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Account Type" ^7 C) o& w3 x: {
Accrued interest/ p) [ I8 V# y& v( ^4 C" R
Accumulation
% c$ Z/ P3 w# D- C+ [Accumulation plan3 z! F \ O) i* ^# c J' L
Active management
3 A' ?5 ?$ y. i1 P. _( KAggressive growth fund " c* l0 }5 O: g8 t7 Z$ X
Alpha5 p c: j* B z; K! v- Z
Amount recognized $ \% g& t" t1 F: o
Analyst $ T( r; N+ h1 V$ y* @+ q
Annual effective yield ' {" a- ^4 ]9 b, ~
Annual Maximum Payment Amount1 v. g/ u7 z9 E+ j
Annual Minimum Payment Amount 8 }; t3 V0 w9 b! g0 ~/ P1 y0 j
Annual report
6 I# t9 f9 a3 |/ f, R; QAnnual Return
7 q) O3 k& j- o! R; j6 {/ ZAnnualize
3 h/ P* X* _$ DAnnuitant
1 i( q- e6 S/ a1 E, Z' LAnnuity 5 x! s( m s# k5 ~. \! w6 N
Appreciation8 x9 X! ~5 F" I" Y" g# U2 g! ]
Assets
* N" Z+ |1 \" k& wAsset Mix ! \: K5 E! ?( e/ ~3 |8 V
Asset allocation
s' H$ H& t! L+ b1 C0 P7 q2 e% g# AAsset allocation fund * M- l4 `, b$ r+ I
Asset classes
& P6 G; ] J& z; W. CAssisted Capital / x( s% p( H+ h7 c7 e1 _* U O
Automatic Conversion
4 @# _3 k7 Y0 I+ g0 W0 tAutomatic reinvestment
8 ]# ` O0 H z4 ^Average Annual Compound Rate of Return
7 s' L& k2 F n- j) PAverage Cost per Unit/Share! W4 F8 Y+ F% Y" e4 q1 L" y
Average maturity1 T7 V( ~& Q$ h) M& e
Back-end load ( @% u/ X5 `7 |# t
Balanced fund + }, l; E7 T: n _1 B
Balance sheet
, @; @8 s9 V# z' Q vBank rate* @0 |) M m" N/ N/ B
Basis Point 0 ?3 O6 f/ O& A
Bear market
1 P" j5 E- a( O, u4 @Beneficiary
5 K% h2 ?" q2 z2 qBeta$ r, d4 C* G; t r1 e9 M
Blue Chip $ |# o! D( p$ @6 C8 d( j
Bond
" U% Y1 v/ B+ F9 ~5 s. s" R: eBond fund 1 A) h. l( t# ]" E R" ^9 L9 B3 }
Book value
& ~8 c; V" t7 E( n/ gBottom-up investing
5 M5 Q, L+ p9 h+ iBroker/ d! Q) J( ^' j8 q6 ?- N
Bull market4 R* b8 l V) B8 X
Capital % C+ f$ M8 o' Y; h. ?
