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 time period over which investment objectives, as set forth in this statement, are expected to be met.
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Examples of Investment Horizon in a sentence

  • Investment Horizon" shall be the time period over which the investment objectives, as set forth in this statement, are expected to be met.

  • These models were designed to be sensitive to the two primary drivers of optimal asset allocation: Risk Tolerance and Investment Horizon.

  • At present Stakeholder Relationship Committee comprised of Ms. Rajani Shirish Ladda, Chairperson, Mr. Krishnaswamy Mohanraj Madurai and Mr. Uttam Chhaw- chharia are as members of committee.

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

  • The case company works in the field of information security and cyber security, and, therefore, conversations with customers are strictly confidential.

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

  • 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.

  • Features: • Investment Approach: BUY & HOLD strategy • Investment Horizon: Long Term • Low to medium churn resulting in enhanced post-tax returns • Basically for Investors keen to generate wealth by participating in India's growth story over a period of time.

  • 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.

  • Recommended Investment Horizon: The recommended investment horizon for this strategy is 3-5 years.


More Definitions of Investment Horizon

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 means the expected time the assets in an investment account will be held for;
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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 ten (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 any sub-investment manager or sub-investment managers indicated in the relevant Supplement and any sub-investment manager that the relevant Investment Manager may appoint in the future to manage the Fund, provided that disclosure of any such sub-investment managers appointed by the Investment Managers 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 any Fund to which it has been appointed Sub-Investment Manager 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:

  • Investment Provider means any commercial bank or trust company, bank holding company, investment company or other entity (which may include the Trustee, the Bond Registrar or the Paying Agent), whose credit rating (or the equivalent of such rating by virtue of guarantees or insurance arrangements) by each nationally recognized Rating Agency then rating the Class I Bonds is sufficiently high to maintain the then current rating on such Bonds by such Rating Agency or is otherwise acceptable to each such Rating Agency in order to maintain the then current rating on such Bonds by such Rating Agency, which Investment Providers shall be approved by the Authority for the purpose of providing investment agreements.

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

  • Control Investment Affiliate as to any Person, any other Person that (a) directly or indirectly, is in control of, is controlled by, or is under common control with, such Person and (b) is organized by such Person primarily for the purpose of making equity or debt investments in one or more companies. For purposes of this definition, “control” of a Person means the power, directly or indirectly, to direct or cause the direction of the management and policies of such Person whether by contract or otherwise.

  • Alternative investment means an investment in a private equity fund, venture fund, hedge fund, or absolute return fund.