OEIC

Unique to the UK, these funds pool together money to invest from multiple investors.

Unique to the UK, these funds pool together money to invest from multiple investors.

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Costs and Charges

The money you pay when investing.
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Spot Rate

The currency exchange rate a bank quotes, valid with immediate effect.
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Balance sheet

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

Profit on an investment, expressed as a percentage of the investment.
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Direct listing

Going public without the traditional IPO. Existing shares, straight onto the exchange, no new money raised.
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Margin call

Learn what a margin call stands for in financial terms.
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Leverage

A method of trading using borrowed money that usually involves a very high level of risk.
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Income statement

A summary of a company's income and expenses over a set period of time.
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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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