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Account Type
. y0 B* a- C: U2 U% S, cAccrued interest; r2 q+ j( J; J. f% P
Accumulation
6 V" y& e" c1 _5 `# W3 OAccumulation plan
* y+ ]0 g4 E7 {2 h; t, w) j( fActive management
/ \9 I, ]8 w8 E h! T& `- wAggressive growth fund
- a; ^- {9 T4 P" v7 K& j1 P6 G7 _Alpha
~% m# B0 k: ~# r$ l1 o% l" HAmount recognized
h0 ~- Y# Q& [0 MAnalyst
8 o, o& \$ X5 v; T |0 o' ~0 W( JAnnual effective yield
% J" G6 a) D5 D& n) |& QAnnual Maximum Payment Amount
$ |# R1 A1 V. G& A0 W6 IAnnual Minimum Payment Amount
/ P; c; r9 c$ S. T0 XAnnual report
, ^, t4 {6 q. d3 g+ eAnnual Return
$ g/ B3 r4 q' [, ]Annualize
& K, C, W) M' y* |Annuitant
4 {/ s; O# ]/ |( g/ kAnnuity " p, g' U" @3 r4 j! E. }4 S
Appreciation3 y( q H( e1 q+ G! g% d
Assets
2 [, q. U! I8 y; m( b1 J, Q/ H% hAsset Mix ( Z- |: c( L$ F# K
Asset allocation
! q2 {& V* ~2 KAsset allocation fund
2 q9 _ i' D5 B3 k+ V3 x1 O0 cAsset classes " p @- b# v8 \6 H8 l/ r! Y8 ?
Assisted Capital
% O- ?' ~- |+ W2 X. \5 tAutomatic Conversion 3 m/ O4 M/ O/ m( j1 {/ F2 M
Automatic reinvestment1 [9 j/ V# \4 K+ v# G4 h- K
Average Annual Compound Rate of Return
; I5 |6 A( Y( ]# C; V3 K" oAverage Cost per Unit/Share9 @6 ]1 I% j& ?! l9 ]6 m8 S# d
Average maturity
- ^7 ^2 M/ y) B3 M/ D7 |% UBack-end load 1 }, _& y5 f) F# l/ ?& y
Balanced fund
3 Q( I: D. S+ R0 L3 k, H1 `# |Balance sheet 9 m2 A5 l& m7 z( Z/ |4 {
Bank rate% a& F% Y. e! p9 u1 s
Basis Point : X5 ]( e; a! r0 z0 ^2 [9 P$ Y
Bear market5 w, g. B3 U- @ m* T" U \
Beneficiary # ]% M. @( I6 S' m& u1 j' ~. P
Beta
: `8 F5 v; p) EBlue Chip
/ w# K* F+ p x2 p7 s( F0 HBond 8 }9 f/ m% o- s: W
Bond fund
+ L3 R7 V2 t1 T8 c6 F- O$ yBook value
% A# I5 L) l' c* V% ^Bottom-up investing 2 \& ~! C: d! x0 o* v3 S% r! X: {
Broker4 d8 h( s% m6 z9 A
Bull market
3 G; [# W, l4 o+ U: A- T. VCapital $ a) U% I( |$ p- r
Capital Gains
: }1 x$ [0 D" [6 F: X' k. OCapital loss
1 R" p; X' z6 O/ g9 oClosed-end fund
0 [+ t' q& u; v, E* X) t3 h) RCompounding
+ E9 R6 X' f0 E2 w0 fCurrency Risk ' i2 J! v7 z4 m
Current yield 7 ^. Z6 c! a7 j. Y* g
Custodian
+ j' D# m+ k" jDebenture& A2 f% K& ^6 V% S: ]
Debt
5 b/ l9 r" B u8 `+ O) W3 Q1 N9 XDeferral
& @2 V: k" z3 x$ UDefined benefit pension plan: P. V) _3 t4 R# g! o
Defined contribution pension plan/ m& S) N# B5 T0 x; N' n# g- X
