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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Net asset value

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

A physical/digital place where stockbrokers and traders can buy and sell securities.
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Earnings per share

We look at what earnings per share mean and how to calculate it
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Total Return

This is the measurement of a fund’s performance in a specific period.
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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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Beta

Learn what Beta stands for in finance.
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Free Trade

The other free trade. International trade in which countries allow goods to flow across their borders without imposing import or export taxes.
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Yield to maturity (YTM)

What is yield to maturity and why is it useful?
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