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

Yield curve

A graphical representation of interest rates over time
Read more

Arithmetic Mean

The sum of a set of numbers added together and then divided by the total amount of numbers in that set.
Read more

Know Your Customer (KYC)

A legal requirement for financial firms to understand exactly who their customers are. Used to prevent money laundering and terrorist financing.
Read more

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.
Read more

Fundamentals

The data or information that is likely to impact a company's stock price.
Read more

Value stocks

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

Clean price

The quoted price of a gilt, which excludes accrued interest
Read more

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.
Read more

NYSE

The world's largest stock exchange. Wall St HQ.
Read more

You’re just minutes away from commission-free investing

When you invest, your capital is at risk