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Fundos de investimento vs. sociedades de investimento coletivo
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O investimento coletivo é uma prática que tem vindo a ganhar cada vez mais relevância, uma vez que permite ao investidor realizar um tipo de investimento que este, sozinho, não conseguiria. Os organismos de investimento coletivo podem revestir a forma contratual, constituindo fundos de investimento, ou a forma societária, constituindo sociedades de investimento coletivo. Com efeito, este estudo passa pelo confronto destas duas figuras, onde analisamos as principais diferenças verificadas entre estas duas modalidades. Apesar das divergências encontradas - essencialmente a nível de gestão do património, da titularidade do património, e no facto de o participante deter UP ou ações, conforme investe num fundo de investimento ou numa sociedade de investimento coletivo -, estas duas modalidades não deixam de constituírem instituições de investimento coletivo, caracterizadas pela gestão profissional, onde o participante nunca poderá intervir na gestão do mesmo, nem verá os seus poderes dependerem da forma de organização destes organismos.
Collective investment is a practice that has become increasingly important, as it allows investors to make a type of investment that they would not be able to make on their own. Collective investment undertakings can take the form of a contract, constituting investment funds, or a corporate form, constituting collective investment companies. In fact, this study goes through the comparison of these two figures, where we analyze the main differences between these two modalities. Despite the differences found - essentially in terms of the management of assets, the ownership of assets, and the fact that the participant holds UP or shares, depending on whether they invest in an investment fund or a collective investment company - these two modalities nevertheless constitute collective investment institutions, characterized by professional management, where the participant can never intervene in the management of the same, nor will their powers depend on the form of organization of these bodies.
Collective investment is a practice that has become increasingly important, as it allows investors to make a type of investment that they would not be able to make on their own. Collective investment undertakings can take the form of a contract, constituting investment funds, or a corporate form, constituting collective investment companies. In fact, this study goes through the comparison of these two figures, where we analyze the main differences between these two modalities. Despite the differences found - essentially in terms of the management of assets, the ownership of assets, and the fact that the participant holds UP or shares, depending on whether they invest in an investment fund or a collective investment company - these two modalities nevertheless constitute collective investment institutions, characterized by professional management, where the participant can never intervene in the management of the same, nor will their powers depend on the form of organization of these bodies.
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Fundos de investimento Sociedades de investimento coletivo Participantes Sociedade gestora Investment funds Collective investment companies Participants Management company
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CC License
Without CC licence