Geometric Mean Return

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

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

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Maturity date

The date on which a gilt is redeemed and the gilt holder receives the repayment of the nominal amount and final dividend or coupon payment.
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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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Profit and Loss Statement (P&L)

A statement that summarises firm's expenses, costs, and revenues incurred during a time period. AKA income statement.
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Net asset value

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

A company that pools money together from multiple investors and then invests it.
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Year to Date (YTD)

A period of time that starts with the first day of the current calendar year and ends with today.
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Investment Return

The amount of money made or lost from an investment. Usually expressed as a percentage.
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United States Dollar (USD)

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

The sum of a set of numbers added together and then divided by the total amount of numbers in that set.
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