investment trust
Collective investment vehicle
An investment trust is a company that pools money from shareholders to invest in a diversified portfolio of assets—stocks, bonds, property, or other securities.
Unlike mutual funds, investment trusts issue a fixed number of shares that trade on stock exchanges, so their share price may differ from the underlying asset value.
She bought shares in an investment trust focused on emerging markets.
Units of company ownership
- holdingsProperty one owns
- stakeSharpened post or share
- equity stakeOwnership portion in enterprise
- shareholderEquity owner in corporation
NAV · discount · premium · market value · capitalization · buyback · share price · traded
Agent bound by loyalty
- custodianGuardian of a place
- beneficiaryDesignated asset receiver
- boardFlat rigid panel
- managerOne who directs others
fund manager · prospectus · mandate · regulatory · compliance · disclosure · annual report · AGM
Distributing investments strategically
- diversificationExpanding into varied areas
- holdingsProperty one owns
- equitiesOwnership stakes in corporations
- bondsTies that unite
securities · real estate · commodities · fixed income · blue-chip · emerging markets · international · domestic
Property investment trust
- mutual fundPooled, managed investment vehicle
- ETFTradable pooled investment vehicle
- index fundInvestment matching market benchmark
- hedge fundPrivate investment partnership
Go back again
- appreciationRecognition of worth
- growthIncrease in size
- capital gainsProfit from asset sales
- benchmarkStandard for comparison
outperform · underperform · volatility · alpha · beta · total return
Corporate profit share
- yieldProduce or relinquish
- payoutMoney distributed to recipient
- distributionAllocation across recipients
- quarterlyFour times annually
annual · interim · ex-dividend · reinvestment · coupon · interest · total return
shares
Units of company ownership
- holdingsProperty one owns
- stakeSharpened post or share
- equity stakeOwnership portion in enterprise
shareholder · NAV · discount · premium · market value · capitalization · buyback · share price · traded · listed
fiduciary
Agent bound by loyalty
- custodianGuardian of a place
- beneficiaryDesignated asset receiver
- boardFlat rigid panel
manager · fund manager · prospectus · mandate · regulatory · compliance · disclosure · annual report · AGM · voting rights
asset allocation
Distributing investments strategically
- diversificationExpanding into varied areas
- holdingsProperty one owns
- equitiesOwnership stakes in corporations
bonds · securities · real estate · commodities · fixed income · blue-chip · emerging markets · international · domestic · growth stocks
REIT
Property investment trust
- mutual fundPooled, managed investment vehicle
- ETFTradable pooled investment vehicle
- index fundInvestment matching market benchmark
return
Go back again
- appreciationRecognition of worth
- growthIncrease in size
- capital gainsProfit from asset sales
benchmark · outperform · underperform · volatility · alpha · beta · total return
dividend
Corporate profit share
- yieldProduce or relinquish
- payoutMoney distributed to recipient
- distributionAllocation across recipients
quarterly · annual · interim · ex-dividend · reinvestment · coupon · interest · total return
- real estatehouse, home, apartment, property, sale
- investment fundsmutual funds, mutual fund, hedge funds, index fund, index funds
- securitiessecurities, shares, equities, bonds, stocks
- business entitiescorporation, LLC, sole proprietorship, partnership, company
- mortgage termsmortgages, home loans, foreclosure, lien, interest rates
- Islamic financesalam, zakat, sharia compliance, Islamic finance, Islamic banking
investment trustmutual fund
Pooled, managed investment vehicle
unit trust · exchange-traded fund · money market fund · index fund · hedge fund
investment trustdivestment
Disposal of assets
savings account · consumption · spending · liquidation · debt
investment, invest, invested, investing, investor, investors, investments, investiture, vest