Costs and Charges

The money you pay when investing.

The money you pay when investing.

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Annualised Rate of Return

The average annual return an investor sees over a set period of time.
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Yield to maturity (YTM)

What is yield to maturity and why is it useful?
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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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Collective investment scheme

Learn what's a collective investment scheme
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Compound interest

Understand what compound interest means and how it's calculated
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OEIC

Unique to the UK, these funds pool together money to invest from multiple investors.
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Money weighted rate of return

Learn what Money Weighted Rate of Return or MWRR stands for in finance.
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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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Fixed Income

An investment that provides a fixed rate of return, often over a specific set of time.
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