Balanced. Structured for moderate growth. (The market value of this portfolio is NOT guaranteed and may decline in value).
Balanced. The Balanced Portfolio combines an Equity Portfolio (Quality Growth or Quality 250™) with a Fixed Income Portfolio, incorporating the philosophy of each objective. The ratio of equity to fixed income is customized to the investment policy statement or the financial needs and risk tolerance of the client, We recommend a minimum two to four year time horizon for clients investing in the Balanced Portfolio. /s/ Xxxx X. XxXxx Client Initial: / / Date: 01/3/09
Balanced. 2. Low/Medium Risk Portfolio - The portfolio aims to produce an income that is sustainable and should match inflation to combat its erosion of spending power. It also offers the potential for modest capital appreciation over the long term. The portfolio is invested in a range of income-biased investments, predominantly low to medium risk, which include direct equities, together with overseas equity, fixed interest and property-based collectives. It does not invest in high risk investments. Growth Balanced Income
Balanced. We understand the importance of balancing different aspects of our lives—intellectual, physical, and emotional—to achieve well-being for ourselves and others.
Balanced. For more information on investments please see section V or call 000.000.0000.
Balanced. This pool is designed for growth at more moderate levels of risk. It is appropriate for assets that will remain invested for an intermediate time period to several years. Assets are exposed to market risks and may experience principal loss from year to year.
Balanced. This pool is designed for growth at more moderate levels of risk. It is appropriate for assets that will remain invested for at least three years. Assets are exposed to market risks and may experience principal loss from year to year. The projected near worst-case return per annum over three years is approximately -6%. For funds with short-term grantmaking goals Short-Term: This pool is designed to outperform money market returns and provide a high degree of liquidity for near-term grant distributions. This pool is appropriate for assets that will remain invested for periods of one year or more. Market values should be relatively stable from year to year, but may experience periodic declines. The projected near worst-case return per annum over three years is approximately -5%.
Balanced. We look after ourselves and everyone else. Our class activities will be varied so that we do a good mix of different things.
Balanced. The [Regional Entity Name] standards development process strives to have an appropriate balance of interests and shall not be dominated by any two interest categories and no single interest category shall be able to defeat a matter.
Balanced. The objective is the long-term return on invested capital by investing in a roughly equal combination of bonds and a well-diversified equity portfolio. The risk, defined as the fluctuation of investment returns over time, is moderate. Growth (not applicable for Mosaique Fund Portfolio, SICAV) The objective is the long-term return on invested capital by investing in a well-diversified equity portfolio with a minor allocation to bonds. The risk, defined as the fluctuation of investment returns over time, is high.
