Saving
... per year at the end of the year on the average balance in the savings account Compound Interest – interest paid on the principal and also on previously earned interest, assuming that the interest is left on deposit in the account ...
... per year at the end of the year on the average balance in the savings account Compound Interest – interest paid on the principal and also on previously earned interest, assuming that the interest is left on deposit in the account ...
Global Small Cap Fund - Mawer Investment Management
... the Fund in a particular industry (i.e., sub‐sector) as defined by the S&P/TSX Composite Index Industry Classifications. It is also the Manager’s policy to have no more than 10% of the net assets in any one common share of a corporation, at the time of purchase. ...
... the Fund in a particular industry (i.e., sub‐sector) as defined by the S&P/TSX Composite Index Industry Classifications. It is also the Manager’s policy to have no more than 10% of the net assets in any one common share of a corporation, at the time of purchase. ...
FINANCIAL REPORTING PERFORMANCE GOALS
... An independent public accounting firm will be employed to perform an annual audit of all Funds, Authorities, Agencies and Grant Programs, And the annual audited report will be made available to the general public, bond and financial consultants, and other interested citizens and organizations. The a ...
... An independent public accounting firm will be employed to perform an annual audit of all Funds, Authorities, Agencies and Grant Programs, And the annual audited report will be made available to the general public, bond and financial consultants, and other interested citizens and organizations. The a ...
Exploiting Inefficiencies Across Asset Classes, Globally
... The second layer of inefficiencies is mispricing between asset classes. At any given time say US Equities may be richly priced while alternatively relative value may exist in say Emerging Markets Debt. The extent of these relative value opportunities between asset classes may be considerable as asse ...
... The second layer of inefficiencies is mispricing between asset classes. At any given time say US Equities may be richly priced while alternatively relative value may exist in say Emerging Markets Debt. The extent of these relative value opportunities between asset classes may be considerable as asse ...
Small Cap Dividends: A Potential Path to
... finding stocks whose market capitalizations are under $1 Billion, businesses whose capital structures support long term dividend payment and growth potential, management teams whose interest align with shareholders, and business models that generate high returns on equity. These characteristics comb ...
... finding stocks whose market capitalizations are under $1 Billion, businesses whose capital structures support long term dividend payment and growth potential, management teams whose interest align with shareholders, and business models that generate high returns on equity. These characteristics comb ...
Capitol Private Wealth Group LLC Breakthrough or bust: Examining
... a miniature portfolio, diversifying among the same type of mutual funds that are already used in other accounts. This creates a needlessly high level of diversification within single sectors and can potentially increase the amount you spend on management fees. Diversifying with weak assets Diversifi ...
... a miniature portfolio, diversifying among the same type of mutual funds that are already used in other accounts. This creates a needlessly high level of diversification within single sectors and can potentially increase the amount you spend on management fees. Diversifying with weak assets Diversifi ...
Copy of Article in PDF
... The odds are not great for do-it-yourselfers. Of any 10 micro-cap stocks, one or two might do well, three or four will languish and the rest “will go bankrupt,” Mr. Keenan says. Diversifying is important. The best way to buy a carefully chosen mix of micro-caps is through a pooled fund such as the H ...
... The odds are not great for do-it-yourselfers. Of any 10 micro-cap stocks, one or two might do well, three or four will languish and the rest “will go bankrupt,” Mr. Keenan says. Diversifying is important. The best way to buy a carefully chosen mix of micro-caps is through a pooled fund such as the H ...
TAIWAN EQUITIES – A STRAIT OPPORTUNITY
... for the fund(s) in Singapore. All views expressed cannot be construed as an offer or recommendation. Prospectus for the fund(s) is available from FISL or its distributors upon request. Potential investors should read the prospectus before deciding whether to invest in the fund(s). Reference to speci ...
... for the fund(s) in Singapore. All views expressed cannot be construed as an offer or recommendation. Prospectus for the fund(s) is available from FISL or its distributors upon request. Potential investors should read the prospectus before deciding whether to invest in the fund(s). Reference to speci ...
