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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

W-8BEN Form

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

Annualised Rate of Return

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

Global Investment Performance Standards (GIPS)

A set of standards which investors use to present their investment results.

LSE

London Stock Exchange, which was founded in 1571 and now has a market cap of almost $5 trillion.

Diversification

An investment strategy in which money is put into a variety assets.

Holding Period Return

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

Collective investment scheme

Learn what's a collective investment scheme

Xetra

A trading venue operated by the Frankfurt Stock Exchange.

Net Asset Value (NAV)

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

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