Sentences with phrase «years the fund generated»

Indeed, in the first couple of years the fund generated a return of over 355 %, no doubt riding the wave of appreciation of small - cap stocks caused by the Internet boom.

In addition, in each of the past two calendar years the fund generated total distributions of about 6 - 7 % of the net asset value, and with a large portion in short - term capital gains.

It should also be noted that in the past year the fund generated a considerable amount of long - and short - term capital gains, totaling about 12.5 % of the net asset value (NAV).

Not exact matches

Carlyle said most of its funds generating performance fees appreciated by 3 percent on average, even as the S&P 500 index slid 1.2 percent in the first three months of 2018, the index's first quarterly fall in 2-1/2 years.

Beyond those basics, you'll get approved more readily and with better terms if you give the banks precisely what they need to make a decision: tax returns and audited (if possible) financial statements (P&L, balance sheets and cash flow) for the year to date and the previous three years; monthly statements for the previous 12 months; a business plan explaining what you do, how you do it and why your company would be a good risk; a detailed projection showing how you will generate the funds to pay down the line; and a backup plan (collateral) to repay the bank if the projections don't pan out.

Among the factors that could cause actual results to differ materially are the following: (1) worldwide economic, political, and capital markets conditions and other factors beyond the Company's control, including natural and other disasters or climate change affecting the operations of the Company or its customers and suppliers; (2) the Company's credit ratings and its cost of capital; (3) competitive conditions and customer preferences; (4) foreign currency exchange rates and fluctuations in those rates; (5) the timing and market acceptance of new product offerings; (6) the availability and cost of purchased components, compounds, raw materials and energy (including oil and natural gas and their derivatives) due to shortages, increased demand or supply interruptions (including those caused by natural and other disasters and other events); (7) the impact of acquisitions, strategic alliances, divestitures, and other unusual events resulting from portfolio management actions and other evolving business strategies, and possible organizational restructuring; (8) generating fewer productivity improvements than estimated; (9) unanticipated problems or delays with the phased implementation of a global enterprise resource planning (ERP) system, or security breaches and other disruptions to the Company's information technology infrastructure; (10) financial market risks that may affect the Company's funding obligations under defined benefit pension and postretirement plans; and (11) legal proceedings, including significant developments that could occur in the legal and regulatory proceedings described in the Company's Annual Report on Form 10 - K for the year ended Dec. 31, 2017, and any subsequent quarterly reports on Form 10 - Q (the «Reports»).

And the money that is made is generated — year after year — by the same elite funds.

According to the now (in) famous Kauffman report last year, just 20 % of venture funds generate returns that beat a public - market equivalent by more than 3 %.

The Highland Floating Rate Opportunities Fund... has generated one - year returns of 8.26 % through August 25, which continue to place it at the top of its Morningstar category; but its year - to - date returns have slipped to 1.61 %, which place the fund in the bottom 32 % of bank loan fuFund... has generated one - year returns of 8.26 % through August 25, which continue to place it at the top of its Morningstar category; but its year - to - date returns have slipped to 1.61 %, which place the fund in the bottom 32 % of bank loan fufund in the bottom 32 % of bank loan funds.

For the five - year period ending in 2015, 84 % of large - cap funds generated a return less than the S&P 500.

ICOs have generated nearly $ 4.2 billion in funding this year, though intake has slowed significantly over the past two months.

Over a five - year period, approximately 10 % or fewer actively managed mutual funds were able to generate returns after fees that were superior to the index market return.

Funding generated will go directly to the development, marketing and ongoing management of the project and the overall platform, with 80 % vested for two years after the initial generation.

Other environmental policies include promoting smarter energy use through the ecoEnergy Initiative; a Chemical Management Plan to regulate chemicals harmful to human health and the environment; $ 1.5 billion over seven years for the production of renewable fuels; a commitment to ensure that 90 percent of Canadian electricity needs are generated through non-emitting sources by 2020; and additional government funding to acquire and preserve ecologically sensitive lands.

