Global Market Maturity Leads to Addition of New Fund: Janus
... one of the most significant changes during the past twenty years has been the transformation from a stock market dominated by domestic (US) companies to a more globaloriented market. As a result, there are now more investment opportunities outside the United States than there are within our boundari ...
... one of the most significant changes during the past twenty years has been the transformation from a stock market dominated by domestic (US) companies to a more globaloriented market. As a result, there are now more investment opportunities outside the United States than there are within our boundari ...
how hedge funds are structured
... Most U.S. hedge funds are established as limited partnerships between the fund manager and investors. While the specific structure can vary from fund to fund, there are a few characteristics that are applicable across the industry. This presentation provides a brief overview of some of the most comm ...
... Most U.S. hedge funds are established as limited partnerships between the fund manager and investors. While the specific structure can vary from fund to fund, there are a few characteristics that are applicable across the industry. This presentation provides a brief overview of some of the most comm ...
Copy of Article in PDF
... “You want something with blue sky behind it, a business that can grow, attract big investors and become more liquid [more easily traded],” Mr. Taylor says. He does not share the view held by some analysts that investors should avoid micro-caps because they are too risky. “Every company starts small. ...
... “You want something with blue sky behind it, a business that can grow, attract big investors and become more liquid [more easily traded],” Mr. Taylor says. He does not share the view held by some analysts that investors should avoid micro-caps because they are too risky. “Every company starts small. ...
Investment Guidelines
... • Where products with underlying capital guarantees are chosen, i.e. Structured Notes, these will be permitted up to a maximum of 66% of the portfolio’s values, with no more than one quarter of the portfolio to be subject to the same issuer / guarantor default risk • Where no such capital guarantee ...
... • Where products with underlying capital guarantees are chosen, i.e. Structured Notes, these will be permitted up to a maximum of 66% of the portfolio’s values, with no more than one quarter of the portfolio to be subject to the same issuer / guarantor default risk • Where no such capital guarantee ...
Key Investor Information db x-trackers Equity Value Factor UCITS ETF
... prospectus for further details. Please note that not all share classes may be registered for distribution in your jurisdiction. The taxation regime applicable to the Fund in Ireland may affect your personal tax position. Concept Fund Solutions plc may be held liable solely on the basis of any statem ...
... prospectus for further details. Please note that not all share classes may be registered for distribution in your jurisdiction. The taxation regime applicable to the Fund in Ireland may affect your personal tax position. Concept Fund Solutions plc may be held liable solely on the basis of any statem ...
Indexed Emerging Markets Equity Fund
... emerging market countries. Emerging markets are defined as nations with social or business activity in the process of rapid growth and industrialisation. There are currently 20 countries listed in the MSCI Emerging Markets Index. Of these countries, the economies of Brazil, Russia, India and China ( ...
... emerging market countries. Emerging markets are defined as nations with social or business activity in the process of rapid growth and industrialisation. There are currently 20 countries listed in the MSCI Emerging Markets Index. Of these countries, the economies of Brazil, Russia, India and China ( ...
Breaking free of investing costs
... Breaking free of investing costs There are many different investment options available to help you reach your financial goals. It is important to understand the costs involved and how those costs impact your investments. Not all investments have the same fee structure and some may affect your return ...
... Breaking free of investing costs There are many different investment options available to help you reach your financial goals. It is important to understand the costs involved and how those costs impact your investments. Not all investments have the same fee structure and some may affect your return ...
Neuberger Berman Millennium Fund
... Historically, stocks of smaller companies have not always moved in tandem with those of larger companies. Over the last 40 years, small-caps have outperformed large-caps over 60% of the time. However, small-caps have often fallen more severely during market downturns. Growth Investing For growth inv ...
... Historically, stocks of smaller companies have not always moved in tandem with those of larger companies. Over the last 40 years, small-caps have outperformed large-caps over 60% of the time. However, small-caps have often fallen more severely during market downturns. Growth Investing For growth inv ...
Daily Liquid Assets - Goldman Sachs Asset Management
... U.S. Government; and (iii) securities that will mature or are subject to a demand feature that is exercisable and payable within one business day. Daily Liquid Assets also includes receivables from sales of portfolio securities. The requirement to maintain Daily Liquid Assets does not apply to tax e ...
... U.S. Government; and (iii) securities that will mature or are subject to a demand feature that is exercisable and payable within one business day. Daily Liquid Assets also includes receivables from sales of portfolio securities. The requirement to maintain Daily Liquid Assets does not apply to tax e ...
Pensions Investment Sub 080512 Appendix A to Previous Part 1
... Maintain an equal weighting to government and corporate bonds within the protection portfolio. ...
... Maintain an equal weighting to government and corporate bonds within the protection portfolio. ...
TA Aegon US Government Securities
... Alpha is a coefficient measuring the portion of a fund’s return arising from specific (non-market) risk. Beta illustrates a fund’s sensitivity to price movements in relation to a benchmark index. R-Squared is a statistical measure that represents the percentage of a fund’s movements that can be expl ...
