Common use of Purpose of Trust Clause in Contracts

Purpose of Trust. The purpose of the Trust is to provide investors a managed investment primarily in securities (including options), debt instruments, commodities, commodity contracts and options thereon.

Appears in 39 contracts

Samples: Agreement and Declaration (Gmo Trust), Agreement and Declaration of Trust (Gmo Trust), Gmo Trust

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Purpose of Trust. The purpose of the Trust is to provide investors a managed investment primarily in securities (including options)securities, debt instruments, commodities, commodity contracts instruments and options thereon.other instruments and rights of a financial character. ARTICLE III

Appears in 36 contracts

Samples: Agreement and Declaration (Putnam High Yield Fund), Agreement and Declaration (Putnam Master Intermediate Income Trust), Agreement and Declaration (Putnam Investment Funds)

Purpose of Trust. The purpose of the Trust is to provide investors a managed investment primarily in securities (including options), debt instruments, money market instruments, commodities, commodity contracts and options thereon.

Appears in 21 contracts

Samples: Agreement and Declaration (MML Series Investment Fund), Agreement and Declaration (MML Series Investment Fund II), Agreement and Declaration (Massmutual Select Funds)

Purpose of Trust. The purpose of the Trust is to provide investors a managed investment primarily in securities (including options)securities, debt instruments, commodities, commodity contracts instruments and options thereonother instruments and rights of a financial character and to carry on such other business as the Trustees may from time to time determine pursuant to their authority under this Declaration of Trust.

Appears in 19 contracts

Samples: Agreement and Declaration of Trust (JOHCM Funds Trust), Agreement and Declaration of Trust (JOHCM Funds Trust), Agreement and Declaration of Trust (JOHCM Funds Trust)

Purpose of Trust. The purpose of the Trust is to provide investors a managed investment primarily in securities (including options), and debt instruments, commodities, commodity contracts instruments and options thereonto carry on such other business as the Trustees may from time to time determine pursuant to their authority under this Declaration of Trust.

Appears in 17 contracts

Samples: Agreement and Declaration of Trust (Cavanal Hill Funds), Agreement and Declaration (Bb&t Funds /), Cavanal Hill Funds

Purpose of Trust. The purpose of the Trust is to provide investors a managed operate as an investment company and to offer Shareholders of the Trust and each Sub-Trust of the Trust one or more investment programs primarily in securities (including options), and debt instruments, commodities, commodity contracts and options thereon.

Appears in 16 contracts

Samples: Master Trust Agreement (Consulting Group Capital Markets Funds), Master Trust Agreement (Glenmede Portfolios), Master Trust Agreement (Consulting Group Capital Markets Funds)

Purpose of Trust. The purpose of the Trust is to provide investors a managed investment primarily in securities (including options)securities, debt instrumentsinstruments and other instruments and rights of a financial character (which may include shares or interests in other investment funds, commodities, commodity contracts whether or not registered under the 0000 Xxx) and options thereonto carry on such other business as the Trustees may from time to time determine pursuant to their authority under this Declaration of Trust.

Appears in 12 contracts

Samples: Agreement and Declaration of Trust (Blackstone Alternative Alpha Master Fund), Agreement and Declaration of Trust (Blackstone Alternative Alpha Fund II), Agreement and Declaration of Trust (Blackstone Alternative Investment Funds)

Purpose of Trust. The purpose of the Trust is to provide investors a managed investment primarily in securities (including options), and debt instruments, commodities, commodity contracts and options thereon.

Appears in 9 contracts

Samples: Agreement and Declaration (Putnam Health Sciences Trust), Putnam Health Sciences Trust (Putnam Health Sciences Trust), Agreement and Declaration (CGM Capital Development Fund)

Purpose of Trust. The purpose of the Trust is to provide investors a managed operate as an investment company and to offer Shareholders of the Trust and each Sub-Trust of the Trust one or more investment vehicles investing primarily in securities (including options), debt and other financial instruments, commodities, commodity contracts and options thereon.

