Investment Companies, Trusts, and Wrapper Types

Investment company, trust, and wrapper type pages explain specific legal forms used to organize pooled investment exposure.

Use this section for investment companies, trusts, unit investment trusts, OEICs, SICAVs, BDCs, and WHFITs.

In this section

• Investment Company and Trust Vehicles
  Focused fund entries about investment companies, investment trusts, unit investment trusts, and unit trusts.
  • Investment Company
    Company or legal structure that pools capital and invests in securities or other assets on behalf of investors.
  • Investment Trust: A Comprehensive Overview
    An in-depth look into Investment Trusts, their history, types, key events, advantages, and applications in financial management.
  • Unit Investment Trust (UIT)
    U.S. registered investment company structure with a fixed portfolio and defined trust life rather than ongoing active management.
  • Unit Trust
    Collective investment vehicle that issues units representing ownership in a pooled portfolio, commonly used in UK and similar markets.
• Wrapper and Cross-Border Fund Types
  Focused fund entries about BDCs, OEICs, SICAVs, and widely held fixed investment trusts.
  • Business Development Company (BDC)
    Publicly traded fund-like vehicle that finances smaller or developing businesses and often behaves like a yield-oriented closed-end structure.
  • Open-Ended Investment Company (OEIC): Definition, Structure, and Functionality Explained
    Comprehensive guide on what an Open-Ended Investment Company (OEIC) is, how it operates, its structure, benefits, and key considerations for investors.
  • SICAV
    European open-end investment company structure with variable capital, commonly used for collective investment funds in Luxembourg and similar jurisdictions.
  • Widely Held Fixed Investment Trust (WHFIT): Definition and Functionality
    Explore the detailed definition and functionality of a Widely Held Fixed Investment Trust (WHFIT), including its structure, types, benefits, and regulatory considerations.