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Total Return

Total Return

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

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

Total return encompasses dividends, capital gains, interest, and distributions realised. It should also deduct any fees and costs associated with holding the fund.

It is expressed as a percentage of the initial investment.

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More terms

Custodian bank

Learn what a custodian bank is.

United States Dollar (USD)

The famous greenback our friends in the US use as currency.

Depository

We look at what is a depository and what role they play in keeping markets work.

Know Your Customer (KYC)

A legal requirement for financial firms to understand exactly who their customers are. Used to prevent money laundering and terrorist financing.

Net Asset Value (NAV)

The value of a company's assets relative to the number of shares it has.

ESG investing

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.

Diversification

An investment strategy in which money is put into a variety assets.

Fundamentals

The data or information that is likely to impact a company's stock price.

Annualised Rate of Return

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

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