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

Annualised Rate of Return

The average annual return an investor sees over a set period of time.
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Accrued interest

The interest earned on a gilt since the last dividend date. When buying a gilt, the buyer pays the accrued interest at the time of a transaction to the seller in addition to the clean price of the gilt
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Account balance

The amount of money a user has stored in a financial repository.
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Value Investing

The art of buying shares which trade below their value, according to the analysis of the value investor.
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Inflation

The increase in the prices of goods and services over time, and the process by which money loses its value.
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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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Diversification

An investment strategy in which money is put into a variety assets.
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Interest Rate

The amount a lender charges for lending your money, or a borrower pays you for borrowing your money.
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Stock Exchange

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