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.

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

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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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W-8BEN Form

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

Profit on an investment, expressed as a percentage of the investment.
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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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Synthetic ETFs

An ETF that that reproduces the return of an index through the use of swaps.
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Investment Return

The amount of money made or lost from an investment. Usually expressed as a percentage.
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Total Return

This is the measurement of a fund’s performance in a specific period.
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Growth stocks

These are stocks in companies that are considered to be “growing”. These companies may be delivering new products and services, or entering new markets.
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