Investment Company
Company or legal structure that pools capital and invests in securities or other assets on behalf of investors.
Investment company and trust terms for fund companies, unit trusts, UITs, and trust-based vehicles.
Investment Company and Trust Vehicles 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 |
|---|---|
| Investment Company | A fund structure, regulation, pooled-vehicle, or investment-company term. |
| Investment Trust | A fund structure, regulation, pooled-vehicle, or investment-company term. |
| Unit Investment Trust (UIT) | A fund structure, regulation, pooled-vehicle, or investment-company term. |
| Unit Trust | 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.
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Company or legal structure that pools capital and invests in securities or other assets on behalf of investors.
An investment trust is a pooled investment vehicle, often closed-ended, that holds a portfolio on behalf of shareholders.
U.S. registered investment company structure with a fixed portfolio and defined trust life rather than ongoing active management.
Collective investment vehicle that issues units representing ownership in a pooled portfolio, commonly used in UK and similar markets.