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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

Geometric Mean Return

A way of calculating compound returns on an investment or savings over a set period of time.

Yield

Income from an investment as a percentage of its current price.

Yield to maturity

What is yield to maturity and why is it useful?

Oligopoly

A situation in which a market or industry is controlled by a small group of companies.

Holding Period Return

The amount of money generated by an asset during the time that it was held by an investor..

Running yield

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

Quick ratio

Learn what quick ratio stands for in financial terms and how to calculate it.

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.

Free Trade

The other free trade. International trade in which countries allow goods to flow across their borders without imposing import or export taxes.

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