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Account Type
1 I# @6 o- U- U7 A' X1 S3 YAccrued interest
! k% ~! B# V4 V- \6 Q' xAccumulation
2 {6 ]* Y9 I2 n) Z3 x8 I& z9 @$ mAccumulation plan3 Q* E6 Y+ ?( z+ ~# X4 v
Active management% k, w! [$ E- ]
Aggressive growth fund & G8 R3 c; d! q% e- q
Alpha2 k$ S4 t) t+ R+ c5 N
Amount recognized
$ c r. v4 @2 H' Z* ^+ R% a& ~Analyst
- t5 e# Q! c# S9 f7 }# ]Annual effective yield & V1 {9 e3 z+ f" Z- P, u. R% N+ b7 s
Annual Maximum Payment Amount
/ s2 T4 f" d' o J, u. IAnnual Minimum Payment Amount * ~' o: W! k7 z
Annual report
8 W5 s+ R" {# u* o# o: a! ?Annual Return: f! s3 O. E. _( \$ J. x
Annualize
2 b. H0 a( x' x% U# EAnnuitant
1 s, d% Q. t1 Y- O& W( o o5 eAnnuity
# z2 {. Z7 I7 m1 ?" LAppreciation' F" A" ` b0 M' k+ i. `: X5 K
Assets & {' G, E! c) F* H, O/ X* ^2 g/ V
Asset Mix
! N! u: i# J% A8 cAsset allocation # q0 b" l5 z: f, U
Asset allocation fund 6 T* }6 u$ ]4 ]/ r; b% A# x8 a
Asset classes
/ q: r, r Z9 [Assisted Capital 5 I4 ~- r4 d* h+ h
Automatic Conversion 4 t% C. y$ m3 b4 \" G
Automatic reinvestment4 G4 {6 c$ v9 e/ P8 z
Average Annual Compound Rate of Return . y" j, F: j# t6 I" `
Average Cost per Unit/Share
. k/ b! L, q2 E, z1 z' zAverage maturity; E: A* y" C! ?! p0 ]
Back-end load
% G8 V$ T* @7 ^/ {+ q, o( |Balanced fund
1 R5 H+ N0 F6 e ^ _& kBalance sheet
0 v# q8 H& u! M7 @- i2 f! c3 gBank rate
3 n5 a! ~# m4 a" DBasis Point
" F F5 g5 f) t0 ~! m1 Y0 w6 _Bear market6 \' D. G7 t6 K
Beneficiary : B" z/ K. {1 v4 s- z2 }
Beta9 z' X' C9 q: b# r# i2 B* f6 M; O
Blue Chip 2 V, i' K7 }) Y
Bond ' n& i% I8 ?- \ P" D5 Q1 K
Bond fund
5 B& n+ ?$ {- DBook value
$ @/ s; y! M. q5 Y5 e* s& G- UBottom-up investing
, L6 x9 R5 v" X4 x$ Q9 nBroker
3 r% I% y- [8 I; O# ` n6 h! K; yBull market
& l6 v { _, D: U8 E- J1 ~Capital # q, P' [1 Z& H; f' k9 l
Capital Gains2 Z. e" J. A) H' A
Capital loss 8 F c* G* _. F- D" }9 N. b. I% F
Closed-end fund " z# r/ X+ B- r% M" N7 R/ r0 C
Compounding
7 @( R3 |7 V% k, |Currency Risk
/ q4 H& [5 _6 t# {% M: gCurrent yield
+ p2 H! t7 R2 h0 _; zCustodian
4 f5 k5 |5 W4 Y0 [! _Debenture z( j) e$ N$ n: y r! I- Q5 B
Debt
7 `4 Y8 ]+ V" LDeferral$ ?0 t e& E4 L! u
Defined benefit pension plan
) W6 j* J) L- m4 oDefined contribution pension plan& F& q, [9 k: H2 i G: `" {1 T0 Y
