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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Fundamentals

The data or information that is likely to impact a company's stock price.
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Net asset value

Mutual funds and investment trusts are priced on their net asset value (NAV).
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Geometric Mean Return

A way of calculating compound returns on an investment or savings over a set period of time.
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OEIC

Unique to the UK, these funds pool together money to invest from multiple investors.
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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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Global Investment Performance Standards (GIPS)

A set of standards which investors use to present their investment results.
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Accounting standards

The rules a company follows when preparing financial statements.
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United States Dollar (USD)

The famous greenback our friends in the US use as currency.
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Bull market

We explain what a 'bull market' means
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