Income statement

A summary of a company's income and expenses over a set period of time.

A summary of a company's income and expenses over a set period of time.

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Arithmetic Mean

The sum of a set of numbers added together and then divided by the total amount of numbers in that set.
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Leverage

A method of trading using borrowed money that usually involves a very high level of risk.
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Venture Capital Trust (VCT)

A listed company run by a fund manager, investing mainly in private companies.e.
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Value Investing

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

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

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

An investor that is able to meet several regulatory criteria.
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Total Return

This is the measurement of a fund’s performance in a specific period.
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