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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S&P 500

Find out what is the definition of the S&P 500 index.
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W-8BEN Form

Non-US individuals and businesses may have to file this form for the Internal Revenue Service (IRS), the US tax authority.
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Time-Weighted Rate of Return (TWRR)

A return calculated over the time period invested, that excludes extraneous elements, such as deposits to and withdrawals from the investment accounted.
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Stock Exchange

A physical/digital place where stockbrokers and traders can buy and sell securities.
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Conventional gilts

Gilts where the dividends and principal repayments are fixed in nominal terms. This is as opposed to an index-linked gilt where the dividends and principal repayments are related to movements in the Retail Prices Index (RPI).
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Compound interest

Understand what compound interest means and how it's calculated
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Zero-Sum Game

A situation in which one person's gain is another's loss.
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Bed & ISA

Understand what Bed and ISA is and how it works
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Dirty price

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