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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

Bond

Learn what a bond is

NYSE

The world's largest stock exchange. Wall St HQ.

Venture Capital

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

Over-The-Counter (OTC)

A security that is sold outside of an exchange.

Leverage

A method of trading using borrowed money that usually involves a very high level of risk.

Clean price

The quoted price of a gilt, which excludes accrued interest

Professional Client

An investor that is able to meet several regulatory criteria.

index-linked gilts

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.

Spot Rate

The currency exchange rate a bank quotes, valid with immediate effect.

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