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Account Type
+ a( \0 t+ v* `5 @$ |: v$ I. rAccrued interest
. r# |- l+ x) R/ v8 Y/ B# p3 w7 XAccumulation
; k8 J( k) I- ]( N' ZAccumulation plan6 v! h: e; n, |/ Q( n' @
Active management, u+ r' d3 j2 r J2 J" o0 \
Aggressive growth fund ! Z% k0 N7 v/ B, j' _4 r( h
Alpha9 C- ~! n8 y# A8 Q$ y
Amount recognized
$ B7 ^/ s& F- _Analyst ) K, T7 s6 r) U9 d2 u6 _
Annual effective yield W- p# O: p' H
Annual Maximum Payment Amount) k7 w7 v' X2 {5 v
Annual Minimum Payment Amount 7 n" l" h6 V% R: {3 h# m
Annual report % r" t l6 x1 D& J6 o8 X# c
Annual Return
" b6 L( B. {, w8 o7 w6 e; Y% T/ a8 PAnnualize 4 j" U% i" w `( F- c2 ^
Annuitant
( S, H4 g. W: F' lAnnuity
! C, [9 P. d( ` }Appreciation
: W$ m" f3 E6 V5 `7 T! MAssets ! A% _- U0 M6 L4 j- p
Asset Mix " P- p) S: C$ k2 ^; v/ p& M1 w
Asset allocation
2 h- V$ V8 g4 N3 @9 F; F5 P- I- ?, uAsset allocation fund
- ?, e" X! u4 E: hAsset classes 1 Q+ B% e {- W* h4 k
Assisted Capital 0 K4 h7 }- `; y5 i: u2 g- l* o1 ?
Automatic Conversion
/ m* {! D' A1 P, K9 ~% nAutomatic reinvestment
1 C$ n+ h( ~* E5 NAverage Annual Compound Rate of Return / H) q8 _# A% R- N3 }
Average Cost per Unit/Share
5 {+ {, L$ {+ {& l8 U) p0 g% V5 D- tAverage maturity. a3 H$ c$ y5 H$ m- ~4 r% v. K
Back-end load
0 T: f; z: z6 b7 ^. pBalanced fund
/ J, d# j q) m2 f" u( UBalance sheet * Z6 x+ l! r: q, N; @
Bank rate
% t9 \: P, Q& n; s0 K' I4 gBasis Point 3 E. k" }2 L. G5 x% K& P* A5 G9 |+ x
Bear market4 g2 b! B3 t7 H9 x( l3 ~( x; U
Beneficiary
3 ?: `% w4 q1 G8 `Beta
& I u h5 S0 r" o/ T9 e+ _8 WBlue Chip
! Y& F5 y( H1 \6 Q9 u, k! B: kBond
- m4 d X/ F5 {+ o* R: tBond fund
# H$ T& |! X5 m# C c! K" S: bBook value
$ q5 H( [4 U" E1 [% U- aBottom-up investing
2 [! ?! Q e' i1 |$ h7 P4 oBroker
/ O, \- b' n$ K& n1 q ]( LBull market$ ~' L" E V$ l6 ^; y% x! ~( f
Capital 9 k, P2 A( [5 C$ E/ B4 U
Capital Gains) |/ P; L4 `+ o' R @8 q: j
Capital loss
% r* N4 M0 f' T0 l5 M r, K- i% X7 f( lClosed-end fund , W/ m. e8 S0 ^, f1 i9 c4 ~/ w
Compounding 3 c9 u- S. M6 f$ P
Currency Risk j& i# U o6 R% B+ M
Current yield / X, F/ U7 i# o3 t8 [8 i: Y) E* r
Custodian 4 Q' d" M- [2 Y
Debenture0 e9 F+ h8 _& J7 Y1 m
Debt7 f1 \2 N$ M6 t9 p
Deferral
, E/ h' b% o, F, i8 HDefined benefit pension plan. ?' G, d, I, x6 H+ m
Defined contribution pension plan! B" L5 q7 h$ c0 D. }* i+ n
