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Dictionary
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Geometric Mean Return
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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Value stocks
Stocks in companies that aren’t necessarily growing fast, but instead are dependable and stable.
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Bond
Learn what a bond is
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Holding Period Return
The amount of money generated by an asset during the time that it was held by an investor..
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Zero coupon bonds
What is a zero coupon bond?
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Forward pricing
Mutual funds are traded on a forward pricing basis, meaning the price you see will be different to the price you may trade at.
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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.
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Accounting standards
The rules a company follows when preparing financial statements.
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Bed & ISA
Understand what Bed and ISA is and how it works
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Alpha
The percentage by which an investor outperforms a relevant benchmark.
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