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Target investment mix |
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Target investment mixThe percentage mix of stocks, bonds, and short-term reserves that an investor considers appropriate based on his/her personal objectives, time horizon, risk tolerance, and financial resources.Target investment mix Similar MatchesInvestment managerInvestment managerThe individual who manages a portfolio of investments. Also called a portfolio manager or a money manager. Direct Foreign InvestmentDirect Foreign InvestmentSee Foreign Direct Investment Zero investment portfolioZero investment portfolioA portfolio of zero net value established by buying and shorting component securities, usually in the context of an arbitrage strategy. Investment certificateInvestment certificateA document that serves as proof that an individual has an investment in a savings and loan association. Investment bondInvestment bondA unit linked single premium whole life assurance policy. Part of the premium gives life cover whilst the balance is invested in unitised funds. Under certain circumstances, since the bond is a life policy, certain tax advantages may be enjoyed. For example if the capital and annual interest are reinvested in full, there is no immediate liability to higher rate tax. If the proceeds of the bond are subsequently taken when a former higher rate taxpayer has become a basic rate payer, there is no higher rate tax liability. Further SuggestionsMunicipal Investment Trust (MIT)Leveraged investment company Investment Company Institute (ICI) Foreign direct investment (FDI) Recognised Investment Exchange Foreign Direct Investment Unit investment trust Registered investment company Investment club Investment advisory service Investment agreement investment trust Association of Unit Trusts and Investment Funds Foreign investment risk matrix (FIRM) Net investment Multilateral Investment Guarantee Agency (MIGA) Investment product line (IPL) Independent investments Ethical Investment Research Service Reinvestment risk Trade-related investment measure Portfolio investment Investment climate Unit Share Investment Trust (USIT) Investment letter |
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