Discount4 n, v! s0 v# ]
Discounted Pricing for Large Accounts
: v; M% s5 @: ]+ w$ vDistribution History1 q1 b& c! m, I/ L+ y7 p& I& \& F" B
Distributions, S+ t8 l" E9 k! q
Diversification, ~& G* e4 j* I0 Y8 n
Dividend
' m5 }5 H0 t. a4 B( l, |4 d! g1 R6 V, NDividend fund
5 ^! z7 {, p1 M# i/ H. U' O: a, HDividend tax credit; i9 e/ y% E& a
Dollar-cost averaging
, x6 B2 N. f* P* K0 R# }: G# ADow Jones Industrial Average (DJIA); q s" S0 E \ E3 u
Downside Volatility4 o" J: S5 ]5 x& B! ^
DPSP (Deferred Profit Sharing Plan)/ z- c: m" E3 S& @7 }( i
Earnings estimates
1 f3 i4 i, c: M( ?# n5 T: nEarnings Per Share X# L) ^' O2 j( z4 n% A
Earnings statement9 G. [, H* R; q# N
Educational Assistance Payment (EAP)0 \6 J, I' H2 j* S% ^
Education Savings Plan9 q5 h! p1 [; G- \
Emerging Markets
' R/ `. \9 E3 TEquities (Stocks)
- l0 ]1 E' y/ K4 LEquity fund
/ Q& p0 o" U8 B% aFair market value/ E/ C3 P8 z; b' C8 k/ C! A
Family RESP
' r6 j: C0 w6 a3 o( ZFixed-Income Securities" T. a2 T2 s2 `! C7 }3 c5 C
Front-end load( I0 b8 @. a0 S
Fundamental analysis9 u0 ^; J1 v w9 ~6 |, Z
Fund Number
: B1 [, v% D B& l( A+ S; OFutures& P, v1 f# U; \0 e, [3 L; C
GARP$ w/ h0 V0 W" K% G; C3 ^% z: b4 ^( M
Grant Contribution Room* C. s8 a' F1 z' |
Group RESP
( B. y& ?2 i6 R- F0 A) c$ ^Growth funds $ J, A& a2 B* c0 ?
Hedge
`7 ?$ c2 [% l* ?3 EHRDC/ j# Z7 ?8 h1 K' o
Hurdle Rate# C; H$ p# n! m9 u
Income Distribution
0 [9 g- _$ ^4 |! @9 R, T/ e# ?4 hIncome funds
- z/ f7 t* ]6 JIndex K+ {9 \$ t! [2 t2 N! M
Index fund
+ C$ }( `3 M9 Z( m! [( b; h3 KInflation # Z f, P' P# E5 ?
Information Ratio $ x+ c7 N6 S& x1 Y; J
Interest
) B7 f- Z' q3 e" z& N. RInternational fund" S* C i- D& o
Investment advisor
% v; r# E; N) V6 \" `Investment Funds Institute of Canada (IFIC)
H2 @, g' e) e/ O; d$ FLeveraging% z# t& h! Y2 d; c' o8 s- C$ r
Liquid + Q0 K0 B; x* N, p3 U s+ A/ u" C
Load - k5 h( c# y) d5 O/ D( y, z/ g
Long Term Bond
; @! k6 o+ s3 ~5 V4 q- kLow Load (LL) sales option
7 B" q7 ^6 ?0 ]Management expense ratio
@. `9 X$ y( g0 ~1 g# O+ TManagement Fee
& U1 ^$ b3 S1 w0 D, s& m7 d3 wMarket Value of a Mutual Fund
1 |0 Z7 [1 |4 C$ j5 i8 FMaturity$ u5 q$ d; S. O* T" x. I& g
Mid-cap
5 p" `5 ` C; c1 _Money market fund
# J3 I; x% Y) P( i2 n0 C6 YMoney Market Instruments0 v% W' N2 b; w* P/ K z* l5 l
Moving Averages
