Fund Vehicles and Pooled Structures

Fund vehicle and pooled-structure pages explain the basic pooling mechanism that lets many investors share one portfolio or wrapper.

Use this section for fund, investment fund, pooled investment, commingled fund, investment vehicle, indirect investment, and unitized fund terms.

In this section

• Investment Vehicles and Unitized Funds
  Focused fund entries about indirect investment, investment funds, investment vehicles, and unitized funds.
  • Indirect Investment
    Investing through an intermediary vehicle such as a fund, trust, or pooled structure instead of buying assets directly.
  • Investment Fund
    Pooled pool of investor capital managed according to a stated strategy across securities, real assets, or other financial exposures.
  • Investment Vehicle
    Financial structure or product investors use to gain exposure to assets, strategies, or markets.
  • Unitized Fund
    Pooled fund divided into units so each investor owns a proportional share of the portfolio rather than specific underlying securities.
• Pooled Fund Vehicles
  Focused fund entries about pooled vehicles, commingled funds, and investment pools.
  • Commingled Funds: Definition, Purpose, Mechanism, and Examples
    Commingled funds mix assets from several accounts, affording them lower costs and other economies of scale benefits. Understand their definition, purpose, how they work, and illustrative examples.
  • Commingling of Funds: Definition, Implications, and Legal Considerations
    An in-depth analysis of the commingling of funds, its legal implications, and exceptions.
  • Fund: Resource Managed by Financial Institutions and Separate Pool of Resources
    A comprehensive look at funds as a resource managed on behalf of clients by financial institutions and as separate pools of resources supporting designated activities, including historical context, types, and applications.
  • Investment Pools
    Arrangements that combine capital from multiple investors into a shared portfolio or investment structure.