Securities

Bonds and stocks.

Bonds and stocks.

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Money weighted rate of return

Learn what Money Weighted Rate of Return or MWRR stands for in finance.
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Net asset value

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

Bonds and stocks.
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Balance sheet

A summary of a company's finances, including its assets, liabilities and shareholder equity.
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Annualised Rate of Return

The average annual return an investor sees over a set period of time.
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Diversification

An investment strategy in which money is put into a variety assets.
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Zero-Sum Game

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

The annual interest payment (dividend) divided by the current market price of a bond.
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Collective investment scheme

Learn what's a collective investment scheme
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