Tax Year

This is April 6th to April 5th the following year (in the UK)

Top 10 Holdings (Funds)

A list of the companies making up the largest portion of the fund.

Total Expense Ratio

A fee charged by funds as a percentage of the total amount invested (aka Ongoing Charges Figure). The fee goes towards the management of the fund

Tracker Fund

A fund that does not need a fund manager since they are fixed investments that follow certain industries or markets and will move up and down with them (aka Passive Fund). Fees applied to these funds are a lot less than regular funds.  

Trading Fee or Commission

A fee charged every time you buy or sell – aka trade - via your stock broker.

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