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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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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Fixed Income

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

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

Learn what a margin call stands for in financial terms.
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Conventional gilts

Gilts where the dividends and principal repayments are fixed in nominal terms. This is as opposed to an index-linked gilt where the dividends and principal repayments are related to movements in the Retail Prices Index (RPI).
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Clean price

The quoted price of a gilt, which excludes accrued interest
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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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Arithmetic Mean

The sum of a set of numbers added together and then divided by the total amount of numbers in that set.
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Money weighted rate of return

Learn what Money Weighted Rate of Return or MWRR stands for in finance.
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