The Different Types of Investment Funds

The Talaria Global Equity Fund (Managed Fund) is an actively managed investment fund focusing on global equities.  

There are several other types of investment funds including: 

Fixed income funds 

These funds invest in fixed income instruments like promissory notes, bonds, treasury bills, etc.  

Money market funds 

This investment fund category seeks to maintain the available capital while achieving a return based on short-term interest rates.  

Mixed funds 

These funds invest in a combination of fixed income and equites.  

Guaranteed funds 

The main characteristic of these funds is that you can recover your investment up to a certain date and, in some cases, get an additional return. Guaranteed funds include fixed-income funds (which guarantee the initial capital invested plus a fixed return at the maturity date) and equity funds (which guarantee the initial capital invested plus a return based on the performance of the assets in the fund).  

Free or alternative management funds 

This type of fund gives the fund manager the freedom to use a variety of methods to obtain the highest possible return. Also known as hedge funds, alternative management funds seek to obtain a positive return regardless of market conditions.  

Investment funds are a way of investing money alongside other investors in order to benefit from the inherent advantages of working as part of a group. The advantages of the  these include  

• professional investment managers, who seek to offer better returns and more considered risk management; 

• benefit from economies of scale, i.e., lower transaction costs; 
• increased asset diversification to reduce some portfolio risk.