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

Net asset value

Mutual funds and investment trusts are priced on their net asset value (NAV).
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Compound interest

Understand what compound interest means and how it's calculated
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Ponzi Scheme

A form of fraud designed to lure new investors, and pays the earlier backers by using the new investors' money.
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Annualised Rate of Return

The average annual return an investor sees over a set period of time.
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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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Clean price

The quoted price of a gilt, which excludes accrued interest
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Volatility

A measure of how much the prices of an asset or index vary over time.
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Alpha

The percentage by which an investor outperforms a relevant benchmark.
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Value Investing

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