bank statement or other documents that prove his assets or total net worth is more than $ 1 million.

its members are needed to verify their details including photos, age,, occupation and education by submitting their IDs and other supporting documents, so a rich Sugar Daddy to be certified as a millionaire, needs to submit financial information using the tax return form from last year, which needs to show more than $ 150, 000 in earnings and a bank statement or other documents that prove his assets or total net worth is more than $ 1 million.

Its members are needed to verify their details including photos, age, occupation, and education by submitting their IDs and other supporting documents, so for a rich Sugar Daddy to be certified as a millionaire, he needs to submit financial information using the tax return form from last year, which needs to show more than $ 150, 000 in earnings and a bank statement or other documents that prove his assets or total net worth is more than $ 1 million.

Three years later, districts are getting close to returning to those 2010 totals under Christie's latest budget, but the financial wounds were deep and with a 2 percent tax cap in place since then, few would say they have healed.

Total return indices, on the other hand, are often quietly downloaded and placed in a chart halfway through a financial advisor's presentation.

If you were to apply a reasonable rate of return — let's say it's 5 % — to those savings, and multiply that total by the number of years until you retire, you might be surprised by what giving up that bad habit can mean to your financial future.

On the financial side of any potential investment, you'll want to consider things like the expected rate of return, the risk it carries (both on its own and whether it balances out or unbalances the overall risk profile of all your investments in total), its expected costs (including its - and your - tax rate and any preferred tax treatment), and any other potential factors (such as an employer match on 401 (k) contributions, which are basically free money to you).

If you use a financial adviser who also provides financial planning, then you should subtract an additional 1 % (for a total of 1.50 %) from the benchmark returns.

Seeks to replicate the total return of the Financial Select Sector of the S&P 500 Index.

Horizons then enters into a total return swap with another financial institution — in this case, National Bank.

The Focus, Total Return, Balanced, Small Cap Financial, and Large Cap Financial Funds are considered non-diversified funds.

To view the top 10 holdings of a Fund, please click the Fund name: Cornerstone Growth, Focus, Cornerstone Mid Cap 30, Cornerstone Large Growth, Cornerstone Value, Total Return, Equity and Income, Balanced, Gas Utility, Small Cap Financial, Large Cap Financial, Technology, Japan, Japan Small Cap.

That could, in turn result in what we saw in US financials in 2008, which would be cuts to banking sector stock dividend payouts, which account for a substantial portion of total returns over time.

Regardless of who you believe has a greater responsibility for college expenses, you should at least consider the financial impact of each approach on total return on investment before making your decision.

Even comparing Enbridge's total return to the S&P / TSX Composite Index since the bottom of the 2008 global financial crisis shows the same sort of outperformance:

Company Ticker Price ($) Market cap ($ m) Ratingfootnote1 Target price ($) Dividend yield (%) Total expected return (%) Sector Manulife Financial Corporation MFC 26.70 52,835 Buy - AAR 30.00...

For example, People's United Financial currently pays a 4.4 % dividend yield, but offers shareholders a total return of almost 15 % because of buybacks.

An unmanaged, total return index covering 500 industrial, utility, transportation and financial companies of the U.S. markets (mostly NYSE issues).

The unmanaged, total return S&P 500 Index covers 500 industrial, utility, transportation and financial companies of the U.S. markets (mostly NYSE issues).

Stocks are represented by the S&P 500 Index, an unmanaged, total return index covering 500 industrial, utility, transportation and financial companies of the U.S. markets (mostly NYSE issues).

If you're interested solely in investment returns for funds minus guns, the Sustainalytics research found that total returns of the five companies in the FTSE Global All Cap index that produce or sell assault weapons to civilian customers — including Sturm Ruger, American Outdoor, Vista Outdoor and Dick's Sporting Goods — delivered three - year returns that trailed the market by 15 to 17 percentage points, showing that «the financial performance of firearms companies is far from bulletproof.

The Harvest Banks & Buildings Income ETF's investment objectives are to (generate monthly income; and maximise total returns by investing primarily in a portfolio of Banking Issuers, other Financial Issuers and real estate related companies and / or REITs listed on a recognised stock exchange in North America.

The rather high valuation puts a limit on total returns going forward, though: If Cincinnati Financial increases its EPS by 8 % a year through 2023, and if shares trade at 20 times earnings by the end of 2023, share prices would rise by 4.5 % a year.

Cincinnati Financial has nevertheless managed to perform extremely well over the decades, providing an 11,800 % total return since going public.

