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Common terms

Never buy something that you do not understand. The same goes for your investments, of course.

Although we strive to communicate simply and understandably at all times, some specialist terminology cannot be avoided. You can find definitions in our glossary.

ETF stands for exchange-traded fund, i.e. an investment fund traded on the stock exchange that generally tracks an index (such as the SMI for Swiss equities). ETFs track an index as precisely as possible and usually have lower costs than other investment solutions. ETFs are traded on the stock exchange at their current price. However, transactions may also be executed after close of trading via a broker.

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Passive investing involves buying low-cost (index) funds which track the performance of a market (index) very reliably.

Due to its low costs in particular, passive investing enables investors to earn attractive returns for the same risk.

Return (also called performance) is the change in the value of an investment or a portfolio as a percentage.

It is calculated using either the time-weighted method or the money-weighted method. Since the time-weighted method ignores the time at which investments are made, it is the most suitable way of assessing an investment’s success on a long-term basis.

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