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Account Type3 z& [: J: X7 h& g! o2 H. l
Accrued interest" ]4 {4 e. u* D
Accumulation
' z4 V1 a2 {8 H# T- \) nAccumulation plan4 w& P% h" F1 A7 U" S" g) L
Active management
1 k2 l( ~% ~2 CAggressive growth fund 6 x. N, A& [. b
Alpha9 R. b* h1 H* i# Z8 l: F
Amount recognized % ]" l; s2 u* y* c. N" ~$ n# T
Analyst ( y! E8 _. \. y( L$ g( e" d
Annual effective yield $ s z0 L6 v/ ~
Annual Maximum Payment Amount
8 p& R& r8 P; n$ u, M7 @Annual Minimum Payment Amount
) B! G4 z- o5 x2 BAnnual report ' W: H/ Z+ s D
Annual Return
. {+ c3 e |# |. O' ?* hAnnualize
2 J4 I1 v7 {7 l2 u9 fAnnuitant
$ L( W( S6 T# M' g5 c; iAnnuity 4 \+ F/ B( f1 ~1 l
Appreciation9 Z* g! D5 {) c7 L6 y8 S' Z
Assets
- N& b, H1 l, pAsset Mix : n; f6 A) F' ?& {# r9 Z
Asset allocation
* T- @0 q. H" WAsset allocation fund 9 V0 S& t$ Q' k3 A) L
Asset classes
7 j8 p6 z. b/ Y% m. c5 @Assisted Capital 7 v0 ]0 q- S* |' q) \& @
Automatic Conversion ( @( K" _( {3 ^" k! d4 g
Automatic reinvestment
. V! O" S7 z* j' }% D7 sAverage Annual Compound Rate of Return ! p" f/ k% [; Y7 a
Average Cost per Unit/Share1 V. S4 G+ D) T! m" I5 V2 l
Average maturity% r! e R/ R, v
Back-end load ! D! L. i% H: b' c, Y! X8 G
Balanced fund 1 }6 f( L* i. j
Balance sheet 5 _7 E8 G9 I; D# y- A
Bank rate
8 A0 Y9 i$ h# S0 r) bBasis Point
" [& T! h# e5 q; i4 oBear market" ]8 f$ O! e; o) f$ _* J0 [$ Q
Beneficiary
; k& Z; ^! l8 L% M! lBeta
" k3 {3 v+ T/ f$ C. p/ s: ~Blue Chip
( q9 K8 W. V7 x9 K1 IBond ' S5 d" o( I9 D9 Z6 P# ^
Bond fund 0 C8 h ~! }% o8 o* R( ]
Book value
* M& x1 I* e0 i9 n7 G: WBottom-up investing
6 o& J' c" B+ G1 c! z9 c0 HBroker
7 f# E: s/ G2 O& h# e+ \Bull market9 g6 l, z- S2 y- i( a) G& r
Capital
. O" c+ A; D/ j2 | W7 k9 jCapital Gains7 _3 r% b: y7 J6 R
Capital loss 4 D+ i8 f5 ]% k8 x% u$ C
Closed-end fund l, d5 u$ z p* c; l! ^ D
Compounding 8 |. Y4 P" m5 j e
Currency Risk
" ^4 ~. {% ^2 p' g- KCurrent yield
/ G% B* O1 m SCustodian , W: C- k% X3 O3 D: t. [
Debenture
% U N7 A5 S0 Y; F2 jDebt* D" k2 `9 N% k
Deferral( ]" \9 I# e( t( @1 d
Defined benefit pension plan5 J0 ~ b) I Q
Defined contribution pension plan# v$ p$ [! }% O. V8 j o |" s, h
Discount0 w+ C! D2 H! j$ F
Discounted Pricing for Large Accounts
4 s- l7 ?9 {$ Z/ [4 Q* W3 hDistribution History8 C8 J* O' F4 p! H0 }1 u. |3 M
Distributions- D0 f8 ~5 w: l) ?) |5 t3 l3 q% l
Diversification
0 Z3 X9 R& I7 D' V% BDividend2 F# z v! b& ` S: W8 c& z8 I
Dividend fund; i, n2 g/ R, j* l0 j0 f
