Investment Funds Goals and Objectives (2024)

​Investment funds has a set of goals that meet the requirements of investors and commensurate with the acceptable risk levels. The fund’s manager follows a specific policy and investment strategy to achieve these goals. That is why the securities that form the assets of these funds vary according to its goals and objectives. For example: when the achievement of a steady income is the goal of the fund’s investment, the fund’s manager sets the policies and investment strategies that will determine the securities to form the fund’s assets to achieve these goals. Accordingly, the objectives of investment funds can be generally classified as the following:

1. Invest to maintain capital.
2. Invest to achieve income.
3. Invest to achieve income and growth.
4. Invest to achieve growth.
5. Invest to achieve high growth.