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Fundamentals

Fundamentals

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

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

More terms

Holding Period Return

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

Over-The-Counter (OTC)

A security that is sold outside of an exchange.

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.

Key Information Document (KID)

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

Geometric Mean Return

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

American Depository Receipts (ADRs)

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

Unicorn

A startup valued at over £1 billion. They are rare, hence the name.

Margin call

Learn what a margin call stands for in financial terms.

Base rate

What's the base rate?

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