Discount
V9 t5 ]4 N2 YDiscounted Pricing for Large Accounts
3 y: N, N$ I z& X: l) t% LDistribution History+ g8 C+ u4 L& L% f
Distributions
: e5 L5 I8 n# h) ~Diversification. c4 f& o0 Z$ T7 \
Dividend
; [8 s0 ^" I3 T' A# WDividend fund# N+ D% ~) |8 D1 `# A ? u" V% E% }
Dividend tax credit
' ?' p- B5 R, ] ~, PDollar-cost averaging
+ L; y! x' a+ bDow Jones Industrial Average (DJIA). G$ O( _ K) ^. R W$ O0 C' p
Downside Volatility- U! E" K& ]7 W1 y; J$ k1 g
DPSP (Deferred Profit Sharing Plan)
! D+ x- P$ A) q" R( c' REarnings estimates, u2 D" ?! I7 J' K0 `
Earnings Per Share) D9 y ~ P$ @0 f8 o+ v
Earnings statement
3 l5 x7 e% D9 y7 d+ a/ VEducational Assistance Payment (EAP)7 y1 A2 N+ i/ L
Education Savings Plan
0 d( X5 c9 B- M$ y( LEmerging Markets
0 O4 h, Z+ H& Q) ?; s2 E2 yEquities (Stocks) . F' x E+ v) L" F, Y" C
Equity fund% P) M2 o5 @( F+ y0 p, A5 u$ O0 ]
Fair market value4 Q7 F6 |8 x4 Z: I
Family RESP
q/ c1 t" H i" k; F1 ?Fixed-Income Securities1 C9 M; U& M5 \: c; S
Front-end load ^" s0 w# o! o3 ?
Fundamental analysis/ k& F, g0 ^9 m s
Fund Number" i( k% d& z: t
Futures9 M0 j- @6 E0 a* H; j
GARP
5 z. I. r; m7 M) VGrant Contribution Room
8 a, q0 r2 q+ h; b& C' z0 R- |Group RESP' ]" P9 P# b3 [$ ^( d
Growth funds
+ b/ h1 H! f$ W7 A5 J% S# c+ s# m% rHedge
( p7 A2 f1 c- f0 E* ] A0 tHRDC/ s4 P3 L( G& l. p' ]5 v
Hurdle Rate
/ c: T$ V$ k" J2 VIncome Distribution
) d4 b8 A5 @/ f& V) r+ ?Income funds
% L% ]# Z6 P8 G2 O) pIndex
: k9 ~. v# l" L, U& NIndex fund6 u9 y2 t( e2 f$ X+ P1 ]6 y
Inflation ' O! |3 U. m. P1 J. T( B
Information Ratio % N7 y1 a7 r( }
Interest 8 S; w3 @3 s3 s% U& V5 W
International fund
/ O3 I. L- f: t2 d6 `4 kInvestment advisor
- U1 O _3 s2 O$ \0 \% |$ O! gInvestment Funds Institute of Canada (IFIC)
( N# b5 ^: l7 nLeveraging7 B: A% n7 g _" |9 a l: ~' W6 R
Liquid
% r9 q e; z) wLoad # f3 m- [& c, v: K9 Y! B
Long Term Bond
" V5 Q3 n5 _" C5 i& JLow Load (LL) sales option1 v i# z4 l d5 q. Q2 B% H8 o/ O* D
Management expense ratio0 e0 S) s( _4 J* A" I
Management Fee
( j, s) ^2 g" S% X# k1 ~1 \% z( BMarket Value of a Mutual Fund
) B5 G8 J: i2 [" o f- C p4 p) YMaturity% ~4 m. I+ b8 @& Y4 p8 ?1 o& t
Mid-cap
* r3 o) i& C3 CMoney market fund2 H" @& h% N# \/ l% s
Money Market Instruments/ p2 b* g2 c$ [7 J9 T' e
Moving Averages
