Capital Appreciation definition

Capital Appreciation and “Capital Depreciation” mean, for any Total Return Payment Date, the amount determined according to the following formula for the applicable Terminated Obligation or Repaid Obligation:

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Capital Appreciation. An investment objective of Capital Appreciation indicates you seek to grow the principal value of your investments over time and are willing to invest in securities that have historically demonstrated a moderate to above average degree of risk of loss of principal value to pursue this objective. Some examples of typical investments might include common stocks, lower quality, medium-term fixed income products, equity mutual funds and index funds.

Capital Appreciation. An increase in the share price of a security. This is one of the two primary sources of an investor's total return. The other primary source is income. Concentrated portfolio: A portfolio that is limited to relatively few securities or industries although its manager can invest in a diversified universe. Current-coupon bond: A bond that is trading at its face value or par because it is paying a market-level rate of interest. Debt: Another term for a bond or fixed-income security. Derivative: A security that has been crafted from an existing asset or security. Derivatives' value (and investors' returns) derive from the value of the underlying asset or security. Diversification: Diversification is essentially the opposite of "keeping all your eggs in one basket". If you own just one investment, you'll have a limited amount of diversification. By owning several investments, particularly mutual funds that follow different investment strategies and hold different types of assets, you may lower your portfolio's overall risk. Dividend: A distribution of a portion of a company's earnings to its stockholders. Older, larger, and more-established companies are more likely to pay dividends. Young, growing companies often need to reinvest all of their profits into their businesses, and thus are less likely to pay out dividends to investors. Equity: Another term for stock, which is issued by a corporation and trades on an exchange. Fixed-income security: Another term for a bond or debt security. Growth: There are two common uses of the word growth in the investment industry. In the first sense, growth refers to an increase in a firm's profits or sales. In the second sense, growth refers to a style of investing in which managers seek High-yield bond: Also referred to as a junk bond, this is a fixed-income security that has a credit rating of less than BBB, as measured by Standard & Poor's, or BAA as measured by ▇▇▇▇▇'▇. These bonds are much more sensitive to the economic cycle than are high-quality securities, but they offer the potential for higher coupons (interest payments), or yield, in return to investors who take on the added risk.

Examples of Capital Appreciation in a sentence

• Rowe Price Capital Appreciation Fund, Inc.; by changing the name of T.

• Rowe Price Capital Appreciation & Income Fund, Inc.; by changing the name of T.

• Rowe Price Capital Appreciation Fund Global Proxy Service Rider T.

• Floating Amount Payer: Citibank Floating Amount: In relation to any Terminated Obligation or Repaid Obligation, Capital Appreciation, if any.

• If such returned, paid or otherwise rescinded amount is subsequently paid by the related Reference Entity or any such other person or entity, then the relevant party shall pay the amount of such Capital Appreciation or Capital Depreciation, as applicable, within ten Business Days after the date of such subsequent payment.

• If such returned, paid or otherwise rescinded amount is subsequently paid by the related Reference Entity or any such other person or entity, then the relevant party shall pay the amount of such Capital Appreciation or Capital Depreciation, as applicable, within five Business Days after the date of such subsequent payment.

• Capital Appreciation Trust Capital Appreciation Fund (JHF II) 0.850% — first $300 million; 0.800% — between $300 million and $500 million; 0.700% — between $500 million and $1 billion; and 0.670% — excess over $1 billion.

• BlackRock California Municipal Series Trust BlackRock Capital Appreciation Fund, Inc.

• Capital Appreciation Fund Capital Appreciation Trust (JHT) 0.850% — first $300 million; 0.800% — between $300 million and $500 million; 0.700% — between $500 million and $1 billion; and 0.670% — excess over $1 billion.

• DelCap Fund Capital Appreciation Fund Delaware Group Equity Funds V, Inc.

More Definitions of Capital Appreciation

Capital Appreciation means, for each Deposit Note, an amount used in the Maturity Payment Formula and determined in accordance with the following formula:

Capital Appreciation and "Capital Depreciation" are defined by the following formula: PRICE(T+1) - PRICE(T) X NOTIONAL AMOUNT ------------------------- PRICE(T) Where:

Capital Appreciation means the excess, if any, of the Ending Capital of the Bank over the Beginning Capital of the Bank;

Capital Appreciation means the amount (if any) by which the New Ingoing Contribution (or value of the right to reside in the Accommodation Unit) exceeds the Ingoing Contribution paid by the Resident.

Capital Appreciation means the amount if any, calculated on the Maturity Date by which the NAVFinal exceeds the Original Principal Amount.