Dividend tax credit+ b, D) D$ `- u7 P# ?/ f
Dollar-cost averaging3 i- G1 W1 `, Z7 W
Dow Jones Industrial Average (DJIA)
+ j2 X' `: X4 _ sDownside Volatility
9 k& O& ~1 q3 k, E0 vDPSP (Deferred Profit Sharing Plan)7 m( ` S2 i$ e2 J4 l
Earnings estimates
$ t! s+ A+ g2 M, n+ n8 k5 PEarnings Per Share
1 [/ _1 U J. r2 I5 C4 L+ [, ZEarnings statement5 r8 A h; w9 W6 `3 e; |0 U8 R
Educational Assistance Payment (EAP)1 u: h7 Y: Y/ b6 G
Education Savings Plan+ t+ H6 i2 Y! J, Q+ \8 i
Emerging Markets2 K9 `. H8 b, }3 w' U
Equities (Stocks)
: s* X! D% ?' Z- |+ Z$ eEquity fund; _( u! r& F( @4 r) i; C
Fair market value
7 c f% v. u. o% _9 WFamily RESP$ n; j8 I# f' F9 U- v6 V
Fixed-Income Securities
5 `- ]" F& Z3 S; g: U9 i/ d6 `Front-end load; K5 ]/ P$ a* Y( G, p8 O5 u2 l, g
Fundamental analysis
! p7 N0 R L! `) t- N0 OFund Number: Z3 {6 v9 b) `0 \
Futures
! S1 t% T% k' n. qGARP
! x! o7 K* Y+ ]5 AGrant Contribution Room
1 s* m' ?- }6 B5 c; V; qGroup RESP
7 ^! o3 f( Z: w, Z6 j) {5 n; d$ O% H( [Growth funds , y' @! W1 `) X. G! s9 f% z' P
Hedge
6 T: x @6 d, o( ~* ]HRDC
7 R% l0 Y5 n3 dHurdle Rate
5 e* { i, P5 S* r2 tIncome Distribution; l* I; r) U# n: p
Income funds # g- Y& d9 h8 m' Y8 g
Index! }, h9 @5 m' O) g" ~% q
Index fund6 o* s7 x0 m7 H# ]0 \ [
Inflation % h( v% a5 Q& h
Information Ratio
, E* C+ V3 L0 W% ?# ^- ~Interest y! j2 j6 H' N! A, o" b% X
International fund$ X" X3 j' x r. j+ E
Investment advisor
?7 Y7 F7 M! C1 f# C$ ~' ZInvestment Funds Institute of Canada (IFIC)
4 O: S M; z: a9 hLeveraging6 N# ^6 F' [4 ?: Q8 I
Liquid 1 Z6 y) |7 s5 \) Z2 J5 H2 }
Load $ J5 y$ m l( ?5 M2 A
Long Term Bond# C* G, T) z: p) j! W. m7 @% @
Low Load (LL) sales option9 F0 y+ p3 p- U% O% I- S
Management expense ratio
3 t& y! _/ E7 z+ F+ T4 s3 p1 b9 zManagement Fee
; ?$ \9 g; e( u* f4 XMarket Value of a Mutual Fund
) V% L5 I" J) E! u- }Maturity0 l/ ^ `# e, G' w2 J
Mid-cap
, r. A! f' R P) S, b+ OMoney market fund- ]( B a" N% O g _4 f B' u3 o, d/ R
Money Market Instruments- q# H2 T/ z. T) Y+ p
Moving Averages1 R1 \5 i0 E+ f* M
Mutual Fund
0 n1 O6 C6 E1 DNASDAQ
( U9 j( u1 n( V& SNAVPU
$ }! |( s2 G9 j0 Y) B+ K+ FNet Asset Value
' O$ }9 D$ N' X1 ^1 }No Load
+ m- H) s4 E3 a' l3 {/ NOpen-end fund
|5 s" b* m3 |0 B9 a5 w( J2 f BOptions
- P- _4 d- N) H* j! X* b9 gPension plan5 z9 r# |. Y/ p! ] \
Pension adjustment
% B5 B( K" l$ o# d2 G. ?Portfolio, B/ d$ s/ q' c0 r
PortfolioPro0 f# r. t' c) o) ~! d" T
Post Secondary Education Payment
, ^2 ^: @6 b, n" C4 DPromoter( e0 Z% m4 F4 _% F5 ?
