What are 'fundamentals'? Definition & meaning

More terms

Forward pricing

Mutual funds are traded on a forward pricing basis, meaning the price you see will be different to the price you may trade at.

Unit Trusts

A collective investment scheme the investors pay money into in exchange for units. The money is invested in a diversified portfolio of assets.

Total Return

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

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.

United States Dollar (USD)

The famous greenback our friends in the US use as currency.

Conventional gilts

Gilts where the dividends and principal repayments are fixed in nominal terms. This is as opposed to an index-linked gilt where the dividends and principal repayments are related to movements in the Retail Prices Index (RPI).

Fixed Income

An investment that provides a fixed rate of return, often over a specific set of time.

Interest Rate

The amount a lender charges for lending your money, or a borrower pays you for borrowing your money.

Margin call

Learn what a margin call stands for in financial terms.

Fundamentals