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. 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.
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”).
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. 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. Investment Risks 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.
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.
Investment Strategy. The Trust intends to achieve its objective by investing primarily in long-term holdings of unencumbered, fully allocated, physical silver bullion and will not speculate with regard to short-term changes in silver prices. The Trust will not invest in silver certificates or other financial instruments that represent silver or that may be exchanged for silver.