Capital Gains) R# X5 @# o6 e
Capital loss
6 c5 a0 s. \) W2 k2 n) R, iClosed-end fund
. D: p, X: U' D' V t O1 n% }Compounding s: m7 O$ B6 G3 C* P$ h0 X
Currency Risk
7 ^; }, O. ~3 B" L mCurrent yield ! E# ^ q. @$ q. h
Custodian
8 W+ x& Q8 o" Z V2 y4 {Debenture( I: T% L8 E0 R5 {0 q& i
Debt& u; p0 J# E6 v7 N
Deferral
8 z/ S4 `8 @' l- q# b* yDefined benefit pension plan
: |2 F; C9 s0 e% P6 ODefined contribution pension plan
g1 o* t/ R z" S# y; H6 \0 NDiscount
) N9 g7 L# E! u: {. rDiscounted Pricing for Large Accounts: P+ h; J8 Z" c2 R* ~) K
Distribution History
* y/ V, R8 t8 g- M1 mDistributions
) H+ u/ u2 N7 i9 ODiversification; S- u9 l6 Q) ^
Dividend0 F; q& {4 K; U! ~- E! S
Dividend fund
4 d/ O' f) i/ F3 Y/ xDividend tax credit3 p I! y# g3 r8 W8 m* y
Dollar-cost averaging
9 u5 W; G) g3 U" iDow Jones Industrial Average (DJIA)
0 u6 ~6 j& T5 Z% n2 r) kDownside Volatility# t: {. g9 A, p9 X U
DPSP (Deferred Profit Sharing Plan)
2 V8 o% m, `$ Y+ K& a' D- v$ v- ]Earnings estimates
) H, S" I2 a; TEarnings Per Share
' \) A0 l! A% z4 k {Earnings statement$ i3 N0 w" [4 M; ~" p! s/ ~+ O
Educational Assistance Payment (EAP)
5 `6 ?) p0 p+ ], D! G, _8 oEducation Savings Plan
8 j) L! F; g: zEmerging Markets0 d* b/ P" y/ A7 G
Equities (Stocks)
9 k# V+ Z) @; g5 o5 } J/ ^Equity fund0 a2 S1 U9 T: M5 V
Fair market value) G3 G; B5 d0 w+ z
Family RESP
# p2 }: }/ ?0 C: iFixed-Income Securities
2 E$ r+ a$ H2 r4 Y' c* F5 `$ I! ^Front-end load+ V2 |2 @3 p, E4 t5 {0 q. F
Fundamental analysis- _! j p' p( a4 r' ^
Fund Number
, }4 Z- d2 K0 [: c9 M d( sFutures
& V' n8 _$ E9 N. k5 kGARP8 J/ n: V. a3 K4 _) z
Grant Contribution Room
^$ H( J2 h; D$ ?; E7 F& o8 x4 R" H4 tGroup RESP8 Z8 B! v: \) C' R) f8 Q
Growth funds
/ Z( F3 j+ W+ q2 T2 Q/ i/ vHedge
0 n) C) i' H9 c QHRDC
" F: ^" @# C" y1 Z3 K2 n7 @3 UHurdle Rate
1 j8 t9 x$ q2 |$ H0 iIncome Distribution' t. d2 A- P' q- H, ?% ?: {4 \7 B
Income funds 8 w) @4 [* S1 R6 M# x
Index" y8 P1 z& G/ |% T
Index fund$ u4 R D8 @* k( v/ s$ d
Inflation
1 |0 ~8 J: O/ n( zInformation Ratio 6 s6 i0 q$ E `3 R S! }# I o, D& {
Interest
1 O. N: p7 Q/ z- A0 I) s; ?International fund6 d& s' o9 p2 E0 u
Investment advisor% l4 i9 W" J4 [
Investment Funds Institute of Canada (IFIC) / {) z1 r0 K) y
Leveraging
! ~) b# b, N. W3 f; |' dLiquid
3 [! u* D6 G: p6 OLoad 8 S8 q/ W6 \/ ~. |' f g
Long Term Bond
3 _. M* K3 J/ S# r6 \Low Load (LL) sales option' Y* C% i0 ^* k. _) T+ I
Management expense ratio' W# v& V2 |7 c
Management Fee
