Exchange-Traded Funds (ETFs) are investment funds that are traded on stock exchanges, much like stocks. They offer a way for investors to buy and sell shares of a diversified portfolio in a single transaction.
A family of funds refers to a group of mutual funds managed by the same investment management company, each with different investment objectives and the ability to switch investments among the funds.
Modern Portfolio Theory (MPT) is an investment strategy aimed at balancing risk and return by systematically constructing diversified portfolios. This involves including both risky and risk-free securities that exhibit some degree of counteracting performance.
A Venture Capital Trust (VCT) is an investment vehicle in the United Kingdom designed to provide capital to small, expanding companies and give investors tax benefits.
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