What is the 'holding period return'? Definition & meaning

More terms

Equity

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

ESG investing

ESG is a hot topic right now for investors. Understand what ESG investing is all about and how you can use it to diversify your portfolio.

Junk Bond

A form of debt investment that carries higher risk because of the likelihood that the issuer will default.

Beta

Learn what Beta stands for in finance.

Technical Analysis

Examining price movements of shares and other assets, and trying to predict how they will move in the future.

S&P 500

Find out what is the definition of the S&P 500 index.

OEIC

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

Unicorn

A startup valued at over £1 billion. They are rare, hence the name.

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.

Freetrade does not provide investment advice and individual investors should make their own decisions or seek professional advice. The value of investments can go down as well as up and you may receive back less than your original investment. Freetrade is a trading name of Freetrade Limited, which is a member firm of the London Stock Exchange and is authorised and regulated by the Financial Conduct Authority (FCA reg. no. 783189). Registered in England and Wales (no. 09797821).

Holding Period Return