Total return performance
Investment companies may produce both income and capital return. Find out more about measuring both in this video.
Share prices explained
Find out more about offer, sell and mid prices in this share price explanation video.
The benefits of monthly saving
Find out more about monthly saving and pound cost averaging when it comes to investing in investment companies.
What does dividend yield mean?
Dividend yields can give you an indication of the level of income shareholders may receive from an investment company share.
What does ex-dividend mean?
For an explanation of what ex dividend means, also known as ‘ex div or ‘xd’ please watch this video.
Discounts and premiums
Investment companies can trade at either a premium or a discount to their net asset value (NAV). Find out more in this video.
Investment companies can borrow money to invest in further assets. This is known as gearing. Find out more about gearing in this short video.
What are ongoing charges?
Costs are an important consideration when investing. Find out more about ongoing charges.
Management and performance fees
Investment companies must pay fees to their fund managers. Find out more about fees in this short video.