Fortune favours the brave
... Gains are hard won as the market moves sideways, in a longer-term context, and the global economy works off its excesses from the previous cycle. In that context, long-term investors must eke out every percentage of return they can, and use corrections to top up on high-quality companies when they o ...
... Gains are hard won as the market moves sideways, in a longer-term context, and the global economy works off its excesses from the previous cycle. In that context, long-term investors must eke out every percentage of return they can, and use corrections to top up on high-quality companies when they o ...
how does a pooled vehicle deliver better risk
... on how to actively manage the allocations based on traditional fundamental or valuation measures. By pooling assets with others, investors could not only gain better diversification than on their own, but they can access other strategies as well. In addition, actively managing the allocation to spec ...
... on how to actively manage the allocations based on traditional fundamental or valuation measures. By pooling assets with others, investors could not only gain better diversification than on their own, but they can access other strategies as well. In addition, actively managing the allocation to spec ...
tendering exercise for investment management
... management contract with Legal & General, who provide a passive investment management service. Legal & General were appointed on 1 August 2001 to invest in various tracker funds. Whilst not dissatisfied with L&G's performance, the Committee strongly believe that active stock selection and active ass ...
... management contract with Legal & General, who provide a passive investment management service. Legal & General were appointed on 1 August 2001 to invest in various tracker funds. Whilst not dissatisfied with L&G's performance, the Committee strongly believe that active stock selection and active ass ...
Stocks Up, Fed Increase Likely
... Investing involves risk including the potential loss of principal. No investment strategy can guarantee a profit or protect against loss in periods of declining values. Diversification does not guarantee profit nor is it guaranteed to protect assets. International investing involves special risks su ...
... Investing involves risk including the potential loss of principal. No investment strategy can guarantee a profit or protect against loss in periods of declining values. Diversification does not guarantee profit nor is it guaranteed to protect assets. International investing involves special risks su ...
Social Security Reform: Trust Fund Investments
... built up substantial assets – a trend that is expected to continue until most of the “baby-boom” generation has retired. Actuarial projections based on the intermediate assumptions of the 2000 Social Security Trustees’ Report indicate that the trust fund will grow from about $1 trillion in 2000 to $ ...
... built up substantial assets – a trend that is expected to continue until most of the “baby-boom” generation has retired. Actuarial projections based on the intermediate assumptions of the 2000 Social Security Trustees’ Report indicate that the trust fund will grow from about $1 trillion in 2000 to $ ...
HSBC Property Investment Fund
... • European property funds and/or securities linked to this property market with an exposure to Eastern Europe • Other funds which in turn invest in real estate in USA, Japan and other non-European regions • Exchange Traded Funds which track property indices • Immovable property situated outside Malt ...
... • European property funds and/or securities linked to this property market with an exposure to Eastern Europe • Other funds which in turn invest in real estate in USA, Japan and other non-European regions • Exchange Traded Funds which track property indices • Immovable property situated outside Malt ...
euro high yield bond fund - Henderson Global Investors
... The Fund may also invest in: ▪ Bonds of any quality from any issuer ▪ Derivatives ▪ Contingent Convertible Bonds ▪ Money market instruments ▪ Bank deposits In choosing investments the manager focuses on identifying the best risk-return prospects within the European high yield corporate bond market. ...
... The Fund may also invest in: ▪ Bonds of any quality from any issuer ▪ Derivatives ▪ Contingent Convertible Bonds ▪ Money market instruments ▪ Bank deposits In choosing investments the manager focuses on identifying the best risk-return prospects within the European high yield corporate bond market. ...
Invesco India Bond Fund
... Return on your investment may be adversely affected by variations in exchange rates. It may be difficult for the Fund to buy or sell certain instruments in stressed market conditions. Consequently the price obtained when selling such instruments may be lower than under normal market conditions. A mo ...
... Return on your investment may be adversely affected by variations in exchange rates. It may be difficult for the Fund to buy or sell certain instruments in stressed market conditions. Consequently the price obtained when selling such instruments may be lower than under normal market conditions. A mo ...
