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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OEIC

Unique to the UK, these funds pool together money to invest from multiple investors.
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Ponzi Scheme

A form of fraud designed to lure new investors, and pays the earlier backers by using the new investors' money.
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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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Zero-Sum Game

A situation in which one person's gain is another's loss.
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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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Dividends

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

The increase in the prices of goods and services over time, and the process by which money loses its value.
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Margin call

Learn what a margin call stands for in financial terms.
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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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