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Year to Date (YTD)

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.

More terms

Total Return

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

Withholding Tax

A tax deduction made at the source of the payment.

Bed & ISA

Understand what Bed and ISA is and how it works

Investment Return

The amount of money made or lost from an investment. Usually expressed as a percentage.

American Depository Receipts (ADRs)

Tradeable assets that let Americans invest in overseas stocks using US laws and dollars.

Base rate

What's the base rate?

Key Information Document (KID)

A document issued by an investment fund to help investors determine if it's the right fund for them.

Fundamentals

The data or information that is likely to impact a company's stock price.

Value Investing

The art of buying shares which trade below their value, according to the analysis of the value investor.

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