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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Withholding Tax

A tax deduction made at the source of the payment.
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W-8BEN Form

Non-US individuals and businesses may have to file this form for the Internal Revenue Service (IRS), the US tax authority.
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Investment Trust

A company that pools money together from multiple investors and then invests it.
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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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United States Dollar (USD)

The famous greenback our friends in the US use as currency.
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Net asset value

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

The amount a lender charges for lending your money, or a borrower pays you for borrowing your money.
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Depository

We look at what is a depository and what role they play in keeping markets work.
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Value stocks

Stocks in companies that aren’t necessarily growing fast, but instead are dependable and stable.
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