OEIC

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

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

A situation in which a market or industry is controlled by a small group of companies.

An exchange-traded fund that is comprised of a set of stocks.

Non-US individuals and businesses may have to file this form for the Internal Revenue Service (IRS), the US tax authority.

The percentage by which an investor outperforms a relevant benchmark.

A return calculated over the time period invested, that excludes extraneous elements, such as deposits to and withdrawals from the investment accounted.

A statement that summarises firm's expenses, costs, and revenues incurred during a time period. AKA income statement.

Stocks in companies that aren’t necessarily growing fast, but instead are dependable and stable.