The shared
objective for all equity investors is to own a stake in a business that will eventually be worth two, four or 10 times more over time.
Not exact matches
Schwab
Equity Ratings and the general buy / hold / sell guidance are not personal recommendations
for any particular
investor or client and do not take into account the financial, investment or other
objectives or needs of, and may not be suitable
for, any particular
investor or client.
That said, we're not advocating that
investors abandon the benchmark - replicating approach.With bull market and economic expansion more mature, blending active management exposures — whether through actively - managed exchange traded funds (ETFs), multi-asset managers, traditional active
equity managers or other sources — with benchmark - replicating vehicles will become increasingly important
for meeting return
objectives and controlling risk.
Equities, which inherently carry more risk, accounted
for a larger percentage of the portfolio's assets, which may not be in line with the
investor's tolerance
for risk and long - term
objectives.
The new investment
objective of this scheme is: To provide
investors with opportunities
for long - term growth in capital through an active management of investments in a diversified basket of large cap
equity stocks.