In the US, a 10-year trend has seen allocations to hybrid funds
increase to as target date options have been driven by more plans installing automatic-enrollment features, making target-date funds the default investment options.
The combination of GFS high touch customer service and customized solutions, primarily to single manager hedge funds, private equity funds and hybrid funds
, with differentiated capabilities in serving complex fund strategies with SS&C enables a flexible and comprehensive platform to manage a funds middle and back office.
For investors, hybrid funds
would be the best way to tackle the situation for the next six months.
When weighted by assets, fees for equity funds, bond funds and hybrid funds
, while declining over time, accounted for about 0.
Mutual Fund Retirement Assets by Type of Account and Fund: Q4 2013 Equity Total Domestic Foreign Hybrid (1) Retirement accounts $3,761 $2,885 $876 $1,437 IRAs 1,637 1,244 393 627 DC plans 2,124 1,641 483 809 401(k) plans 1,584 1,197 387 670 403(b) plans 309 271 38 76 457 plans 69 54 15 16 Other DC plans (2) 162 119 43 47 VA mutual funds (outside 778 601 177 140 of retirement accounts) (3) Total 4,539 3,486 1,054 1,577 Bond Money Total marketw Retirement accounts $893 $379 $6,470 IRAs 465 230 2,959 DC plans 427 149 3,511 401(k) plans 307 98 2,659 403(b) plans 36 21 442 457 plans 15 1 101 Other DC plans (2) 70 29 308 VA mutual funds (outside 300 24 1,241 of retirement accounts) (3) Total 1,192 403 7,711 (1) Hybrid funds
invest in a mix of equities and fixed-income securities.
According to its report "The Economics of Providing 401(k) Plans: Services, Fees and Expenses, 2012," the decrease in expenses for these funds, which include equity, bond and hybrid funds
, is consistent with the downward trend of the past decade and a half.
With the year coming to a close, we listed equity and equity- oriented hybrid funds
launched before 2000 and then narrowed the list to funds that have given 15 per cent or more annual returns since launch.
On Hybrid funds
, Rego says, one can use a combination of Balanced Funds (Reliance RSF Balanced / HDFC Prudence); Balanced Dymanic PE (FT India Dynamic PE Fund); and Multiasset (Axis Triple Advantage).
For more from Tom Nawrocki, see: The Effects of Earnings Season Trends in Expense Ratios Hybrid Funds
Are on Fire
Karen focuses on the organization and operation of a wide range of private investment funds, including buyout funds, distressed, mezzanine and other debt funds, infrastructure funds, real estate funds, venture and growth capital funds, co-investment funds, hybrid funds
and hedge funds.
Fidelity today offers Indian investors a comprehensive range of well-differentiated investment options through its various equity funds and fixed income / hybrid funds
Not surprisingly, government-backed funds are hamstrung by red tape, particularly in Brazil, which has a broad and rather Byzantine system of film incentives on various levels: federal, state and municipal, along with hybrid funds
of private and public coin.