Volatility

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

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

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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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Rate of Return

Profit on an investment, expressed as a percentage of the investment.
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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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Annualised Rate of Return

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

Unique to the UK, these funds pool together money to invest from multiple investors.
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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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Compound interest

Understand what compound interest means and how it's calculated
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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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