United Kingdom: Gateway to Royalty
... Ranked high on innovation index English as business language ...
... Ranked high on innovation index English as business language ...
OCBSFFund1qtr2014 copy
... charges. A schedule of fees and charges and maximum commissions is available from the management company on request. Commission and incentives may be paid and if so, would be included in the overall costs. CIS are traded at ruling prices and forward pricing is used. CIS can engage in borrowing and s ...
... charges. A schedule of fees and charges and maximum commissions is available from the management company on request. Commission and incentives may be paid and if so, would be included in the overall costs. CIS are traded at ruling prices and forward pricing is used. CIS can engage in borrowing and s ...
Buy Low Sell High - Sanlam Global Investment Solutions
... * For illustration purposes only. The illustration is intended to demonstrate the rebalancing feature of SMR. The values shown do not reflect an actual investment or represent the actual performance of SMR. Actual performance may be lower or higher than the values quoted herein. Investments with SMR ...
... * For illustration purposes only. The illustration is intended to demonstrate the rebalancing feature of SMR. The values shown do not reflect an actual investment or represent the actual performance of SMR. Actual performance may be lower or higher than the values quoted herein. Investments with SMR ...
Investment Terminology and Concepts
... the safest to D for the extremely risky. • Ratings categorize bonds by default risk. • Rating Companies – Standard & Poor’s – Moody’s • http://www.moodys.com/ – Fitch back ...
... the safest to D for the extremely risky. • Ratings categorize bonds by default risk. • Rating Companies – Standard & Poor’s – Moody’s • http://www.moodys.com/ – Fitch back ...
Slide 1
... * Source: Lipper Hindsight at 31.08.07 since launch (28.12.01), performance based on financial peer group comprising financial funds held within the IMA Specialist Sector. ** Source: Citywire at 31.08.07 Fund Manager ratings are based on assessing individual fund managers outperformance against appr ...
... * Source: Lipper Hindsight at 31.08.07 since launch (28.12.01), performance based on financial peer group comprising financial funds held within the IMA Specialist Sector. ** Source: Citywire at 31.08.07 Fund Manager ratings are based on assessing individual fund managers outperformance against appr ...
Allianz MasterDex 5 PlusSM Annuity
... • No annuitization payout required; after 10-year surrender period, full accumulation value is available in a lump-sum withdrawal payment • 5x5 – five-year deferral, five-year interest only, then lump sum withdrawal • 5x10 – five-year deferral, 10-year annuity payout based on full accumulation value ...
... • No annuitization payout required; after 10-year surrender period, full accumulation value is available in a lump-sum withdrawal payment • 5x5 – five-year deferral, five-year interest only, then lump sum withdrawal • 5x10 – five-year deferral, 10-year annuity payout based on full accumulation value ...
Facts
... likely to be a superficial one. The customers in the market place tend to be rather unsophisticated in terms of building condition, and often rather easily seduced by a cosmetic response. For this reason, serious building condition problems are rarely tackled at the correct time. Within the public s ...
... likely to be a superficial one. The customers in the market place tend to be rather unsophisticated in terms of building condition, and often rather easily seduced by a cosmetic response. For this reason, serious building condition problems are rarely tackled at the correct time. Within the public s ...
Flexible “Trend Following” Strategies
... Description An alternative investment strategy that takes advantage of price decay in certain exchange traded funds and exchange traded notes due to their structural design. This strategy is not available for IRAs or Roth IRAs. ...
... Description An alternative investment strategy that takes advantage of price decay in certain exchange traded funds and exchange traded notes due to their structural design. This strategy is not available for IRAs or Roth IRAs. ...
Fund Facts
... should not be relied upon as such. Opinions expressed herein are subject to change without notice. The services described are provided by CCLA Fund Managers Limited (CCLA), a firm authorised and regulated by the Financial Conduct Authority. This document is issued for information purposes only and i ...
