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Holding Period Return

Holding Period Return

The amount of money generated by an asset during the time that it was held by an investor..

The amount of money generated by an asset during the time that it was held by an investor..

More terms

Forward pricing

Mutual funds are traded on a forward pricing basis, meaning the price you see will be different to the price you may trade at.

Dividends

Find out what dividends are and how they can contribute to the growth of your investment portfolio.

Bed & ISA

Understand what Bed and ISA is and how it works

American Depository Receipts (ADRs)

Tradeable assets that let Americans invest in overseas stocks using US laws and dollars.

Bull market

We explain what a 'bull market' means

Diversification

An investment strategy in which money is put into a variety assets.

Equity

The amount of money a company would be left with by subtracting its liabilities from the value of its assets.

Margin call

Learn what a margin call stands for in financial terms.

Alpha

The percentage by which an investor outperforms a relevant benchmark.

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