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Account Type
& P; J1 Z! ^1 l2 r8 {" }% BAccrued interest7 M, J5 t6 S+ _
Accumulation
7 G4 ?1 h8 K% n7 }# [Accumulation plan
) I, H% K) g: }* O* c3 [# \Active management
2 q6 H& s! S" WAggressive growth fund : S& R' N, ?7 X, U
Alpha) L U8 x0 v' T# L2 G
Amount recognized * R. I, T( T9 H- C3 v
Analyst
3 {8 L0 ` D. J7 u5 s* P( _Annual effective yield 2 c/ O. ^& P8 h1 Q$ O
Annual Maximum Payment Amount
T8 i( r2 t. k0 k. |" ]1 _Annual Minimum Payment Amount
3 u" ?! L/ Z0 l+ z1 YAnnual report 9 T8 l* R% `* r5 }/ s: l, B8 _
Annual Return! y$ n0 ?( Z% X6 y! E
Annualize 4 T+ b% X" m! S& N8 E2 Q$ r4 d2 ?# K. v0 o
Annuitant
6 u5 v8 U+ a P0 `Annuity
1 j4 ]4 b( s+ g, MAppreciation0 B: J( W; ^3 _( p
Assets : A1 F3 B M+ F
Asset Mix
" ^2 W5 x) ~1 L S' r6 Y, R- eAsset allocation
- b: B3 X; y" u, v$ h! vAsset allocation fund 9 @1 j, ]2 r; f; ^* N: x
Asset classes 6 X5 O. w/ ]: E, P B
Assisted Capital 1 `5 W, k$ v" ?+ }
Automatic Conversion
' T& c; [7 h6 G1 u. D SAutomatic reinvestment
" {, T& y" n: I- ^0 [' Q: {2 f0 fAverage Annual Compound Rate of Return
# g# C$ a+ ^& U# E/ l0 _Average Cost per Unit/Share0 Q( Y1 L. r% y- Y& g2 o% K
Average maturity0 N- m/ o% y& b+ H- H2 D+ M& k
Back-end load
' l e8 v; E5 v. D jBalanced fund % e3 Y$ {& o) z+ x6 g
Balance sheet
9 M, ^! ^+ {$ ?7 f, x" HBank rate
. V% C: R* Z4 G4 NBasis Point ! U3 G, `0 N3 A: y! m: V. x
Bear market4 t( R; h$ X0 _. A& h2 N
Beneficiary / p6 b: L. }* a! L/ o+ }* `
Beta6 L) x u5 i+ f& |; f/ h
Blue Chip 6 i" `/ Z. ?5 m9 q# F5 y4 ^* g s
Bond * F5 M9 D+ x, r, L
Bond fund
( O; i$ @7 O5 T, D( X- YBook value
9 q4 j7 F2 N- k, F) p$ X# VBottom-up investing 2 S) V- H6 h; A
Broker
$ a3 D. F$ x' n7 }( J6 oBull market) R; W) p# l4 }2 M9 ?! P4 A
Capital " u8 l& T. g6 s( }$ W
Capital Gains
; b3 t) h9 [% dCapital loss
5 W$ I7 Q4 S! e) H- uClosed-end fund " K2 P! W- ?5 u+ D. F. P0 d
Compounding
. w: p# \ `" _1 i7 h6 q5 G0 u; yCurrency Risk
# ~! X) l9 n7 ]* g* ?Current yield 4 K7 p' F2 B* K2 t% x6 [9 s) H
Custodian
% i% X- [5 L2 c; N" j$ F- o" H. H; u1 ZDebenture- W% E/ q4 ~; ?9 n
Debt- }& h- |3 i* l6 u. I
Deferral0 O2 e. f7 F2 [6 v
Defined benefit pension plan
+ d6 W W( W7 zDefined contribution pension plan6 A0 x, P3 R$ O7 a: p7 \+ Y' G
Discount# m' Z2 b# N7 p) @5 M/ K7 P
Discounted Pricing for Large Accounts8 t3 v- Q8 a( {9 j8 a4 s
Distribution History
4 `+ d7 a2 X/ ?% u+ I. ]# m6 aDistributions% \) M' V6 R! k
Diversification
& r+ P$ [; q. g' Q- C" K5 I" }Dividend' F' E' `: P, J# ?
