Who we are
We are a dynamic group whose main focus is to provide our clients with the best possible service, We apply a systematic and quantitative approach to investment management, with the aim of generating high-quality and diversifying alpha for its clients’ portfolios. High-grade security platform 24/7 premium customer support Easy to use dashboard The company offers long term and short term investment opportunities, Swiftblock Robo Market was established in 2011 and it initially began trading stocks, shares and bonds.
BREAKING DOWN Investment Fund:
With investment funds, individual investors do not make decisions about how a fund's
assets should be invested. They simply choose a fund based on its goals, risk, fees
and other factors. A fund manager oversees the fund and decides which securities it
should hold, in what quantities and when the securities should be bought and sold.
An investment fund can be broad-based, such as an index fund that tracks the S&P
500, or it can be tightly focused, such as an ETF that invests only in small
technology stocks.
While investment funds in various forms have been around for many years, the
Massachusetts Investors Trust Fund is generally considered the first open-end mutual
fund in the industry. The fund, investing in a mix of large-cap stocks, launched in
1924.
Open-end vs. Closed-end
The majority of investment fund assets belong to open-end mutual funds. These funds
issue new shares as investors add money to the pool, and retire shares as investors
redeem. These funds are typically priced just once at the end of the trading
day.
Closed-end funds trade more similarly to stocks than open-end funds. Closed-end
funds are managed investment funds that issue a fixed number of shares, and trade on
an exchange. While a net asset value (NAV) for the fund is calculated, the fund
trades based on investor supply and demand. Therefore, a closed-end fund may trade
at a premium or a discount to its NAV.
Emergence of ETFs
Exchange-traded funds (ETFs) emerged as an alternative to mutual funds for traders
who wanted more flexibility with their investment funds. Similar to closed-end
funds, ETFs trade on exchanges, and are priced and available for trading throughout
the business day. Many mutual funds, such as the Vanguard 500 Index Fund, have ETF
counterparts. The Vanguard S&P 500 ETF is essentially the same fund, but came to be
bought and sold intraday. ETFs frequently have the additional advantage of slightly
lower expense ratios than their mutual fund equal.
The first ETF, the SPDR S&P 500 ETF, debuted in the United States in 1993. By the
end of 2018, ETFs had roughly $3.4 trillion in assets under management.
Investment Funds: Hedge Funds
A hedge fund is an investment type that is distinct from mutual funds or ETFs. This
fund is an actively managed fund made available to accredited investors. A hedge
fund faces less federal regulation and is therefore able to invest in a variety of
asset classes using a wide range of strategies. For example, a hedge find might
pairs stocks it wants to short (bet will decrease) with stocks it expects to go up
in order to decrease the potential for loss.
Hedge funds also tend to invest in riskier assets in addition to stocks, bonds,
ETFs, commodities and alternative assets. These include derivatives such as futures
and options that may also be purchased with leverage, or borrowed money.
Compete Risk Free with $100,000 in Virtual Cash
Put your trading skills to the test with our FREE Stock Simulator. Compete with
thousands of Investopedia traders and trade your way to the top! Submit trades in a
virtual environment before you start risking your own money. Practice trading
strategies so that when you're ready to enter the real market, you've had the
practice you need. Try our Stock Simulator today >>
Related Terms
Definition of an Equity Unit Investment Trust (EUIT)
An equity unit investment trust is a publicly offered, pooled trust fund managed by
an investment company.
Should You Be Open to a Closed-End Fund?
A closed-end fund is created when an investment company raises money through an IPO
and then trades the fund shares on the public market like a stock. After its IPO, no
additional shares are issued by the fund's parent investment company.
Family of Funds Definition
A family of funds includes all of the funds managed by one investment company.
Exchange Traded Fund – ETFs
An exchange traded fund (ETF) is a basket of securities that tracks an underlying
index. ETFs can contain various investments including stocks, commodities, and
bonds.
New Fund Offer (NFO) Definition
A new fund offer is the first subscription offering for any new fund offered by an
investment company.
Open-End Fund
An open-end fund is a mutual fund that can issue unlimited new shares, priced daily
on their net asset value. The fund sponsor sells shares directly to investors and
buys them back as well.