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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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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Venture Capital Trust (VCT)

A listed company run by a fund manager, investing mainly in private companies.e.
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Professional Client

An investor that is able to meet several regulatory criteria.
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Balance sheet

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

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

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

Find out what dividends are and how they can contribute to the growth of your investment portfolio.
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Hypothesis Testing

A mathematical test used to determine whether a claim is true or false.
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Key Information Document (KID)

A document issued by an investment fund to help investors determine if it's the right fund for them.
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