Costs and Charges

The money you pay when investing.

The money you pay when investing.

More terms

Conventional gilts

Gilts where the dividends and principal repayments are fixed in nominal terms. This is as opposed to an index-linked gilt where the dividends and principal repayments are related to movements in the Retail Prices Index (RPI).
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Beta

Learn what Beta stands for in finance.
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Value stocks

Stocks in companies that aren’t necessarily growing fast, but instead are dependable and stable.
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Exchange-Traded Fund (ETF)

A collection of investments, pooled into a single fund that can be bought and sold on a stock exchange.
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Net Asset Value (NAV)

The value of a company's assets relative to the number of shares it has.
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Holding Period Return

The amount of money generated by an asset during the time that it was held by an investor..
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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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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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Limit order

Learn what a limit order is and how to use it to make the most of your portfolio.
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