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  2. Core & Satellite - Wikipedia

    en.wikipedia.org/wiki/Core_&_Satellite

    Core & Satellite Portfolio Management is an investment strategy that incorporates traditional fixed-income and equity-based securities (i.e., index funds, [1] exchange-traded funds (ETFs), passive mutual funds, etc.), known as the "core" portion of the portfolio, with a percentage of selected individual securities in the fixed-income and equity-based side of the port [2] folio known as the ...

  3. Income trust - Wikipedia

    en.wikipedia.org/wiki/Income_trust

    An income trust is an investment that may hold equities, debt instruments, royalty interests or real properties. It is especially useful for financial requirements of institutional investors such as pension funds, [1] and for investors such as retired individuals seeking yield.

  4. Fixed income - Wikipedia

    en.wikipedia.org/wiki/Fixed_income

    Fixed-income securities also trade differently than equities. Whereas equities, such as common stock, trade on exchanges or other established trading venues, many fixed-income securities trade over-the-counter on a principal basis. [1] The term "fixed" in "fixed income" refers to both the schedule of obligatory payments and the amount.

  5. Get Core Bond Exposure with Largest Provider of Fixed Income ETFs

    www.aol.com/news/core-bond-exposure-largest...

    Rate cuts and trade wars have been giving investors more than the necessary dosage of volatility as of late, but it opens up opportunities for fixed income exchange-traded fund (ETFs). For ...

  6. Risks of Investing in Income Trusts - AOL

    www.aol.com/finance/risks-investing-income...

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  7. Fixed vs. variable interest rates: How these rate types work ...

    www.aol.com/finance/fixed-vs-variable-interest...

    Fixed vs. variable interest rates: How ... So if you take out a loan with a 4% margin rate plus the prime rate, you’re essentially guaranteeing that you’ll pay at least 4% in interest ...

  8. 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 ...

  9. Bond fund - Wikipedia

    en.wikipedia.org/wiki/Bond_fund

    A bond fund or debt fund is a fund that invests in bonds, or other debt securities. [1] Bond funds can be contrasted with stock funds and money funds.Bond funds typically pay periodic dividends that include interest payments on the fund's underlying securities plus periodic realized capital appreciation.

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