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Costs and Charges

Costs and Charges

The money you pay when investing.

The money you pay when investing.

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Investment Return

The amount of money made or lost from an investment. Usually expressed as a percentage.
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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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Global Investment Performance Standards (GIPS)

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

What's the base rate?
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NYSE

The world's largest stock exchange. Wall St HQ.
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Zero-Sum Game

A situation in which one person's gain is another's loss.
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Hypothesis Testing

A mathematical test used to determine whether a claim is true or false.
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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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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.
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