Investment Fundamentals
Investment Objective
Definition
What is Investment Objective?
The specific result an investorA person or organisation that commits capital with the expectation of a financial return. or fund seeks, such as income, capital growth, or preservation.
Example in practice
How This Looks in Practice
A retiree may choose capital preservationAn approach that prioritises avoiding permanent loss of the amount invested. and regular income as the main objectives.
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Related Terms
Investment Fundamentals
Principal
The original amount of money invested or lent, excluding later returns.
Investment FundamentalsCapital
Money or other resources committed to produce income, growth, or another economic benefit.
Investment FundamentalsInvestment
An asset or commitment of money made with the expectation of future income, growth, or both.
Asset ClassesAsset
Anything with economic value that can be owned or controlled.