What are 'costs and charges'? Definition & meaning

More terms

Profit and Loss Statement (P&L)

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

Collective investment scheme

Learn what's a collective investment scheme

Spot Rate

The currency exchange rate a bank quotes, valid with immediate effect.

Yield to maturity (YTM)

What is yield to maturity and why is it useful?

Income statement

A summary of a company's income and expenses over a set period of time.

Geometric Mean Return

A way of calculating compound returns on an investment or savings over a set period of time.

Investment Trust

A company that pools money together from multiple investors and then invests it.

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).

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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Costs and Charges