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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

Dividends

Find out what dividends are and how they can contribute to the growth of your investment portfolio.

Bull market

We explain what a 'bull market' means

Know Your Customer (KYC)

A legal requirement for financial firms to understand exactly who their customers are. Used to prevent money laundering and terrorist financing.

Limit order

Learn what a limit order is and how to use it to make the most of your portfolio.

Gross Margin

The difference between a company's revenue and the cost to produce its goods/services, divided by revenue.

United States Dollar (USD)

The famous greenback our friends in the US use as currency.

Yield to maturity

What is yield to maturity and why is it useful?

Packaged Retail and Insurance-based Investment Product (PRIIP)

An investment where, regardless of its legal form, the amount repayable to the retail investor is subject to fluctuations.

S&P 500

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

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