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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Limit order

Learn what a limit order is and how to use it to make the most of your portfolio.
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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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OEIC

Unique to the UK, these funds pool together money to invest from multiple investors.
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Yield

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

An ETF that that reproduces the return of an index through the use of swaps.
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Leverage

A method of trading using borrowed money that usually involves a very high level of risk.
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Wall Street

A street in New York that became a figure of speech for the financial markets of the US.
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Lock-up period

The period after an IPO when insiders have to sit on their hands and can’t sell their shares.
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Nominal amount

The face value of a gilt. It represents the amount that will be repaid to the holder at maturity and is also used to calculate the dividend or coupon payment.
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