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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Costs and Charges

The money you pay when investing.
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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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Time-Weighted Rate of Return (TWRR)

A return calculated over the time period invested, that excludes extraneous elements, such as deposits to and withdrawals from the investment accounted.
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Hedge Fund

Investment funds that are often associated with riskier and shorter-term trading strategies.
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After-hours trading

Trading outside of a stock exchange's opening hours.
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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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Clean price

The quoted price of a gilt, which excludes 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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index-linked gilts

Gilts where the dividends and principal repayments are related to movements in the Retail Prices Index (RPI). This is as opposed to a conventional gilt, where the dividends and principal repayments are fixed in nominal terms.
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