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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Coupon

Also called a dividend, this is the fixed annual interest paid to gilt holders. It’s usually paid in two equal, semi-annual instalments and expressed as a percentage of the nominal value of the gilt.
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Costs and Charges

The money you pay when investing.
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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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Yield to maturity (YTM)

What is yield to maturity and why is it useful?
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Value stocks

Stocks in companies that aren’t necessarily growing fast, but instead are dependable and stable.
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After-hours trading

Trading outside of a stock exchange's opening hours.
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UK Treasury bill

A debt instrument issued by the UK government with a maturity of less than one year.
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Base rate

What's the base rate?
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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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