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

Money weighted rate of return

Learn what Money Weighted Rate of Return or MWRR 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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Custodian bank

Learn what a custodian bank is.
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Forward pricing

Mutual funds are traded on a forward pricing basis, meaning the price you see will be different to the price you may trade at.
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Yield to maturity (YTM)

What is yield to maturity and why is it useful?
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S&P 500

Find out what is the definition of the S&P 500 index.
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Margin call

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

Learn what financial capital means
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Alpha

The percentage by which an investor outperforms a relevant benchmark.
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