Sentences with phrase «with equity appreciation»

Mechanically speaking, this can be accomplished either with equity appreciation, income, or both.

Not exact matches

«And with interest rates so low, these equities are a very powerful alternative for income, long - term inflation protection and price appreciation.»

Let's start with Goldman Sachs, which predicts that bullish expectations around corporate tax reform will drive further equity appreciation.

At those levels, there are dividend - paying equities that offer good income and with the possibility for capital appreciation.

The Fund seeks both current income and capital appreciation by investing primarily in below investment grade debt and equity with the ability to hedge risk.

NexPoint Strategic Opportunities Fund (NHF) is a closed end fund that seeks current income with capital appreciation through investment in floating and fixed rate loans, bonds, debt obligations, mortgage backed and asset backed securities, collateralized debt obligations and equities.

NexPoint Strategic Opportunity Fund (NHF) is a closed end fund that seeks current income with capital appreciation through investment in floating and fixed rate loans, bonds, debt obligations, mortgage backed and asset backed securities, collateralized debt obligations and equities.

An equity fund pays investors dividends which vary depending on market conditions and the over all performance of the fund... Shareholders are also rewarded with dividends form capital appreciation (an increase in the value of the fund based on market conditions) Equity funds let shareholders benefit from a good performing company, and this along with voting rights, makes tequity fund pays investors dividends which vary depending on market conditions and the over all performance of the fund... Shareholders are also rewarded with dividends form capital appreciation (an increase in the value of the fund based on market conditions) Equity funds let shareholders benefit from a good performing company, and this along with voting rights, makes tEquity funds let shareholders benefit from a good performing company, and this along with voting rights, makes them...

With drawdown for a substantially equity based portfolio, you have a reasonable hope that inflation would cause asset appreciation, and consequent dividend increase.

Medium Risk — Growth (M / GRW) Lower to average risk equities of companies with sound financials, consistent earnings growth, the potential for long - term price appreciation, a potential dividend yield, and / or share repurchase program.

Conversely, price growth generally supports equity accumulation, with faster appreciation leading to larger amounts of equity creation.

Looking further out, we think appreciation in the company's private equity portfolio is apt to persist, along with periodic profit withdrawals that ought to underpin earnings.

To provide investors with a source of monthly income, with the potential for long - term growth through capital appreciation and growth in dividends by investing primarily in common shares, convertible debentures and other equity related securities of U.S. issuers.

First Asset Global Momentum Class ETF (TSX: FGL) The First Asset Global Momentum Class ETF's investment objective is to seek to provide shareholders with long term capital appreciation, through investing the ETF's portfolio to gain exposure to equity securities of companies primarily from developed markets that exhibit strong price and earnings momentum characteristics.

First Asset Global Momentum (CAD hedged) Class ETF (TSX: FGM) The First Asset Global Momentum (CAD hedged) Class ETF's investment objective is to seek to provide shareholders with long term capital appreciation, through investing the ETF's portfolio to gain exposure to equity securities of companies primarily from developed markets that exhibit strong price and earnings momentum characteristics.

First Asset Global Value Class ETF (TSX: FGU) The First Asset Global Value Class ETF's investment objective is to seek to provide shareholders with long term capital appreciation, through investing the ETF's portfolio to gain exposure to equity securities of companies primarily from developed markets that exhibit strong «value» characteristics like low price - to - book ratios and low price - to - cash flow ratios.

However, for many prospective homebuyers looking to lock in low interest rates, build equity and home appreciation faster, an option to get into a home with the lower down payment may be better.

For example, if you start with a 50:50 equity: debt allocation, and if you leave your portfolio untouched for a year, it is possible that by the end of the year, the allocation could have changed to 60:40 based on the rate of appreciation of the funds.

The allocation between fixed income and equity instruments will be managed dynamically so as to provide investors with long term capital appreciation However, there can be no assurance that the investment objective of the Scheme will be achieved.

The remainder is invested into equity with prime motive of capital appreciation.

The costs to the homeowner include the upfront and annual insurance premiums, as well as a share of the equity created by the write - down associated with the HOPE for Homeowners mortgage and any future appreciation in the value of the home.

If the uber - risk trade remains, it's likely that equities will continue to outperform; note that a hybrid investment in Preferred Stock ETFs has performed exceptionally well of late as well — with both capital appreciation and high yield.

When a company with a large amount of debt attempts to issue equity, or shares, to fund itself, the cost of this equity will be relatively higher in terms of expected dividends and share appreciation.

Thomas Crown Global Long / Short Equity Fund will seek long - term capital appreciation with reduced volatility.

The adviser uses the following principal strategies: investing primarily in common stocks, selected for their appreciation potential; investing in certain event driven situations; engaging, within prescribed limits, in short sales of equity securities; varying its common stock exposure by hedging, primarily with the purchase or short sale of Standard & Poor's 500 Index futures contracts; and investing all or any portion of its assets in U.S. Treasury securities.

You'll have a negative cash flow, but this will be more than offset by the property's appreciation in value and the fact that you're building equity with the monthly mortgage payments (that have been subsidized by your renters).