... should not be relied upon as such. Opinions expressed herein are subject to change without notice. The services described are provided by CCLA Fund Managers Limited (CCLA), a firm authorised and regulated by the Financial Conduct Authority. This document is issued for information purposes only and i ...
Seeking higher returns or lower risk through ETFs
... why ETPs and ETFs have been the most successful investment products ever launched is that they cover a very wide range of potential applications.” ...
... why ETPs and ETFs have been the most successful investment products ever launched is that they cover a very wide range of potential applications.” ...
Amendments to the Rules of the Exchange in relation to the
... an aggregate turnover during the preceding 12 months to market capitalisation ratio of not less than 40%; ...
... an aggregate turnover during the preceding 12 months to market capitalisation ratio of not less than 40%; ...
JPM US Value X (acc)
... Tax: The Sub-Fund is subject to Luxembourg tax regulations. This may have an impact on the investor's personal tax position. Legal Information: JPMorgan Asset Management (Europe) S.à r.l. may be held liable solely on the basis of any statement contained in this document that is misleading, inaccurat ...
... Tax: The Sub-Fund is subject to Luxembourg tax regulations. This may have an impact on the investor's personal tax position. Legal Information: JPMorgan Asset Management (Europe) S.à r.l. may be held liable solely on the basis of any statement contained in this document that is misleading, inaccurat ...
Co-operators Ethical Select Growth Portfolio - The Co
... Who is this Fund for? For investors seeking a diversified portfolio of socially responsible investments with a strong weighting towards Canadian and foreign equities. Investors should be comfortable with moderate ups and downs of the market. ...
... Who is this Fund for? For investors seeking a diversified portfolio of socially responsible investments with a strong weighting towards Canadian and foreign equities. Investors should be comfortable with moderate ups and downs of the market. ...
Are hedge funds a suitable investment for taxable investors?
... allure is that, when executed well, they generate returns not closely tied to global stock and bond markets, thus providing diversification to a taxable investor. However, investing in hedge funds may also lead to tax inefficiency depending upon whether the fund’s investment manager is classified as ...
... allure is that, when executed well, they generate returns not closely tied to global stock and bond markets, thus providing diversification to a taxable investor. However, investing in hedge funds may also lead to tax inefficiency depending upon whether the fund’s investment manager is classified as ...
Market Know-How - Covenant Asset Management, LLC
... rate hikes (maximum available data). Bottom Section Notes: Top chart analyzes data from 2005 Q1–2015 Q2. GDP is calculated by the sum of expenditures, namely consumption, gross capital formation, and net exports. Bottom chart as of 2005 Q3–2015 Q3. The chart shows that return on equity (ROE) is near ...
... rate hikes (maximum available data). Bottom Section Notes: Top chart analyzes data from 2005 Q1–2015 Q2. GDP is calculated by the sum of expenditures, namely consumption, gross capital formation, and net exports. Bottom chart as of 2005 Q3–2015 Q3. The chart shows that return on equity (ROE) is near ...
Corporate Responsibility Index
... •KPIs based on Materiality, Risk & Strategy •Assessment of CR risks based on “likelihood of risk happening vs financial impact to business over 3 year period” • CR issues aligned with stakeholder engagement ...
... •KPIs based on Materiality, Risk & Strategy •Assessment of CR risks based on “likelihood of risk happening vs financial impact to business over 3 year period” • CR issues aligned with stakeholder engagement ...
SUMMARY PROSPECTUS Tortoise North American Pipeline Fund
... gas, crude oil and refined products, storing, gathering and processing such gas, oil and products and local gas distribution. To be included in the Underlying Index, a company must be a Pipeline Company that is organized and has its principal place of business in the United States or Canada (such Pi ...
... gas, crude oil and refined products, storing, gathering and processing such gas, oil and products and local gas distribution. To be included in the Underlying Index, a company must be a Pipeline Company that is organized and has its principal place of business in the United States or Canada (such Pi ...