Holding Period Return

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

The date on which a gilt is redeemed and the gilt holder receives the repayment of the nominal amount and final dividend or coupon payment.

The average annual return an investor sees over a set period of time.

Gilts where the dividends and principal repayments are fixed in nominal terms. This is as opposed to an index-linked gilt where the dividends and principal repayments are related to movements in the Retail Prices Index (RPI).

The art of buying shares which trade below their value, according to the analysis of the value investor.

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

A debt instrument issued by the UK government with a maturity of less than one year.

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

An investor that is able to meet several regulatory criteria.