Profit and Loss Statement (P&L)

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

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

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Base rate

What's the base rate?
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DMO

The United Kingdom Debt Management Office. It’s an executive agency responsible for managing the government’s debt and cash needs, primarily through issuing gilts and Treasury bills.
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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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Nominal amount

The face value of a gilt. It represents the amount that will be repaid to the holder at maturity and is also used to calculate the dividend or coupon payment.
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Value stocks

Stocks in companies that aren’t necessarily growing fast, but instead are dependable and stable.
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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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Time-Weighted Rate of Return (TWRR)

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

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