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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Net Asset Value (NAV)

The value of a company's assets relative to the number of shares it has.
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Balance sheet

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

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

A US stock exchange specialising in the shares of technology companies.
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Real Estate Investment Trust (REIT)

An investment trust specialised in investing in commercial property such as parking garages or GP offices.
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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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Growth stocks

These are stocks in companies that are considered to be “growing”. These companies may be delivering new products and services, or entering new markets.
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Bed & ISA

Understand what Bed and ISA is and how it works
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