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

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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Compound interest

Understand what compound interest means and how it's calculated
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Time-Weighted Rate of Return (TWRR)

A return calculated over the time period invested, that excludes extraneous elements, such as deposits to and withdrawals from the investment accounted.
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Gross Margin

The difference between a company's revenue and the cost to produce its goods/services, divided by revenue.
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Costs and Charges

The money you pay when investing.
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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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Quick ratio

Learn what quick ratio stands for in financial terms and how to calculate it.
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Value Investing

The art of buying shares which trade below their value, according to the analysis of the value investor.
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Synthetic ETFs

An ETF that that reproduces the return of an index through the use of swaps.
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