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  2. Unit investment trust - Wikipedia

    en.wikipedia.org/wiki/Unit_investment_trust

    A UIT portfolio may contain one of several different types of securities. The two main types are stock (equity) trusts and bond (fixed-income) trusts.. Unlike a mutual fund, a UIT is created for a specific length of time and is a fixed portfolio: its securities will not be sold or new ones bought except in certain limited situations (for instance, when a company is filing for bankruptcy or the ...

  3. Unit trust - Wikipedia

    en.wikipedia.org/wiki/Unit_trust

    A unit trust is a form of collective investment constituted under a trust deed. A unit trust pools investors' money into a single fund, which is managed by a fund manager. Unit trusts offer access to a wide range of investments, and depending on the trust, it may invest in securities such as shares, bonds, gilts, [1] and also properties, mortgage and cash equivalents

  4. SPDR S&P 500 ETF Trust - Wikipedia

    en.wikipedia.org/wiki/SPDR_S&P_500_ETF_Trust

    SPY is structured as an unit investment trust (UIT), an investment company that does not have a portfolio manager or board of directors. [11] The trustee of the trust is State Street Global Advisors Trust Company and the sponsor is PDR Services LLC, a subsidiary of Intercontinental Exchange. [12]

  5. A beginner’s guide to investment styles and which one works ...

    www.aol.com/finance/beginner-guide-investment...

    Investment styles provide a framework for how investments are selected for a portfolio. The right style for you will depend on your financial goals, risk tolerance, temperament and other factors ...

  6. SPDR - Wikipedia

    en.wikipedia.org/wiki/SPDR

    The funds are formulated as unit investment trusts. In 2007, SSGA rebranded its other United States ETFs as SPDRs, including the StreetTRACKS family and its other flagship ETF shares, the DOW DIAMONDS, that tracks the Dow Jones Industrial Average. This move united all U.S. ETFs managed by SSGA, a total of 23 at that time, under a single brand. [4]

  7. Investment Company Institute - Wikipedia

    en.wikipedia.org/wiki/Investment_Company_Institute

    The Investment Company Institute (ICI) is a global association of regulated funds, including mutual funds, exchange-traded funds, closed-end funds, and unit investment trusts in the United States, and similar funds offered to investors in jurisdictions worldwide.

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  9. First Trust (company) - Wikipedia

    en.wikipedia.org/wiki/First_Trust_(company)

    First Trust is an American financial services firm based in Wheaton, Illinois.The firm is primarily engaged in issuing exchange-traded fund (ETF) products. However, it is also involved with other products such as unit investment trusts (UIT), mutual funds, and separately managed accounts for institutional investors.