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: Final PriceApplicable Notional Amount where
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 and “Capital Depreciation” means, for any Total Return Payment Date, the amount determined according to the following formula for the applicable Terminated Obligation: where

Examples of Capital Appreciation in a sentence

  • The Capital Appreciation option will be available only under the Growth plans/options of the Source schemes.

  • Capital Appreciation Option: Capital appreciation in the Source scheme can be transferred to the specified Destination Scheme at prescribed frequency.

  • Under Capital Appreciation Option, the minimum term shall be 6 months.

  • The capital appreciation, if any, will be calculated from the registration date of the Capital Appreciation Transfer under the folio, till the first transfer date.

  • Subsequent capital appreciation, if any, will be the capital appreciation between the previous successful Capital Appreciation Transfer date (where Capital Appreciation Transfer has been processed and paid) and the next Capital Appreciation Transfer date.


More Definitions of Capital Appreciation

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. Examples of equity derivatives include futures contracts and options. Collateralized mortgage obligations (CMOs) and mortgage-backed securities are examples of fixed-income derivatives. 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. Diversification does not guarantee a profit or protect against loss in a declining market. 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 firms with rapidly increasing profits or sales, often paying little attention to the prices they pay for such stocks. 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 Xxxxx'x. 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 yi...
Capital Appreciation and "Capital Depreciation" mean, with respect to any Terminated Obligation or Repaid Obligation and any Total Return Payment Date, the amount determined according to the following formula: where
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 excess, if any, of the Ending Capital of the Bank over the Beginning Capital of the Bank;
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: (Final PriceInitial Price) x Reference Amount Reduction Amount where
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, for each Deposit Note, an amount used in the Maturity Payment Formula and determined in accordance with the following formula: