Help CenterGlossary

Glossary

Gain a better understanding of the world of investing. With the True Wealth glossary.

A

Accumulating funds Active management AHV Allocation Annualized return Anticipatory tax Asset class

B

Bear market Benchmark Beta Bid-Ask-Spread Bond Broker Brokerage fee Bull market BVG

C

CAGR Capital market Commodities Compound interest Conversion rate Coupon Cryptocurrencies Currency hedging Custodian bank Custody account Custody fee

D

DAX Deposit insurance Distributing ETF Diversification Dividend Dollar-cost averaging (DCA)

E

Equities ESG ETF ETF savings plan Exchange-Traded Fund Extra-mandatory portion of retirement capital

F

FIDLEG FINMA FIRE movement Fixed-income security Fixed-Term deposit Foreign exchange Fund Fund savings plan Futures FX hedging

H

I

Index funds Initial Public Offering Interest Investment horizon Investment strategy IPO IRR ISIN Issuer

J

L

Liquidity Lump-sum withdrawal

M

Management fee Medium-term note Mental accounting Money market fund Money-weighted return MSCI

N

Net present value NPV

O

OASI Occupational pension

P

Passive wealth management Pension fund Pillar 3a Pillar 3b Portfolio Price-earnings ratio

R

Rebalancing REIT Retrocessions Return Risk capacity

S

Savings plan Second Pillar Security (finance)Shares Slippage SMI Spread Stamp duty Stocks Sustainable investing Swiss withholding tax

T

TER Third Pillar Tied pension provision Tied Pension Provision Time-weighted rate of return (TWR)Total Expense Ratio Total return

V

Vested benefits account Vested benefits investment solution Vested benefits payment Volatility VT and Chill

W

Warrant Wealth manager Withholding tax

Can’t find what you’re looking for?

Get started today

Not sure where to start? Open a demo account now and upgrade it to a live account later.

Open account Open test account

True Wealth Dashboard

True Wealth Dashboard

True Wealth Dashboard