Investment Return

A startup valued at over £1 billion. They are rare, hence the name.

A summary of a company's finances, including its assets, liabilities and shareholder equity.

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

Learn what a bond is

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

A set of standards which investors use to present their investment results.

Gilts where the dividends and principal repayments are fixed in nominal terms. This is as opposed to an index-linked gilt where the dividends and principal repayments are related to movements in the Retail Prices Index (RPI).

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

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