4 b* X! H: ?- q0 r7 f9 mMutual Fund" n ]- j- n- J2 q# x
NASDAQ
+ b% I& T/ J, y T6 k; d4 q+ PNAVPU9 V1 K! F7 u: p1 U7 m9 m
Net Asset Value
% [ O% [, V, h1 R+ PNo Load
8 h. i% z- U& Y) zOpen-end fund
4 \* o9 H+ H Y7 e% q4 I# U0 JOptions" K/ _9 b: G! [: n3 j) w( \" M
Pension plan
, j1 Q2 ?7 f4 APension adjustment) w5 x$ j; E+ B9 J8 G
Portfolio
3 X- |5 ^3 e+ ?2 a3 E2 {PortfolioPro
% n- L$ t$ @- V4 fPost Secondary Education Payment
, B5 g7 S8 F3 l6 j" CPromoter7 \" [- F2 T( P
Premium
6 G3 a2 `! O1 M/ O; i8 jPrice-Earnings Ratio
% X' F' |8 l9 H8 H r2 p6 CPrincipal5 z$ K* ~5 D% q$ S* y, ^% p
Prospectus9 W# i( p& K, z$ C
Quartile Ranking
/ Z5 |4 a0 H/ w& x, ERegistered Education Savings Plan (RESP)# O8 a [2 |! J2 l9 r% L
RRIF (Registered Retirement Income Fund) % c$ m0 o$ M7 p+ R9 {( Y
RRSP (Registered Retirement Savings Plan)
! ~5 H% d% f% f9 j. V6 BRecession+ D" w. X# s2 i" f
Relative Volatility+ i% | y3 I6 r0 V" {( ^" B
Return) a: g( |7 C: p/ {- \5 Y8 d+ w9 c( N
Risk # q; S2 w1 k# o4 f4 G8 h
Russell 2000 Index
+ H2 B \! C2 b# K8 `: nR-squared' a2 W2 a5 U2 A) D
Sales charge
f% F2 \% L; p+ m3 _; LSector Fund
}$ G/ i! n" S7 `Securities
4 N3 {3 q& b0 H; l: y* hSecurities Act
: j$ v# C* }# h2 e% i+ bSharpe Ratio
2 G! G6 z4 ]# _7 j5 P4 _+ FSimplified prospectus
$ ]; @1 a, |; P2 [Sortino Ratio
% s! D2 n$ x- h) D+ R# [Specialty fund
8 V% o; z% H3 Y3 ]3 R G: D% fStandard and Poors 500 (S&P 500)
, u1 M7 c( }) c$ w0 }1 U mStandard Deviation
9 _! a+ _- K1 P& LSubscriber
8 Q: h1 n3 V7 n @Tax credit
: n% D) p, r2 ?0 C3 dTax deduction
9 q8 ^5 k+ _( `' _( nTop Holdings
$ I+ C' h) l5 } S6 A9 lTop-down investing- C* G. [0 ~4 m( v
Transfer Fee, m& H# Z3 z0 d' n5 D! B
Treasury bills (T-bills)
7 s1 i8 N. N2 D; }. jTrust
! d" V/ _; E2 x2 l. V* _Trustee2 z9 T* j3 o; l; x+ g( W( d
Turnover ratio & X( }5 D1 [4 S
Unassisted Capital2 J- ^/ a+ U2 L4 c. @
Underwriter- P1 P8 q) X5 G5 N. l
Unit trust$ {- H6 q/ \" G
Value funds
% \5 m4 M+ N. V% `Vesting
" J, z A* I+ o1 Y9 {7 D5 X% Y8 TVolatility
. P# ]6 M; O. ~$ WVolume " |0 {, T# n" u' `3 Q C
Warrant# L2 A3 e% j7 r( @ F. Z
Yield# A; b# a4 A/ X% j( K0 |: D
Yield curve
) W0 ?9 ]0 u. R* S% S3 GYield to maturity |
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发表于 2008-9-22 21:19
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发表于 2008-9-23 23:22
