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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Coupon

Also called a dividend, this is the fixed annual interest paid to gilt holders. It’s usually paid in two equal, semi-annual instalments and expressed as a percentage of the nominal value of the gilt.
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Costs and Charges

The money you pay when investing.
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Profit and Loss Statement (P&L)

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

The data or information that is likely to impact a company's stock price.
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Exchange-Traded Fund (ETF)

A collection of investments, pooled into a single fund that can be bought and sold on a stock exchange.
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Collective investment scheme

Learn what's a collective investment scheme
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Yield

Income from an investment as a percentage of its current price.
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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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Spot Rate

The currency exchange rate a bank quotes, valid with immediate effect.
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