Basically the key area of an financial manager are divide into four main areas which are following:- 1.Planing of fund. 2.Acquisation of fund. 3.Allocation of fund. 4.Reinvestment of fund.
HDFC Prudence Fund is a Balanced Fund that invests a healthy portion of its assets in Debt and other Fixed Income Instruments. The Asset Allocation % on the various asset categories for this fund is as follows: Equity - 61.36% Debt - 20.85% Others - 14.13% (This includes Equity related products like Derivatives & other Instruments) Money Market - 2.3% Cash - 1.35%
Asset allocation mutual funds are funds in which a portion of the funds are dedicated to specific stocks or bonds. With that in mind, the controller of the mutual fund ensures that funds are proportioned correctly.
True
Yes, there are opportunities to derive a fixed monthly income from a mutual fund investment. These funds are generally built with a variety of securities that can vary from a small exposure to stocks (equity), a small position in cash, and the largest portion of the fund's portfolio holding fixed income or bond investments. In many instances there is a restriction on how much of a monthly payout the investor may receive. It is usually no more that 8 percent of the shareholder's assets in a high interest rate environment to a maximum payout of 5 percent in low interest rate environments. These funds can go by a variety of names including replacement income funds. They are essentially asset allocation funds that pay the investor in monthly payments, adjusting the allocation of assets in the fund to align with the desired monthly income.
The symbol for Clough Global Allocation Fund in the AMEX is: GLV.
The symbol for Guggenheim Credit Allocation Fund in the NYSE is: GGM.
Guggenheim Credit Allocation Fund (GGM)had its IPO in 2013.
Clough Global Allocation Fund (GLV) had its IPO in 2004.
According to U.S. News, the best balanced mutual fund depends on different categories, including the type of allocation. For aggressive allocation, the best balanced mutual fund is the SAAT Moderate Strategy Allocation Fund, whereas for conservative allocation James Balanced: Golden Rainbow Fund ranks highest. For moderate allocation, Mairs & Power Balanced Fund is ranked as best by U.S. News.
As of July 2014, the market cap for Clough Global Allocation Fund (GLV) is $161,527,700.88
As of July 2014, the market cap for Guggenheim Credit Allocation Fund (GGM) is $163,210,633.18.
ICICI Prudential Focused Bluechip Equity Fund is a Fund that invests a healthy portion of its assets in Debt and other Fixed Income Instruments. The Asset Allocation % on the various asset categories for this fund is as follows: Equity - 94.09% Index Futures & Options - 2.39% Debt - 3.52%
Basically the key area of an financial manager are divide into four main areas which are following:- 1.Planing of fund. 2.Acquisation of fund. 3.Allocation of fund. 4.Reinvestment of fund.
HDFC Prudence Fund is a Balanced Fund that invests a healthy portion of its assets in Debt and other Fixed Income Instruments. The Asset Allocation % on the various asset categories for this fund is as follows: Equity - 61.36% Debt - 20.85% Others - 14.13% (This includes Equity related products like Derivatives & other Instruments) Money Market - 2.3% Cash - 1.35%
Syaikhu Usman has written: 'Indonesia's decentralization policy' 'The Specific allocation fund (DAK)'
Usually because of bad stock selection & asset allocation by the Mutual Fund Manager.