Investment Return

Learn what's a collective investment scheme

The percentage by which an investor outperforms a relevant benchmark.

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

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

A summary of a company's income and expenses over a set period of time.

Trading in new shares before they’re officially admitted to the exchange, on the condition that admission goes ahead.

An ETF that that reproduces the return of an index through the use of swaps.

The moment new shares are officially admitted to the stock exchange and open to trading for everyone.

What's the base rate?