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Collective investment trusts and common trust funds
A collective investment trust and a common trust fund both pool assets, but their permitted participants and legal purposes are not interchangeable.
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Collective Funds Investment Guide
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.
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Trust structures · All lessons
Collective Fund Foundations
Understand pooled ownership, trust structures and the difference between access and suitability.