Retail Prices Index (RPI)

An index published each month by the Office for National Statistics, which measures the level of retail prices in the UK. Cash flows on all index-linked gilts are linked to the RPI.

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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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Retail Prices Index (RPI)

An index published each month by the Office for National Statistics, which measures the level of retail prices in the UK. Cash flows on all index-linked gilts are linked to the RPI.
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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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Total Return

This is the measurement of a fund’s performance in a specific period.
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Forward pricing

Mutual funds are traded on a forward pricing basis, meaning the price you see will be different to the price you may trade at.
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Arithmetic Mean

The sum of a set of numbers added together and then divided by the total amount of numbers in that set.
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Rate of Return

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

Examining price movements of shares and other assets, and trying to predict how they will move in the future.
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Costs and Charges

The money you pay when investing.
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