Investment Trust

GPTKB entity

Properties (54)
Predicate Object
gptkbp:instanceOf Investment Fund
gptkbp:canBe Closed-end fund
Sector-specific
Multi-asset
Open-end fund
Listed on stock exchanges
Self-managed
Part of a diversified portfolio
Tax-efficient investment vehicle
Evaluated by investors
Geographically-focused
Institutional investment product
Managed by external firms
Part of a balanced investment strategy
Part of a financial advisor's recommendations
Part of a retirement portfolio
Retail investment product
Used for capital appreciation
Used for capital preservation
Used for estate planning
Used for income generation
Used for retirement income
Used for wealth management
Used in tax planning strategies
gptkbp:distributes Dividends
gptkbp:hasFacility Pooling capital for investment
https://www.w3.org/2000/01/rdf-schema#label Investment Trust
gptkbp:investmentFocus Real estate
Bonds
Stocks
gptkbp:isManagedBy Professional fund managers
gptkbp:mayBe Subject to market volatility
Subject to capital gains tax
Subject to income tax
Subject to liquidity constraints
Subject to regulatory changes
gptkbp:mayHave Hedge funds
Private equity
Emerging markets
Liquidity
Performance benchmarks
Investment objectives
Investment restrictions
Discount to net asset value
Premium to net asset value
Risk profiles
gptkbp:mayOffer Leverage
gptkbp:offers Shares to investors
gptkbp:provides Diversification
gptkbp:regulates Financial authorities
gptkbp:requires Minimum investment amount
gptkbp:subject Management fees
Market risks
Performance fees