Holding Period Return

Mutual funds and investment trusts are priced on their net asset value (NAV).

Gilts where the dividends and principal repayments are related to movements in the Retail Prices Index (RPI). This is as opposed to a conventional gilt, where the dividends and principal repayments are fixed in nominal terms.

What's the base rate?

A way of calculating compound returns on an investment or savings over a set period of time.

Bonds and stocks.

A security that is sold outside of an exchange.

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

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

Investment funds that are often associated with riskier and shorter-term trading strategies.