What is 'Fundamentals'? | Freetrade Dictionary

More terms

Time-Weighted Rate of Return (TWRR)

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

W-8BEN Form

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

DMO

The United Kingdom Debt Management Office. It’s an executive agency responsible for managing the government’s debt and cash needs, primarily through issuing gilts and Treasury bills.

Over-The-Counter (OTC)

A security that is sold outside of an exchange.

Geometric Mean Return

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

Accrued interest

The interest earned on a gilt since the last dividend date. When buying a gilt, the buyer pays the accrued interest at the time of a transaction to the seller in addition to the clean price of the gilt

Wall Street

A street in New York that became a figure of speech for the financial markets of the US.

Accounting standards

The rules a company follows when preparing financial statements.

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.

Fundamentals