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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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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Annualised Rate of Return

The average annual return an investor sees over a set period of time.
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Yield

Income from an investment as a percentage of its current price.
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Inflation

The increase in the prices of goods and services over time, and the process by which money loses its value.
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Geometric Mean Return

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

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

ESG is a hot topic right now for investors. Understand what ESG investing is all about and how you can use it to diversify your portfolio.
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