Say, I have invested into accumulation units during the early years, does this mean it will automatically convert to income units for it to be income generating fund?

Funds feel very positive about their potential to generate returns, and more than 60 % expect the median Internal Rate of Return (IRR) to exceed 20 % in the next three to five years.

Operating three main businesses (real estate, power generation, and fund management), it generated revenues of nearly $ 16 billion last year, more than the rest of the industry combined.

The funding will allow Jigsee to commercialize and deploy its media delivery platform in India, where the mobile value added services market is expected to generate $ 2.7 billion this year.

BFS Capital, a leading small business financing platform, today announced it is has received a new $ 175 million revolving credit line provided by funds managed by Ares Management, L.P. BFS Capital will use the new facility to accelerate the growth of its lending business, following a record year where the company generated more than $ 300 million in originations, a new annual high.

If they convert to an annuity - generated payment system that will discharge all capital and income beginning at Suzy's age 72 and running for the next 23 years to her age 95, the funds would produce $ 61,330 a year.

Over the past fiscal year six of the Fund's U.S. holdings generated returns that exceeded 30 %, while two of the Fund's Dutch holdings lost more than 30 %.

Examples of these risks, uncertainties and other factors include, but are not limited to the impact of: adverse general economic and related factors, such as fluctuating or increasing levels of unemployment, underemployment and the volatility of fuel prices, declines in the securities and real estate markets, and perceptions of these conditions that decrease the level of disposable income of consumers or consumer confidence; adverse events impacting the security of travel, such as terrorist acts, armed conflict and threats thereof, acts of piracy, and other international events; the risks and increased costs associated with operating internationally; our expansion into and investments in new markets; breaches in data security or other disturbances to our information technology and other networks; the spread of epidemics and viral outbreaks; adverse incidents involving cruise ships; changes in fuel prices and / or other cruise operating costs; any impairment of our tradenames or goodwill; our hedging strategies; our inability to obtain adequate insurance coverage; our substantial indebtedness, including the ability to raise additional capital to fund our operations, and to generate the necessary amount of cash to service our existing debt; restrictions in the agreements governing our indebtedness that limit our flexibility in operating our business; the significant portion of our assets pledged as collateral under our existing debt agreements and the ability of our creditors to accelerate the repayment of our indebtedness; volatility and disruptions in the global credit and financial markets, which may adversely affect our ability to borrow and could increase our counterparty credit risks, including those under our credit facilities, derivatives, contingent obligations, insurance contracts and new ship progress payment guarantees; fluctuations in foreign currency exchange rates; overcapacity in key markets or globally; our inability to recruit or retain qualified personnel or the loss of key personnel; future changes relating to how external distribution channels sell and market our cruises; our reliance on third parties to provide hotel management services to certain ships and certain other services; delays in our shipbuilding program and ship repairs, maintenance and refurbishments; future increases in the price of, or major changes or reduction in, commercial airline services; seasonal variations in passenger fare rates and occupancy levels at different times of the year; our ability to keep pace with developments in technology; amendments to our collective bargaining agreements for crew members and other employee relation issues; the continued availability of attractive port destinations; pending or threatened litigation, investigations and enforcement actions; changes involving the tax and environmental regulatory regimes in which we operate; and other factors set forth under «Risk Factors» in our most recently filed Annual Report on Form 10 - K and subsequent filings by the Company with the Securities and Exchange Commission.

In addition, these funds must invest at least 50 % of their non-cash assets in income - generating securities such that the 3 - year weighted average yield on the equity component of the fund's portfolio is at least 1.5 times the average yield of the Canadian Equity Fund benchmark, defined as the S&P / TSX Equity Infund's portfolio is at least 1.5 times the average yield of the Canadian Equity Fund benchmark, defined as the S&P / TSX Equity InFund benchmark, defined as the S&P / TSX Equity Index.

In this book Bill Schultheis presents a simple investing plan built on establishing an investment portfolio of low cost index funds that, based on historical performance, will generate positive returns over a long time period (10 + years).

