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..

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Dividends

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

This is the measurement of a fund’s performance in a specific period.
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Xetra

A trading venue operated by the Frankfurt Stock Exchange.
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Balance sheet

A summary of a company's finances, including its assets, liabilities and shareholder equity.
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Dirty price

The total price payable on the purchase of a gilt. It’s calculated as the clean price plus accrued interest.
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S&P 500

Find out what is the definition of the S&P 500 index.
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American Depository Receipt (ADRs)

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