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

More terms

Technical Analysis

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

Stock Exchange

A physical/digital place where stockbrokers and traders can buy and sell securities.

Volatility

A measure of how much the prices of an asset or index vary over time.

Fixed Income

An investment that provides a fixed rate of return, often over a specific set of time.

UK Treasury bill

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

Net Asset Value (NAV)

The value of a company's assets relative to the number of shares it has.

index-linked gilts

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.

Accrued interest

The interest earned on a gilt since the last dividend date. When buying a gilt, the buyer pays the accrued interest at the time of a transaction to the seller in addition to the clean price of the gilt

Key Information Document (KID)

A document issued by an investment fund to help investors determine if it's the right fund for them.

Holding Period Return