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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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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OEIC

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

Learn what Beta stands for in finance.
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Withholding Tax

A tax deduction made at the source of the payment.
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Bookbuilding

How banks work out what investors will pay for shares before an IPO, one order at a time.
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Stock Exchange

A physical/digital place where stockbrokers and traders can buy and sell securities.
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Bed & ISA

Understand what Bed and ISA is and how it works
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