Low to Medium definition

Low to Medium risk profile means that the Fund is not expected to have frequent periods of negative and/or volatile returns, although you may experience negative returns in certain market conditions. The Fund may also be particularly exposed to the following risks ‘Investment markets’, ‘Investment style’, ‘country risk’. Please refer to see section 4 ‘Risks’ for an explanation of these risks as well as other risks that the Fund may be exposed to.
Low to Medium risk means that between one and two negative annual returns are expected over any 20 year period.
Low to Medium. For investors seeking a blend of income and growth with low volatility, although higher than the “low” category, with a low to medium risk of a decline in the value of the portfolio. Examples of such investments include bond or balanced funds.

Examples of Low to Medium in a sentence

  • Investment Risk Level Low to Medium Risk Fund Currency USD Minimum Investment Amount Minimum initial investment and holding - USD 1,000 Minimum top up amount - USD 500 Minimum Withdrawal Amount - USD 100 Tax on Interest The Income Tax Act (ITA) of Kenya applies Initial Fees 0% Annual Management Fee Maximum of 1.5%p.a. of Assets Under Management.

  • The Project consists of the following parts, subject to such modifications thereof as the Borrower and the Bank may agree upon from time to time to achieve such objectives: Part 1: Replacement of Incandescent Bulbs (IB) with Compact Fluorescent Lamps (CFL) in the Low to Medium Income Residential Sector Provision of financing to carry out the CFL Replacement Program, through the purchase and distribution of about 45 million CFLs and the collection and proper disposal of replaced IBs.

  • Low to Medium If you are a client with a low to medium risk tolerance, then you are willing to accept slightly more volatility, as compared to a client with a low risk tolerance, in return for the prospect of some increased growth.

  • Maximum Drawdown -10% Worst Quarter -7% Best Quarter +5% Low / Medium Risk Low to Medium risk investors are typically willing to accept only a modest amount of volatility and favour a bias towards fixed income and only moderate allocations to equities and other asset classes in order to reduce risk.


More Definitions of Low to Medium

Low to Medium risk profile means that the Fund is not expected to have frequent periods of negative and/or volatile returns, although you may experience negative returns in certain market conditions.