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.

More terms

Diversification

An investment strategy in which money is put into a variety assets.
Read more

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.
Read more

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.
Read more

OEIC

Unique to the UK, these funds pool together money to invest from multiple investors.
Read more

Margin call

Learn what a margin call stands for in financial terms.
Read more

Coupon

Also called a dividend, this is the fixed annual interest paid to gilt holders. It’s usually paid in two equal, semi-annual instalments and expressed as a percentage of the nominal value of the gilt.
Read more

Withholding Tax

A tax deduction made at the source of the payment.
Read more

United States Dollar (USD)

The famous greenback our friends in the US use as currency.
Read more

Geometric Mean Return

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

You’re just minutes away from commission-free investing

When you invest, your capital is at risk