Investment Returns Clause Samples
The Investment Returns clause defines how profits, interest, or other financial gains generated from an investment are calculated and distributed among the parties involved. Typically, it outlines the method for determining returns, the timing and frequency of distributions, and any conditions or thresholds that must be met before returns are paid out. This clause ensures transparency and fairness in the allocation of investment gains, helping to prevent disputes and clarify expectations regarding financial outcomes.
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Investment Returns. 3.1. For the avoidance of doubt, Investor shall be eligible to recoup its Participation Purchase Price and receive returns, on a pro rata and pari passu basis with each other investor in the Offering, from each Production, if any, as follows:
3.1.1. Investor shall receive an amount equal to the Investor’s Participation Percentage multiplied by the proceeds from the Offering used to actually finance the development of each Production (the “Development Financing”), within ninety (90) days following the first day of principal photography (as such term is customarily used in the entertainment industry) of the each such Production.
3.1.2. Concurrently with payment of the sums set forth in Section 3.1.1 above, Investor shall receive a return of twenty percent (20%) on Investor’s share of the Development Financing calculated by multiplying Investor’s Participation Percentage by the Development Financing for each Production (Investor’s Participation Purchase Price is deemed to be applied evenly over the total Development Financing);
Investment Returns. After much discussion, the PRB decided to return to a single valuation discount rate for the 2013 valuations. That rate is 5%. This resulted in 72 plans increasing the assumption from 3% to 5%, improving the funded percentage in their valuation. There were also 12 plans that were decreased from 7% to 5%, which reduced their funded percentage. The other 48 plans did not have a change in assumptions this year. These 48 plan included most of the larger plans. Exhibit 5 shows the 2013 (market value) investment returns as well as the five year and ten year average returns. In general, the smallest plans had the worst history of investment earnings and most did not have professional investment advice. If plans do not achieve a long term average investment return of 5% or more, the ultimate cost of the plan will be greater than the value of the liabilities shown in the valuation report. We noted this information in the valuation reports this year.
Investment Returns. The Participant hereby acknowledges and agrees to the following: a) investments fluctuate in value and the value of the investments when sold may be greater or lesser than the original cost; b) the Treasurer does not warrant or guarantee any level of performance by the Illinois Funds or that the Illinois Funds will be profitable over time; c) the Participant is ultimately assuming the market risk involved in the investment of assets; d) the prior performance of the Illinois Funds is not necessarily indicative of the Illinois Funds future results; and e) to the extent permitted by law, the Treasurer will not be liable for any investment losses of the Illinois Funds; and
Investment Returns. The investment returns that are reinvested in accordance with the laws and regulations of the host Contracting Party benefit from the same protection and privileges granted to the original investments.
Investment Returns. The sums yielded by the investment or derived therefrom for a specified period which shall include, without limitation, the profits, dividends, licence fees, royalties, leases, services and all the increases achieved on the capital assets and the utilization of intangible property rights.