Pimco Total Return, the world's biggest mutual fund until October 2013, had more than doubled from $ 132 billion at the end of 2008, after weathering the financial crisis with returns that beat 82 % of rivals.

These anomalies are: financial distress; O - score (probability of bankruptcy); net stock issuance; composite stock issuance; total accruals; net operating assets; momentum; gross profitability; asset growth; return on assets; and, investment - to - assets ratio.

Another important subject covered during the session was the return on equity (ROE), which is composed of profit margin, total asset turnover and financial leverage.

Nevada had a low contribution to total returns because of their high exposure to the casino / gaming industry, which did poorly during and after the financial crisis.

Since the bottom of the market during the global financial crisis, the S&P 500 Total Return Index has returned 476 % cumulatively (March 9, 2009 through December 31, 2017).

Investors and financial advisors also use HXT for tax - efficient exposure to Canadian equities in non-registered investment portfolios, since the swap provides a total return to the index but no dividend income is paid out, which is otherwise taxable.

Smart Beta ETFs are a very new financial product that bring the prospect of market beating total returns, or market beating risk adjusted returns (less volatilility or drawdown, higher sharpe ratio).

NIFTY Financial Services — Total Return Index (TRI) has a portfolio of companies under financial services which includes banks, non-banking financial companies (NBFC), housing finance, microfinance, stockbroking & allied services, wealth management, asset reconstruction companies, rating agencies, asset management companies, depositories, pension companies, insurance companies, real estate investment trust (REITs), stock / commodities exchange and other market intermediaries, payment intermediaries, statutory corporations, companies and other bodies in which the government has financial or authoritative Financial Services — Total Return Index (TRI) has a portfolio of companies under financial services which includes banks, non-banking financial companies (NBFC), housing finance, microfinance, stockbroking & allied services, wealth management, asset reconstruction companies, rating agencies, asset management companies, depositories, pension companies, insurance companies, real estate investment trust (REITs), stock / commodities exchange and other market intermediaries, payment intermediaries, statutory corporations, companies and other bodies in which the government has financial or authoritative financial services which includes banks, non-banking financial companies (NBFC), housing finance, microfinance, stockbroking & allied services, wealth management, asset reconstruction companies, rating agencies, asset management companies, depositories, pension companies, insurance companies, real estate investment trust (REITs), stock / commodities exchange and other market intermediaries, payment intermediaries, statutory corporations, companies and other bodies in which the government has financial or authoritative financial companies (NBFC), housing finance, microfinance, stockbroking & allied services, wealth management, asset reconstruction companies, rating agencies, asset management companies, depositories, pension companies, insurance companies, real estate investment trust (REITs), stock / commodities exchange and other market intermediaries, payment intermediaries, statutory corporations, companies and other bodies in which the government has financial or authoritative financial or authoritative interest.

[3] For financial assets such as stock indices, the futures returns are very close to the excess total returns from holding the asset («excess» meaning over the risk - free rate, and «total» meaning including dividends for stocks and coupon payments for bonds).

At FeeX, we enable financial managers to show their consumer clients exactly how much is being charged by the asset managers — and then compare returns adjusted for fees — which on average, can consume 30 % of the total account over time.

The TRI ETF then provides the investor with the total return of the index through entering a Total Return Swap agreement with one or more counterparties, typically large financial institutions, which will provide the ETF with the total return of the index in exchange for the interest earned on the cash deptotal return of the index through entering a Total Return Swap agreement with one or more counterparties, typically large financial institutions, which will provide the ETF with the total return of the index in exchange for the interest earned on the cash dereturn of the index through entering a Total Return Swap agreement with one or more counterparties, typically large financial institutions, which will provide the ETF with the total return of the index in exchange for the interest earned on the cash depTotal Return Swap agreement with one or more counterparties, typically large financial institutions, which will provide the ETF with the total return of the index in exchange for the interest earned on the cash deReturn Swap agreement with one or more counterparties, typically large financial institutions, which will provide the ETF with the total return of the index in exchange for the interest earned on the cash deptotal return of the index in exchange for the interest earned on the cash dereturn of the index in exchange for the interest earned on the cash deposit.

A discussion of market conditions and fund's performance covering Templeton Global Total Return Fund fiscal year, along with a complete list of holdings and detailed financial information.

A discussion of market conditions and fund performance covering the first half of Templeton Global Total Return Fund's fiscal year, along with a complete list of holdings and detailed financial information.

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.

The investment objective of the exchange - traded fund (ETF) is to seek long - term total returns consisting of long - term capital appreciation and regular dividend income from an actively managed portfolio composed primarily of securities of issuers in the global financial services sector across developed and emerging markets.