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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

Bond

Learn what a bond is
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Total Return

This is the measurement of a fund’s performance in a specific period.
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Conventional gilts

Gilts where the dividends and principal repayments are fixed in nominal terms. This is as opposed to an index-linked gilt where the dividends and principal repayments are related to movements in the Retail Prices Index (RPI).
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Money weighted rate of return

Learn what Money Weighted Rate of Return or MWRR stands for in finance.
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Beta

Learn what Beta stands for in finance.
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Balance sheet

A summary of a company's finances, including its assets, liabilities and shareholder equity.
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Custodian bank

Learn what a custodian bank is.
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NYSE

The world's largest stock exchange. Wall St HQ.
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Global Investment Performance Standards (GIPS)

A set of standards which investors use to present their investment results.
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