Total return performance
Investment companies may produce both income and capital return. Find out more about measuring both in this video.
The benefits of monthly saving
Discover how investment companies (investment trusts) can transform small monthly amounts into a useful nest egg.
What does dividend yield mean?
Dividend yield gives you a feel for the level of income you may receive from an investment company.
What does ex-dividend mean?
For an explanation of what ex dividend means, also known as ‘ex div or ‘xd’ please watch this video.
What is gearing?
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.
What happens when an investment company winds up?
Find out what happens when an investment company’s life comes to an end.
Your investment journey
What will you save for: a first home, your children's future or perhaps your retirement?
