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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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Accounting standards

The rules a company follows when preparing financial statements.
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Retail Prices Index (RPI)

An index published each month by the Office for National Statistics, which measures the level of retail prices in the UK. Cash flows on all index-linked gilts are linked to the RPI.
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Equity ETF

An exchange-traded fund that is comprised of a set of stocks.
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Net asset value

Mutual funds and investment trusts are priced on their net asset value (NAV).
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Value Investing

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

The amount of money a user has stored in a financial repository.
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Ponzi Scheme

A form of fraud designed to lure new investors, and pays the earlier backers by using the new investors' money.
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NASDAQ

A US stock exchange specialising in the shares of technology companies.
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Value stocks

Stocks in companies that aren’t necessarily growing fast, but instead are dependable and stable.
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