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Holding Period Return

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..

More terms

Packaged Retail and Insurance-based Investment Product (PRIIP)

An investment where, regardless of its legal form, the amount repayable to the retail investor is subject to fluctuations.

Net asset value

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

Dirty price

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

Money weighted rate of return

Learn what Money Weighted Rate of Return or MWRR stands for in finance.

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.

After-hours trading

Trading outside of a stock exchange's opening hours.

United States Dollar (USD)

The famous greenback our friends in the US use as currency.

Depository

We look at what is a depository and what role they play in keeping markets work.

Withholding Tax

A tax deduction made at the source of the payment.

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