STANLIB Index Fund
... Statutory Disclosure and General terms & Conditions Collective Investment Schemes in Securities (CIS) are generally medium to long term investments. The value of participatory interests may go down as well as up and past performance is not necessarily a guide to the future. An investment in the part ...
... Statutory Disclosure and General terms & Conditions Collective Investment Schemes in Securities (CIS) are generally medium to long term investments. The value of participatory interests may go down as well as up and past performance is not necessarily a guide to the future. An investment in the part ...
global fixed income core plus bond
... How We Invest Rigorous fundamental research, a global perspective, and disciplined risk management are the foundation for constructing portfolios to potentially benefit from multiple sources generating excess returns. ...
... How We Invest Rigorous fundamental research, a global perspective, and disciplined risk management are the foundation for constructing portfolios to potentially benefit from multiple sources generating excess returns. ...
Guaranteed Capital Fund
... bonuses in the case of continued or traded policies, this represent an aftertax pay-out in your hands and should be compared with other investments’ after-tax amounts. For example, a bonus rate of 10% represents an rate of 16.7%, before tax if you pay tax at 40% marginal rate. (This does not apply t ...
... bonuses in the case of continued or traded policies, this represent an aftertax pay-out in your hands and should be compared with other investments’ after-tax amounts. For example, a bonus rate of 10% represents an rate of 16.7%, before tax if you pay tax at 40% marginal rate. (This does not apply t ...
2. Predictability of asset returns Deterministic and Random Walk
... where St is the expected income of year t, I0 the initial investment, k is the discount rate, and n is the duration (in years) of the ...
... where St is the expected income of year t, I0 the initial investment, k is the discount rate, and n is the duration (in years) of the ...
Investment Grade Corporate Strategy
... advisors who serve as overlay managers with investment and To qualify, bonds must be SEC-registered. Benchmark brokerage discretion, and maintains the advisory relationship returns include reinvestment of income, but do not reflect with clients. Any strategy performance and characteristics intaxes, ...
... advisors who serve as overlay managers with investment and To qualify, bonds must be SEC-registered. Benchmark brokerage discretion, and maintains the advisory relationship returns include reinvestment of income, but do not reflect with clients. Any strategy performance and characteristics intaxes, ...
a more volatile world The - Around The World in 80 Minutes
... The Prospectus and/or Simplified Prospectus should be read before an investment is made. This document can be obtained from www.bnymellonam.co.uk or by calling 0500 66 00 00. To help us continually improve our service and in the interest of security, we may monitor and/or record your telephone calls ...
... The Prospectus and/or Simplified Prospectus should be read before an investment is made. This document can be obtained from www.bnymellonam.co.uk or by calling 0500 66 00 00. To help us continually improve our service and in the interest of security, we may monitor and/or record your telephone calls ...
Mackenzie Investments
... • From a macro perspective a key concern for many people is that the world is awash in debt and many see this as being a significant threat to future economic stability. And while this is undoubtedly a cause for concern, the portfolio management team believes that the real issue is what led to the d ...
... • From a macro perspective a key concern for many people is that the world is awash in debt and many see this as being a significant threat to future economic stability. And while this is undoubtedly a cause for concern, the portfolio management team believes that the real issue is what led to the d ...
profile portfolio performance manager`s commentary
... currency movements may cause the capital value of shares, and the income from them, to fall as well as rise and you may get back less than you invested. Please note that, as the shares in investment trusts are traded on a stockmarket, the share price will fluctuate in accordance with supply and dema ...
... currency movements may cause the capital value of shares, and the income from them, to fall as well as rise and you may get back less than you invested. Please note that, as the shares in investment trusts are traded on a stockmarket, the share price will fluctuate in accordance with supply and dema ...
Alternatives Special Report
... We believe this is one of the reasons that has exacerbated the weaker performance of many funds of hedge funds. It is rare that hedge fund managers increase their assets under management when they are underperforming. However, we do believe in mean reversion in asset-class returns or the beta to a s ...
... We believe this is one of the reasons that has exacerbated the weaker performance of many funds of hedge funds. It is rare that hedge fund managers increase their assets under management when they are underperforming. However, we do believe in mean reversion in asset-class returns or the beta to a s ...
Indirect Investing
... Usually only require a small minimum investment Investors can redeem shares anytime Investors purchase/redeem at NAV plus or minus ...
... Usually only require a small minimum investment Investors can redeem shares anytime Investors purchase/redeem at NAV plus or minus ...
