Costs and Charges

The money you pay when investing.

The money you pay when investing.

More terms

Money weighted rate of return

Learn what Money Weighted Rate of Return or MWRR stands for in finance.
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Year to Date (YTD)

A period of time that starts with the first day of the current calendar year and ends with today.
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Nominal amount

The face value of a gilt. It represents the amount that will be repaid to the holder at maturity and is also used to calculate the dividend or coupon payment.
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Quantitative easing

Find out what quantitative easing is and how central banks use this monetary measure to encourage economic growth.
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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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Investment Trust

A company that pools money together from multiple investors and then invests it.
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American Depository Receipt (ADRs)

Tradeable assets that let Americans invest in overseas stocks using US laws and dollars.
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Base rate

What's the base rate?
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52-week high/low

The highest, or lowest, price a share has traded at in a passing year.
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