Discount8 M) Z3 s" ]1 ]; J
Discounted Pricing for Large Accounts
% J4 G) I8 S5 d2 X( o9 G; ZDistribution History) Z+ P% k, `7 ]2 y: W" H( H& H
Distributions# z8 L8 f. O! m \- D* u
Diversification
0 K8 ~# N1 L! C& C' @. _Dividend+ T: B) q9 y; c
Dividend fund3 c" I0 y2 j, t# H
Dividend tax credit8 }7 B* V" o3 ^' S0 R# D) Y+ D
Dollar-cost averaging
1 e$ U6 Q; J# L6 }# _" hDow Jones Industrial Average (DJIA)& u( l$ r3 Z9 E: w4 k
Downside Volatility8 B9 k' _6 }( Z8 ]5 x
DPSP (Deferred Profit Sharing Plan)
# J) z# X% ^! @3 w* oEarnings estimates% U6 w, z. e# s! c; z+ Q* o1 ?3 w
Earnings Per Share0 g$ v: N! G% H: J
Earnings statement
# O1 ?, H0 [2 \( j- vEducational Assistance Payment (EAP)
) Y, q/ Q* ~6 T7 a* sEducation Savings Plan
( T }' e& {7 Y6 r: @, [( c$ j3 eEmerging Markets
7 H0 y! N" H, p0 j9 o4 eEquities (Stocks)
" z, c4 v Z$ @' a$ wEquity fund
, Y; r+ _9 i& [Fair market value" i+ y' A2 p- k
Family RESP% _: V7 b! R! R9 n% F# Q, k
Fixed-Income Securities
# h+ }' n8 F3 Q- v6 sFront-end load
8 u7 ]: n( N& p3 zFundamental analysis1 p7 k' u& N1 R# g
Fund Number
- I: \5 d' ^( V! j7 vFutures
+ k' [9 ~1 [- ~) X" J0 lGARP
# } {$ u& m4 L1 qGrant Contribution Room
6 |) U5 _1 A& `# k, N, @Group RESP
# A! ] Q, f5 O( A, \! yGrowth funds W4 [# O @( m9 t' @. q6 ~
Hedge
+ O* p$ N ]9 e8 W! s3 h+ l& z# ~7 HHRDC
1 Y" N6 I5 |4 ]7 }/ S% gHurdle Rate7 I2 t O% F% V8 F X0 p
Income Distribution( U# Y+ K4 L' F. i6 d
Income funds , \4 x& x; v' t" o+ H2 F
Index
' x2 s& A; J) MIndex fund3 b9 P+ h3 b( F1 e- n/ c* u) m, i
Inflation + k) V% ]0 i6 ]2 ~6 {. K1 k/ k
Information Ratio
* o: g0 E7 A$ G' F4 [Interest , U9 j8 ~+ f# l6 K; `
International fund
6 Y* O: e% p% @( K+ v6 YInvestment advisor
+ ]! V. [' \ u: S8 MInvestment Funds Institute of Canada (IFIC)
. @! L) I2 f- e+ l- y/ o# L+ fLeveraging
% x- x8 z% g: [Liquid / V; J$ U# [) S' |0 Q
Load # N3 a" G3 |+ n+ i
Long Term Bond
2 @/ U1 h8 q# l" C' Q' b, MLow Load (LL) sales option1 f: V" L v D q; r6 s3 I
Management expense ratio' W2 ]- a9 Z- f ^$ d
Management Fee6 a" y( L3 u8 Z: r4 x6 W" Z
Market Value of a Mutual Fund, r( n7 I! j# K/ z6 v) M
Maturity* L( m5 e$ H$ d+ `
Mid-cap
* l7 g- J' j9 u, M6 c! y9 mMoney market fund# U( Q& d) q" M" g$ p2 P8 E
Money Market Instruments
; w9 r" A0 Z1 SMoving Averages1 F7 X1 j% |5 D5 T7 L( D3 O