Appears in 8 contracts

Samples: Master Trust Agreement (Russell Investment Co), Master Trust Agreement (Russell Investment Funds), Master Trust Agreement (Russell Investment Funds)

Purpose of Trust. The purpose of the Trust is to provide investors a continuous source of managed investment primarily in securities (including options), debt instruments, commodities, commodity contracts and options thereoninvestments.

Appears in 7 contracts

Samples: Keystone Quality Bond Fund B-1, Keystone High Income Bond Fund B-4, Keystone Growth & Income Fund S-1

Purpose of Trust. The purpose purposes of the Trust is are (i) to provide investors a managed operate as an investment company and to offer Shareholders of the Trust and each Sub-Trust of the Trust one or more investment programs primarily in securities (including options), and debt instruments, commoditiesand (ii) to engage in such activities that are necessary, commodity contracts and options thereonsuitable, incidental or convenient to the accomplishment of the foregoing.

Appears in 6 contracts

Samples: Master Trust Agreement (Victory Portfolios Iii), Master Trust Agreement (Usaa Mutual Funds Trust), Master Trust Agreement (Usaa Mutual Funds Trust)

Purpose of Trust. The purpose of the Trust is to provide investors a managed investment primarily in securities (including options)securities, debt instruments, commodities, commodity contracts instruments and options thereonother instruments and rights of a financial character and to carry on such other business as the Trustees may from time to time determine pursuant to their authority under this Declaration of Trust. The Trustees shall not in any way be bound or limited by any present or future law or custom in regard to investments by trustees.

Appears in 6 contracts

Samples: Agreement and Declaration (Evergreen Global Dividend Opportunity Fund), Agreement and Declaration (Evergreen Global Dividend Opportunity Fund), Agreement and Declaration (Evergreen Global Dividend Opportunity Fund)

Purpose of Trust. The purpose of the Trust is to provide investors a managed investment primarily in securities (including options)government securities, debt instrumentsmortgage-backed securities, commodities, commodity contracts and options thereoncorporate bonds.

Appears in 5 contracts

Samples: Agreement and Declaration of Trust (Fixed Income Shares), Fixed Income Shares (Pimco Fixed Income Shares), Agreement and Declaration of Trust (Fixed Income Shares)

Purpose of Trust. The purpose of the Trust is to provide investors a managed operate as an investment company and to offer Shareholders of the Trust and each Sub-Trust of the Trust one or more investment programs primarily in securities (including options)securities, debt instruments, commodities, commodity contracts futures and options thereonon futures. The Trust shall also have the power to invest in precious metals, bullion and gold coins.

Appears in 4 contracts

Samples: Agreement and Declaration of Trust (Calamos Investment Trust/Il), Agreement and Declaration (Calamos Investment Trust/Il), Agreement and Declaration of Trust (Calamos Investment Trust/Il)

Purpose of Trust. The purpose of the Trust is to provide investors a managed investment primarily in securities (including options)securities, debt instruments, commodities, commodity instruments and stock index futures contracts and options Options thereon.

Appears in 4 contracts

Samples: Pear Tree Funds (Pear Tree Funds), Pear Tree Funds (Pear Tree Funds), Pear Tree Funds (Pear Tree Funds)

Purpose of Trust. The purpose purposes of the Trust is are (i) to provide investors a managed operate as an investment company and to offer Shareholders of the Trust and each Sub-Trust of the Trust one or more investment programs primarily in securities (including options), and debt instruments, commoditiesand (ii) to engage in such activities that are necessary, commodity contracts and options thereonsuitable, incidental, or convenient to the accomplishment of the foregoing.

Appears in 4 contracts

Samples: LKCM Fund Agreement (LKCM Fund), Funds Amended Agreement (LKCM Fund), Agreement and Declaration of Trust (Uam Funds Trust)

Purpose of Trust. The purpose of the Trust is to provide investors a managed investment primarily in securities (including options), debt instruments, commodities, commodity contracts and options thereon, and to carry on such other business as the Trustees may from time to time determine pursuant to their authority under this Declaration of Trust or Massachusetts law.

Appears in 3 contracts

Samples: Agreement and Declaration of Trust (Baillie Gifford Funds), Agreement and Declaration of Trust (Baillie Gifford Funds), Agreement and Declaration of Trust (Baillie Gifford Funds)

Purpose of Trust. The purpose of the Trust is to provide investors a managed operate as an investment company, to offer Shareholders one or more investment programs primarily in securities (including options), and debt instruments, commodities, commodity contracts instruments and options thereonto transact any or all lawful business.

