Clean price

The quoted price of a gilt, which excludes accrued interest

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Time-Weighted Rate of Return (TWRR)

A return calculated over the time period invested, that excludes extraneous elements, such as deposits to and withdrawals from the investment accounted.
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Capital

Learn what financial capital means
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Key Information Document (KID)

A document issued by an investment fund to help investors determine if it's the right fund for them.
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Fundamentals

The data or information that is likely to impact a company's stock price.
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Balance sheet

A summary of a company's finances, including its assets, liabilities and shareholder equity.
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Total Return

This is the measurement of a fund’s performance in a specific period.
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W-8BEN Form

Non-US individuals and businesses may have to file this form for the Internal Revenue Service (IRS), the US tax authority.
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Global Investment Performance Standards (GIPS)

A set of standards which investors use to present their investment results.
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Professional Client

An investor that is able to meet several regulatory criteria.
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