Premium
7 N1 h2 W# ^, rPrice-Earnings Ratio: @: j6 x+ l) z: ]" L/ h3 [
Principal
8 s; p2 r8 z" s5 gProspectus* A: o* ]% ]: g S$ Q
Quartile Ranking- ^+ b _5 _1 y6 S
Registered Education Savings Plan (RESP)! @) g5 O; K. A; m7 m0 e
RRIF (Registered Retirement Income Fund) ( d* x! v7 G* ]# O% W, c+ e+ h- P
RRSP (Registered Retirement Savings Plan) " l' |. b/ u# s g/ h
Recession
( x7 H& p7 E/ N0 X8 j+ gRelative Volatility. t' ^5 c/ z, _3 u: j8 \4 c* A6 \
Return
1 o# y* W' D7 j, rRisk ! A6 `# c) @% f+ W! s; s, n
Russell 2000 Index
`2 }) F/ J% ~8 o9 o7 @/ tR-squared4 t9 K( n4 ~5 z- h' ^2 {, {# t. H) M
Sales charge: A" W! h" l# i3 p8 A0 t; |
Sector Fund 3 N) t$ {( p8 F5 q
Securities
& k3 r( X* F, _% R4 dSecurities Act/ Q9 Y& A9 u q4 T
Sharpe Ratio H6 ~- m" g/ h3 Q$ }" n2 K) n
Simplified prospectus
& N5 l* t [# {$ iSortino Ratio* y5 R0 r$ S8 l
Specialty fund9 q& `: X9 s; L* p
Standard and Poors 500 (S&P 500)
2 E6 R! N% E$ w, p6 l$ qStandard Deviation ! D9 a+ f* Y8 e! B/ L
Subscriber- k5 r- F0 h$ m! p+ Y3 ]( G
Tax credit: S: E1 Q+ O& m; l. `4 [
Tax deduction
5 j' F h# D9 H: ^3 v1 N) v" w- wTop Holdings y( u4 x D9 `7 A5 x( ^
Top-down investing" h' d& s( r! w' h, q4 o
Transfer Fee* @1 @) P9 B) h9 d7 j/ @
Treasury bills (T-bills) " g: a# ]9 f! O- H# A5 B/ s; m
Trust
. g# @" |+ c8 [) dTrustee
4 W5 x) d7 m4 X' gTurnover ratio
# F! J$ m1 t+ _3 z7 k% ^: `Unassisted Capital
6 i, @# j- q: Q' a3 Y: D$ yUnderwriter' F3 P0 ~9 y( n* H
Unit trust" s. C) I3 {2 ?4 ]0 ^0 P
Value funds 7 E5 D3 ?" F- X+ F; k. n% p
Vesting5 Q9 P1 N4 U! G5 E7 D3 E
Volatility) c; ~3 i( C& }
Volume % l# j, E9 o/ V8 m/ l3 N
Warrant
4 ^$ R0 E/ s7 k+ @3 MYield( Q" b2 K5 O& P: p: \/ \8 k
Yield curve
B/ x$ C3 b. o' Z4 kYield 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
