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Key Information Document (KID)

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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Investment Trust

A company that pools money together from multiple investors and then invests it.
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Money weighted rate of return

Learn what Money Weighted Rate of Return or MWRR stands for in finance.
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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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Balance sheet

A summary of a company's finances, including its assets, liabilities and shareholder equity.
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Maturity date

The date on which a gilt is redeemed and the gilt holder receives the repayment of the nominal amount and final dividend or coupon payment.
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Beta

Learn what Beta stands for in finance.
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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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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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Global Investment Performance Standards (GIPS)

A set of standards which investors use to present their investment results.
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