Key Investor Information
... concentrated range of shares of European companies. 'Alpha' funds invest in companies in which we have a high conviction that the current share price does not reflect the future prospects for that business. The fund will typically hold fewer than 50 companies and has no bias to any particular indust ...
... concentrated range of shares of European companies. 'Alpha' funds invest in companies in which we have a high conviction that the current share price does not reflect the future prospects for that business. The fund will typically hold fewer than 50 companies and has no bias to any particular indust ...
Direct marketing of funds
... redeem fund on any business day. Do not have to hold till maturity. •Fund offers more diversification. Offer convenient services, such as monthly income payments, compared to quarterly or semi-annually for individual bonds •Similar advantages for stock funds Copyright © Houghton Mifflin Company. All ...
... redeem fund on any business day. Do not have to hold till maturity. •Fund offers more diversification. Offer convenient services, such as monthly income payments, compared to quarterly or semi-annually for individual bonds •Similar advantages for stock funds Copyright © Houghton Mifflin Company. All ...
JPMorgan Funds - Emerging Markets Local Currency
... Past performance is not indicative of future performance and investors may not get back the full or any part of the amount invested. Dividend distributions if any are not guaranteed and are made at the manager's discretion. Fund's net asset value may likely have high volatility due to its investment ...
... Past performance is not indicative of future performance and investors may not get back the full or any part of the amount invested. Dividend distributions if any are not guaranteed and are made at the manager's discretion. Fund's net asset value may likely have high volatility due to its investment ...
Bull Market Anniversary: What`s Changed in 7 Years?
... 4. If your capital losses are more than your capital gains in a tax year, you can deduct the difference as a loss on your tax return. This loss is limited to $3,000 per year, or $1,500 if you are married and file a separate return. 5. If your total net capital loss is more than the limit you can ded ...
... 4. If your capital losses are more than your capital gains in a tax year, you can deduct the difference as a loss on your tax return. This loss is limited to $3,000 per year, or $1,500 if you are married and file a separate return. 5. If your total net capital loss is more than the limit you can ded ...
Brokerage Firms - JCR-VIS
... shares in free float – from highest to lowest. To ensure full representation, companies with the highest free float market capitalization from each sector are also included. Components of this index are weighted according to their overall market value. The index moves in line with price movement of ...
... shares in free float – from highest to lowest. To ensure full representation, companies with the highest free float market capitalization from each sector are also included. Components of this index are weighted according to their overall market value. The index moves in line with price movement of ...
Dreyfus/Standish Global Fixed Income Fund Mar 31
... Emerging Market Risk: Emerging markets tend to be more volatile than the markets of more mature economies, and generally have less diverse and less mature economic structures and less stable political systems than those of developed countries. The fund’s concentration in securities of companies in e ...
... Emerging Market Risk: Emerging markets tend to be more volatile than the markets of more mature economies, and generally have less diverse and less mature economic structures and less stable political systems than those of developed countries. The fund’s concentration in securities of companies in e ...
Broken Promises Insolvency in Defined Benefit Funds
... The number of pensioners has increased, they are living longer, and due to tax and social security changes more people are choosing pension benefits instead of lump sums. • Pension benefits now amount to $2 billion. • Benefits for in-service members are $3 billion. The long term experience has been ...
... The number of pensioners has increased, they are living longer, and due to tax and social security changes more people are choosing pension benefits instead of lump sums. • Pension benefits now amount to $2 billion. • Benefits for in-service members are $3 billion. The long term experience has been ...
Russell Quarterly Economic and Market Review
... Dynamic style emphasizes investments in equity securities of companies that are believed to be currently undergoing or are expected to undergo positive change that will lead to stock price appreciation. Dynamic stocks typically have higher than average stock price volatility, characteristics indicat ...
... Dynamic style emphasizes investments in equity securities of companies that are believed to be currently undergoing or are expected to undergo positive change that will lead to stock price appreciation. Dynamic stocks typically have higher than average stock price volatility, characteristics indicat ...
1-NDB Capital Holdings PLC records its best ever year
... year in its nearly thirty years of existence. Owing to the capital gain of approximately Rs. 5.8 billion realized in December via the divestiture of its direct and indirect holdings in Aviva NDB Insurance PLC, the NCAP Group recorded a profit of almost Rs. 6.6 billion at group level. At the company ...
