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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Value stocks

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

The money you pay when investing.
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Net Asset Value (NAV)

The value of a company's assets relative to the number of shares it has.
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Bookbuilding

How banks work out what investors will pay for shares before an IPO, one order at a time.
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Year to Date (YTD)

A period of time that starts with the first day of the current calendar year and ends with today.
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Packaged Retail and Insurance-based Investment Product (PRIIP)

An investment where, regardless of its legal form, the amount repayable to the retail investor is subject to fluctuations.
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Professional Client

An investor that is able to meet several regulatory criteria.
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Margin call

Learn what a margin call stands for in financial terms.
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Base rate

What's the base rate?
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