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.

More terms

Gross Margin

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

Securities

Bonds and stocks.
Read more

S&P 500

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

Gilt

What is a gilt?
Read more

Xetra

A trading venue operated by the Frankfurt Stock Exchange.
Read more

NYSE

The world's largest stock exchange. Wall St HQ.
Read more

Costs and Charges

The money you pay when investing.
Read more

Annualised Rate of Return

The average annual return an investor sees over a set period of time.
Read more

Quick ratio

Learn what quick ratio stands for in financial terms and how to calculate it.
Read more

You’re just minutes away from commission-free investing

When you invest, your capital is at risk