Investment Horizon definition

Investment Horizon means the time over which the investment objectives, as set forth in this investment policy, are expected to be met. Unless otherwise stated, the investment horizon for assets administered according to this investment policy is ten (10) years.
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Investment Horizon means any time period over which the established investment objectives are expected to be met.
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Investment Horizon means the expected time the assets in an investment account will be held for;
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Examples of Investment Horizon in a sentence

  • The meeting at which such persons are elected shall be known as the annual meeting of Trustees.

  • Indicative tenure / Investment Horizon: 3-5 years Investment Structure and ReportingThe Ambit Coffee Can Portfolio shall be operated on “Client Level” basis.

  • Indicative tenure / Investment Horizon: 3-5 years Investment Structure and ReportingThe Ambit Good & Clean Multi Cap Fund shall be operated on “Client Level” basis.

  • Indicative tenure / Investment Horizon: 6 months -5 years Investment Structure and ReportingThe Ambit Good & Clean Mid Cap & Small Cap Fund shall be operated on “Client Level” basis.

  • These Investment Horizon models become more conservative, with higher allocations to bonds and stable value investments, as the horizon becomes shorter.

  • Stock weights are in the proportion to Nifty 500 TRI Weight Investment Horizon: Medium to Long term Risks associated with the investment approach: Equity risk is the financial risk involved in holding equity in a particular investment.

  • However, the strategy has the flexibility to invest in companies across the entire market capitalization spectrum Benchmark: Nifty Small Cap 100 TRI Investment Horizon: Medium to Long term Risks associated with the investment approach: Equity risk is the financial risk involved in holding equity in a particular investment.

  • However, the strategy has the flexibility to invest in companies across the entire market capitalization spectrum Benchmark: Nifty Small Cap 100 TRI Investment Horizon: Medium to Long term. Risks associated with the investment approach: Equity risk is the financial risk involved in holding equity in a particular investment.

  • Stock weights are in the proportion to Nifty 500 TRI Weight• New Benchmark: S&P BSE 500 TRI• Strategy: Equity• Investment Horizon: Medium to Long term• Risks associated with the investment approach: Equity risk is the financial risk involved in holding equity in a particular investment.

  • Features:– Investment Approach: “Buy & Hold”– Investment Horizon: Medium to Long term– Maximize post tax return due to Low Churn The Portfolio Manager may design and develop various series keeping in mind market conditions and may be customised for Client’s specific need / profile.


More Definitions of Investment Horizon

Investment Horizon means the time period over which investment objectives, as set forth in this statement, are expected to be met.
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Investment Horizon means a minimum of six (6) years and a maximum of ten (10) years after the full investment of the balance of the Rural Equity Capital Access and Promotion Trust Fund;
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Investment Horizon of the Fund shall mean the time period over which the Investment Objective is expected to be met. The Investment Horizon is a rolling 10 year period measured from any given date.
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Investment Horizon means, in respect of a Fund, the Investment Horizon set out in the Term Sheet for that Fund. “Investment Objective” has the meaning ascribed thereto on page 17.
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Investment Horizon means the period for which the expected return and admissible risk for the Client are determined.
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Investment Horizon means the time period over which the investment objectives, as set forth in this statement, are expected to be met. The investment horizon for the Trust is greater than 15 years representing multiple market cycles.
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Related to Investment Horizon

  • Investment Client means (i) any investment company registered as such under the Investment Company Act, any series thereof, or any component of such series for which the Adviser acts as investment adviser; or (ii) any private account for which the Adviser acts as investment adviser.

  • Asset Management Company/UTI AMC/AMC/Investment Manager means the UTI Asset Management Company Limited incorporated under the Companies Act, 1956, (1 of 1956) [replaced by The Companies Act, 2013 (No.18 of 2013)] and approved as such by Securities and Exchange Board of India (SEBI) under sub-regulation (2) of Regulation 21 to act as the Investment Manager to the schemes of UTI Mutual Fund.

  • Investment Company Client means any Investment Company (or series thereof ) as to which the Firm is an investment adviser or investment sub-adviser.

  • Investment Vehicles means any investment company or pooled investment fund, including, but not limited to, mutual fund families, exchange-traded funds, fund of funds and hedge funds, in which a Defendant has or may have a direct or indirect interest, or as to which its affiliates may act as an investment advisor, but of which a Defendant or its respective affiliates is not a majority owner or does not hold a majority beneficial interest.

  • PIPE Investment has the meaning specified in the Recitals hereto.

  • Private Investment means a securities offering that is exempt from registration under certain provisions of the U.S. securities laws and/or similar laws of non-U.S. jurisdictions. It includes investments in hedge funds, private equity funds, limited partnerships, real estate, peer to peer lending clubs and private businesses.

  • Investment Vehicle means a corporation, partnership, limited partnership, limited liability company, association, or other entity, either domestic or foreign, managed by an external manager in which a board is the majority investor and that is organized in order to invest with, or retain the investment management services of, other external managers.

