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Account Type
2 ~! z. @$ f6 B1 }+ F! `. eAccrued interest# q) J# z% ?" ?, U6 j4 E/ w. ]
Accumulation
+ x! Q9 e+ b9 E$ c6 wAccumulation plan1 K H0 N% B# L5 `! P
Active management
: t6 ^9 R Y B* RAggressive growth fund W2 n5 e) |2 |( e, v
Alpha# O1 x [! r. r( Y# I( S- ]9 ?) B9 r
Amount recognized
; A% O1 U' q, I9 cAnalyst
, Q% i% L! D% ]Annual effective yield
. V( Y( W; T) l' ~Annual Maximum Payment Amount6 B+ ?2 p8 E' J0 i R
Annual Minimum Payment Amount
1 b" Z) L, I* yAnnual report
0 q7 R2 s; P5 f. kAnnual Return) c. m4 S6 N3 b1 Y( S3 y
Annualize * [8 A- j0 m k) ]0 ~2 W" B
Annuitant " r! K# p( O! o3 w& _4 v
Annuity
5 }7 l: z) i) Y0 R: H2 UAppreciation. f! Z1 O- D3 l' T' t
Assets , }9 N$ O+ ^) P0 B: M( x6 z
Asset Mix + f* ~% j$ \. `8 F% ?8 [
Asset allocation
. P( E/ ^, q; s# l9 O4 }0 d, |( yAsset allocation fund
* T$ M! ?: j. A7 XAsset classes / w( T' M0 C8 Z( F9 l
Assisted Capital
- Y0 w0 x- X. X8 h3 h$ ?# L* LAutomatic Conversion 5 W, V- k- C# M! }
Automatic reinvestment
B, O8 H& Y# S4 j( mAverage Annual Compound Rate of Return + q5 E, q' G- m& M3 t2 S, h
Average Cost per Unit/Share
, |! Q% q- O% J- g/ ^. |- MAverage maturity0 O5 Y' t1 V& K& o# G. Q
Back-end load
4 i1 U3 c7 N" J' w9 ]Balanced fund
' t2 T3 N: \2 XBalance sheet ; }$ K5 q; \6 U4 a. k: ?4 _
Bank rate
" _% T' v7 C; o* ABasis Point
& Y2 x0 }$ r4 i( [) sBear market g0 N+ \, k+ q2 W$ ?- y& s
Beneficiary
3 d' E0 g6 y+ l+ R* V$ SBeta* j7 c1 w. E5 f
Blue Chip , k" v. K. B& ~' q' q
Bond + ]& u# H' p3 |* H8 O
Bond fund
P! a9 q0 k6 B6 U; o% `Book value 9 B: c* p% C$ k8 l. h# L0 V2 n- d
Bottom-up investing " `( `! }4 T" x# D
Broker
( e/ u3 ?0 L2 R# Y- g1 }0 BBull market
; U! v& U( b% A9 ~. XCapital
) I/ I' t9 ~2 H: Z& dCapital Gains- J# H) ~5 |& Y I6 P$ m: C( r
Capital loss
0 ], p# H* r1 b6 A. ~8 v7 {/ NClosed-end fund
" {2 F1 b& p4 {Compounding
* v# ~: n* e: d: H2 z+ W9 g& Z% rCurrency Risk 6 J- ]! A: B5 p5 d/ Z( g! `9 C
Current yield
) U' n: i5 b: B9 A9 z; pCustodian 6 r- i# ^$ y2 w
Debenture/ f2 f$ ?, u8 r7 C5 M$ r7 L
