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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.

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Beta

Learn what Beta stands for in finance.
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Balance sheet

A summary of a company's finances, including its assets, liabilities and shareholder equity.
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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.
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Equity

The amount of money a company would be left with by subtracting its liabilities from the value of its assets.
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Collective investment scheme

Learn what's a collective investment scheme
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Packaged Retail and Insurance-based Investment Product (PRIIP)

An investment where, regardless of its legal form, the amount repayable to the retail investor is subject to fluctuations.
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Venture Capital Trust (VCT)

A listed company run by a fund manager, investing mainly in private companies.e.
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W-8BEN Form

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

What is a gilt?
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