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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Holding Period Return

The amount of money generated by an asset during the time that it was held by an investor..
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Leverage

A method of trading using borrowed money that usually involves a very high level of risk.
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Junk Bond

A form of debt investment that carries higher risk because of the likelihood that the issuer will default.
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Accounting standards

The rules a company follows when preparing financial statements.
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Nominal amount

The face value of a gilt. It represents the amount that will be repaid to the holder at maturity and is also used to calculate the dividend or coupon payment.
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Growth stocks

These are stocks in companies that are considered to be “growing”. These companies may be delivering new products and services, or entering new markets.
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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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Balance sheet

A summary of a company's finances, including its assets, liabilities and shareholder equity.
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Custodian bank

Learn what a custodian bank is.
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