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

Inflation

The increase in the prices of goods and services over time, and the process by which money loses its value.
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Bed & ISA

Understand what Bed and ISA is and how it works
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Exchange-Traded Fund (ETF)

A collection of investments, pooled into a single fund that can be bought and sold on a stock exchange.
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Bond

Learn what a bond is
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Internal Rate of Return (IRR)

A means of calculating the potential future return on an investment.
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Compound interest

Understand what compound interest means and how it's calculated
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Income statement

A summary of a company's income and expenses over a set period of time.
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LSE

London Stock Exchange, which was founded in 1571 and now has a market cap of almost $5 trillion.
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Interest Rate

The amount a lender charges for lending your money, or a borrower pays you for borrowing your money.
Read more
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Accounts include

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Benefits include

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  • FX fee of 0.99% on non-GBP trades

  • 1% AER on up to £1k uninvested cash

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Accounts include

  • General investment account

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Benefits include

  • Commission-free investing in 6,500+ UK, US, and European stocks, ETFs, and more

  • FX fee of 0.59% on non-GBP trades

  • 3% AER on up to £2k uninvested cash

  • Mutual funds

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Accounts include

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Benefits include

  • Commission-free investing in 6,500+ UK, US, and European stocks, ETFs, and more

  • FX fee of 0.39% on non-GBP trades

  • 5% AER on up to £3k uninvested cash

  • Mutual funds

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