Nasdaq Equal Weighted Index Shares: QQQE
... QQQE provides equal-weight exposure to all Nasdaq-100 index holdings, allowing you an opportunity to manage risk in your portfolio through: • Broader diversification beyond technology sector stocks which may help reduce concentration risk • Greater performance contribution from companies with smal ...
... QQQE provides equal-weight exposure to all Nasdaq-100 index holdings, allowing you an opportunity to manage risk in your portfolio through: • Broader diversification beyond technology sector stocks which may help reduce concentration risk • Greater performance contribution from companies with smal ...
Click to download DGHM ACV December 2015
... individually for each investor, and the financial instruments described above may not be suitable for all investors. This information does not provide any accounting, legal, regulatory or tax advice. Please consult your own professional advisers in order to evaluate and judge the matters referred to ...
... individually for each investor, and the financial instruments described above may not be suitable for all investors. This information does not provide any accounting, legal, regulatory or tax advice. Please consult your own professional advisers in order to evaluate and judge the matters referred to ...
Order Number: 41512 Running Head: A JOB AT EAST COAST
... Question 1 The mutual funds are more advantageous that the companies stocks. The mutual stocks have a low level of risk as compared to the stocks. The mutual funds offer divergent options. These options include the dividend payout, growth and dividend reinvestment, (Kirk, 2011). The mutual funds off ...
... Question 1 The mutual funds are more advantageous that the companies stocks. The mutual stocks have a low level of risk as compared to the stocks. The mutual funds offer divergent options. These options include the dividend payout, growth and dividend reinvestment, (Kirk, 2011). The mutual funds off ...
Global Equity Fund (Hexavest)
... validate fundamental research. The Fund invests in a diversified portfolio comprised primarily of equity securities of mid to large-cap companies of the world’s developed countries. 0-10% Cash & ...
... validate fundamental research. The Fund invests in a diversified portfolio comprised primarily of equity securities of mid to large-cap companies of the world’s developed countries. 0-10% Cash & ...
American Finances
... household has $38,000 in debt and the total consumer debt has tripled since 1980. In 1980 the total consumer debt was $1.3 trillion and now is over $3.3 trillion. ...
... household has $38,000 in debt and the total consumer debt has tripled since 1980. In 1980 the total consumer debt was $1.3 trillion and now is over $3.3 trillion. ...
International Value Fund - Third Avenue Management
... 5. Based on equity holdings only. 6. For the year ended October 31, 2015. 7. Relative to the MSCI AC World ex US Index. Active Share is the percentage of a fund’s portfolio that differs from the benchmark index. Past performance is no guarantee of future results; returns include reinvestment of all ...
... 5. Based on equity holdings only. 6. For the year ended October 31, 2015. 7. Relative to the MSCI AC World ex US Index. Active Share is the percentage of a fund’s portfolio that differs from the benchmark index. Past performance is no guarantee of future results; returns include reinvestment of all ...
investing
... fund that deals only in high interest, shortterm investments such as U.S. Treasury Bills, certificates of deposit, and commercial ...
... fund that deals only in high interest, shortterm investments such as U.S. Treasury Bills, certificates of deposit, and commercial ...
Fact Sheet:SPDR DoubleLine Short Duration Total
... Performance quoted represents past performance, which is no guarantee of future results. Investment return and principal value will fluctuate, so you may have a gain or loss when shares are sold. Current performance may be higher or lower than that quoted. Visit spdrs.com for most recent month-end p ...
... Performance quoted represents past performance, which is no guarantee of future results. Investment return and principal value will fluctuate, so you may have a gain or loss when shares are sold. Current performance may be higher or lower than that quoted. Visit spdrs.com for most recent month-end p ...
and what can you invest in?
... finance and investment management – What are some of the IT tools that you might use and how might they be used? – We will look at how you can integrate IT and finance/investment management on both the professional and personal levels ...
... finance and investment management – What are some of the IT tools that you might use and how might they be used? – We will look at how you can integrate IT and finance/investment management on both the professional and personal levels ...
August 2016 FUND NAME ESTIMATED PRICE ESTIMATED
... the Guernsey Financial Services Commission. This communication is strictly confidential and is intended only for the use of the addressee(s). Any review, retransmission, dissemination or other use of, or taking of any action in reliance upon, this information by persons or entities other than the in ...
