Sentences with phrase «total return over the long term»

The truth is that dividends aren't just a component of the market's total return over the long term; they're the main component.

Templeton Dynamic Equity Fund will seek risk adjusted total return over the longer term.

The truth is that dividends aren't just a component of the market's total return over the long term; they're the main component.

The managers seek total return over the long term.

Not exact matches

Hamblin Watsa emphasizes a conservative value investment philosophy, seeking to invest assets on a total return basis, which includes realized and unrealized gains over the long - term.

Fairfax seeks to differentiate itself by combining disciplined underwriting with the investment of its assets on a total return basis, which Fairfax believes provides above - average returns over the long - term.

Over the long term, dividends have been critical to total return.

The distinction matters, because the total return over any limited holding period may have nothing to do with the long - term return that's priced into a given security.

We can further confirm the conclusion of «stocks over bonds» for investing in most inflation periods by looking at the real returns of long - term treasury bonds versus the total U.S. stock market starting at the unprecedented and long - lived bond bull market starting in 1982.

Still, there is emphatically no investment merit in long - term bonds, in the sense that by definition, a long - term investment in 10 - year Treasury securities will lock in a total return of less than 3.4 % over the coming decade.

Since total return is comprised of income (via dividends or distributions) and capital gain, with the former counting much more over the long term, the case for this stock having a great 2018 is certainly already there based on that higher - than - average yield.

Over the long - term, however, currency variations on average play a minor role in total equity returns.

On the basis of valuation measures most tightly related to actual subsequent long - term market returns, we also estimate that the S&P 500 is likely to be lower 12 years from now, compared with current levels, though dividend income may push the total return just over zero on that horizon.

The State Street Global Equity ex-U.S. Index Fund (the «Fund») seeks to provide investment results that, before fees and expenses, correspond generally to the total return performance of a broad - based index of world (ex-U.S.) equity markets over the long term.

When considering the Maximiser funds it is important to understand that total returns, made up of income and capital growth, tend to be slightly lower over the long term than those generated by the same investments without the option strategy.

RCI.B sports a dividend yield of roughly 4.3 % which, coupled with even mid-single-digit dividend growth, offers me the potential of achieving double digit growth over the longer term assuming dividend yield + dividend growth can be counted on for total returns.

Thus, maximizing your overall total return over the long - term.

A dividend growth portfolio is the sole way to maximize your total return over the long - term.

This long - term approach to running, growing, and optimizing the business has proven to be highly successful, generating total returns that have far exceeded its peers and that of the broader market over the last decade.

Using one of the top index ETFs with an expense ratio as long as 0.10 % yields enormous benefits in terms of total return over a prolonged period of time.

This is a great way to smooth out the market's roller coaster and increase your total returns over the long - term.

Along with its attractive distribution yield, MOGL also aims to generate long - term capital growth and outperform the MSCI World Net Total Return Index, in Australian dollars, over a rolling 5 - year period, net of fees.

Since total return is comprised of income (via dividends or distributions) and capital gain, with the former counting much more over the long term, the case for this stock having a great 2018 is certainly already there based on that higher - than - average yield.

Assuming Digital Realty's mid-single-digit cash flow growth holds over the long - term, it would imply annual total return potential of about 7.1 % to 9.1 % per year (3.1 % dividend yield plus 4 % to 6 % annual FFO growth).

If you put together a portfolio of 6 % or higher dividend yield, when the broader market (S&P 500) is yielding 2 %, you are likely to experience under - performance in total returns over the index over the long - term because market doesn't offer very high yields without reason.

«Over the medium - to - long term, the total return on global equities should easily surpass [government] bonds, even factoring in very weak growth.

We can further confirm the conclusion of «stocks over bonds» for investing in most inflation periods by looking at the real returns of long - term treasury bonds versus the total U.S. stock market starting at the unprecedented and long - lived bond bull market starting in 1982.

The ETF seeks after - tax total return over the long - term by focusing on investment - grade taxable and tax - exempt bonds

As depicted in Exhibit 1, total returns of New Zealand equities, as measured by the S&P / NZX 50, and property stocks, as measured by the S&P / NZX Real Estate Select, have been relatively similar over the longer term, while volatility has been modestly lower for property stocks.

The primary goal of a laddered bond portfolio is to achieve a total return over all interest rate cycles that compares favorably to the total return of a long - term bond, but with less market price and reinvestment risk.

The stock market has averaged around 6 - 7 % annual total return over the long - term, so by investing instead of paying down debt you are in fact earning an incremental profit (or less opportunity cost on your money).

It is true that the overall annualized total return of the stock market over the very long - term is highly predictable, almost certain.

On average, over the long term, the returns from equity investments are higher than those from debt investments, and the total return (income plus capital growth) can exceed the negative effects of inflation.

That higher yield not only positively affects current investment income, as well as possibly aggregate investment income over the long run, but it also gives the long - term total return potential a boost via the very nature of total return.

The Fund seeks to generate capital growth, income and to outperform the MSCI World Net Total Return Index in Australian Dollars over the medium to long term, net of fees.

«Over the long term, the majority of total shareholder return [can] come from dividends — a figure that some peg as high as 67 % to 80 %.»

A fund that seeks to provide long - term total returns that outpace inflation over a macroeconomic cycle through exposure to inflation - related equities, inflation - linked bonds, and commodities.

Should this pace of growth continue, Welltower could be expected to deliver annual total returns of 8 - 10 % (5 % dividend yield plus 3 - 5 % annual earnings growth) over the long term.

The 22 % per annum total returns obtained by the FTSE / JSE Listed Property Share index (SAPY) over the past decade, makes this sector of the investments market an attractive proposition for long - term investors.