Alternative Investment Fund Managers Directive
The Alternative Investment Fund Managers Directive is a complicated piece of EU legislation designed to regulate the management, administration and marketing of Alternative Investment Funds or AIFs (which includes investment companies). […]
Real Estate Investment Trust or REIT
Real Estate Investment Trust or REIT – A REIT is a listed property company in a tax efficient structure: REITs must pay out 90% of their property income to shareholders […]
Risk – in investment
Risk is really all about two things – the chance of losing some or all of your money and the chance that, over the short-term, the value of your investment […]
reference benchmark
reference benchmark – When a fund does not have a benchmark, investment companies and investment managers offer reference or a comparitor benchmark. This helps investors / shareholders appreciate how the NAV and share prices have done and […]
comparitor – as a substitute benchmark
comparitor – When a fund does not have a benchmark, investment companies and investment managers offer a comparitor or reference benchmark. This helps investors / shareholders appreciate how the NAV […]
underweight
underweight – when a portfolio holds more of an asset than in the index Underweight is used as a relative term, generally to something neutral, generally an index and often refers […]
overweight
overweight – when a portfolio holds more of an asset than in the index Overweight is used as a relative term, generally to something neutral, generally an index and in the […]
Currency movement
Currency movement – Often, in reports, companies and investment managers will give the reason for performance to to be the strengthening or weakening of one currency against another. Currency movements […]
Markets in Financial Instruments Directive (MiFID)
Markets in Financial Instruments Directive (MiFID) is the framework of European Union (EU) legislation for investment intermediaries that provide services to clients around shares, bonds, units in collective investment schemes and […]
SIPP
SIPP is an abbreviation of self invested personal pension. Using a SIPP, you get to choose which investments your pension is invested in rather than an investment manager. You still […]
