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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.

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Hedge Fund

Investment funds that are often associated with riskier and shorter-term trading strategies.
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Costs and Charges

The money you pay when investing.
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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.
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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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Inflation

The increase in the prices of goods and services over time, and the process by which money loses its value.
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Holding Period Return

The amount of money generated by an asset during the time that it was held by an investor..
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Value stocks

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

An investment strategy in which money is put into a variety assets.
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Base rate

What's the base rate?
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