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Glossary

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 Allocation
Asset Manager

C

Cash ISA
Central Bank
Commodities – What They Are and How Commodity Trading Works
Corporate Bonds

D

Debt
Discretionary
Dividend

E

Equity
Exchange traded fund

F

FCA
Financial Adviser
Financial Assets
Financial Instrument
Financial Planning
Fixed Allocation
FSCS

G

Government Bonds

H

Hedge funds

I

Independent Financial Advisor
Inflation
Investment Portfolio: What It Is, And How to Build And Manage One
Investor profile
ISA

J

Junior ISA

L

Liquidity

M

MiFID
Mutual fund

P

Pension
Portfolio
Price/Earnings Ratio
Purchase Managers Index

R

Rebalancing
Retirement Planning
Return
Risk

S

SIPP

T

Total expense ratio

U

US person

V

Value at risk
Volatility

W

Wealth Manager
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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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