Dividend fund
6 l4 f- G9 Q) t! HDividend tax credit
4 ~6 o* g4 o0 k2 T8 g: x# HDollar-cost averaging. E: t K: c" N/ J8 b
Dow Jones Industrial Average (DJIA)
; ] _7 i: Y* @0 ~# f! O% IDownside Volatility# w: }0 v, A3 P: k5 J
DPSP (Deferred Profit Sharing Plan)0 y! g7 O0 L7 |1 j6 s' ^
Earnings estimates% X4 I3 M, _( L- t
Earnings Per Share
) u# @- S" V4 H4 ?( ]$ k5 HEarnings statement) ]: W. a4 Z: W
Educational Assistance Payment (EAP)
7 _, E/ o/ C7 { f# M0 HEducation Savings Plan
z+ u* r4 x5 `1 m" N7 ]( dEmerging Markets
2 b; r* a- I$ b# h9 l, z8 o+ @Equities (Stocks)
6 e, d1 |" M) q5 j- KEquity fund
' A9 z' ?2 |4 K0 GFair market value9 U3 a& \) u. s6 G' Q1 E
Family RESP
9 q3 N4 P! d* j! G. LFixed-Income Securities
/ G+ i. n3 R5 s. T1 MFront-end load
7 f- H) M' J! j1 IFundamental analysis$ p2 ?) b/ U: d( k& d% {& b
Fund Number5 d1 j i( i) G8 b4 F) B/ o
Futures
+ c% M" B# `8 `3 i) m3 M oGARP
7 T0 c) {8 F. s" E* W: \Grant Contribution Room
9 [6 W; J r2 b5 q9 RGroup RESP
$ Y8 ~ @& Q+ wGrowth funds
# j3 l. D) C l. wHedge
; i) A" {2 k6 B4 H( H5 cHRDC2 z+ f4 j7 ^ }; P, Y; p
Hurdle Rate3 ~- |/ @" @. y3 {( S- l$ x! O
Income Distribution
9 I* B: z! x. } wIncome funds
0 u9 R& }8 Y, m) t2 s' d# f& [8 kIndex% r0 s0 {; P/ f
Index fund
# u+ N+ T, P& E2 e% Z; U+ kInflation
8 o e% O+ J$ l/ NInformation Ratio @; q5 E1 s/ x% R x# {, v
Interest
/ R% k# P1 g! @+ ~8 KInternational fund; Q# ^% ~, U) R4 V- x& F9 l' q
Investment advisor
) r% W! c( d) ^Investment Funds Institute of Canada (IFIC)
- W. J- Q- \/ t& }Leveraging9 n- J/ o7 u& x' a R
Liquid
1 C, [0 y8 c$ y% mLoad
$ Y1 h6 p( `5 \0 u- BLong Term Bond
% G& E h9 H4 p5 B3 G- ELow Load (LL) sales option$ ~$ ] S1 K( i8 P% r
Management expense ratio
% L0 f9 x! S& ^& vManagement Fee
; f0 _: |* y; V7 ~7 uMarket Value of a Mutual Fund1 y) X9 o# v. {' h* m, C
Maturity
) G; K" A* m1 L) EMid-cap4 t2 \) b5 f3 \" ?1 g
Money market fund( y6 R0 j$ O2 @& E& M& K' K+ y
Money Market Instruments* ^1 j! ^" @) m* h6 t$ d
Moving Averages
# P* G* S; A: ]2 |8 oMutual Fund" H4 ^0 k! ~; l) X& t6 B, S
NASDAQ. H4 O8 A* E4 c- a s7 S
NAVPU: ~4 p$ V, C' n! g; _+ F( k3 x
Net Asset Value
