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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Capital

Learn what financial capital means
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Equity ETF

An exchange-traded fund that is comprised of a set of stocks.
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S&P 500

Find out what is the definition of the S&P 500 index.
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Unit Trusts

A collective investment scheme the investors pay money into in exchange for units. The money is invested in a diversified portfolio of assets.
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Professional Client

An investor that is able to meet several regulatory criteria.
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Inflation

The increase in the prices of goods and services over time, and the process by which money loses its value.
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Stock Exchange

A physical/digital place where stockbrokers and traders can buy and sell securities.
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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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Costs and Charges

The money you pay when investing.
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