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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Total Return

This is the measurement of a fund’s performance in a specific period.
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Oligopoly

A situation in which a market or industry is controlled by a small group of companies.
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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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Equity

The amount of money a company would be left with by subtracting its liabilities from the value of its assets.
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Equity ETF

An exchange-traded fund that is comprised of a set of stocks.
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Base rate

What's the base rate?
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Internal Rate of Return (IRR)

A means of calculating the potential future return on an investment.
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Real Estate Investment Trust (REIT)

An investment trust specialised in investing in commercial property such as parking garages or GP offices.
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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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