Indirect Investment
Investing through an intermediary vehicle such as a fund, trust, or pooled structure instead of buying assets directly.
Investment vehicle terms for indirect ownership, unitized funds, pooled products, and fund wrappers.
Investment Vehicles and Unitized Funds terms describe fund structures, pooled vehicles, registration status, regulatory exemptions, investment-company forms, and cross-border wrappers.
Use this branch when legal form, registration, exemption, trust structure, or pooled-vehicle design changes investor rights, liquidity, reporting, or tax treatment.
| Term | Use it for |
|---|---|
| Indirect Investment | A fund term that narrows the branch to a specific wrapper, exposure, cost, or operating feature. |
| Investment Fund | A pooled investment vehicle term used to classify fund wrappers. |
| Investment Vehicle | A fund structure, regulation, pooled-vehicle, or investment-company term. |
| Unitized Fund | A fund structure, regulation, pooled-vehicle, or investment-company term. |
Check registration status, governing law, exemption, eligible investor rules, redemption rights, custody, reporting obligations, tax classification, and whether the wrapper changes legal protections.
This page is educational and does not recommend a specific fund, security, tax treatment, or account choice.
Choose a subsection first. Deeper term pages live inside each subsection, which keeps large topic hubs readable.
Investing through an intermediary vehicle such as a fund, trust, or pooled structure instead of buying assets directly.
Pooled pool of investor capital managed according to a stated strategy across securities, real assets, or other financial exposures.
Financial structure or product investors use to gain exposure to assets, strategies, or markets.
Pooled fund divided into units so each investor owns a proportional share of the portfolio rather than specific underlying securities.