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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Maturity value

What's the maturity value of a bond?
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Value stocks

Stocks in companies that aren’t necessarily growing fast, but instead are dependable and stable.
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Total Return

This is the measurement of a fund’s performance in a specific period.
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Holding Period Return

The amount of money generated by an asset during the time that it was held by an investor..
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Unit Trusts

A collective investment scheme the investors pay money into in exchange for units. The money is invested in a diversified portfolio of assets.
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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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Money laundering

A method of moving money obtained illicitly through the financial system so it can be used legally.
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Alpha

The percentage by which an investor outperforms a relevant benchmark.
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Quantitative easing

Find out what quantitative easing is and how central banks use this monetary measure to encourage economic growth.
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