Costs and Charges

The money you pay when investing.

The money you pay when investing.

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Fundamentals

The data or information that is likely to impact a company's stock price.
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Synthetic ETFs

An ETF that that reproduces the return of an index through the use of swaps.
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Global Investment Performance Standards (GIPS)

A set of standards which investors use to present their investment results.
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Know Your Customer (KYC)

A legal requirement for financial firms to understand exactly who their customers are. Used to prevent money laundering and terrorist financing.
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Time Value of Money

The concept that money you have now is more valuable than the same sum in the future.
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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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Maturity date

The date on which a gilt is redeemed and the gilt holder receives the repayment of the nominal amount and final dividend or coupon payment.
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Formal admission

The moment new shares are officially admitted to the stock exchange and open to trading for everyone.
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Key Information Document (KID)

A document issued by an investment fund to help investors determine if it's the right fund for them.
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