Key Information Document (KID)

A document issued by an investment fund to help investors determine if it's the right fund for them.

A document issued by an investment fund to help investors determine if it's the right fund for them.

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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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Limit order

Learn what a limit order is and how to use it to make the most of your portfolio.
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Custodian bank

Learn what a custodian bank is.
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Profit and Loss Statement (P&L)

A statement that summarises firm's expenses, costs, and revenues incurred during a time period. AKA income statement.
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Geometric Mean Return

A way of calculating compound returns on an investment or savings over a set period of time.
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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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Investment Trust

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

Understand what compound interest means and how it's calculated
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Capital

Learn what financial capital means
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