UK Fixed Interest
... solution. Most funds in this category only invest in one type of investment, one region or country or one type of company, for example, technology. This increases the risk to you if this is your only investment. That's why it's best used in combination with other funds or types of investment so you' ...
... solution. Most funds in this category only invest in one type of investment, one region or country or one type of company, for example, technology. This increases the risk to you if this is your only investment. That's why it's best used in combination with other funds or types of investment so you' ...
Presentation Headline
... forecast of future events, or a guarantee of future results. This information should not be relied upon by the reader as research or investment advice regarding the funds or any stock in particular, nor should it be construed as a recommendation to purchase or sell a security, including futures cont ...
... forecast of future events, or a guarantee of future results. This information should not be relied upon by the reader as research or investment advice regarding the funds or any stock in particular, nor should it be construed as a recommendation to purchase or sell a security, including futures cont ...
Focus on Risk Adjusted Returns
... is very well established, with over two trillion US dollars of assets under management and a number of sophisticated strategies for investors to choose from. By contrast, South Africa has been a very small industry. Winckler explains: “In total we have about R60 billion of assets, so it’s not even 5 ...
... is very well established, with over two trillion US dollars of assets under management and a number of sophisticated strategies for investors to choose from. By contrast, South Africa has been a very small industry. Winckler explains: “In total we have about R60 billion of assets, so it’s not even 5 ...
Short Duration Income Y Share Fund Fact Sheet
... measure of the variability of return earned by an investment portfolio over a 3-year period. Consider these risks before investing: Putnam Short Duration Income Fund is not a money market fund. The effects of inflation may erode the value of your investment over time. Funds that invest in government ...
... measure of the variability of return earned by an investment portfolio over a 3-year period. Consider these risks before investing: Putnam Short Duration Income Fund is not a money market fund. The effects of inflation may erode the value of your investment over time. Funds that invest in government ...
Prudential Jennison 20/20 Focus Fund Fact Sheet
... Enhanced cash strategies are variations on traditional money market vehicles. They are designed to provide liquidity and principal preservation, but with more of an emphasis on seeking returns that are superior to those of traditional money market offerings. Average weighted market cap is the averag ...
... Enhanced cash strategies are variations on traditional money market vehicles. They are designed to provide liquidity and principal preservation, but with more of an emphasis on seeking returns that are superior to those of traditional money market offerings. Average weighted market cap is the averag ...
May 2016 Factsheet Monthly
... The fund is not managed with reference to a benchmark but its performance may be measured against one or more. All fund performance data are on a NAV to NAV basis, net income reinvested. Data is not available for the time periods with no % growth stated. In case a share class is created after the fu ...
... The fund is not managed with reference to a benchmark but its performance may be measured against one or more. All fund performance data are on a NAV to NAV basis, net income reinvested. Data is not available for the time periods with no % growth stated. In case a share class is created after the fu ...
Kaufmann Large Cap Fund - Investor Fact Sheet
... on the life of the fund. ©2017 Morningstar, Inc. All Rights Reserved. The information contained herein: (1) is proprietary to Morningstar; (2) may not be copied or distributed; and (3) is not warranted to be accurate, complete or timely. Neither Morningstar nor its content providers are responsible ...
... on the life of the fund. ©2017 Morningstar, Inc. All Rights Reserved. The information contained herein: (1) is proprietary to Morningstar; (2) may not be copied or distributed; and (3) is not warranted to be accurate, complete or timely. Neither Morningstar nor its content providers are responsible ...
eFront for Alternative Investments
... eFront’s web-based solutions suppor t multiple asset classes across the complete investment lifecycle while offering the highest levels of configuration to suit the most unique needs. The purpose-built solutions support the entire investment process: from raising a fund, managing deal flow and obtai ...
... eFront’s web-based solutions suppor t multiple asset classes across the complete investment lifecycle while offering the highest levels of configuration to suit the most unique needs. The purpose-built solutions support the entire investment process: from raising a fund, managing deal flow and obtai ...
Schroder USD Bond Fund
... information contained herein is not misleading, but no representation as to its accuracy or completeness. Prospective unit holder is advised not to rely solely on the information in this document. Losses that might arise will not be covered. From time to time, PT SIMI, its affiliated companies (if a ...
... information contained herein is not misleading, but no representation as to its accuracy or completeness. Prospective unit holder is advised not to rely solely on the information in this document. Losses that might arise will not be covered. From time to time, PT SIMI, its affiliated companies (if a ...
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... This strategy has been developed in consultation between officers and the Fund's Independent Advisers. Implications: This item has the following implications, as indicated: Risk management Private equity is illiquid and increasing the allocation from 5% of assets under management (AUM) to 7.5% reduc ...
... This strategy has been developed in consultation between officers and the Fund's Independent Advisers. Implications: This item has the following implications, as indicated: Risk management Private equity is illiquid and increasing the allocation from 5% of assets under management (AUM) to 7.5% reduc ...
ASG Managed Futures Strategy Fund
... may have a gain or loss when shares are sold. Current performance may be lower or higher than quoted. For most recent month-end performance, visit ngam.natixis.com. Performance for other share classes will be greater or less than shown based on differences in fees and sales charges. You may not inve ...
... may have a gain or loss when shares are sold. Current performance may be lower or higher than quoted. For most recent month-end performance, visit ngam.natixis.com. Performance for other share classes will be greater or less than shown based on differences in fees and sales charges. You may not inve ...
Neuberger Berman NVIT Socially Responsible Fund
... Neuberger Berman NVIT Socially Responsible Fund — Class I Investment Strategy from investment’s prospectus The investment seeks long-term growth of capital by investing primarily in securities of companies that meet the fund's financial criteria and social policy. The fund invests primarily in equit ...
