Benchmark Portfolio definition

Benchmark Portfolio means the asset allocation against which the total fund performance is measured.

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Benchmark Portfolio means the equally-weighted notional portfolio of Securities in which the Note Program has a notional investment;

Benchmark Portfolio means a portfolio of notional investments consisting of (i) if the Actual Fund Portfolio Weighting is greater than 100%, the Fund Portfolio and a notional loan facility, (ii) if the Fund Portfolio Weighting is greater than 0% but below 100%, the Fund Portfolio and the Bond or (iii) if the Fund Portfolio Weighting is 0% or under certain circumstances pursuant to an Extraordinary Event, the Benchmark Portfolio will consist of the Bond.

Examples of Benchmark Portfolio in a sentence

The Baseline Portfolio is constructed to have roughly similar risk to the Benchmark Portfolio described above.
When viewed on a monthly basis, we expect the probability that the return on your Assets outperforms the Benchmark Portfolio will be roughly 50/50, and that long periods of time should be expected when your Assets will underperform.
For the Global Balanced portfolios, the Benchmark Portfolio consists of approximately 65% Global equities, 20% U.S. bonds and 15% in U.S. short-term fixed income.
For the Global All-Equities portfolios, the Benchmark Portfolio consists of 100% Global Equities.
We will attempt to achieve the long term objective of outperforming the Benchmark Portfolio through a combination of cost efficiency, diversification, responsiveness to changes in asset valuation, responsiveness to momentum in asset prices, and managing your Assets in a tax aware (but not tax-optimized) fashion.

More Definitions of Benchmark Portfolio

Benchmark Portfolio means a portfolio of notional investments consisting of (i) the Share Portfolio designed to replicate the performance of the Reference Index and, as the case may be under the Portfolio Allocation rules, (ii) the Bond.

Benchmark Portfolio. ” means the portfolio composed of the Reference Assets, as described in this Information Statement under “Benchmark Portfolio” and, as the case may be, of Permitted Investments.

Benchmark Portfolio means the reference portfolio against which the total fund performance is measured.

Benchmark Portfolio means the asset mix position that represents the long-term investment strategy for the Funds as determined by the Board of Governors and set out in Sections V and VI of this SIP&P.

Benchmark Portfolio means the portfolio composed of shares of common stock of 20 leading Canadian companies listed on the TSX, as described in this Information Statement under “Benchmark Portfolio”;

Benchmark Portfolio means the portfolio composed of units or shares of the Funds, as specified in this Information Statement;

Benchmark Portfolio means the portfolio composed of energy (WTI crude and natural gas) and base metals (aluminum and copper) commodities, as described in this Information Statement under “Benchmark Portfolio”. Each series of Notes will have its own Benchmark Portfolio;