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

Zero coupon bonds

What is a zero coupon bond?
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Hypothesis Testing

A mathematical test used to determine whether a claim is true or false.
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Interest Rate

The amount a lender charges for lending your money, or a borrower pays you for borrowing your money.
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S&P 500

Find out what is the definition of the S&P 500 index.
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Oligopoly

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

Understand what Bed and ISA is and how it works
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UK Treasury bill

A debt instrument issued by the UK government with a maturity of less than one year.
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Equity

The amount of money a company would be left with by subtracting its liabilities from the value of its assets.
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