My personal experience proved that lumpsum investing is better than STP for 6 to 12 months as I invested in 5 hybrid equity balanced funds for an amount of 12 lakhs on 1st January 2016 when markets were all time high, but, immediately after I invested, markets started to fall with some corrections for few months and my portfolio was down by 1.5 lakhs versus my investment at some point but now my portfolio is up by 1.2 lakhs where there is an appreciation of 14 % till date, some people even suggested me to go for STP over 6 to 12 months to average out but I believed in this lumpsum investing than STP as I did not need this anount for upto 5 years.

Conventional mortgages originated with a low down payment, which is defined as less than 20 percent, require private mortgage insurance (MI) until approximately 20 percent equity is established through either monthly payments or home price appreciation.

The investment objective of the scheme is to generate capital appreciation and income by predominantly investing in arbitrage opportunities in the cash and derivatives segment of the equity market, and enhance returns with a moderate exposure in equity & equity related instruments.There is no assurance or guarantee that the investment objective of the scheme will be achieved.

Although this advantage of investing in equity funds makes it risky many times, it comes with a potential of huge capital appreciation.

For investors with a long - term investment horizon seeking capital appreciation in excess of stock market returns, the Towle Deep Value Fund may diversify their scope of investment and potentially enhance core equity portfolios.

The Fund offers exposure to international equities, while seeking to provide investors with long - term capital appreciation.

As a part of its restructuring, the Fund's investment objective has been changed to mandate that the Fund provide investors with stable income and long - term capital appreciation by investing in a diversified portfolio consisting primarily of global equity and fixed - income securities.

BMO Concentrated Global Equity Fund — a portfolio of global high - quality equity securities, investing with high concentration for long - term capital apprecEquity Fund — a portfolio of global high - quality equity securities, investing with high concentration for long - term capital apprecequity securities, investing with high concentration for long - term capital appreciation

The allocation between fixed income and equity instruments will be managed dynamically so as to provide investors with long - term capital appreciation.

First, with property values on the rise, subprime borrowers were able to gain home equity despite paying less than the fully amortized payment or interest - only payments each month because of the appreciation.

Investment Objective: To generate capital appreciation and income by predominantly investing in arbitrage opportunities in the cash and derivatives segment of the equity market, and enhance returns with a moderate exposure in equity & equity related instruments.

Their recent appraisal valued their condominium at $ 700,000, with over $ 350,000 in appreciation and after paying down their mortgage over the last few years, they had built up over $ 400,000 in home equity in their condo.

From my point of view, the remaining or recent investor in LINE has basically been getting a junk bond kind of instrument with an equity's position in the capital structure where the appreciation is capped / managed by the management (Although I must confess that I have only glanced at the press releases and progress since selling it....

Investment Objective of the Fund: The Scheme seeks to generate long term capital appreciation from a diversified portfolio of predominantly equity and equity related securities, in the Indian markets with higher focus on undervalued securities.

This should include the following information: o The interest rate to be charged and whether the rate is fixed, variable or both; o Interest accrues from the time monies are advanced to the borrower and the interest is compounded; o All reverse mortgage fees and costs that must be paid by the borrower; o A description of any refinancing features that have been discussed with the borrower; o Any events that could terminate the reverse mortgage such as death or moving from the residence; o A description of any shared appreciation or equity participation features; and o A toll - free telephone number and the name of a contact person who can answer any questions, comments or complaints that the borrower may have.

Real Estate The benefits of real estate include building equity and price appreciation, along with being an inflation hedge; rents received from tenants tend to rise with inflation.

The investment objective of this fund is to generate long - term capital appreciation from a diversified portfolio of predominantly equity and equity - related securities, including equity derivatives, in the Indian markets with the key theme focus being emerging companies (small cap stocks).

For the period ended May 31, 2011, the effect of warrants with equity risk exposure held of $ (125,221,529), $ 304,186, and $ (205,075) for the Fairholme Fund, the Income Fund, and the Allocation Fund, respectively, is included with Net Change in Unrealized Appreciation / Depreciation on Investments and Foreign Currency Related Transactions on the Statements of Operations.

(Bear in mind that this fund focuses on companies with a history of dividend appreciation; Vanguard Equity Income (VEIPX) is a good example of a cheap offering that focuses on companies with both good long - term potential and solid current yields.)

Subprime home equity lenders offer bad credit lines to homeowners who are late on the bills, but have equity available with their home appreciation.

Uncommon home appreciation has left homeowners U.S. - wide with a staggering $ 4.7 trillion (with a «t») in tappable, i.e. «lendable» home equity, says a recent report from Black Knight Financial Services.

Jim's advantages in this conventional financing approach are that he obtained additional capital for his new investment at a reasonable interest rate AND his equity appreciation on both investment properties will continue with the markets.

The fund seeks income, and long - term capital appreciation with an emphasis on absolute returns, low volatility, and low correlation to traditional equity and fixed income markets.

Name: Credit Finance Plus: Home value appreciation Type: Online calculator Cost: Free Claim: You can evaluate your future house equity by using an appreciation rate on your property's value, and compare its final value with the future mortgage balance that will be left to be paid.