7 K6 v. T* D- e) H4 J. ZNo Load
" g+ R6 K! H9 R, e" ]. X8 B$ _. LOpen-end fund
8 X! b/ o* `5 Q# M# }7 v$ W2 ]* ?Options% [* O/ I: f* g# l8 z
Pension plan4 v7 @; N% c( e6 ?5 J* @8 ~
Pension adjustment
1 s0 P3 Q4 N) X& P1 WPortfolio
7 J4 S L5 w2 E4 BPortfolioPro
/ l0 y# c- u$ S* Y+ WPost Secondary Education Payment' { I; j$ ^( j" }
Promoter @$ X$ U# J4 R/ Y- H1 Y1 n
Premium
8 U, f; e c' |1 i& p& OPrice-Earnings Ratio$ V4 i; _6 r" |7 X3 p
Principal
; ] c* K5 U) M4 i: {Prospectus9 J& g# p c4 c3 o) B
Quartile Ranking$ r0 Q) ?0 U5 o) ?3 W1 O$ Z
Registered Education Savings Plan (RESP)1 [" ]! I, V" l" F& t
RRIF (Registered Retirement Income Fund)
- C+ y) M: O/ K1 dRRSP (Registered Retirement Savings Plan)
% P# q }8 N gRecession
: X4 z' g3 m" X3 e+ kRelative Volatility
) B0 `$ q2 f; B) ZReturn! [3 ^. L0 I& k+ }( Q
Risk
* p0 A& @9 E( ?2 e% URussell 2000 Index
. u0 q0 o( w3 n6 X! m1 e. rR-squared8 z3 _; K" @% u( `; s$ \ P- z
Sales charge
$ _9 y0 M3 b, Y, ?. J# u8 `Sector Fund
/ M( L: |8 i# y1 A$ C' USecurities
$ q* m( N, y' R( b9 R& Q% BSecurities Act
0 _' q' C& W6 T: q$ H$ ?5 X. t' l |Sharpe Ratio: y, O0 I& f; {7 f0 M2 Z+ J' C
Simplified prospectus. \4 y, r( J. S
Sortino Ratio9 E' d3 Z$ K8 }5 d' E
Specialty fund
( `1 B7 F# d3 s; u& FStandard and Poors 500 (S&P 500)& z0 z& {9 R8 L
Standard Deviation & w" G; Z) s5 z- s
Subscriber4 d* |5 `2 D4 Q
Tax credit
( t7 r0 I1 Q' m1 l9 G& k% z0 ] \Tax deduction
3 G7 s; E1 Y" w, F- m$ Z6 R4 eTop Holdings, Q$ r4 j0 _) g( |2 i3 f
Top-down investing* c! ^/ _* z/ K/ p, s
Transfer Fee. W' k- C" J% X8 F) v8 v4 t- _( D
Treasury bills (T-bills)
: a. T6 Y5 |" c& LTrust
0 S! q# G! @5 M) s# f8 ?Trustee
1 i+ {4 J" R" a6 Y# U/ e( a( M; ?1 r" _$ FTurnover ratio
# w& P: N% |& A( oUnassisted Capital! [5 |% d# t1 u4 H: d" H c
Underwriter
# }1 V% R$ W9 o6 ~, a- QUnit trust
# {1 [' \) r( Y) v3 F, F MValue funds
% H) {' Y& u; A/ y' OVesting! ? \' f# [ |1 x1 Z
Volatility
- o6 N5 j& V* JVolume
- P. b3 G' d% r" r/ `; Z, O- p: o& mWarrant5 E0 k! H/ Z% i6 x; b+ F
Yield
N) v5 ] g* L1 p9 aYield curve
o! p% L E+ j5 @- d/ }+ gYield to maturity |
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