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FINLEXICON

Your Financial
Dictionary

Make sense of the financial terms you read, hear, and use every day.

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About FinLexicon

Build Financial Confidence, One Term at a Time.

FinLexicon is your financial dictionary, bringing terms from everyday banking to investing together in one organised place. Find clear meanings and practical examples to help you understand what you read and hear.

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Portfolio & Investment Management

Building and managing an investment portfolio, including asset allocation, diversification, fund management, and performance comparison.

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Portfolio & Investment Management

Asset Allocation

Asset allocation is the process of dividing investments across different asset classes, such as equity, debt, gold, and cash, to balance risk and return.

Difficulty
Moderate
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Portfolio & Investment Management

Diversification

Diversification means spreading investments across different assets, companies, sectors, or markets so that poor performance in one area does not affect the entire portfolio.

Difficulty
Moderate
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Portfolio & Investment Management

Exchange-Traded Fund (ETF)

An Exchange-Traded Fund (ETF) is an investment fund that holds a basket of securities and trades on a stock exchange like a regular share.

Difficulty
Moderate
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Portfolio & Investment Management

Index Fund

An Index Fund is a mutual fund or exchange-traded fund designed to track the performance of a specific market index rather than actively selecting securities.

Difficulty
Moderate
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Portfolio & Investment Management

Investment Horizon

An investment horizon is the length of time an investor expects to keep money invested before needing to use it.

Difficulty
Simple
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Portfolio & Investment Management

Mutual Fund

A Mutual Fund pools money from many investors and invests it in assets such as stocks, bonds, or money-market instruments according to a stated investment objective.

Difficulty
Moderate
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Portfolio & Investment Management

Systematic Investment Plan (SIP)

A Systematic Investment Plan (SIP) allows an investor to invest a fixed amount in a mutual fund at regular intervals, usually every month.

Difficulty
Moderate
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