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

Accrued interest

The interest earned on a gilt since the last dividend date. When buying a gilt, the buyer pays the accrued interest at the time of a transaction to the seller in addition to the clean price of the gilt
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Annualised Rate of Return

The average annual return an investor sees over a set period of time.
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Arithmetic Mean

The sum of a set of numbers added together and then divided by the total amount of numbers in that set.
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Bed & ISA

Understand what Bed and ISA is and how it works
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Fixed Income

An investment that provides a fixed rate of return, often over a specific set of time.
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OEIC

Unique to the UK, these funds pool together money to invest from multiple investors.
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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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Yield to maturity (YTM)

What is yield to maturity and why is it useful?
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Venture Capital Trust (VCT)

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