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Costs and Charges

Costs and Charges

The money you pay when investing.

The money you pay when investing.

More terms

Key Information Document (KID)

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

Free Trade

The other free trade. International trade in which countries allow goods to flow across their borders without imposing import or export taxes.

Synthetic ETFs

An ETF that that reproduces the return of an index through the use of swaps.

Capital

Learn what financial capital means

Holding Period Return

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

Withholding Tax

A tax deduction made at the source of the payment.

Diversification

An investment strategy in which money is put into a variety assets.

NASDAQ

A US stock exchange specialising in the shares of technology companies.

Net asset value

Mutual funds and investment trusts are priced on their net asset value (NAV).

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