Dictionary
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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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Depository

We look at what is a depository and what role they play in keeping markets work.
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Account balance

The amount of money a user has stored in a financial repository.
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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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Alpha

The percentage by which an investor outperforms a relevant benchmark.
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Yield

Income from an investment as a percentage of its current price.
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United States Dollar (USD)

The famous greenback our friends in the US use as currency.
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Total Return

This is the measurement of a fund’s performance in a specific period.
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Packaged Retail and Insurance-based Investment Product (PRIIP)

An investment where, regardless of its legal form, the amount repayable to the retail investor is subject to fluctuations.
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Unicorn

A startup valued at over £1 billion. They are rare, hence the name.
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