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.

More terms

Technical Analysis

Examining price movements of shares and other assets, and trying to predict how they will move in the future.
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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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Fundamentals

The data or information that is likely to impact a company's stock price.
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Rate of Return

Profit on an investment, expressed as a percentage of the investment.
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Diversification

An investment strategy in which money is put into a variety assets.
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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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Net asset value

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

What's the base rate?
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Investment Return

The amount of money made or lost from an investment. Usually expressed as a percentage.
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