Spot Rate

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

A street in New York that became a figure of speech for the financial markets of the US.

Stocks in companies that aren’t necessarily growing fast, but instead are dependable and stable.

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

Understand what Bed and ISA is and how it works

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

ESG is a hot topic right now for investors. Understand what ESG investing is all about and how you can use it to diversify your portfolio.

Gilts where the dividends and principal repayments are related to movements in the Retail Prices Index (RPI). This is as opposed to a conventional gilt, where the dividends and principal repayments are fixed in nominal terms.

A graphical representation of interest rates over time