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FOLITIC / Collective Funds
Understand collective investment funds and retirement trusts, compare costs and portfolio risks, and build a practical selection and monitoring process. Follow eight stages from pooled ownership to informed fund research.
Start with What collective funds are and how pooling works, then follow the next lesson links. Explore 32 lessons with worked examples, exercises and further reading. The guide focuses on U.S. collective funds and retirement CITs, with clear notes where account and jurisdiction rules differ.
Fund comparisons · All lessons
Understand pooled ownership, trust structures and the difference between access and suitability.
Beginner
Collective trusts, mutual funds and ETFs can pursue similar strategies through different ownership, dealing and disclosure arrangements. Compare the structure before comparing the return.
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