Investor Terms

Unitholder

Definition

What is Unitholder?

An investor recorded as owning units in a collective investment fund.

Example in practice

A person holding 250,000 units participates proportionally in the fund's value and eligible distributions.

Keep learning

The identity and due-diligence checks a financial institution performs before serving an investor.

An assessment of an investor's ability and willingness to accept investment losses and uncertainty.

The expected period before invested money will be needed.

Tax deducted at source from specified income payments before the recipient receives the balance.

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