Our glossary of common investment terms

When it comes to wealth management, there are often many words and phrases related to investment that you wouldn’t come across in everyday conversation. To get the most from your investments, it’s important that you understand these terms. Here we take a look at the terms you’re likely to across and their meanings.

a

  • Advisory service
  • Asset Allocation
  • Asset Manager
  • Financial Assets

c

  • Central Bank
  • Corporate Bonds
  • Commodities

d

  • Debt
  • Discretionary
  • Dividend

e

  • Equity
  • Exchange traded fund

f

  • FCA
  • Financial Adviser
  • Financial Instrument
  • Financial Planning
  • FSCS

g

  • Government Bonds

h

  • Hedge funds

i

  • Independent Financial Advisor
  • Inflation
  • Investor profile
  • Investment Portfolio

l

  • Liquidity

m

  • MiFID
  • Mutual fund

p

  • Pension
  • Portfolio
  • Price/Earnings Ratio
  • Purchase Managers Index

r

  • Rebalancing
  • Retirement Planning
  • Return
  • Risk

t

  • Total expense ratio

v

  • Value at risk
  • Volatility

w

  • Wealth Manager

u

  • US person

q

  • Qualifying Money Market Fund (QMMF)
  • Stocks and Shares ISA
  • Junior ISA
  • Transfer an ISA
    • Pension
    • Get a pension plan (SIPP)
    • Transfer a pension
    • Find your lost pension
    • General Investment
    • Managed GIA
    • Our Service
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    • Managed Investing

        • Managed ISA
        • Stocks and Shares ISA
        • Junior ISA
        • Transfer an ISA
        • Pension
        • Get a pension plan (SIPP)
        • Transfer a pension
        • Find your lost pension

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    By making an investment, your capital is at risk. The value of your Moneyfarm investment depends on market fluctuations outside of our control and you may get back less than you invest. Past performance is no indicator of future performance. The tax treatment of a Moneyfarm Stocks and Shares ISA and a Moneyfarm Pension depends on your individual circumstances and may be subject to change in the future. You should seek financial advice if you are unsure about investing.

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    Registered office: 90-92 Pentonville Road, London N1 9HS | Registered in England and Wales Company No. 09088155 | Telephone number: +44 (0)20 3745 6991 | VAT No. 467458154

    Moneyfarm is a trading name of MFM Investment Ltd, which is authorised and regulated by the Financial Conduct Authority (FCA Firm Reference Number: 629539)

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