Debt8 r; ?1 q. w6 ~ q5 N2 m
Deferral3 q1 e! S4 {; t. v- b
Defined benefit pension plan' b7 I+ U9 m9 q/ P" F
Defined contribution pension plan2 R8 O `) e) a6 B# y
Discount
* C+ [, W- ?) @. s- N; e( M+ zDiscounted Pricing for Large Accounts$ h: d8 C2 J$ j; r# r
Distribution History4 t, ]: g! q* `
Distributions
9 b5 L. d$ m# z2 d2 s) w0 qDiversification4 M( R/ M2 ?6 g' ~8 Y
Dividend
7 W/ E; g: m# v" Z) X' BDividend fund' p3 r" r6 |, N9 l
Dividend tax credit
1 ?* Q7 R8 w' }8 v% WDollar-cost averaging
7 x4 ~$ j* R& c7 ?7 p+ T6 w3 i2 cDow Jones Industrial Average (DJIA)
" n7 w; u1 h" Z& X1 sDownside Volatility
; O8 i/ ? Z# R2 X* U' QDPSP (Deferred Profit Sharing Plan)+ N& F$ F R' S
Earnings estimates: u+ l: I: e7 B" U) c$ ]
Earnings Per Share: `5 l2 U( l; m5 d% \
Earnings statement, H! c- b0 ^6 m' n, v4 T
Educational Assistance Payment (EAP)) J* T$ U( N3 E& d
Education Savings Plan# k4 h9 f* w: t0 z- }
Emerging Markets
* g* U: f9 X4 Z4 f) D* oEquities (Stocks)
8 E9 C1 ^) D; X8 g% L. c! H) AEquity fund
1 L0 M- b2 n/ K; w. OFair market value
9 B( y$ n% f- ~0 C2 A! X f/ H9 cFamily RESP
/ |* r ]. q p7 j9 m, pFixed-Income Securities
$ F1 q6 y, H! P" F B, tFront-end load8 a; D2 K! H0 ~/ o! N
Fundamental analysis
! Q3 p. [0 c4 S7 G$ S( b4 t. bFund Number
' [5 y: |0 P' _. K/ k7 j8 A" {Futures
- E2 N( H/ t* ~3 fGARP6 G) K' A" b, C a1 F. c" N
Grant Contribution Room
5 H/ X% y, k9 m* }* ?# xGroup RESP) L: z, L" Y; |6 q. @5 I) n' r* r7 U
Growth funds ( F# G7 C2 [, Q. {9 Q' W- ?8 R
Hedge6 j. p( y; i1 ?: g) x
HRDC
# t) E& M! G( d" X6 j: pHurdle Rate
: s1 {, A0 [- P3 `Income Distribution: B7 n: i$ E! I) }! k
Income funds # A# w" `( K0 v& k8 i
Index
" r3 I% q1 O; U" b+ M/ A9 s5 hIndex fund- E4 F/ s, h( \. U9 @$ G& L0 u. @! |
Inflation
8 V1 y* k+ g! S. Q7 ], p) JInformation Ratio
! q& ^0 z9 ]/ q4 K4 gInterest 0 t& n+ w$ L, k: s' }3 d( ?
International fund
4 Q8 m! g$ {4 r) w8 O+ m6 TInvestment advisor; F0 K r: Q- k; q; J6 U# B3 {& a
Investment Funds Institute of Canada (IFIC)
+ t1 g' W p' o1 iLeveraging
+ [5 k( \0 w: }2 s) pLiquid 2 F& G) L* j1 H) x
Load / v7 Z% T5 u0 o8 ?