Mutual Fund
' f2 D, X* f; T. r9 y6 hNASDAQ9 k1 `2 @7 r6 b2 M9 i
NAVPU
/ Y" |* V7 S+ U/ C' c+ }Net Asset Value" f1 J4 H$ B$ ^
No Load
3 ?# [( z1 f; K3 p6 T+ C4 EOpen-end fund0 s- d, A$ Y/ x9 P4 @; P: z, @
Options/ B9 F0 x& f5 P# Z
Pension plan7 j$ e P; O+ e$ `" `; C' \. |
Pension adjustment
% R& g" Z8 V2 iPortfolio/ A/ N0 c! R2 I1 r x
PortfolioPro
8 C1 @$ ~ E( h/ mPost Secondary Education Payment% n4 R' z: b5 q+ A/ I
Promoter, m8 U- ~- s& \% X2 p" b/ r
Premium0 F; Z& n1 B* q2 M
Price-Earnings Ratio
! R3 U' `1 k8 k( T3 }& G s8 oPrincipal7 }9 K: x) Q8 h$ P- J$ u% X
Prospectus
y" r6 u) W [+ j0 [6 GQuartile Ranking6 Q. n3 L, E6 r: l+ U& a
Registered Education Savings Plan (RESP)3 ^2 S' s4 b2 C9 q& C8 N
RRIF (Registered Retirement Income Fund) 1 v5 E* a4 _5 Q& E
RRSP (Registered Retirement Savings Plan)
- y* i2 F: z2 m# ~2 s" rRecession
& f# Q9 e4 K- ^* T \2 ]Relative Volatility
( L8 T; E0 l7 g% oReturn
* n4 N5 O. X+ h2 yRisk 1 p E: H) @) K. I6 J# z+ G
Russell 2000 Index
! V0 w& s& k+ ~# Q7 C2 G2 [4 N+ pR-squared
9 S5 m# n0 Y5 R' wSales charge
4 F5 E* x4 [. E* C# ]! TSector Fund
- d4 |/ O9 D- ^+ aSecurities/ p* H5 p0 G$ l6 z2 n6 P" L
Securities Act
8 j% F1 p6 n+ n4 s C& DSharpe Ratio
! C+ I- e- r0 F5 a6 e7 K$ @! XSimplified prospectus
- R5 z( k0 R! ]) p0 n oSortino Ratio8 x- } I/ i8 C+ i3 h; w7 l6 M, L
Specialty fund, K8 {2 A4 y2 `# X# [+ Y* |; r
Standard and Poors 500 (S&P 500)
* C4 Y" t: s' o- H# S5 x9 v l9 uStandard Deviation
6 C: U& u, S6 j4 W5 J9 q, HSubscriber
2 m( o8 }2 x( Z( X* O; bTax credit
0 |! j5 \9 H( y4 l) eTax deduction
6 [. Q$ T: s; HTop Holdings
; W( m5 M% ~# d3 Z$ x: G, D0 [& \/ ^Top-down investing
0 r5 j) O# @+ T$ P4 sTransfer Fee7 I! q. z! J& }1 T0 x
Treasury bills (T-bills)
$ Y1 E' p5 r: u- V9 a2 T3 GTrust
0 Z3 _0 o' m" ^" m; h' `! eTrustee
3 B7 p4 j1 g7 j% ~2 WTurnover ratio 0 C, B$ @& n6 F5 \+ ]
Unassisted Capital4 Q- p7 H7 k9 u. ?9 N
Underwriter3 ], x! G" O* C4 S) R
Unit trust
1 V% U8 }, S; h' x* X, BValue funds 9 h% h" R$ X5 C1 A V1 q
Vesting: N) b2 M# ~% v3 ?% J, A
Volatility
f8 @6 g3 k. k) e7 r- s" VVolume
- f+ e' u# Y0 u2 h5 q0 K" yWarrant
+ l3 [$ T1 Q1 U# PYield; O5 `) H+ b8 o& Q/ ?7 p; ~: j0 l
Yield curve
4 A1 V5 T4 N4 e+ K; wYield 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
