Interest Rate

The amount a lender charges for lending your money, or a borrower pays you for borrowing your money.

The amount a lender charges for lending your money, or a borrower pays you for borrowing your money.

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Total Return

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

Also called a dividend, this is the fixed annual interest paid to gilt holders. It’s usually paid in two equal, semi-annual instalments and expressed as a percentage of the nominal value of the gilt.
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Investment Trust

A company that pools money together from multiple investors and then invests it.
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Formal admission

The moment new shares are officially admitted to the stock exchange and open to trading for everyone.
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Key Information Document (KID)

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

Mutual funds are traded on a forward pricing basis, meaning the price you see will be different to the price you may trade at.
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Income statement

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

The data or information that is likely to impact a company's stock price.
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Fixed Income

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