Costs and Charges

The money you pay when investing.

The money you pay when investing.

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Balance sheet

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

Unique to the UK, these funds pool together money to invest from multiple investors.
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Quick ratio

Learn what quick ratio stands for in financial terms and how to calculate it.
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Fixed Income

An investment that provides a fixed rate of return, often over a specific set of time.
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Internal Rate of Return (IRR)

A means of calculating the potential future return on an investment.
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Profit and Loss Statement (P&L)

A statement that summarises firm's expenses, costs, and revenues incurred during a time period. AKA income statement.
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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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Volatility

A measure of how much the prices of an asset or index vary over time.
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Dividends

Find out what dividends are and how they can contribute to the growth of your investment portfolio.
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