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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OEIC

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

Understand what Bed and ISA is and how it works
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Alpha

The percentage by which an investor outperforms a relevant benchmark.
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52-week high/low

The highest, or lowest, price a share has traded at in a passing year.
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Ponzi Scheme

A form of fraud designed to lure new investors, and pays the earlier backers by using the new investors' money.
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Unicorn

A startup valued at over £1 billion. They are rare, hence the name.
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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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Income statement

A summary of a company's income and expenses over a set period of time.
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Interest Rate

The amount a lender charges for lending your money, or a borrower pays you for borrowing your money.
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