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.

More terms

United States Dollar (USD)

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

A collective investment scheme the investors pay money into in exchange for units. The money is invested in a diversified portfolio of assets.
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Margin call

Learn what a margin call stands for in financial terms.
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American Depository Receipts (ADRs)

Tradeable assets that let Americans invest in overseas stocks using US laws and dollars.
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Gilt

What is a gilt?
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Custodian bank

Learn what a custodian bank is.
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Yield curve

A graphical representation of interest rates over time
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Venture Capital

A type of financing that investors provide to startups, who sometimes announce getting said financing in TechCrunch, to big fanfare.
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