Moneyfarm Logo
Moneyfarm Logo
Moneyfarm Logo
ISA

Stocks and Shares ISA

Cash ISA

Junior ISA

Transfer your ISA

Retirement

Pension

Consolidate your pension

Find, Check and Transfer

Pension Calculator

Pension Drawdown

GIA
DIY Investments

Share Investing

Invest in ETF

Invest in Stocks

Invest in Bonds

Invest in Mutual Funds

Transfer

Why Moneyfarm

About us

Costs

Sustainability

Help

Magazine

hamburger-menu-icon
Get startedSign in

Glossary

Moneyfarm image

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.

Need more help? Contact us

A

Advisory service
Asset Allocation
Asset Manager

C

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
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

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

U

US person

V

Value at risk
Volatility

W

Wealth Manager
Questions? Read the FAQs or get in touch with us.
Media enquiries: press@moneyfarm.com
0800 433 4574hello@moneyfarm.com

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.

©2025 MFM INVESTMENT Ltd
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
    Support
  • FAQs
  • Contact us
  • Book an appointment
  • Blog
  • eBooks
  • Glossary
  • Pension Calculator
  • Brand Guidelines
    About us
  • Company and team
  • Reviews
  • Careers
  • Partnerships
    Products
  • Stocks and Shares ISA
  • Pension
  • General Investment Account
  • Junior ISA
  • Socially Responsible Portfolios
    Our service
  • Portfolio performance
  • Pricing
  • Investment guidance
  • Our strategy
  • Pension Drawdown
  • ISA Transfer
  • B2B

This company meets high standards of social and environmental performance, transparency and accountability.

Moneyfarm uses an encrypted connection to protect your data.

App StoreGoogle Play
  • Privacy
  • Cookies policy
  • Legal and regulatory

Investments can go down in value as well as up, and you may get back less than you put in. See our full risk disclosure for details.