Appears in 3 contracts

Samples: Agreement and Declaration (Fairmont Fund Trust), Income Trust (Countrywide Investment Trust), Countrywide Strategic Trust

Purpose of Trust. The purpose of the Trust is to provide investors a managed investment primarily in securities (including options)securities, debt instruments, commodities, commodity contracts instruments and options thereonother instruments and rights of a financial character and to carry on such other business as the Trustees may from time to time determine pursuant to their authority under this Declaration.

Appears in 3 contracts

Samples: Agreement and Declaration of Trust (AllianzGI Institutional Multi-Series Trust), Agreement and Declaration of Trust (Premier Multi-Series VIT), Agreement and Declaration of Trust (Allianz Funds Multi-Strategy Trust)

Purpose of Trust. The purpose of the Trust is to provide investors a managed operate as an investment company and to offer Shareholders one or more investment programs primarily in securities (including options)securities, debt instruments, commodities, commodity contracts instruments and options thereonother instruments and rights of a financial character.

Appears in 3 contracts

Samples: Agreement and Declaration (John Hancock Variable Insurance Trust), Agreement and Declaration of Trust (John Hancock Variable Insurance Trust), Clearwater Investment Fund

Purpose of Trust. The purpose of the Trust is to provide investors a managed investment primarily in securities (including options)securities, debt instrumentsinstruments and other instruments and rights of a financial character (which may include shares or interests in other investment funds, commodities, commodity contracts whether or not registered under the 1000 Xxx) and options thereonto carry on such other business as the Trustees may from time to time determine pursuant to their authority under this Declaration of Trust.

Appears in 3 contracts

Samples: Agreement and Declaration of Trust (Cube Thematic Alternatives Fund), Agreement and Declaration of Trust (Westchester Capital Funds), Agreement and Declaration of Trust (Westchester Capital Funds)

Purpose of Trust. The purpose of the Trust is to provide investors a managed investment primarily in securities (including options)securities, debt instruments, commodities, commodity contracts commodities and options thereonother investment media and to carry on such other business as the Trustees may from time to time determine pursuant to their authority under this Declaration of Trust.

Appears in 2 contracts

Samples: Hudson River Trust (Hudson River Trust), Hudson River Trust (Hudson River Trust)

Purpose of Trust. The purpose of the Trust is to provide investors a continuous source of managed investment primarily in securities (including options), debt instruments, commodities, commodity contracts and options thereonsecurities.

Appears in 2 contracts

Samples: Nvest Companies Trust I, CDC Nvest Companies Trust I

Purpose of Trust. The purpose of the Trust is to provide investors a managed investment directly or indirectly primarily in securities (including options), debt instruments, commodities, commodity contracts and options thereon, notional and other over-the-counter contracts, and other investments of any kind.

Appears in 2 contracts

Samples: Agreement and Declaration of Trust (GMO Series Trust), Gmo Series Trust (GMO Series Trust)

Purpose of Trust. The purpose of the Trust is to provide investors a managed investment primarily in securities (including options), and debt instruments, commodities, commodity contracts instruments and options thereonother instruments and rights of a financial character.

Appears in 2 contracts

Samples: Agreement and Declaration of Trust (Putnam New York Tax Exempt Opportunities Fund), Agreement and Declaration of Trust (Putnam California Tax Exempt Money Market Fund)

Purpose of Trust. The purpose of the Trust is to provide investors a managed investment primarily in securities (including options), and debt instruments, commodities, commodity contracts and options thereon.. ARTICLE III

Appears in 2 contracts

Samples: Amended Agreement (CDC Nvest Tax Exempt Money Market Trust), Amended Agreement (CDC Nvest Cash Management Trust)

Purpose of Trust. The purpose of the this Trust is to provide investors a continuous source of managed investment investments by investing primarily in securities (including options), ) and also in debt instruments, commodities, commodity contracts and options thereon.

