ADDITIONAL DETAILS ABOUT THE INNOVATIVE SCHMES: 1. INDIA BLUECHIP FUND (IBCF) A. NAME & TYPE OF THE SCHEME India Bluechip Fund, an open-end growth fund. B. INVESTMENT OBJECTIVES & POLICIES The investment objective of the scheme is primarily to provide medium to long term capital appreciation. C. ASSET ALLOCATION PATTERN Under normal market circumstances, the investment range would be as follows: Instruments Risk Profile % Equities Medium to High Above 60% Debt* Low to Medium Upto 40% Money Market Instruments Low Upto 15% * includes Securitised Debt upto 40% The fund managers will follow an active investment strategy taking defensive/aggressive postures depending on opportunities available at various points in time. The …show more content…
The asset allocation pattern described above may alter from time to time on a short-term basis on defensive considerations, keeping in view market conditions, market opportunities, applicable regulations and political and economic factors. However, if the asset allocation pattern is to be altered for other reasons, as this is a fundamental attribute, the procedure outlined in the paragraph on fundamental attributes below, shall be …show more content…
NAME & TYPE OF THE SCHEME India Prima Fund, an open-end growth fund IPF is investing for growth of capital primarily through a diversified portfolio of relatively smaller companies. Dynamic and well-managed, small and medium sized enterprises usually experience higher growth rates than their well-established larger counterparts. If identified early, investments is such companies have the potential to deliver substantial capital appreciation as they transition into becoming tomorrow’s well-established large size companies. Such companies have the advantages of nimbleness and entrepreneurial culture that can lead to long term growth. B. INVESTMENT OBJECTIVES & POLICIES The investment objective of Prima Fund is to provide medium to long term capital appreciation as a primary objective and income as a secondary objective. C. ASSET ALLOCATION PATTERN Under normal market circumstances, the investment range would be as follows: Instruments Risk
Not much is revealed about Lewis' background prior to working for Morningside LLC. In the 90's he got a job at LLC working as a building manager for Frank and Sam Morris. Sam Morris eventually hired him set solve problems for him by setting fires in certain buildings. These buildings were either were torched for one of two reasons. One reason was the buildings were owned by Sam and he wanted to get rid a problem (rent strikes, illegal tenants, drug dealers).
This paper is dedicated to the arbitrary case between Cranbrooke Company (plaintiff) v. Intellex (defendant). Intellex, Incorporated (hereinafter Intellex) is an American company which is working on the development and production of video games decks and cartridges. Intellex was operating only on the American market and when it made its reputation in US and occupied American market with its video games products, the company eventually decided to try to explore European market as well. In order to get into the market, Intellex tried to find a company which is based in Europe to issue the license of distributing the video game decks and cartridges within the whole Europe. After brief research they decided to choose Cranbrooke Industries, PLC
In return for lending the money, the firm need to pay the principal plus interest payment at some agreed time in the future. The most common debt
The Single Index model (SIM) and the Capital Asset Pricing Model (CAPM) are such models used to calculate the optimum portfolio. Sharpe (1963) defined SIM as an asset pricing model which is purely arithmetical. The returns on a security can be represented as a linear relationship with any economic variable relevant to the security, for example in stocks the single factor is the market return. According to Sharpe the Single index model for return on stocks is shown by the formulae shown below; Rs-Rf = α + β (Rm- Rf) +ε. α or alpha represents abnormal returns for stock.
3.2 Tabung Haji Tabung Haji or Lembaga Tabung Haji is the Malaysian hajj pilgrims fund board. It was formerly known as Lembaga Urusan dan Tabung Haji (LUTH). The main headquarters is located at Jalan Tun Razak, Kuala Lumpur. Tabung Haji facilitates savings for the pilgrimage to Mecca through investment in Shariah-compliant vehicles.
A recommended sample for investment policy and its requirement is summarized in below
Q3. How much value, if any, does Buffett derive from the credit agreement? There are two parts of the credit agreement, the 8-year term loan and the penny warrants. The $400 million term loan accompanying with a $45 million revolving credit facility will give Buffett a chance to earn at an interest rate of 10.5%.
Outline the similarities and differences between the Single Index Model (SIM) and the Capital Asset Pricing Model (CAPM). Justify which of the two models makes a better assessment of return of a security (25 marks). To reduce a firm’s specific risk or residual risk a portfolio should have negative covariance or rather it should have no variance at all, for large portfolios however calculating variance requires greater and sophisticated computing power. As such, Index models greatly decrease the computations needed to calculate the optimum portfolio. The use of such Index models also eliminates illogical or rather absurd results.
Stock trading is carried out by stock traders who for the most part need an intermediate such as a brokerage firm or bank to carry out the trades. Stock traders work for themselves by investing money in shares which they believe will increase in value over time and then sell the shares at a later date for profit. There are a number of strategies used by stock traders in order to accumulate profit. The most popular stock trading strategies are day trading, swing trading, value investing and growth trading. A brief description of each of these strategies will now be given
REFLECTION PAPER IN INVESTMENTS AND INVESTMENT PORTFOLIO As they say, "Money isn't everything, but happiness alone can't keep out the rain. " It is often said that money is not the most important thing in the world. Despite of this, we still need to understand the true value of money. Money, in and of itself, is not very spectacular.