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.

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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Bond

Learn what a bond is
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American Depository Receipt (ADRs)

Tradeable assets that let Americans invest in overseas stocks using US laws and dollars.
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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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DMO

The United Kingdom Debt Management Office. It’s an executive agency responsible for managing the government’s debt and cash needs, primarily through issuing gilts and Treasury bills.
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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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Volatility

A measure of how much the prices of an asset or index vary over time.
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Investment Trust

A company that pools money together from multiple investors and then invests it.
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Synthetic ETFs

An ETF that that reproduces the return of an index through the use of swaps.
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Global Investment Performance Standards (GIPS)

A set of standards which investors use to present their investment results.
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