Appears in 2 contracts

Samples: Fifth Third Funds, Fifth Third Funds

Purpose of Trust. The purpose of the Trust is to provide investors a managed operate as an investment company and to offer Shareholders one or more investment programs primarily in securities (including options), and debt instruments, commodities, commodity contracts and options thereon.

Appears in 2 contracts

Samples: Agreement and Declaration of Trust (Freedom Group of Tax Exempt Funds), Agreement and Declaration (Freedom Mutual Fund)

Purpose of Trust. The purpose of the Trust is to provide investors a managed investment primarily in securities (including options), debt instruments, commodities, commodity contracts and options thereon.in

Appears in 2 contracts

Samples: Agreement and Declaration (Gmo Trust), Gmo Trust

Purpose of Trust. The purpose of the Trust is to provide investors a managed operate as an investment company and to offer Unitholders of the Trust and each Sub-Trust one or more investment programs primarily in securities (including options), and debt instruments, commodities, commodity contracts and options thereon.

Appears in 1 contract

Samples: Trust for Credit Unions

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Purpose of Trust. The purpose of the Trust is to provide investors a managed investment primarily in securities (including options)securities, debt instruments, commodities, commodity instruments and stock index futures contracts and options Options thereon.. Exhibit 99.28(a)(16)

Appears in 1 contract

Samples: Agreement and Declaration of Trust (Pear Tree Funds)

Purpose of Trust. The purpose of the Trust is to provide investors a managed operate as an investment company and to offer Shareholders one or more investment programs primarily in securities (including options), and debt instruments, commodities, commodity contracts instruments and options thereonto engage in any and all lawful acts or activities.

Appears in 1 contract

Samples: Investment Trust Master Trust Agreement (Kobrick HFS Investment Trust)

Purpose of Trust. The purpose of the Trust is to provide investors a managed investment primarily in securities (including options)securities, commodities and debt instruments, commodities, commodity contracts instruments and options thereonto carry on such other business as the Trustees may from time to time determine pursuant to their authority under this Declaration of Trust.

Appears in 1 contract

Samples: Agreement and Declaration (Alliance Portfolios)

Purpose of Trust. The purpose of the Trust is to provide investors a managed investment primarily in securities (including options)securities, debt instruments, money market instruments, commodities, commodity contracts contracts, and options thereonother instruments and rights of a financial character, and to carry on such other business as the Trustees may from time to time determine pursuant to their authority under this Declaration of Trust.

Appears in 1 contract

Samples: Agreement and Declaration (MassMutual Advantage Funds)

Purpose of Trust. The purpose of the Trust is to provide investors a managed operate as an investment company, to offer Shareholders one or more investment programs primarily in securities (including options), and debt instruments, commodities, commodity contracts instruments and options thereonto engage in any and all lawful acts or activities.

Appears in 1 contract

Samples: New York State Opportunity Funds

Purpose of Trust. The purpose of the this Trust is to provide individuals, institutions and other investors with a managed diversified investment primarily emphasizing capital growth and current income under the personal management of the Trustees. It is expected that the Trust Property will be invested largely in selected marketable securities (including options), debt instruments, commodities, commodity contracts and options thereonwith diversification as to industries as well as to individual companies. Changes in investments will be made from time to time in an endeavor to secure the best utilization of the Trust's resources.

Appears in 1 contract

Samples: Agreement and Declaration of Trust (Putnam Fund for Growth & Income)

Purpose of Trust. The purpose of the Trust is to provide investors a managed investment primarily in securities (including options), debt instruments, commodities, commodity contracts and options thereonoptions, notional and other over-the-counter contracts, and other instruments and rights of a financial character.

Appears in 1 contract

Samples: Agreement and Declaration of Trust (Goehring & Rozencwajg Investment Funds)

Purpose of Trust. The purpose of the Trust is to provide investors a managed investment primarily in securities (including options), debt instruments, money market instruments, commodities, commodity contracts and options thereonthereon and other instruments and rights of a financial character.

