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But when it comes to wealth-creation, the need is for a different approach. Aditya Birla Sun Life Medium Term Plan is one such scheme which aims to identify securities which offer high yields at lower levels of risk and selectively invest in them.The primary objective of the scheme is to generate regular income through investments in debt and money market instruments in order to make regular dividend payments to unit holders and secondary objective is to achieve growth of capital.On July 20, 2017, the Board of Trustees of the Turner Funds (the “Trust”) determined to dissolve Turner Midcap Growth Fund, Turner Small Cap Growth Fund and Turner Titan Long/Short Fund (each, a “Fund” and collectively, the “Funds”) and therefore the Funds will begin the complete liquidation of their assets.In connection with the liquidations, the Funds may hold more cash, cash equivalents or other short-term investments than normal, which may prevent a Fund from meeting its stated investment objective.This practice is inconsistent with the fundamental concept of valuation which equates risk and reward.To determine the size of the discount, three studies were conducted to measure the increase in return required to compensate investors that hold nonmarketable versus marketable securities or investments with longer term risk horizons.The 2017 edition includes 4 new real estate programs and updated price and historical financial data on actively traded real estate limited partnership and REIT interests.Click Here to see how this information can be used.
The report will be emailed in a PDF document upon purchase and includes an example to demonstrate how to apply the study.2017 Minority Interest Discount Database/Executive Summary Report on Re-Sale Discounts - Subscribe now and receive instant online access to the Minority Interest Discount Database.This online database can be queried from your desktop to identify detailed real estate limited partnership and REIT data on more than 400 publicly held real estate programs.When encumbered funds are not used; for example, due to amount expended is less than the original amount encumbered, these funds should be liquidated (process of releasing the unused funds) in order to free the funds for other uses.hen it comes to investing, traditional modes of investment may be a safe option.
https://gov/Archives/edgar/data/1006783/000110465917051828/a17-20197_1497.htm497 1 a17-20197_1497497 TURNER FUNDSTurner Midcap Growth Fund Turner Small Cap Growth Fund Turner Titan Long/Short Fund Supplement dated August 14, 2017to the Summary Prospectus, Prospectus and Statement of Additional Information (“SAI”) dated January 27, 2017THIS SUPPLEMENT PROVIDES NEW AND ADDITIONAL INFORMATION BEYOND THAT CONTAINED IN THE SUMMARY PROSPECTUS, THE PROSPECTUS AND THE SAI.