Global Investment Performance Standards (GIPS)

A set of standards which investors use to present their investment results.

A set of standards which investors use to present their investment results.

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United States Dollar (USD)

The famous greenback our friends in the US use as currency.
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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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Account balance

The amount of money a user has stored in a financial repository.
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index-linked gilts

Gilts where the dividends and principal repayments are related to movements in the Retail Prices Index (RPI). This is as opposed to a conventional gilt, where the dividends and principal repayments are fixed in nominal terms.
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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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Rate of Return

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

The rules a company follows when preparing financial statements.
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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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Know Your Customer (KYC)

A legal requirement for financial firms to understand exactly who their customers are. Used to prevent money laundering and terrorist financing.
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