Investment Return

A statement that summarises firm's expenses, costs, and revenues incurred during a time period. AKA income statement.

A summary of a company's finances, including its assets, liabilities and shareholder equity.

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

Going public without the traditional IPO. Existing shares, straight onto the exchange, no new money raised.

A document issued by an investment fund to help investors determine if it's the right fund for them.

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

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

A method of trading using borrowed money that usually involves a very high level of risk.

A company that pools money together from multiple investors and then invests it.