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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Base rate

What's the base rate?
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Retail Prices Index (RPI)

An index published each month by the Office for National Statistics, which measures the level of retail prices in the UK. Cash flows on all index-linked gilts are linked to the RPI.
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Holding Period Return

The amount of money generated by an asset during the time that it was held by an investor..
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Bull market

We explain what a 'bull market' means
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Volatility

A measure of how much the prices of an asset or index vary over time.
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Balance sheet

A summary of a company's finances, including its assets, liabilities and shareholder equity.
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Global Investment Performance Standards (GIPS)

A set of standards which investors use to present their investment results.
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Net asset value

Mutual funds and investment trusts are priced on their net asset value (NAV).
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Equity

The amount of money a company would be left with by subtracting its liabilities from the value of its assets.
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