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Glossary

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

A

Accumulating funds Active Management AHV Allocation Asset class

B

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

C

Commodities Compound interest Conversion rate Coupon Currency hedging Custodian bank Custody account Custody fee

D

Deposit insurance Diversification Dividend Dollar-cost averaging (DCA)

E

Equities ETF ETF savings plan Extra-mandatory portion of retirement capital

F

FIRE Movement Fixed-income security Fixed-Term deposit Foreign exchange Fund Fund savings plan FX hedging

I

Index funds Investment horizon Investment strategy IRR Issuer

M

Management fee Mental accounting Money market fund Money-weighted return

O

Occupational pension

P

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

R

Rebalancing REIT Retrocessions Return Risk capacity

S

Savings plan Security (finance)Slippage SMI Spread Stamp duty Swiss withholding tax

T

TER Time-weighted rate of return (TWR)Total Expense Ratio

V

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

W

Wealth manager Withholding tax

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