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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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Year to Date (YTD)
A period of time that starts with the first day of the current calendar year and ends with today.
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Zero-Sum Game
A situation in which one person's gain is another's loss.
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Gross Margin
The difference between a company's revenue and the cost to produce its goods/services, divided by revenue.
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Value Investing
The art of buying shares which trade below their value, according to the analysis of the value investor.
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Dirty price
The total price payable on the purchase of a gilt. It’s calculated as the clean price plus accrued interest.
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Accounting standards
The rules a company follows when preparing financial statements.
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Spot Rate
The currency exchange rate a bank quotes, valid with immediate effect.
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Professional Client
An investor that is able to meet several regulatory criteria.
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ESG investing
ESG is a hot topic right now for investors. Understand what ESG investing is all about and how you can use it to diversify your portfolio.
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