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United States Dollar (USD)

United States Dollar (USD)

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

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

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Rate of Return

Profit on an investment, expressed as a percentage of the investment.
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United States Dollar (USD)

The famous greenback our friends in the US use as currency.
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Net Income (NI)

The money a firm is left with from sales after subtracting taxes and different business costs.
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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.
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Arithmetic Mean

The sum of a set of numbers added together and then divided by the total amount of numbers in that set.
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Professional Client

An investor that is able to meet several regulatory criteria.
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Unicorn

A startup valued at over £1 billion. They are rare, hence the name.
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Time-Weighted Rate of Return (TWRR)

A return calculated over the time period invested, that excludes extraneous elements, such as deposits to and withdrawals from the investment accounted.
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Year to Date (YTD)

A period of time that starts with the first day of the current calendar year and ends with today.
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