  • Registered Investment Company means any one or more corporations, partnerships or trusts registered under the Investment Company Act of 1940 for which Fidelity Management and Research Company serves as investment advisor.

  • Asset Management Company/UTI AMC/AMC/Investment Manager means the UTI Asset Management Company Limited incorporated under the Companies Act, 1956, (1 of 1956) replaced by The Companies Act, 2013 (No. 18 of 2013) and approved as such by Securities and Exchange Board of India (SEBI) under sub-regulation (2) of Regulation 21 to act as the Investment Manager to the schemes of UTI Mutual Fund;

  • Investment Account As defined in Section 3.12(a).

  • Alternative Investment Vehicle means an entity created in accordance with the Operative Documents of a Borrower to make investments and that has the right to call on Capital Commitments directly from Investors.

  • regulated investment companies (as defined in Section 851 of the Code), all as from time to time in effect (collectively, the "Policies"), and with all applicable provisions of law, including without limitation all applicable provisions of the Investment Company Act of 1940 (the "1940 Act") and the rules and regulations thereunder. Subject to the foregoing, the Sub-Adviser is authorized, in its discretion and without prior consultation with the Manager, to buy, sell, lend and otherwise trade in any stocks, bonds and other securities and investment instruments on behalf of the Series, without regard to the length of time the securities have been held and the resulting rate of portfolio turnover or any tax considerations; and the majority or the whole of the Series may be invested in such proportions of stocks, bonds, other securities or investment instruments, or cash, as the Sub-Adviser shall determine.

  • Investment Fund has the same meaning as in National Instrument 81-106 Investment Fund Continuous Disclosure;

  • Regulated investment company has the meaning set forth in Section 851 of the Code.

  • Investment Person means all Portfolio Managers of Loomis Sayles and other Advisory Persons who assist the Portfolio Managers in making and implementing investment decisions for an Investment Company or other client of Loomis Sayles, including, but not limited to, designated Research Analysts and traders of Loomis Sayles. A person is considered an Investment Person only as to those client accounts or types of client accounts as to which he or she is designated by Personal Trading Compliance or the Chief Compliance Officer as such. As to other accounts, he or she is simply an Access Person.

  • Controlled Securities Account means each securities account (including all financial assets held therein and all certificates and instruments, if any, representing or evidencing such financial assets) that is the subject of an effective Control Agreement.

  • Investment Canada Act means the Investment Canada Act (Canada).

  • collective investment scheme means any arrangements with respect to property of any description, including money, the purpose or effect of which is to enable Persons taking part in the arrangements (whether by becoming owners of the property or any part of it or otherwise) to participate in or receive profits or income arising from the acquisition, holding, management or disposal of the property or sums paid out of such profits or income.

  • Investment Related Property means: (i) all “investment property” (as such term is defined in Article 9 of the UCC) and (ii) all of the following (regardless of whether classified as investment property under the UCC): all Pledged Equity Interests, Pledged Debt, the Investment Accounts and certificates of deposit.

  • Investment Accounts means the Collateral Account, Securities Accounts, Commodities Accounts and Deposit Accounts.

  • Sub-Investment Manager means for each Fund the sub-investment manager or sub-investment managers indicated in the tables on page x, and in addition for each Fund any other sub-investment manager that the Investment Manager may appoint in the future to manage the Fund, provided that disclosure of any such sub-investment managers appointed by the Investment Manager will be provided to Shareholders upon request and details thereof will be disclosed in the periodic reports to Shareholders, and provided further that each Sub-Investment Manager may appoint a sub-investment manager/advisor to manage/advise any portion of the assets of the Fund in accordance with the requirements of the Central Bank Rules;

  • Investment Entity means any Entity that conducts as a business (or is managed by an entity that conducts as a business) one or more of the following activities or operations for or on behalf of a customer: (1) trading in money market instruments (cheques, bills, certificates of deposit, derivatives, etc.); foreign exchange; exchange, interest rate and index instruments; transferable securities; or commodity futures trading; (2) individual and collective portfolio management; or (3) otherwise investing, administering, or managing funds or money on behalf of other persons. This subparagraph 1(j) shall be interpreted in a manner consistent with similar language set forth in the definition of “financial institution” in the Financial Action Task Force Recommendations.

  • Investment Portfolio means invested assets (including cash and cash equivalents, short-term investments, bonds or other fixed income securities and equity investments).

  • Investment Date means the date of the Investment Commitment Closing.

  • Investment Strategy is the processes and policies implemented by the Investment Manager for pursuing a particular investment objective managed by an Investment Team.

  • Investment pool means an entity created under the Texas Gov- ernment Code to invest public funds jointly on behalf of the entities that participate in the pool and whose investment objectives in or- der of priority are preservation and safety of principal, liquidity, and yield.