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OEIC

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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Key Information Document (KID)

A document issued by an investment fund to help investors determine if it's the right fund for them.
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Balance sheet

A summary of a company's finances, including its assets, liabilities and shareholder equity.
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Retail Prices Index (RPI)

An index published each month by the Office for National Statistics, which measures the level of retail prices in the UK. Cash flows on all index-linked gilts are linked to the RPI.
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Margin call

Learn what a margin call stands for in financial terms.
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Packaged Retail and Insurance-based Investment Product (PRIIP)

An investment where, regardless of its legal form, the amount repayable to the retail investor is subject to fluctuations.
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Holding Period Return

The amount of money generated by an asset during the time that it was held by an investor..
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Investment Trust

A company that pools money together from multiple investors and then invests it.
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Yield to maturity

What is yield to maturity and why is it useful?
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American Depository Receipt (ADRs)

Tradeable assets that let Americans invest in overseas stocks using US laws and dollars.
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