... year in its nearly thirty years of existence. Owing to the capital gain of approximately Rs. 5.8 billion realized in December via the divestiture of its direct and indirect holdings in Aviva NDB Insurance PLC, the NCAP Group recorded a profit of almost Rs. 6.6 billion at group level. At the company ...
Corporate Superannuation Association
... The SIS Act has been developed to encompass the typical trust structure and the rights and obligations implied by the trustee’s role. In addition, it has evolved to permit involvement by members and employers in the management of a fund, thus looking to provide representation of the interests of the ...
... The SIS Act has been developed to encompass the typical trust structure and the rights and obligations implied by the trustee’s role. In addition, it has evolved to permit involvement by members and employers in the management of a fund, thus looking to provide representation of the interests of the ...
Newsletter
... GS Investments, Inc. utilizes a balanced approach for the majority of its accounts although each account is tailored to the individual needs of each client. Taxable or tax-exempt bonds are used along with a common stock component. The division between bonds and stocks is determined by the personal o ...
... GS Investments, Inc. utilizes a balanced approach for the majority of its accounts although each account is tailored to the individual needs of each client. Taxable or tax-exempt bonds are used along with a common stock component. The division between bonds and stocks is determined by the personal o ...
Sofia, Bulgaria, October 13, 2006 Milen Markov Chairman of
... – one legal person with separate portfolios with different level of risk – each portfolio should be a separate legal person ...
... – one legal person with separate portfolios with different level of risk – each portfolio should be a separate legal person ...
Weekly Advisor Analysis 12-30-13 PAA
... * The Standard & Poor's 500 (S&P 500) is an unmanaged group of securities considered to be representative of the stock market in general. * The 10-year Treasury Note represents debt owed by the United States Treasury to the public. Since the U.S. Government is seen as a risk-free borrower, investors ...
... * The Standard & Poor's 500 (S&P 500) is an unmanaged group of securities considered to be representative of the stock market in general. * The 10-year Treasury Note represents debt owed by the United States Treasury to the public. Since the U.S. Government is seen as a risk-free borrower, investors ...
Suitability report
... residential property would act as a diversifier to your existing investments due to its low correlation with bonds and equities. The Fund is designed to run for 5 years with profits from the underlying residential properties paid to investors at the end of the term of the Fund. You should therefore ...
... residential property would act as a diversifier to your existing investments due to its low correlation with bonds and equities. The Fund is designed to run for 5 years with profits from the underlying residential properties paid to investors at the end of the term of the Fund. You should therefore ...
Weekly Economic Update
... a solicitation nor recommendation to purchase or sell any investment or insurance product or service, and should not be relied upon as such. All indices are unmanaged and are not illustrative of any particular investment. The Dow Jones Industrial Average is a priceweighted index of 30 actively trade ...
... a solicitation nor recommendation to purchase or sell any investment or insurance product or service, and should not be relied upon as such. All indices are unmanaged and are not illustrative of any particular investment. The Dow Jones Industrial Average is a priceweighted index of 30 actively trade ...
Media Release
... The life industry settled claims worth R79.7-billion during the first half of this year, a 13% increase over the first half of last year and a 15% increase over the second half of last year. “This means that life companies put almost R80-billion back in the hands of beneficiaries, policyholders and ...
... The life industry settled claims worth R79.7-billion during the first half of this year, a 13% increase over the first half of last year and a 15% increase over the second half of last year. “This means that life companies put almost R80-billion back in the hands of beneficiaries, policyholders and ...
- Goodman Masson
... as it expands its online grocery service and launches same-day delivery. Philip Hammond says Brexit will cast a two-year ‘shadow’ over the world economy: Philip Hammond has said Brexit will “cast a shadow” over the world economy for at least two years in an interview following the G20 summit in Beij ...
... as it expands its online grocery service and launches same-day delivery. Philip Hammond says Brexit will cast a two-year ‘shadow’ over the world economy: Philip Hammond has said Brexit will “cast a shadow” over the world economy for at least two years in an interview following the G20 summit in Beij ...