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Investment Return

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.

More terms

Geometric Mean Return

A way of calculating compound returns on an investment or savings over a set period of time.

Leverage

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

Net asset value

Mutual funds and investment trusts are priced on their net asset value (NAV).

Net Asset Value (NAV)

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

ESG investing

ESG is a hot topic right now for investors. Understand what ESG investing is all about and how you can use it to diversify your portfolio.

Year to Date (YTD)

A period of time that starts with the first day of the current calendar year and ends with today.

Clean price

The quoted price of a gilt, which excludes accrued interest

Value stocks

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

SPAC

Find our what a SPAc or special purpose acquisition company is.

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