Equity

The average annual return an investor sees over a set period of time.

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

The amount of money made or lost from an investment. Usually expressed as a percentage.

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

Unique to the UK, these funds pool together money to invest from multiple investors.

The value of a company's assets relative to the number of shares it has.

A summary of a company's finances, including its assets, liabilities and shareholder equity.

Non-US individuals and businesses may have to file this form for the Internal Revenue Service (IRS), the US tax authority.

A return calculated over the time period invested, that excludes extraneous elements, such as deposits to and withdrawals from the investment accounted.