' i) r8 T. s$ G: \Market Value of a Mutual Fund
8 }0 d" v! O& r$ q7 n5 O3 l+ c9 y3 hMaturity1 t. X" R, h+ s9 C
Mid-cap/ W4 u6 B; _% N
Money market fund
8 @0 b. u$ r: U2 o" Y! B7 {' NMoney Market Instruments% K5 o- s4 u+ K
Moving Averages
* k4 U6 a8 J; rMutual Fund
, D7 x" z9 H; XNASDAQ
3 V$ t. D! K; q! bNAVPU- B0 t% E- A5 K
Net Asset Value' s$ O+ b8 Q3 V6 L0 z2 a, S
No Load9 ~1 o5 |& O& I+ B4 n& M
Open-end fund1 b* C- L3 B. B4 y* N( w
Options
2 P) j& F& D: Y. `4 p! M3 ^Pension plan8 [# U- f5 c8 L
Pension adjustment
" `9 U$ Z5 W7 p, j' x) f) GPortfolio |- `" V" U E5 M( n4 m
PortfolioPro- t1 s" N, D- s
Post Secondary Education Payment
0 g M) h! a; {7 z/ } IPromoter, x( x" h. y, v# C
Premium
. A9 B. N+ |+ i9 h$ nPrice-Earnings Ratio, i. k" {6 M+ {7 v0 A+ c1 V
Principal
' n v2 {( W$ `$ M) j$ O( @Prospectus0 t4 W+ W' c5 z2 D: J2 o; R$ G0 b
Quartile Ranking# h0 B. j# x! n1 W* u9 Z
Registered Education Savings Plan (RESP)
$ }& i: R; Z5 Y) q$ t/ f- C9 hRRIF (Registered Retirement Income Fund) 1 U1 t2 [3 A% G. @
RRSP (Registered Retirement Savings Plan)
% s4 |$ t( x Y- d7 FRecession+ \3 l1 b# ]% e/ u- Y
Relative Volatility7 ^+ g+ v G X. d, T- L3 R( ^' b0 y' ^
Return# ^) ~$ }& J, b$ z5 G3 V
Risk
. N1 e# L/ t8 _' g' jRussell 2000 Index ' J& u& {' a; |7 E& @) Q5 Y$ T
R-squared
! G3 ~# L! I0 O9 P. x- qSales charge
\2 \% { z3 {Sector Fund ; z2 _6 x' g* l7 {2 W% z' A
Securities O; z6 m, \' X7 H9 t. L3 |
Securities Act
; ?# q4 _6 v" U' k, E$ w; WSharpe Ratio5 N. s! c$ Z4 D3 [' H
Simplified prospectus
9 _$ G# G j* U* _1 o0 z! J9 Z$ A5 [Sortino Ratio w, G6 h( N! h6 P# M, V
Specialty fund1 X. s1 m/ G) k9 g9 {, E+ q- v1 [
Standard and Poors 500 (S&P 500)
7 ]; H$ _/ ~- v" x/ [' LStandard Deviation ' w. x+ g6 J2 L5 b& S
Subscriber
' Y% v/ j: @; a2 V- g+ |1 XTax credit" ^* Y1 I5 K8 m4 q2 o
Tax deduction+ Q, P. n$ p; h. S1 P& l+ S
Top Holdings
$ [" ?4 M1 T4 N! X2 N! Z3 O& UTop-down investing
: T: d) Q5 b, G0 B1 X# r3 BTransfer Fee
& u3 V: g& b' MTreasury bills (T-bills)
) R0 p: z: |3 p& S* jTrust + X+ u/ X" `" z( a" N' X
Trustee
; c8 j% H* A3 O3 }7 yTurnover ratio
) J; c2 U) o5 ?8 f6 ~% ]; [) ZUnassisted Capital
5 h3 z- B( n8 b6 S0 FUnderwriter
8 Z& f' s4 q w2 FUnit trust
2 F; a6 c! U' q9 iValue funds 5 F+ w' r0 x2 W I; W8 B
Vesting4 u# Q) x4 L- S: w- v) j& a
Volatility
; L8 A& r$ S0 [$ E& ~/ o. ?Volume
1 M7 x) r) c9 a. z+ {9 ?' }Warrant, j( \' H- F5 y( {
Yield6 T" u: J3 L8 g
Yield curve
1 X4 x1 ]2 `% O) V, f$ X: ~Yield 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
