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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

Key Information Document (KID)

A document issued by an investment fund to help investors determine if it's the right fund for them.

Professional Client

An investor that is able to meet several regulatory criteria.

Leverage

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

Spot Rate

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

NASDAQ

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

Yield curve

A graphical representation of interest rates over time

Synthetic ETFs

An ETF that that reproduces the return of an index through the use of swaps.

Over-The-Counter (OTC)

A security that is sold outside of an exchange.

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