Investment objective

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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investment objective

The financial goal or goals of an investor. An investor may wish to maximize current income, maximize capital gains, or set a middle course of current income with some appreciation of capital. Defining investment objectives helps to determine the investments an individual should select.
Wall Street Words: An A to Z Guide to Investment Terms for Today's Investor by David L. Scott. Copyright © 2003 by Houghton Mifflin Company. Published by Houghton Mifflin Company. All rights reserved. All rights reserved.

Investment objective.

An investment objective is a financial goal that helps determine the type of investments you make. For example, if you want a source of regular income, you might select a portfolio of high-rated bonds and dividend-paying stocks.

Each mutual fund describes its investment objective in its prospectus, along with the strategy the fund manager follows to meet that objective. Mutual fund investors often look for funds whose stated objectives are compatible with their own goals.

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References in periodicals archive ?
A closed-end, non-diversified management investment company, the fund's principal investment objective is to provide high current income by investing primarily in fixed income securities.
The primary focus of this criteria report is on the key rating considerations in assessing a MMF's (or other liquidity/cash management product's) capacity to meet its investment objective of preserving principal and providing liquidity through limiting credit, market and liquidity risk.
The Fund's investment objective is to provide total return through a combination of current income and capital appreciation.
With the change, ESD's primary investment objective will become high current income and its secondary investment objective will become capital appreciation.
'We are all open to those investments, but the criteria will be whether or not that is consistent with our investment objective, not any political agendas or considerations,' Kwang-woo reportedly said when asked about investing in Korean banks, specifically Woori and Korea Exchange Bank.
The fund's primary investment objective is to provide current income and then to liquidate and distribute substantially all of the fund's net assets to stockholders on or about 2 December 2024.
Its investment objective is to invest in opportunistic projects with a focus on mid-range local housing developments in first and second tier cities in China.
SMAs are private portfolios of stocks and bonds guided by a professional money manager who makes decisions according to a specific investment objective. Unlike a mutual fund, in which assets are pooled, the 2004.
"The investment objective of the scheme is to generate returns commensurate with risk from a portfolio constituted of Debt securities and/or Money Market instruments.
The current primary investment objective of ESD is total return and high current income is a secondary investment objective.

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