Investment Return

The amount of money made or lost from an investment. Usually expressed as a percentage.

The amount of money made or lost from an investment. Usually expressed as a percentage.

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Year to Date (YTD)

A period of time that starts with the first day of the current calendar year and ends with today.
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Bond

Learn what a bond is
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Inflation

The increase in the prices of goods and services over time, and the process by which money loses its value.
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Gross Margin

The difference between a company's revenue and the cost to produce its goods/services, divided by revenue.
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Stock Market

A place where shares of publicly listed companies are traded.
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Professional Client

An investor that is able to meet several regulatory criteria.
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Investment Trust

A company that pools money together from multiple investors and then invests it.
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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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Zero coupon bonds

What is a zero coupon bond?
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