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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Investment Trust

A company that pools money together from multiple investors and then invests it.
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Nominal amount

The face value of a gilt. It represents the amount that will be repaid to the holder at maturity and is also used to calculate the dividend or coupon payment.
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Custodian bank

Learn what a custodian bank is.
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Oligopoly

A situation in which a market or industry is controlled by a small group of companies.
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Money weighted rate of return

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

An exchange-traded fund that is comprised of a set of stocks.
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Total Return

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

Unique to the UK, these funds pool together money to invest from multiple investors.
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Maturity value

What's the maturity value of a bond?
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