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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Money weighted rate of return

Learn what Money Weighted Rate of Return or MWRR stands for in finance.
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Retail Prices Index (RPI)

An index published each month by the Office for National Statistics, which measures the level of retail prices in the UK. Cash flows on all index-linked gilts are linked to the RPI.
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Maturity value

What's the maturity value of a bond?
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Exchange-Traded Fund (ETF)

A collection of investments, pooled into a single fund that can be bought and sold on a stock exchange.
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Synthetic ETFs

An ETF that that reproduces the return of an index through the use of swaps.
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Global Investment Performance Standards (GIPS)

A set of standards which investors use to present their investment results.
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United States Dollar (USD)

The famous greenback our friends in the US use as currency.
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Alpha

The percentage by which an investor outperforms a relevant benchmark.
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Beta

Learn what Beta stands for in finance.
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