Investment Trust

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

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

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Forward pricing

Mutual funds are traded on a forward pricing basis, meaning the price you see will be different to the price you may trade at.
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Balance sheet

A summary of a company's finances, including its assets, liabilities and shareholder equity.
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Global Investment Performance Standards (GIPS)

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

The currency exchange rate a bank quotes, valid with immediate effect.
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Withholding Tax

A tax deduction made at the source of the payment.
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Maturity date

The date on which a gilt is redeemed and the gilt holder receives the repayment of the nominal amount and final dividend or coupon payment.
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Margin call

Learn what a margin call stands for in financial terms.
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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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Net asset value

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