Definition von unit investment trust im Englisch Englisch wörterbuch
a regulated investment company consisting of professional managers who issue redeemable securities representing a portfolio of many different securities; "you can invest in a unit investment trust for as little as $1000
A popular type of stock market-linked investment that you may use to repay an interest-only mortgage Your monthly premiums buy units in a fund of stocks and shares that is run by a professional manager The value of units can go down as well as up, and a unit trust doesn't include life assurance
A unit trust is a trust that invests its funds in a spread of equities or fixed interest securities A professional manager runs the portfolio You buy units in the unit trust, the amount you pay being added into the unit trust's funds The price you pay for the units is based on the value of the unit trust's investments You can sell your units back to the unit trust at any time There is a difference between the buying and selling price, known as the "bid/offer spread"
A fund set up by a management company to channel investors' money into certain specified assets, in particular shares The units reflect the underlying value of the overall investment portfolio
A collective investment where a unit trust manager puts an investor's money, together with that of others, into a fund of shares or securities of a specific type which is then professionally managed The nature of the unit trust is determined by a trust deed and the fund itself is held separately by an independent trustee Unit-Linked An investment where units of shares or other asset types are purchased through a life assurance or pension policy The value of the units, which can go down as well as up, depends upon the performance of the underlying assets
A unit trust is an organization which invests money in many different types of business and which offers units for sale to the public as an investment. You can also refer to an investment of this type as a unit trust. a company through which you can buy shares in many different businesses American Equivalent: mutual fund
An investment vehicle which purchases a fixed portfolio of securities, such as corporate, municipal or government bonds, common stock, preferred stock, etc
The unit trust can be regarded as a pool of assets consisting of shares, fixed-interest stocks and cash The value of this fund is determined on a daily basis and divided into identical units each with the same value The fund is held in trust for the investors by the trustee
Your money is invested with thousands of others in one pooled fund Presiding over the fund is a manager or managers responsible for achieving the fund's stated investment objective Most unit trusts underperform the index and have high charges They are to be replaced by Open Ended Investment Companies See Underperformance
an investment where a number of individuals place their money with a professional manager who manages the total fund on their behalf Also known as a pooled investment or managed investment
a regulated investment company consisting of professional managers who issue redeemable securities representing a portfolio of many different securities; "you can invest in a unit investment trust for as little as $1000"
An open-ended collective investment fund divided into units each representing an identical fraction of the total underlying investments The investment fund is set up under a trust deed The investor is effectively the beneficiary under the trust
A pooled fund established under trust in which investors can buy and sell units on an ongoing basis Known as mutual funds in the US and some other countries Compare with OEIC
An investment fund held with an investment firm that specializes in only one type of security (like municipal bonds) This firm maintains a fixed portfolio of this security and each investor will then receive shares that have a value proportionate to the initial amount of the holding
This is a method of pooling investor’s funds and managing the assets purchased by those investors The assets are held within a trust and usually held by a recognised bank or other financial institution who acts as custodian Unit Trusts are managed by a Fund Manager and there are a large number covering different sectors throughout the world and the UK Prices are quoted daily in the financial press
an investment where a number of individuals place their money with a professional manager who manages the total fund on their behalf Also knows as a pooled investment or managed fund
A type of investment, which can be used in place of an "endowment or pension policy or ISA" to repay the capital on an "interest-only" mortgage The return is not guaranteed and borrowers could be left with a shortfall at the end of the mortgage term
is a type of managed fund in which money is pooled and managed by a professional investor The unit trust is unitised, with each investor getting units proportional to their investment Subsequent returns to the investor are based on the number of units they hold Back to top