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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Profit and Loss Statement (P&L)

A statement that summarises firm's expenses, costs, and revenues incurred during a time period. AKA income statement.
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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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52-week high/low

The highest, or lowest, price a share has traded at in a passing year.
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Bed & ISA

Understand what Bed and ISA is and how it works
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Time-Weighted Rate of Return (TWRR)

A return calculated over the time period invested, that excludes extraneous elements, such as deposits to and withdrawals from the investment accounted.
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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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SPAC

Find our what a SPAc or special purpose acquisition company is.
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UK Treasury bill

A debt instrument issued by the UK government with a maturity of less than one year.
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Venture Capital Trust (VCT)

A listed company run by a fund manager, investing mainly in private companies.e.
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