Appears in 1 contract

Samples: Barr Rosenberg Variable Trust

Purpose of Trust. The purpose of the Trust is to provide investors a managed investment primarily in securities (including options)securities, debt instruments, commodities, commodity contracts instruments and options thereon.other instruments and rights of a financial character and to carry on such other business as the Trustees may from time to time determine pursuant to their authority under this Declaration of Trust. Exhibit (a) ARTICLE III

Appears in 1 contract

Samples: Agreement And (Sterling Capital Variable Insurance Funds)

Purpose of Trust. The purpose of the Trust is to provide investors members with a managed vehicle to pool their surplus funds and to thereby create an increased economy of scale to invest and reinvest such funds in one or more investment primarily portfolios, under the direction and daily supervision of professional investment advisers, in securities (including options), debt instruments, commodities, commodity contracts a manner consistent with the mutual investment policies and options thereonparameters established by said Trust.

Appears in 1 contract

Samples: Agreement and Declaration

Purpose of Trust. The purpose of the Trust is to provide investors a managed operate as an investment primarily in securities (including options), debt instruments, commodities, commodity contracts company and options thereonto offer Shareholders of the Trust one or more investment programs.

Appears in 1 contract

Samples: Goldman Sachs Trust

Purpose of Trust. The purpose of the Trust is to provide investors a managed operate as an investment company and to offer Shareholders of the Trust an investment program primarily in securities (including options), debt instruments, commodities, commodity contracts and options thereonSecurities or other property.

Appears in 1 contract

Samples: Massachusetts Health & Education Tax Exempt Trust

Purpose of Trust. The purpose of the Trust is to provide investors a managed investment primarily in securities (including options)securities, debt instrumentsinstruments and other instruments and rights of a financial character (which may include shares or interests in other investment funds, commodities, commodity contracts whether or not registered under the 0000 Xxx) and options thereon.to carry on such other business as the Trustees may from time to time determine pursuant to their authority under this Declaration of Trust. ARTICLE III

Appears in 1 contract

Samples: Agreement and Declaration (Blackstone Alternative Investment Funds)

Purpose of Trust. The purpose of the Trust is to provide investors a managed investment primarily in securities (including options), and debt instruments, commodities, commodity instruments and stock index futures contracts and options thereonthereon and on stock indices.

Appears in 1 contract

Samples: Agreement and Declaration (Putnam Voyager Fund)

Purpose of Trust. The purpose of the Trust is to provide investors a managed operate as an investment company and to offer Shareholders of the Trust and each Sub-Trust of the Trust one or more investment programs primarily in securities (including options), and debt instruments. The Trust shall also have the power to invest in precious metals, commodities, commodity contracts bullion and options thereongold coins.

Appears in 1 contract

Samples: Universal Capital Investment Trust

Purpose of Trust. The purpose of the Trust is to provide investors a managed operate as an investment company and to offer Shareholders of the Trust and each Sub-Trust of the Trust one or more investment vehicles primarily in securities (including options), and debt instruments, commodities, commodity contracts and options thereon.

Appears in 1 contract

Samples: Master Trust Agreement (Russell Frank Investment Co)

Purpose of Trust. The purpose of the Trust is to provide investors a managed investment primarily in securities (including options)securities, debt instruments, commodities, commodity contracts instruments and options thereonother instruments and rights of a financial character. The Trustees shall not in any way be bound or limited by any present or future law or custom in regard to investments by trustees. ARTICLE III.

Appears in 1 contract

Samples: Agreement and Declaration (Asset Allocation Trust - DE)

Purpose of Trust. The purpose of the Trust is to provide investors a managed investment primarily in securities (including options)securities, debt instrumentsinstruments and other instruments and rights of a financial character (which may include shares or interests in other investment funds, commodities, commodity contracts whether or not registered under the 1940 Act) and options thereonto carry on such other business as the Trustees may xxxx xxxe to time determine pursuant to their authority under this Declaration of Trust.

Appears in 1 contract

Samples: Um Investment Trust

Purpose of Trust. The purpose of the Trust is to provide investors a managed investment primarily in securities (including options)securities, debt instruments, commodities, commodity contracts instruments and options thereonother instruments and rights of a financial character. The Trustees shall not in any way be bound or limited by any present or future law or custom in regard to investments by trustees.

Appears in 1 contract

Samples: Agreement and Declaration (Asset Allocation Trust - DE)

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