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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Investment Return

The amount of money made or lost from an investment. Usually expressed as a percentage.
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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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Alpha

The percentage by which an investor outperforms a relevant benchmark.
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Oligopoly

A situation in which a market or industry is controlled by a small group of companies.
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Value Investing

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

Learn what a custodian bank is.
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Beta

Learn what Beta stands for in finance.
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Dirty price

The total price payable on the purchase of a gilt. It’s calculated as the clean price plus accrued interest.
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