... the Guernsey Financial Services Commission. This communication is strictly confidential and is intended only for the use of the addressee(s). Any review, retransmission, dissemination or other use of, or taking of any action in reliance upon, this information by persons or entities other than the in ...
JPMorgan Japan Smaller Company (Yen) Fund Unit Trust Range
... Unless stated otherwise, all information as at the last valuation date of the previous month. Source: J.P. Morgan Asset Management/Nomura (NAV to NAV in denominated currency with income reinvested). Source of star rating: Morningstar, Inc. Risk ratings (if any) are based on J.P. Morgan Asset Managem ...
... Unless stated otherwise, all information as at the last valuation date of the previous month. Source: J.P. Morgan Asset Management/Nomura (NAV to NAV in denominated currency with income reinvested). Source of star rating: Morningstar, Inc. Risk ratings (if any) are based on J.P. Morgan Asset Managem ...
Standard Life MyFolio Market Funds
... The funds have a strong asset allocation process, based on risk / return optimisation and combined with a tactical overlay. There is a relatively simple approach across the range, using the core asset allocation as the base then focusing on the underlying fund selections to populate the portfolios. ...
... The funds have a strong asset allocation process, based on risk / return optimisation and combined with a tactical overlay. There is a relatively simple approach across the range, using the core asset allocation as the base then focusing on the underlying fund selections to populate the portfolios. ...
Investment Companies Insights
... benefits of active management and a long term investment horizon. The total return on assets in 2016 was 17.1 percent and over 10 and 20 years the return were 8.3 percent and 9.5 percent. The return was helped by weightings to global equities, property, private equity and timber. As well as a long-t ...
... benefits of active management and a long term investment horizon. The total return on assets in 2016 was 17.1 percent and over 10 and 20 years the return were 8.3 percent and 9.5 percent. The return was helped by weightings to global equities, property, private equity and timber. As well as a long-t ...
Using Low Volatility Hedge Funds as a Complement to Fixed
... This material is not intended to be relied upon as a forecast, research or investment advice, and is not a recommendation, offer or solicitation to buy or sell any securities or to adopt any investment strategy. The information contained in this document has been compiled by Cidel Asset Management I ...
... This material is not intended to be relied upon as a forecast, research or investment advice, and is not a recommendation, offer or solicitation to buy or sell any securities or to adopt any investment strategy. The information contained in this document has been compiled by Cidel Asset Management I ...
Securities
... Types of stock include Market Capitalization (indicates the size of a company, small-cap is less than one billion, mid-cap is one to 5 billion, large-cap-over is over 5 billion), Defensive (stocks with a stable demand such as groceries, health care or electricity), Cyclical (less stable, often fluct ...
... Types of stock include Market Capitalization (indicates the size of a company, small-cap is less than one billion, mid-cap is one to 5 billion, large-cap-over is over 5 billion), Defensive (stocks with a stable demand such as groceries, health care or electricity), Cyclical (less stable, often fluct ...
top of the line thinking - Northern Funds
... Top of the Line Thinking The Northern Global Tactical Asset Allocation Fund takes broad measure of the world economy and financial markets Process. Diversification. Timeliness. These terms define the Northern Global Tactical Asset Allocation Fund, once an institutional-only product but now available ...
... Top of the Line Thinking The Northern Global Tactical Asset Allocation Fund takes broad measure of the world economy and financial markets Process. Diversification. Timeliness. These terms define the Northern Global Tactical Asset Allocation Fund, once an institutional-only product but now available ...
Problem Sheet 1
... What is the value of saving and investment in this country? What is the value of private saving? What is the value of public saving? Is the government’s budget policy contributing to growth in this country or harming it? Why? Why don’t countries reduce their budget deficits? ...
... What is the value of saving and investment in this country? What is the value of private saving? What is the value of public saving? Is the government’s budget policy contributing to growth in this country or harming it? Why? Why don’t countries reduce their budget deficits? ...
