Year to Date (YTD)

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

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

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Rate of Return

Profit on an investment, expressed as a percentage of the investment.
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Compound interest

Understand what compound interest means and how it's calculated
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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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Exchange-Traded Fund (ETF)

A collection of investments, pooled into a single fund that can be bought and sold on a stock exchange.
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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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Professional Client

An investor that is able to meet several regulatory criteria.
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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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Ponzi Scheme

A form of fraud designed to lure new investors, and pays the earlier backers by using the new investors' money.
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Limit order

Learn what a limit order is and how to use it to make the most of your portfolio.
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