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.

More terms

Gross Margin

The difference between a company's revenue and the cost to produce its goods/services, divided by revenue.
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United States Dollar (USD)

The famous greenback our friends in the US use as currency.
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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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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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Fundamentals

The data or information that is likely to impact a company's stock price.
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Net Asset Value (NAV)

The value of a company's assets relative to the number of shares it has.
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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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Coupon

Also called a dividend, this is the fixed annual interest paid to gilt holders. It’s usually paid in two equal, semi-annual instalments and expressed as a percentage of the nominal value of the gilt.
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Stock Exchange

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