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

Hypothesis Testing

A mathematical test used to determine whether a claim is true or false.
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Bed & ISA

Understand what Bed and ISA is and how it works
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Net Asset Value (NAV)

The value of a company's assets relative to the number of shares it has.
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Costs and Charges

The money you pay when investing.
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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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Junk Bond

A form of debt investment that carries higher risk because of the likelihood that the issuer will default.
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W-8BEN Form

Non-US individuals and businesses may have to file this form for the Internal Revenue Service (IRS), the US tax authority.
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Internal Rate of Return (IRR)

A means of calculating the potential future return on an investment.
Read more

Maturity value

What's the maturity value of a bond?
Read more
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