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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S&P 500

Find out what is the definition of the S&P 500 index.
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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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Stock Market

A place where shares of publicly listed companies are traded.
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Equity ETF

An exchange-traded fund that is comprised of a set of stocks.
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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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Total Return

This is the measurement of a fund’s performance in a specific period.
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Packaged Retail and Insurance-based Investment Product (PRIIP)

An investment where, regardless of its legal form, the amount repayable to the retail investor is subject to fluctuations.
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Dirty price

The total price payable on the purchase of a gilt. It’s calculated as the clean price plus accrued interest.
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OEIC

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