... Neuberger Berman NVIT Socially Responsible Fund — Class I Investment Strategy from investment’s prospectus The investment seeks long-term growth of capital by investing primarily in securities of companies that meet the fund's financial criteria and social policy. The fund invests primarily in equit ...
pictet emerging local currency debt "r" acc
... The fund aims to achieve its investment objective by investing a minimum of two-thirds of its total assets or wealth in a diversified portfolio of bonds and other debt securities linked to local emerging debt. Emerging countries are defined as those considered, at the time of investing, as industria ...
... The fund aims to achieve its investment objective by investing a minimum of two-thirds of its total assets or wealth in a diversified portfolio of bonds and other debt securities linked to local emerging debt. Emerging countries are defined as those considered, at the time of investing, as industria ...
1 January 2016 Commentary Most major US stock market
... again focus on the correlation between long-term earnings growth and stock price appreciation. Capital follows performance, and when performance takes a turn for the worse, money flows will inevitably follow. We believe growth may be disappointingly slow for the foreseeable future, with economies vu ...
... again focus on the correlation between long-term earnings growth and stock price appreciation. Capital follows performance, and when performance takes a turn for the worse, money flows will inevitably follow. We believe growth may be disappointingly slow for the foreseeable future, with economies vu ...
march 23rd-27th, 2015 - Imber Wealth Advisors
... managers at the time of writing. Nothing in the commentary should be construed as a solicitation to buy or sell securities. Past performance is no indication of future performance. Liquid securities, such as those held within DIAS portfolios, can fall in value. Global Financial Private Capital is an ...
... managers at the time of writing. Nothing in the commentary should be construed as a solicitation to buy or sell securities. Past performance is no indication of future performance. Liquid securities, such as those held within DIAS portfolios, can fall in value. Global Financial Private Capital is an ...
Nov. 30, 2015 - Centre Funds
... We do not believe that the recent corrective phase in stock prices is complete but do not subscribe to a long, drawn out bear market given the excessive capital positions of the banking sector; We will likely continue to tactically hedge beta12 using out‐of‐the‐money puts in the Fund until risk/rewa ...
... We do not believe that the recent corrective phase in stock prices is complete but do not subscribe to a long, drawn out bear market given the excessive capital positions of the banking sector; We will likely continue to tactically hedge beta12 using out‐of‐the‐money puts in the Fund until risk/rewa ...
Income Report Card: Bonds | June 2017
... S&P 500 Index is an unmanaged index of 500 common stocks chosen to reflect the industries in the U.S. economy. Sharpe ratio is a ratio developed by Nobel laureate William F. Sharpe to measure how a fund performs relative to the risk it takes. Standard deviation measures the degree to which a fund’s ...
... S&P 500 Index is an unmanaged index of 500 common stocks chosen to reflect the industries in the U.S. economy. Sharpe ratio is a ratio developed by Nobel laureate William F. Sharpe to measure how a fund performs relative to the risk it takes. Standard deviation measures the degree to which a fund’s ...
Kenanga Global Opportunities Fund 13.4
... Based on the fund’s portfolio returns as at 15 October 2013, the Volatility Factor (VF) for this fund is 13.36 and is classified as “Very High”. (Source: Lipper). “Very High” includes funds with VF that are above 12.835 (source: Lipper). The VF means there is a possibility for the fund in generating ...
... Based on the fund’s portfolio returns as at 15 October 2013, the Volatility Factor (VF) for this fund is 13.36 and is classified as “Very High”. (Source: Lipper). “Very High” includes funds with VF that are above 12.835 (source: Lipper). The VF means there is a possibility for the fund in generating ...
Structured for long-term investment success
... Have you ever wondered what it takes for an investment management firm to be successful? You’re not alone, because a great deal of research has been conducted on this very question. This research finds that there are some very specific structural and investment approach attributes that successful in ...
... Have you ever wondered what it takes for an investment management firm to be successful? You’re not alone, because a great deal of research has been conducted on this very question. This research finds that there are some very specific structural and investment approach attributes that successful in ...
Economic and market prospects
... information contained in this presentation is correct and that any estimates, opinions, conclusions or recommendations are reasonably held or made as at the time of compilation. However, no warranty is made as to their accuracy or reliability (which may change without notice) or other information co ...
... information contained in this presentation is correct and that any estimates, opinions, conclusions or recommendations are reasonably held or made as at the time of compilation. However, no warranty is made as to their accuracy or reliability (which may change without notice) or other information co ...
Though the finance industry absorbs many with Masters
... Financial Analyst qualification, pursued parttime by those already hired, has become the industry’s ...
... Financial Analyst qualification, pursued parttime by those already hired, has become the industry’s ...
Weekly Commentary 08-11-14 PAA
... It includes all of private and public consumption, government outlays, investments, and exports less imports that occur within a defined territory. * The Standard & Poor's 500 (S&P 500) is an unmanaged group of securities considered to be representative of the stock market in general. You cannot inv ...
... It includes all of private and public consumption, government outlays, investments, and exports less imports that occur within a defined territory. * The Standard & Poor's 500 (S&P 500) is an unmanaged group of securities considered to be representative of the stock market in general. You cannot inv ...
Tactical ETF Market Growth Strategy
... class. SIMC may recommend the termination or replacement of a money manager and the investor has the option to move the account assets to another custodian or to change the manager as recommended. SIMC is a wholly owned subsidiary of SEI Investments Company. For a complete description of all fees an ...
... class. SIMC may recommend the termination or replacement of a money manager and the investor has the option to move the account assets to another custodian or to change the manager as recommended. SIMC is a wholly owned subsidiary of SEI Investments Company. For a complete description of all fees an ...