Fundamentals

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

The rules a company follows when preparing financial statements.

An investment where, regardless of its legal form, the amount repayable to the retail investor is subject to fluctuations.

A type of financing that investors provide to startups, who sometimes announce getting said financing in TechCrunch, to big fanfare.

This is the measurement of a fund’s performance in a specific period.

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.

A physical/digital place where stockbrokers and traders can buy and sell securities.

A summary of a company's income and expenses over a set period of time.

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