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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

Net asset value

Mutual funds and investment trusts are priced on their net asset value (NAV).

Capital

Learn what financial capital means

OEIC

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

Value Investing

The art of buying shares which trade below their value, according to the analysis of the value investor.

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.

Rate of Return

Profit on an investment, expressed as a percentage of the investment.

Value stocks

Stocks in companies that aren’t necessarily growing fast, but instead are dependable and stable.

Investment Trust

A company that pools money together from multiple investors and then invests it.

Withholding Tax

A tax deduction made at the source of the payment.

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