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Packaged Retail and Insurance-based Investment Product (PRIIP)

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.

More terms

Rate of Return

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

Base rate

What's the base rate?

Dirty price

The total price payable on the purchase of a gilt. It’s calculated as the clean price plus accrued interest.

Profit and Loss Statement (P&L)

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

Key Information Document (KID)

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

Dividends

Find out what dividends are and how they can contribute to the growth of your investment portfolio.

Securities

Bonds and stocks.

Net asset value

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

Alpha

The percentage by which an investor outperforms a relevant benchmark.

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