Buy Low Sell High - Sanlam Global Investment Solutions
... Investments with SMR are subject to market risks. Investments can go down as well as up as a result of changes in the value of the investments. There is no assurance or guarantee of capital or performance. Investors may lose money including possible loss of capital. This document was developed to pr ...
... Investments with SMR are subject to market risks. Investments can go down as well as up as a result of changes in the value of the investments. There is no assurance or guarantee of capital or performance. Investors may lose money including possible loss of capital. This document was developed to pr ...
fondsfactsheet berenberg renminbi bond opportunities ui
... Risk notice: Depending on the investment policy of the fund, investments may also be made in securities which are subject to strong price fluctuations. In addition the performance of the fund depends on price changes and securities markets, making it impossible to guarantee that the investment polic ...
... Risk notice: Depending on the investment policy of the fund, investments may also be made in securities which are subject to strong price fluctuations. In addition the performance of the fund depends on price changes and securities markets, making it impossible to guarantee that the investment polic ...
Filmifunding Some numbers reflect the bottom line. Some
... tainment and films. As per God- Vistaar Entertainment Ventures is drihwani's plan, in the first round the ven by the belief that the Indian Film fund will have a corpus of Rs200 crore Industry has to gain its rightful place and would be close-ended with a lock- in world cinema and that shall hap.n p ...
... tainment and films. As per God- Vistaar Entertainment Ventures is drihwani's plan, in the first round the ven by the belief that the Indian Film fund will have a corpus of Rs200 crore Industry has to gain its rightful place and would be close-ended with a lock- in world cinema and that shall hap.n p ...
Dreyfus Total Emerging Markets Fund
... portfolio with multiple share classes that have different expense structures. Other share classes may have achieved different results. 1Portfolio composition is as of 6/30/17 and is subject to change at any time. Main Risks Bond Risk: Bonds are subject generally to interest rate, credit, liquidity, ...
... portfolio with multiple share classes that have different expense structures. Other share classes may have achieved different results. 1Portfolio composition is as of 6/30/17 and is subject to change at any time. Main Risks Bond Risk: Bonds are subject generally to interest rate, credit, liquidity, ...
Utility and Telecommunications Fund
... market and reduced liquidity for certain bonds held by the fund. In general, when interest rates rise, bond values fall and investors may lose principal value. Interest-rate changes and their impact on the fund and its share price can be sudden and unpredictable. The use of derivatives may reduce re ...
... market and reduced liquidity for certain bonds held by the fund. In general, when interest rates rise, bond values fall and investors may lose principal value. Interest-rate changes and their impact on the fund and its share price can be sudden and unpredictable. The use of derivatives may reduce re ...
Enhanced practice management
... As Figure 2 shows, the risk to an advisor’s practice when using active funds exclusively is that in volatile markets and uncertain times, underperformance can lead to an elevated risk of clients leaving one’s practice. We submit that this risk is larger than can be offset by positive client referral ...
... As Figure 2 shows, the risk to an advisor’s practice when using active funds exclusively is that in volatile markets and uncertain times, underperformance can lead to an elevated risk of clients leaving one’s practice. We submit that this risk is larger than can be offset by positive client referral ...
6 - Holy Family University
... track of combinations that provide more return for less risk or the least risk for a given level of return and graph the result. • The set of portfolios that provide the optimal trade-offs are described as the efficient frontier. • The efficient frontier portfolios are dominant or the best diversifi ...
... track of combinations that provide more return for less risk or the least risk for a given level of return and graph the result. • The set of portfolios that provide the optimal trade-offs are described as the efficient frontier. • The efficient frontier portfolios are dominant or the best diversifi ...
MC312 - SYLLABUS
... understand clients’ investment requirements, how to undertake asset allocation decisions, how to make security selection decisions across a range of asset classes, and how to measure the performance of an investment strategy. ...
... understand clients’ investment requirements, how to undertake asset allocation decisions, how to make security selection decisions across a range of asset classes, and how to measure the performance of an investment strategy. ...
Buy-Side Consultancy Pentagon Appoints Second Industry
... “Following the recent addition of Jonathan Clark, Clare joins the Pentagon management team at the perfect time, bringing together a wealth of experience from leading investment management consultancies,” said Matthew Peacock, Chairman. ”We see her appointment as being an essential element of our con ...
... “Following the recent addition of Jonathan Clark, Clare joins the Pentagon management team at the perfect time, bringing together a wealth of experience from leading investment management consultancies,” said Matthew Peacock, Chairman. ”We see her appointment as being an essential element of our con ...