Long Term Bond
+ a$ A! P7 x1 Z2 Z0 m' u. aLow Load (LL) sales option
( _* P1 l2 i! D1 ?Management expense ratio
0 G @* r4 ?7 q# U7 D& h9 ]! MManagement Fee7 ]9 g; f" I4 O! p! a. F! R. }/ {
Market Value of a Mutual Fund/ Z8 H: `- [8 u, { z2 Q- U2 U
Maturity
g2 ^ F0 R4 ]" C# BMid-cap
- e: k' {% Y) H/ E" z! IMoney market fund
, y K0 j- ^& D& F( t2 d# G# F" nMoney Market Instruments
4 y' L5 R% }& x6 w. yMoving Averages0 u8 s# |6 x" _2 L/ [
Mutual Fund
% l' g! o) W- e' }NASDAQ
" B" j0 r( J: z% ?! s! Q+ l- kNAVPU. X# U. L& W+ C9 G6 c) J% s
Net Asset Value
" A7 |' A; t5 R' R6 E2 mNo Load
1 f8 w' e/ v! i5 NOpen-end fund4 i( G" N3 ~, { J* R h7 _$ M
Options
+ U- p7 g- p% G+ @' h; |Pension plan
& Y; t/ l F3 {+ [7 Z$ k' vPension adjustment
# j+ m6 a6 x0 oPortfolio
- S7 p9 M' n" b$ v) {. cPortfolioPro! ~0 l \5 `$ i) ~3 K
Post Secondary Education Payment
. _0 _7 }( P9 vPromoter: }* ~8 N& K) e
Premium: T1 I; \8 s, `# r* b/ F+ v8 a' D
Price-Earnings Ratio+ Y2 \8 Y8 a5 Q5 {7 w7 Q, p
Principal& h0 _# T7 Y$ ]2 E7 Y, r0 e
Prospectus7 u" M' ~" f5 G. Z9 F9 r; q% t% ^7 d
Quartile Ranking/ ~' T0 \) t5 Z5 ]
Registered Education Savings Plan (RESP)& N+ w; r6 T! T1 J# _
RRIF (Registered Retirement Income Fund)
8 @- }1 @/ H/ P( j8 U' yRRSP (Registered Retirement Savings Plan)
/ \* p2 r9 n1 \- @& b% \Recession; l; v& Y% A1 G& t N
Relative Volatility
! U) O. C2 C* bReturn
) U/ I8 G+ g6 B R' C: rRisk 6 G( L z' R5 ]% j! @1 ]& V
Russell 2000 Index ; t5 Z7 l# ^! \- R
R-squared. K) k, U7 U2 L9 [5 u
Sales charge: R0 s9 t% G2 o! N, [) F
Sector Fund 9 {, j9 n( s! t6 ?; F3 Z: ]- a$ s+ O
Securities
# V" x' ~4 O' p* l9 e! T3 dSecurities Act
. m* D7 C2 M1 `7 B, V3 K n A, `Sharpe Ratio5 i# M( \+ h3 S' }2 p l
Simplified prospectus
% ?7 A! W3 q5 Z4 W t& eSortino Ratio% G+ J& x5 F( H' Y8 {
Specialty fund
9 j, R; b* W% O3 M7 _Standard and Poors 500 (S&P 500)5 ^5 c2 ^0 z5 x- R( M. c
Standard Deviation
- V0 K, q. k% m* d! z) iSubscriber8 z ]5 X! R) k( u2 L k8 H- P
Tax credit) _& P; z5 @2 i% l/ ~
Tax deduction. E+ c2 [1 {5 P3 f8 l8 ~/ u6 H
Top Holdings' Y% }: B1 ?3 F9 [! J0 J/ L
Top-down investing8 M7 a1 I7 J9 C0 q( U: p; c
Transfer Fee9 ^2 T H' H B' _" y9 O. k
Treasury bills (T-bills)
) I7 v, z) R1 w- S6 E! P" ^( L7 ?Trust " U- T ]7 U* {3 M' p
Trustee
7 C( ]* r: U3 R; y( t8 t6 JTurnover ratio
, J' N: {- I l) F8 dUnassisted Capital% F: A# F. U; H6 m0 D2 d
Underwriter
7 s0 g X- ?: K) c4 K" |/ I. nUnit trust6 u5 G9 X- @2 p* _" B B
Value funds
: X1 w0 y* h8 U3 h1 f& AVesting
5 I9 R$ e. |; K5 wVolatility
* Z! r1 _' {5 |( I8 M$ j. VVolume * q% m* @! F, [* u2 g
Warrant
5 {+ l4 |7 D* f# r: `" A, WYield' E4 f/ ?# g( W! Y) s9 u6 C3 v
Yield curve) H5 v; ]/ ~; B$ | l: f" E1 A
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
