Costs and Charges

The money you pay when investing.

The money you pay when investing.

More terms

Forward pricing

Mutual funds are traded on a forward pricing basis, meaning the price you see will be different to the price you may trade at.
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Limit order

Learn what a limit order is and how to use it to make the most of your portfolio.
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Geometric Mean Return

A way of calculating compound returns on an investment or savings over a set period of time.
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Leverage

A method of trading using borrowed money that usually involves a very high level of risk.
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Total Return

This is the measurement of a fund’s performance in a specific period.
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Accrued interest

The interest earned on a gilt since the last dividend date. When buying a gilt, the buyer pays the accrued interest at the time of a transaction to the seller in addition to the clean price of the gilt
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Beta

Learn what Beta stands for in finance.
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Hypothesis Testing

A mathematical test used to determine whether a claim is true or false.
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Real Estate Investment Trust (REIT)

An investment trust specialised in investing in commercial property such as parking garages or GP offices.
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