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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Fixed Income

An investment that provides a fixed rate of return, often over a specific set of time.
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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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ESG investing

ESG is a hot topic right now for investors. Understand what ESG investing is all about and how you can use it to diversify your portfolio.
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Fundamentals

The data or information that is likely to impact a company's stock price.
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Geometric Mean Return

A way of calculating compound returns on an investment or savings over a set period of time.
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Base rate

What's the base rate?
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Volatility

A measure of how much the prices of an asset or index vary over time.
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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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Retail Prices Index (RPI)

An index published each month by the Office for National Statistics, which measures the level of retail prices in the UK. Cash flows on all index-linked gilts are linked to the RPI.
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