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

Collective investment scheme

Learn what's a collective investment scheme
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Capital

Learn what financial capital means
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Gilt

What is a gilt?
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Dividends

Find out what dividends are and how they can contribute to the growth of your investment portfolio.
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Time-Weighted Rate of Return (TWRR)

A return calculated over the time period invested, that excludes extraneous elements, such as deposits to and withdrawals from the investment accounted.
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Dirty price

The total price payable on the purchase of a gilt. It’s calculated as the clean price plus accrued interest.
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Coupon

Also called a dividend, this is the fixed annual interest paid to gilt holders. It’s usually paid in two equal, semi-annual instalments and expressed as a percentage of the nominal value of the gilt.
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Equity

The amount of money a company would be left with by subtracting its liabilities from the value of its assets.
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Investment Trust

A company that pools money together from multiple investors and then invests it.
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