Investment Objectives
The financial goals of an investor. Risk tolerance, time horizon, financial circumstances, and the investment personality of a client, all play an integral role in the investment objectives.
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Investment Objective: You'll find the investment objective listed in its own section of the prospectus. The investment objective explains the goal of the fund.
Investment Objective
The stated goal that a fund hopes to maintain.
Investment Objective The overall investment objective of the investor as to what the investor is trying to achieve through investing his portfolio. i.e.
investment objective : the goal toward which the investor aims including not only economic but also social, political, religious, national, and other ends.
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Investment objective
An investment objective is a financial goal that helps determine the type of investments you make.
Investment Objective: An individual's investment goal based on his or her time horizon and risk tolerance.
IRA Rollover: A tax-free transfer of funds from one individual retirement account (IRA) to another.
Investment Objective The financial goals pursued by an investor or a mutual fund. Examples of investment objectives include long-term growth, capital preservation, or current income.
Investment Objective: The goal (for instance, current income) of an investor or a mutual fund. Mutual fund objectives must be clearly stated in their prospectus.
Investment objective
The declared purpose of investment of a mutual fund scheme
Investment strategy ...
Investment objective: Formally, a provision in the prospectus of a fund that states the principal requirements and limitations that constrain the investment advisor's range of action in management of the fund portfolio.
INVESTMENT OBJECTIVE A fund's investment goal. For example, a growth fund typically has an investment objective of providing long-term growth of capital.
Investment Objective
The outcome desired by an investor or a mutual fund. For example, "current income" or "capital appreciation" are types of investment objectives.
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Investment objective
The financial objective of an investor. Whether the investor requires income or capital appreciation, for example. The investor's objective governs the investment strategy.
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The investment objective of the fund must be Corporate-General, Corporate-High Quality, Government-General, Government-Treasury, or Government-Mortgage.
The average maturity of the fund must be greater than one year.
Basic Investment Objectives
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Subaccount Investment Objective
Identifies a subaccount's investment type (for example, aggressive growth, balanced, money market or corporate bond).
Subaccount Net Assets
The assets of a subaccount expressed in millions of dollars.
Investment company A firm that that invests the funds of investors in securities appropriate for their stated investment objectives in return for a management fee. See also: Mutual fund.
The investment objectives may not be attained. Record date Date by which a shareholder must officially own shares in order to be entitled to a dividend. Redemption price Price at which a bond is redeemable before the maturity date.
Investment objective Financial goal of an investor used to determine appropriate investments. Individual Retirement Account (IRA) A custodial account or trust in which individuals may set aside earned income in a tax-deferred retirement plan.
A category of mutual fund investment objective where a large portion of the portfolio is invested in high-yield corporate bonds. HMO See Health Maintenance Orgainzation.
Hold a meeting to decide the investment objectives of the club. For example, will you invest for income or growth and how much risk are members prepared to take.
traditionally, an exchange of one security for another to change the maturities of a bond portfolio or the quality of the issues in a stock or bond portfolio, or because investment objectives have shifted.
" Large pension funds and individual investors alike aim for an allocation of funds that best achieves their investment objectives, like safety, steady income, and capital appreciation.
General: There is no assurance that the Fund will be able to meet its investment objective and investors couldpotentially incur losses, including loss of principal when investing in the Fund.
The information presented does not consider your particular investment objectives or financial situation and does not make personalized recommendations.
Note that the terms used to describe investment objectives often vary across brokerage firms and new account applications. You might hear terms such as "income," "growth," "conservative," "moderate," "aggressive" and "speculative.
Because different portfolios have different investment objectives, investment managers need guidance as to how a portfolio is to be invested.
The period of time over which an investment objective is to be realised. Time horizon is a critical factor for all investors in determining the types of investments they should make or, at least, the amount of risk they are prepared to carry.
Fund family Set of funds with different investment objectives offered by one management company. In many cases, investors may move their assets from one fund to another within the family at little or no cost.