RISK FACTORS As is the case with any type of investment, hedge
... Investors typically have limited rights to redeem and substantially limited rights to transfer hedge fund interests. In addition, there is generally no secondary market for interests in hedge funds and none is ever expected to develop. In addition, illiquidity of a hedge fund’s investments, held dir ...
... Investors typically have limited rights to redeem and substantially limited rights to transfer hedge fund interests. In addition, there is generally no secondary market for interests in hedge funds and none is ever expected to develop. In addition, illiquidity of a hedge fund’s investments, held dir ...
Our multi asset class funds: their diversification benefits and
... * Note: This article should in no way be interpreted as being financial advice regarding the appropriateness of these funds for individual investors. Fund choices should be made with the assistance of a qualified and experienced financial adviser having taken into account the financial position, ri ...
... * Note: This article should in no way be interpreted as being financial advice regarding the appropriateness of these funds for individual investors. Fund choices should be made with the assistance of a qualified and experienced financial adviser having taken into account the financial position, ri ...
NAV | KWD 1.05938 (As of 29-Nov-16)
... The objective of the Fund is to generate competitive Shari'ah compliant returns by increasing its Net Asset Value while maintaining a high level of liquidity. The Fund will pursue its investment objective by investing in short and medium term money market instruments that are Shari’a compliant; Such ...
... The objective of the Fund is to generate competitive Shari'ah compliant returns by increasing its Net Asset Value while maintaining a high level of liquidity. The Fund will pursue its investment objective by investing in short and medium term money market instruments that are Shari’a compliant; Such ...
LIMITED MATURITY INCOME FUND Fourth Quarter 2015
... to downside risk. During 2015 interest rates remained at historically low levels. In December, the Federal Reserve made the decision to begin slowly increasing short-term rates resulting in a negative return for the LMIF in the fourth quarter. For the year 2015 the LMIF had a total return of 0.65%, ...
... to downside risk. During 2015 interest rates remained at historically low levels. In December, the Federal Reserve made the decision to begin slowly increasing short-term rates resulting in a negative return for the LMIF in the fourth quarter. For the year 2015 the LMIF had a total return of 0.65%, ...
North America Enhanced Index Fund G (AIF)
... The assets are invested mainly in an enhanced index fund managed by State Street Global Advisors, whose assets are mainly invested in the equities and equity-linked securities of North American companies. The fund is a non-UCITS fund, whose assets can be less diversified than in an ordinary mutual f ...
... The assets are invested mainly in an enhanced index fund managed by State Street Global Advisors, whose assets are mainly invested in the equities and equity-linked securities of North American companies. The fund is a non-UCITS fund, whose assets can be less diversified than in an ordinary mutual f ...
Click to download Firth AVF March 2012
... (a) This refers to the total assets to which the Investment Adviser applies the reference strategy. (b) Share Class A: these shares both have UK reporting status and are German tax registered from launch. (c) Share Class D: these shares have not yet been launched. This document is for information pu ...
... (a) This refers to the total assets to which the Investment Adviser applies the reference strategy. (b) Share Class A: these shares both have UK reporting status and are German tax registered from launch. (c) Share Class D: these shares have not yet been launched. This document is for information pu ...
News Release - First American Funds
... Bancorp affiliate, nor are they insured by the Federal Deposit Insurance Corporation, the Federal Reserve Board, or any other agency. An investment in such products involves investment risk, including possible loss of principal. A Fund’s sponsor has no legal obligation to provide financial support t ...
... Bancorp affiliate, nor are they insured by the Federal Deposit Insurance Corporation, the Federal Reserve Board, or any other agency. An investment in such products involves investment risk, including possible loss of principal. A Fund’s sponsor has no legal obligation to provide financial support t ...
Risk Considerations - RMR Real Estate Income Fund
... Fund. The Fund does not know how long the financial markets will continue to be affected by these events and cannot predict the effects of these or similar events in the future on the U.S. economy and securities markets or on the Fund’s portfolio. Leverage Risk. The Fund’s leveraged capital structur ...
... Fund. The Fund does not know how long the financial markets will continue to be affected by these events and cannot predict the effects of these or similar events in the future on the U.S. economy and securities markets or on the Fund’s portfolio. Leverage Risk. The Fund’s leveraged capital structur ...