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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

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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Rate of Return

Profit on an investment, expressed as a percentage of the investment.
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Money weighted rate of return

Learn what Money Weighted Rate of Return or MWRR stands for in finance.
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Unit Trusts

A collective investment scheme the investors pay money into in exchange for units. The money is invested in a diversified portfolio of assets.
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Bed & ISA

Understand what Bed and ISA is and how it works
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Investment Trust

A company that pools money together from multiple investors and then invests it.
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Account balance

The amount of money a user has stored in a financial repository.
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index-linked gilts

Gilts where the dividends and principal repayments are related to movements in the Retail Prices Index (RPI). This is as opposed to a conventional gilt, where the dividends and principal repayments are fixed in nominal terms.
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Wall Street

A street in New York that became a figure of speech for the financial markets of the US.
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