Investment Strategy. The Company’s investment strategy described in the Registration Statement and the Prospectus accurately reflect in all material respects the current intentions of the Company with respect to the operation of the Company’s business, and no material deviation from such investment strategy is currently contemplated.
Investment Strategy. The Trust intends to achieve its objective by investing in long-term holdings of unencumbered, fully allocated Gold Coins and does not intend to speculate in gold.
Investment Strategy. 2.1 Your Stocks and Shares ISA will be invested on a discretionary basis in accordance with your Objectives set out by you in your Account subject always to the requirements of HM Revenue & Customs (“HMRC”).
2.2 For each new tax year, all contributions to your Account will be allocated first to your Stocks and Shares ISA until the maximum subscription is reached for that year, or until your own pre-set limit. Once the maximum subscription or your own pre-set limit is reached, future contributions are allocated to the non-ISA remainder of your Account
2.3 We will review your Stocks and Shares ISA on a regular basis to ensure that it is still suitable for you based on your current Objectives. We will automatically re-balance your Stocks and Shares ISA on a regular basis without obtaining your consent to do so.
Investment Strategy. 3.1 Your plan will be invested on a discretionary basis in accordance with your Objectives, as advised by you to us, subject always to the requirements of: • the agreements between us and ESL for the provision and operation of the Scheme; and • the Trust Deed and Rules.
3.2 ESL will direct the trustee to open an Account with us to manage the investments in your plan. By agreeing to these Additional Pension Terms you authorise ESL to give this instruction on your behalf.
3.3 The investments and money in your plan are held on the trustee's behalf using the custodian arrangements as described in this Agreement
Investment Strategy. The Fund shall make, hold and dispose of such Portfolio Investments as the Investment Manager, pursuant to the Management Agreement, determines to be suitable for the Fund and that are consistent with the purpose of the Fund and the investment strategy, objective, and any guidelines described in the Private Placement Memorandum and the Allocation Policy.
Investment Strategy. The stated investment strategy, guidelines and trading philosophy applicable to each individual Bundle as contemplated in clause 3 below.
Investment Strategy. VIA will integrate the activities of the Fund's subadvisers to create a framework in which overall Fund exposure to stocks, bonds, and cash will be varied in response to changes in criteria including: - Long-term expected returns - Historical valuation levels - Monetary, economic, and other indicators that can be quantified and measured over long periods of time. Subadvisers seek to add value by taking advantage of the changes in relative value and risk among asset classes. Allocation among asset classes may change dramatically over time. Allocation among asset classes are often implemented by using futures contracts. Portfolio management of assets representing each asset class may be active or passive.
Investment Strategy. (a) The Trustee must prepare and maintain an investment strategy in a written form which enables the Trustee, an auditor or the Commissioner to determine whether the Trustee has complied with and is complying with the Public Ancillary Fund Guidelines and other Australian laws.
(b) The Trustee must implement the investment strategy and make investment decisions in accordance with the investment strategy.
Investment Strategy. In order to strengthen DFTS and improve the value of the stock investment being made by NMKT, the latter has agreed, on a best efforts basis, to attempt to secure additional equity financing for DFTS in an approximate amount of Five Million ($5,000,000) Dollars. The terms of such equity financing will be a matter of negotiation between DFTS and prospective investors. The parties agree that the inability of NMKT to secure such financing will not affect the validity of this Agreement. In addition, NMKT, on a non compensatory basis, will make available its president, Philip Verges, to explain to the investment community and prospectivx xxxxxxxx, xhe benefits to be derived by an investment in DFTS.
Investment Strategy. The Active Aggressive Portfolio maintains a target asset allocation of 80% equity, 20% fixed income. This target asset allocation is comprised of the following Sub-asset Classes and Funds: 17.5% allocation large-cap domestic equity, managed by The Vanguard Group, Inc.; 3.75% small-cap domestic equity, managed by The Vanguard Group, Inc.; 11.25% small-/mid-cap domestic equity, managed by Rothschild Asset Management Inc.; 8.75% international equity, managed by Capital Research and Management Co.; 8.75% international equity managed by Wellington Management Company LLP; 7.5% emerging markets equity, managed by Sands Capital Management, LLC; 7.5% emerging markets equity, managed by DFA Investment Dimensions Group, Inc.; 15% private real estate/U.S. Real Estate, managed by UBS Realty Investors LLC, Blackstone Property Advisors L.P. and The Vanguard Group, Inc.; 5% high yield bonds, managed by PGIM Fixed Income; 5% emerging markets debt, managed by Stone Harbor Investment Partners, LP; 7.5% Market Fixed Income, managed by The Vanguard Group, Inc.; and 2.5% Stable Value, managed by Invesco Advisers, Inc. The majority of the underlying allocations of the Active Aggressive Portfolio employ an Active Management strategy. A full description of each underlying Fund’s investment strategy can be found in the Target Enrollment Portfolios section of this document. A complete description of each of the risks associated with the underlying Funds of the Active Aggressive Portfolio can be found in the Target Enrollment Portfolios section of this document. Information on obtaining prospectuses for the respective Funds is also contained in that section.
