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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

Maturity value

What's the maturity value of a bond?

Equity ETF

An exchange-traded fund that is comprised of a set of stocks.

Dirty price

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

Value Investing

The art of buying shares which trade below their value, according to the analysis of the value investor.

Unit Trusts

A collective investment scheme the investors pay money into in exchange for units. The money is invested in a diversified portfolio of assets.

NASDAQ

A US stock exchange specialising in the shares of technology companies.

Money weighted rate of return

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

Yield

Income from an investment as a percentage of its current price.

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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