What are 'costs and charges'? Definition & meaning

More terms

Clean price

The quoted price of a gilt, which excludes accrued interest

index-linked gilts

Gilts where the dividends and principal repayments are related to movements in the Retail Prices Index (RPI). This is as opposed to a conventional gilt, where the dividends and principal repayments are fixed in nominal terms.

Costs and Charges

The money you pay when investing.

Global Investment Performance Standards (GIPS)

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

Annualised Rate of Return

The average annual return an investor sees over a set period of time.

Technical Analysis

Examining price movements of shares and other assets, and trying to predict how they will move in the future.

Retail Prices Index (RPI)

An index published each month by the Office for National Statistics, which measures the level of retail prices in the UK. Cash flows on all index-linked gilts are linked to the RPI.

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.

Value stocks

Stocks in companies that aren’t necessarily growing fast, but instead are dependable and stable.

Costs and Charges

More terms

Clean price

index-linked gilts

Costs and Charges

Global Investment Performance Standards (GIPS)

Annualised Rate of Return

Technical Analysis

Retail Prices Index (RPI)

Time-Weighted Rate of Return (TWRR)

Value stocks

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