investment objective

Definition

The result desired by an investor or mutual fund, such as current income or capital appreciation. also called objective.

Use this term in a sentence

You should try and make sure that you know the investment objective and do your best to achieve it fully.

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I sought out a different financial planner when it became apparent that he nor the company shared my investment objective.

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We worked long and hard to hammer out our investment objective, so when some unforeseen events clouded our prospects, there was a sense of uncertainty in the air.

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feasible portfolio blanket recommendation