Investment Fundamentals

Investment Objective

Definition

What is Investment Objective?

The specific result an investor or fund seeks, such as income, capital growth, or preservation.

Example in practice

A retiree may choose capital preservation and regular income as the main objectives.

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The original amount of money invested or lent, excluding later returns.

Money or other resources committed to produce income, growth, or another economic benefit.

An asset or commitment of money made with the expectation of future income, growth, or both.

Anything with economic value that can be owned or controlled.

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