Glossary
Investing - glossary for children
Putting money into a business, objects, gold, property, education, or other things with the expectation of making a profit in the future. Investing can bring profit, but it also carries a risk – the money can be lost.
Investment
The allocation of money or other resources into assets, projects, or business ventures with the goal of achieving returns or increasing their value over time. Investments can be made in various forms such as shares, bonds, mutual funds, exchange-traded funds (ETFs), real estate, startups, and other financial instruments. Unlike savings, investments generally carry a certain level of risk, as the value of the invested resources may increase or decrease depending on market conditions and the outcomes of the investment activity.
Investment Fund
A joint-stock company or other regulated legal entity that raises capital by issuing shares or units and invests it in various financial instruments. Investment funds are typically structured as mutual funds or exchange-traded funds (ETFs) and are professionally managed with the goal of generating returns for investors.
Investment - glossary for children
Something a person puts money into – a business, objects, gold, property, education, or other things – with the expectation of making a profit in the future.
Investment Gold
Physical gold of high purity, purchased mainly as a store of value and as protection against inflation and market risks, rather than as a raw material for jewellery or industry. The main forms are gold bars (99.5% purity or higher) and investment coins recognized by the Ministry of Finance and the Bulgarian National Bank. It is exempt from VAT throughout the European Union. Gold can also be invested in through financial instruments linked to gold, such as shares of gold mining companies, futures, exchange-traded funds (ETFs), mutual funds, and derivatives.
Investment Intermediary
A financial institution that provides investors with access to financial markets and services related to trading in securities, bonds, derivatives, and other financial instruments. An investment intermediary may offer advisory services, portfolio management, brokerage services, and other forms of professional support to investors.
Investment-linked Insurance (Unit-linked insurance)
An insurance policy in which the premiums paid are invested in financial markets with the aim of generating returns for the policyholder. The accumulated value and potential returns depend on the performance of the chosen investments and the level of investment risk taken. Investment-linked insurance policies can combine insurance protection with investment objectives and often offer various options for managing investments, including active or passive strategies.
Investment Portfolio
The collection of all investment assets held by an investor, including stocks, bonds, real estate, gold, commodities, currencies, and other financial instruments. The portfolio is managed with the goal of optimizing returns and controlling risk through diversification and strategic allocation of resources.
Investment property
Real estate acquired with the purpose of generating a return through an increase in its value and/or income from rents. This type of property is primarily held for investment purposes rather than for the owner’s personal use.
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