It seeks total return consisted of capital appreciation
, current income and gains, with a secondary objective of long-term capital appreciation
As per Head of Equities of J P Morgan MF India, Harshad Patwardhan,"We believe there is a set of investors who are looking for capital appreciation
but with less volatility.
The Palestine Dedicated Fund, launched in April 2006, is aimed at achieving capital appreciation
with optimum returns, within a controlled level of risk, over the medium- to long-term by investing in listed securities, IPOs and pre-IPOs issued in Palestine.
They won't get every bit of capital appreciation
like a stock, and not all the income a bond will--but they come very close, and won't be as risky, either.
7 percent, placing her in the middle of the pack among Lipper's capital appreciation
seeks long-term capital appreciation
through investment primarily (normally at least 80% of assets) in equity and equity-linked securities of companies domiciled in countries utilizing the euro currency.
200,204,060 series 2007B first subordinate capital appreciation
turbo term bonds 'BBB+';
61,555,702 Series 2007C Turbo Capital Appreciation
Term Bonds, due June 1, 2036 'BBB';
The Fund's primary investment objective is to provide current income and gains, with a secondary objective of capital appreciation
This fund is appropriate for investors seeking capital preservation with some potential for capital appreciation
, and for investors who require current income but can tolerate some market volatility.
4,610,000 convertible capital appreciation
bonds due June 1, 2025 'BBB';
FVD's investment objective is to provide total return through a combination of current income and capital appreciation