... Alpha is a coefficient measuring the portion of a fund’s return arising from specific (non-market) risk. Beta illustrates a fund’s sensitivity to price movements in relation to a benchmark index. R-Squared is a statistical measure that represents the percentage of a fund’s movements that can be expl ...
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 ...
FRONT STREET TACTICAL BOND FUND Interim Management
... In December of 2015, the U.S. Federal Reserve raised interest rates 25 basis points, with an outlook of three to four more hikes in 2016. As the new year began, market sentiment deteriorated on concerns that China’s economy was slowing faster than anticipated, and amid rumours of large portfolio rea ...
... In December of 2015, the U.S. Federal Reserve raised interest rates 25 basis points, with an outlook of three to four more hikes in 2016. As the new year began, market sentiment deteriorated on concerns that China’s economy was slowing faster than anticipated, and amid rumours of large portfolio rea ...
newsletter - New York State Deferred Compensation Plan
... Before you decide to direct investments under the Plan, carefully consider the fund’s investment objectives, investment methods, risks, charges and expenses. This and other information is contained in the fund prospectus, which you should read carefully before investing. To get any prospectus, ask y ...
... Before you decide to direct investments under the Plan, carefully consider the fund’s investment objectives, investment methods, risks, charges and expenses. This and other information is contained in the fund prospectus, which you should read carefully before investing. To get any prospectus, ask y ...
Fund Change Notice
... Research Company. This description is only intended to provide a brief overview of the fund. Read the fund's prospectus for more detailed information about the fund. The MSCI All Country World Ex-US Index is a recognized benchmark of non-U.S. stock markets. It is an unmanaged market value-weighted ...
... Research Company. This description is only intended to provide a brief overview of the fund. Read the fund's prospectus for more detailed information about the fund. The MSCI All Country World Ex-US Index is a recognized benchmark of non-U.S. stock markets. It is an unmanaged market value-weighted ...
Bendigo Socially Responsible Growth Fund
... • provide comfort that good financial performance needn’t compromise your values ...
... • provide comfort that good financial performance needn’t compromise your values ...
iShares Morningstar Mid
... found in the Fund's prospectus, and if available, summary prospectus, which may be obtained by calling 1-800-iShares (1-800-474-2737) or by visiting www.iShares.com or www.blackrock.com. Read the prospectus carefully before investing. Investing involves risk, including possible loss of principal. Di ...
... found in the Fund's prospectus, and if available, summary prospectus, which may be obtained by calling 1-800-iShares (1-800-474-2737) or by visiting www.iShares.com or www.blackrock.com. Read the prospectus carefully before investing. Investing involves risk, including possible loss of principal. Di ...
Goldman Sachs India Equity Portfolio
... This material is a financial promotion and has been issued by Goldman Sachs International, authorised by the Prudential Regulation Authority and regulated by the Financial Conduct Authority and the Prudential Regulation Authority. Furthermore, this information should not be construed as financial rese ...
... This material is a financial promotion and has been issued by Goldman Sachs International, authorised by the Prudential Regulation Authority and regulated by the Financial Conduct Authority and the Prudential Regulation Authority. Furthermore, this information should not be construed as financial rese ...
Investment Guidelines - Cloudsplitter Foundation
... Portfolio to the Investment Committee (the “Committee”), which initially shall be made up of the entire Board. The Investment Policy Statement is subject to all federal and state laws and regulations governing the management of institutional funds. The Investment Policy Statement shall be used by th ...
... Portfolio to the Investment Committee (the “Committee”), which initially shall be made up of the entire Board. The Investment Policy Statement is subject to all federal and state laws and regulations governing the management of institutional funds. The Investment Policy Statement shall be used by th ...
LUX Global Real Estate FCP-SIF V
... Performance is for the period shown (month end to month end, bid/bid, gross income reinvested, calculated in the currency and currencies indicated). ...
... Performance is for the period shown (month end to month end, bid/bid, gross income reinvested, calculated in the currency and currencies indicated). ...
finding value in bonds. - The Institute of Financial Planning
... corporate bond fund. It's designed to provide investors with a regular income and the potential for long term capital growth by investing solely in investment grade bonds. When combined with our rigorous in-house research and active security selection, this helps reduce default risk and provides inv ...
... corporate bond fund. It's designed to provide investors with a regular income and the potential for long term capital growth by investing solely in investment grade bonds. When combined with our rigorous in-house research and active security selection, this helps reduce default risk and provides inv ...
presentation - Kinetics Mutual Funds
... recommendation of any kind. This document and its content are the property of Kinetics Asset Management LLC (“Kinetics”), a wholly-owned subsidiary of Horizon Kinetics LLC, and cannot be reproduced or transmitted to any person in any form or by any means in whole or part without prior written consen ...
... recommendation of any kind. This document and its content are the property of Kinetics Asset Management LLC (“Kinetics”), a wholly-owned subsidiary of Horizon Kinetics LLC, and cannot be reproduced or transmitted to any person in any form or by any means in whole or part without prior written consen ...