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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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NYSE

The world's largest stock exchange. Wall St HQ.
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S&P 500

Find out what is the definition of the S&P 500 index.
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Retail Prices Index (RPI)

An index published each month by the Office for National Statistics, which measures the level of retail prices in the UK. Cash flows on all index-linked gilts are linked to the RPI.
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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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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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Xetra

A trading venue operated by the Frankfurt Stock Exchange.
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Equity

The amount of money a company would be left with by subtracting its liabilities from the value of its assets.
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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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Geometric Mean Return

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