Preservation of Capital

Preservation of Capital

A conservative investment strategy that attempts merely to avoid the loss of value. Retirees often prefer this strategy for their savings because the rate of return is designed only to keep up with inflation, ensuring that the value of their savings does not decrease over time. This often works in the short-term for pensioners, but using capital preservation as a long-term strategy often adds exposure to inflation risk rather than reduces it. Capital preservation strategists usually invest in fixed-income securities and other low-risk investments.
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Faysal Financial Sector Opportunity Fund (OEFFFSOF), an open-ended mutual fund, seeks maximum preservation of capital and a reasonable rate of return via investing primarily in money market and debt securities having good credit rating and liquidity.
A closed-end fund, HFRO aims to provide a high level of current income, consistent with the preservation of capital in a registered fund format and it declares and pays dividends of investment income monthly.
The investment objective of the Fund is to provide a high level of current income, consistent with the preservation of capital in a registered fund format.
Secure PLUS Notes go through the highest levels of due diligence and are unique in that they provide Real Estate Note buyers with the benefits of preservation of capital, hassle-free passive monthly income through Auto-Pay and Secure PLUS Default Protection.
Ubinas, adding "The fund seeks to provide monthly income through the distribution of dividends consistent with the preservation of capital. It offers tax benefits under the Puerto Rico tax code, while it invests up to 80% of its assets in U.S.
According to JP Morgan, the landmark fund aims to achieve a competitive return which is consistent with the preservation of capital and liquidity, ideal for investors looking for a more flexible alternative to deposits while maintaining the highest level of credit quality.
"Real estate has unique return characteristics that combine relatively high yields with the prospect of preservation of capital by virtue of its inflation hedging characteristics," Mirante said.
The fund is intended to serve institutional investors and is designed for preservation of capital with maximum liquidity while providing current income.
Faysal Islamic Savings Growth Fund, an open end mutual fund, seeks to provide maximum possible preservation of capital and a reasonable rate of return via investing in Shariah Compliant money market and debt securities having good credit quality rating and liquidity.
A diversified, closed-end management investment company, the fund seeks to provide a high level of current income together with preservation of capital.
is to provide current income exempt from federal income tax and from the personal income tax of its state, if any, consistent with the preservation of capital.

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