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Investment Return

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.

More terms

Interest Rate

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

Net asset value

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

Alpha

The percentage by which an investor outperforms a relevant benchmark.

Total Return

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

American Depository Receipt (ADRs)

Tradeable assets that let Americans invest in overseas stocks using US laws and dollars.

Base rate

What's the base rate?

Venture Capital Trust (VCT)

A listed company run by a fund manager, investing mainly in private companies.e.

Costs and Charges

The money you pay when investing.

Withholding Tax

A tax deduction made at the source of the payment.

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