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.
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A
Advisory service Asset Asset Allocation Asset ManagerC
Central Bank Commodities Corporate BondsD
Debt Discretionary DividendE
Equity Exchange traded fundF
FCA Financial Instrument FSCSG
Government BondsH
Hedge fundsI
Independent Financial Advisor Inflation Investor profile ISAL
LiquidityM
MiFID Mutual fundP
Pension Portfolio Price/Earnings Ratio Purchase Managers IndexR
Rebalancing Return RiskS
SIPPT
Total expense ratioV
Value at risk VolatilityW
Wealth Manager