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 Manager -
C
Central Bank Commodities Corporate Bonds -
D
Debt Discretionary Dividend -
E
Equity Exchange traded fund -
F
FCA Financial Instrument FSCS -
G
Government Bonds -
H
Hedge funds -
I
Independent Financial Advisor Inflation Investor profile ISA -
L
Liquidity -
M
MiFID Mutual fund -
P
Pension Portfolio Price/Earnings Ratio Purchase Managers Index -
R
Rebalancing Return Risk -
S
SIPP -
T
Total expense ratio -
V
Value at risk Volatility -
W
Wealth Manager