Fund family is the term used to describe a group of mutual funds operated by the same investment company, but with differing investment objectives.
More than one investor who work in concert to achieve an investment objective. A group of investors who wish to take over a company may act in concert to buy up the company's stock. This is legal as long as proper notification is made to the SEC.
when investing, match the investment portfolio with the investment objectives of the investor. why would a person of near-retirement age go for a mutual fund that is mostly composed of bonds?
Before deciding to invest in foreign exchange you should carefully consider your investment objectives, level of experience, and risk appetite.
A fund's investment objectives, risks, charges and expenses should be considered carefully before investing. The prospectus contains this and other important information about the fund.
A firm that that invests the funds of investors in securities appropriate for their stated investment objectives in return for a management fee. See also: Mutual fund. Investment Company Act of 1940 ...
Each managed account has an investment objective, and each manager oversees multiple individual accounts invested in the same basic portfolio to meet the same objective.
An investment fund with an investment objective of long term capital growth.
Growth Stock
The common stock of a company that is expected to have above-average growth in revenues and profits.
2. A discussion and review of the client's investment objectives, investment time horizon, anticipated withdrawals or deposits, need for reserves or liquidity, and attitudes regarding tolerance for risk and volatility.
- the investment objective is based on movements in a stock index and the fund replicates the index by buying and selling its components,
- the fund is listed and its net asset value matches a stock index.
A legal document which describes the investment objective of the fund, the manner in which the fund is administered and operated, the fees and other pertinent information.
Mutual Real Estate Fund: ...
The stocks a fund buys whether in small, up-and-coming companies or large, well-established firms depends on the fund's investment objectives and management style.
INCOME FUND - Income funds are mutual funds whose investment objective is to produce current income rat...
INCOME GEARING RATIO - Interest Expense / Operating Profit.
Mutual funds that feature a mix of stocks, bonds, and cash equivalents to meet the investment objectives of individual investors.
Average Maturity
The lifetime of a bond, concluding when the final payment of that obligation is due.
Several kinds of equity-oriented funds also can have income as their primary investment objective, such as utilities income funds and equity income funds.
The mutual fund is run by a fund manager who is responsible for the buying and selling of investments in accord with the investment objectives of the fund.
INCOME FUND: A mutual fund whose investment objective is current income rather than capital growth. Income funds are often invested in bonds and other fixed-income securities.
General description of the fund's investment objectives and type of securities the fund invests in.
Investment Trust
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This gives you the opportunity to be an active investor in different market segments, depending on your own personal preferences and investment objectives.
Group of funds offered by the same mutual fund company. The funds can be differentiated by investment objectives, asset mix, geographical focus, etc.
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SUITABILITY " An investment which meets a client's investment objectives and financial situation.
Know Your Client Rule: The rule that recognizes the fiduciary duty of the investment advisor to understand the client's investment objectives and make appreciate recommendations for investments.
Investment climate: The specific market conditions that influence the probability of achieving the investment objectives over a recommended planning horizon for an investment strategy.
Like mutual funds, segregated funds offer a range of investment objectives and categories of securities e.g. equity funds, bond funds, balanced funds etc.
Suitability
Definition: [crh] A requirement that any investing strategy fall within the financial means and investment objectives of an investor.
Describes how a mutual fund's manager intends to invest the fund's assets. The fund category should reflect your investment objectives, time horizon and risk tolerance.
A mutual fund is an investment that combines funds from many investors and uses them to purchase securities. The type of securities purchased are dependent on the fund's investment objectives. Mutual…
Composition of Money Market Funds ...
Long-term, risk-return targets developed principally from careful consideration of plan sponsor factors, investment factors and a forecast of the future. Critical in the adoption of investment objectives is the asset allocation decision.
Also known as an open-end investment company, to differentiate it from a closed-end investment company. Mutual funds invest pooled cash of many investors to meet the fund's stated investment objective.
Blanket recommendation
A recommendation by a brokerage firm sent to all its customers advising that they buy or sell a particular stock regardless of investment objectives or portfolio size.
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