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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

Year to Date (YTD)

A period of time that starts with the first day of the current calendar year and ends with today.

Clean price

The quoted price of a gilt, which excludes accrued interest

Investment Trust

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

Base rate

What's the base rate?

Collective investment scheme

Learn what's a collective investment scheme

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.

Zero-Sum Game

A situation in which one person's gain is another's loss.

Bond

Learn what a bond is

Custodian bank

Learn what a custodian bank is.

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