Sentences with phrase «with pure equity funds»

Not exact matches

It would be good tax planning to prioritise bond funds (including those with up to 40 % equities) for tax shelters, and for any such funds that can not be sheltered and that have any equity assets, convert them into equivalent mixes of pure bond funds and pure equity funds.

Now, if an infrastructure bill actually happens with this administration, and one of Apollo's private equity funds related to infrastructure gets a sweet piece of that action, that $ 184 million that Harris gave to Kushner for refinancing the morgage on his Chicago office buliding was just pure coincidence... right?

# 1 HDFC Prudence is getting merged with another scheme, the HDFC Growth Fund, a pure equity fFund, a pure equity fundfund.

Franklin Resources is almost a pure play active management firm, with about two thirds of its business coming from the U.S. and a primary focus on providing equity funds (42 % of assets under management):

In the meantime, that may mean switching from the balanced funds from each provider into separate pure equity and pure fixed income funds — this will generally bring the MERs down since balanced funds tend to have MERs closer to pure equity funds even though there can be a significant fixed income component (which may be available purely and separately with a lower MER).

Our other funds, Pure Stock, Equity Gain and Pure Equity, too, have done well with returns of 49 per cent, 48.5 per cent and 46 per cent, respectively.

But if you ask my opinion, I would suggest you, go with term insurance and invest the rest of money into pure investment plans like PPF investment or equity, mutual funds etc..

Many of us who look for pure equity funds may not be interested to continue with ULIPs.

Bajaj Allianz Life Equity Growth Fund and Bajaj Allianz Pure Stock Fund (key large - cap equity ULIP funds) have managed to beat the benchmark index in 100 % of the rolling period observations (using 3 - year rolling returns over a 10 - year period, with monthly sEquity Growth Fund and Bajaj Allianz Pure Stock Fund (key large - cap equity ULIP funds) have managed to beat the benchmark index in 100 % of the rolling period observations (using 3 - year rolling returns over a 10 - year period, with monthly sequity ULIP funds) have managed to beat the benchmark index in 100 % of the rolling period observations (using 3 - year rolling returns over a 10 - year period, with monthly shift).

Fund Management Charges: Fund management charge for Equity Growth Fund II, Accelerator Mid-Cap Fund II & Pure Stock Fund is 1.35 % p.a, Pure Stock Fund II is levied with 1.30 % p.a, Asset Allocation Fund II & Bluechip Equity Fund is levied with 1.25 % p.a, Bond Fund & Liquid Fund is levied with 0.95 % p.a and for Discontinued Policy Fund, it is 0.50 % p.a.