Investment Return

The percentage by which an investor outperforms a relevant benchmark.

An investment strategy in which money is put into a variety assets.

Stocks in companies that aren’t necessarily growing fast, but instead are dependable and stable.

The amount of money made or lost from an investment. Usually expressed as a percentage.

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

What is yield to maturity and why is it useful?

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

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

Learn what financial capital means