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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Custodian bank

Learn what a custodian bank is.
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Packaged Retail and Insurance-based Investment Product (PRIIP)

An investment where, regardless of its legal form, the amount repayable to the retail investor is subject to fluctuations.
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Know Your Customer (KYC)

A legal requirement for financial firms to understand exactly who their customers are. Used to prevent money laundering and terrorist financing.
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Real Estate Investment Trust (REIT)

An investment trust specialised in investing in commercial property such as parking garages or GP offices.
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NASDAQ

A US stock exchange specialising in the shares of technology companies.
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Stock Market

A place where shares of publicly listed companies are traded.
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Fixed Income

An investment that provides a fixed rate of return, often over a specific set of time.
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Year to Date (YTD)

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

The amount of money a company would be left with by subtracting its liabilities from the value of its assets.
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