7 r- G/ I+ ]) e! W! L6 x$ t* jMutual Fund# p' ~# z4 ~+ c2 ?1 n! S
NASDAQ
8 g6 g2 e. _' o" B: |* y# jNAVPU
/ J. X' a, z; s6 i; kNet Asset Value9 m) O2 E; U* ^* r6 h3 E
No Load
" V' m# _( x$ O2 p1 K+ gOpen-end fund/ w% b7 c6 m8 @+ v, p4 Q9 u
Options# }' R" ]6 s% _0 a( x( m0 J0 m
Pension plan
9 ` I4 F* |2 M3 C1 d5 G1 YPension adjustment9 S) O" [9 s( t) l: {
Portfolio
% B( ] i1 R) q# g& S8 }PortfolioPro
, ~: \0 A5 u( OPost Secondary Education Payment! ~ m; e+ V! d: j+ Y7 l) |0 W% L% I
Promoter
, W( x. l* W& m* ^. w* I$ x( d7 `Premium( M, O3 p/ F) k
Price-Earnings Ratio
& N/ s m7 d7 C5 `7 VPrincipal
: |3 l/ z5 E3 [" n; VProspectus
; c' Q) M% p7 Q- |Quartile Ranking( J7 M, T+ a& v2 ~" o# ^3 T
Registered Education Savings Plan (RESP)
2 l3 ^6 R, ?' Z. n$ |8 j3 ~& TRRIF (Registered Retirement Income Fund)
; S8 ?) Z5 @) _RRSP (Registered Retirement Savings Plan) * F J( z& Y2 A4 D$ A8 v( P
Recession5 P* Y, A0 _. G! e* l
Relative Volatility @. ^( _/ j- U" j8 r
Return0 S2 c' E7 s5 l0 K( I* T9 t8 D
Risk
# N' D& [3 |! m, s. NRussell 2000 Index M+ K; K2 f7 g- i2 [ R% ]
R-squared# k- x( J; o1 Z+ E
Sales charge
% a; q+ L7 L' _Sector Fund ; j. {6 y' L& X0 \ b5 r
Securities
$ Y, M, L: ` c) X& ]7 ySecurities Act% n+ ?' U7 v7 s' F2 i3 X* A" F7 U Q
Sharpe Ratio
% l5 {& g x8 e" rSimplified prospectus# |4 B/ E$ j' t7 D0 f' E( L L
Sortino Ratio" L9 w9 o! u l+ Q3 K4 o, n
Specialty fund
! R+ ?+ i+ M* ^* _! s5 `Standard and Poors 500 (S&P 500)
+ V" G1 A$ F, ?7 xStandard Deviation : V2 `& q' m; o3 \) G
Subscriber
$ C& D2 k' M% b9 [8 w4 uTax credit5 V1 i/ E7 C7 u" h
Tax deduction
5 P6 h& ^+ o e+ Y' J! `% B% c# I/ dTop Holdings0 \! o% M; x8 d# s- ~5 \
Top-down investing
/ ~1 Q# d5 k- Y3 aTransfer Fee
- @+ b3 T$ z8 b$ L8 w/ h VTreasury bills (T-bills)
7 O; k" p$ ^& M9 VTrust ( H9 Z' _2 @: H5 Z
Trustee
# ` S& z& }2 U0 r6 a+ S7 ^Turnover ratio
$ l2 n3 D, G0 r5 f. kUnassisted Capital! B; C, z! m; j W2 v: S
Underwriter3 C @+ q3 M2 E, O" E
Unit trust F4 |0 N. ^+ @4 U2 X% R
Value funds 0 [' u. M# {# s) j! o$ \+ P
Vesting
1 G' ~6 e5 c5 D0 bVolatility/ Z! J( R6 V- c1 a3 [ ?
Volume . X7 ]& O: D2 E) o+ X8 ^) S$ F" ?
Warrant
6 z/ q( c$ S7 LYield
0 `6 c) [; u2 L+ J M KYield curve
% V, S; t7 O' Z( ]9 D! lYield to maturity |
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