Arguably a pretty conservative investment approach, the historical performance of the Coffeehouse portfolio has been strong over time — generating 5 % + over the past 10 years, but it still falls short when compared to investing in a total stock market index fund or S&P 500 fund that track those market indexes.

Over the 50 - year period from 1955 to 2004, a dollar invested in stocks would have generated more than ten times more purchasing power than a dollar invested in Treasury bills held by the Trust Fund.

The Reds want to cash in on the PFA Fans Player of the Year in order to generate funds to buy Stoke captain Ryan Shawcross.

AFC do not need the funds from Alexis if they would spend some of the savings they have generated over the many years, they can not dip into funds like that every year but this year we dropped out of UCL and needed an injection of investment...

At 32 years of age now, Modric is unlikely to play any major part for the Galactico's in the near future and the club has decided to sell him in order to generate funds for new arrivals.

The revenue generated from this fund is used throughout the school year as needed.

A highlight this year, for the first time Great Wolf Lodge is partnering with Alexs Lemonade Stand Foundation at all 14 U.S. Great Wolf Lodge locations to generate funds and raise awareness to help end childhood cancer.

The funds generated from this fee, as much as $ 525 million per year, will be poured into MTA coffers to fix the city's ailing public transit system.

Municipal fund balances are generated when actual revenues exceed expenses for one or more years.

While the business community has called for a complete end to the millionaires tax, Cuomo said the state needs the billions of dollars in revenue the tax generates each year to fund programs and manage looming budget deficits.

«As at today, this government has plunged this State into over N30 billion debt despite receiving over N500 billion in the last seven years from the Federal Allocation; this is outside the internally generated revenue, this is outside VAT, this is excess crude as well as ecological fund».

Cuomo's budget also settles another question posed by some Republican lawmakers and health insurance industry officials in recent months: how exactly the state would pay for the continued operations of its health insurance exchange, which must become self - sustaining this year, but hasn't yet generated enough revenue to fund its roughly $ 150 million in annual operating costs.

Years of dipping into their fund balance, pending arbitration payouts and dim prospects of generating revenue and raising taxes has city officials rattled.

According to the Executive Budget, the future cost of the credit will be covered with surplus funds generated by the state's adherence to the overall 2 percent cap on spending increases in future years.

Three years after California voters passed a ballot measure to raise taxes on corporations and generate clean - energy jobs by funding energy - efficiency projects in schools, barely one - tenth of the promised jobs have been created, and the state has no...

Allow Cornwall to create a Better Roads Fund funded by the localisation of 2p in every litre from existing fuel duty — will generate approximately # 7.5 million a year that would be used to maintain our rural roads.

Once fully implemented, the grant funded project phase would generate recurring savings estimated at over $ 500,000 per year;

«In addition, the casino is expected to generate more than $ 500 million per year in state revenue, a large portion of which will go towards education funding which would help save thousands of teaching jobs and to NYRA which will help preserve 1,500 jobs that are threatened with layoffs.»

Singh also stated in open court that he'd arranged two free fund - raisers for the mayor and had to generate bills for the events years later after questions were raised.

Funds generated by the mansion tax would benefit low - income seniors, earning less than $ 50,000 a year.

To secure future education funding, they urged lawmakers to extend the millionaire's tax and adjust the brackets for the top 1 percent — a change that would generate an additional $ 5.6 billion per year in tax revenue.

Once implemented, the grant funded project phase would generate recurring savings estimated at over $ 500,000 per year.

Greater Manchester is looking for a deal with the government over the full five years from the next spending review (expected in autumn 2015) covering significant blocks of funding where the region can keep savings generated through reforms over the period — with an agreement sharing risk and reward.

CNY will receive the $ 500 million over five years — about $ 100 million a year — to help fund development projects and programs designed to generate long - term job growth.

The funding will allow Hackett to spend the next year or two generating proof - of - concept data to attract pharmaceutical companies as partners.

The 2006 solicitation closed in June, but the government's biomass program, operated jointly with Department of Agriculture, generates a number of related funding opportunities during the year.