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.

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

More terms

Income statement

A summary of a company's income and expenses over a set period of time.
Read more

Base rate

What's the base rate?
Read more

W-8BEN Form

Non-US individuals and businesses may have to file this form for the Internal Revenue Service (IRS), the US tax authority.
Read more

Limit order

Learn what a limit order is and how to use it to make the most of your portfolio.
Read more

Real Estate Investment Trust (REIT)

An investment trust specialised in investing in commercial property such as parking garages or GP offices.
Read more

Value Investing

The art of buying shares which trade below their value, according to the analysis of the value investor.
Read more

Running yield

The annual interest payment (dividend) divided by the current market price of a bond.
Read more

OEIC

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

You’re just minutes away from commission-free investing

When you invest, your capital is at risk