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Account Type
6 E9 a+ i1 Q- f: m H) jAccrued interest {, `( I( `! V3 D2 x* Z9 W( j
Accumulation , G. K' W; b% m* Z. X4 s
Accumulation plan
- _. }/ D8 _+ W6 i1 F$ l1 j8 V1 mActive management; v/ i" N, E$ n7 F$ _! F
Aggressive growth fund
; y! C+ n/ [3 C* B/ aAlpha
4 @/ Q& Z; V$ p5 G$ b" N9 w: ?9 ]) z, |Amount recognized ( q; d3 H1 x# }& I. s+ p9 S
Analyst + W1 x' M8 I+ G9 Z
Annual effective yield 1 |3 u, V# F! y7 [1 M8 _
Annual Maximum Payment Amount: |; O O; X( m2 \, ]
Annual Minimum Payment Amount
: _) k. N; q; x: l; o' V% ?Annual report
9 F0 r: A( D. v/ }Annual Return
7 \: d: L! B5 b7 a' s4 WAnnualize ; C0 @5 [2 X+ `5 R- z" W9 b
Annuitant , T$ P4 T. N/ M' R
Annuity
& F$ a s6 o$ R& HAppreciation; g) V$ b9 u4 C$ s7 m
Assets 4 O( A/ M) v' d6 b6 s' a* W7 b8 X* G
Asset Mix
8 w) G2 W0 h* [Asset allocation
u0 l! m* M: w0 [! U6 ~2 F' ~' sAsset allocation fund
" x' b9 y1 _, J" ]& I2 iAsset classes
( I# J9 {% x. D4 xAssisted Capital
3 |* b4 G3 y' Q' W- xAutomatic Conversion , `& R0 R M( t( |1 x
Automatic reinvestment# ~' [/ }3 I0 u. d' M7 g. Z
Average Annual Compound Rate of Return
6 {* E4 |/ h8 l; _2 K3 d0 rAverage Cost per Unit/Share
# K+ M' b/ J+ bAverage maturity0 |5 P S; f O4 q( F+ U1 I
Back-end load 7 Z' G- p7 N+ U. r/ [
Balanced fund 1 \- I, n/ U. [
Balance sheet
9 R: `$ l7 q6 m. FBank rate1 ~. n+ w; R; [$ m
Basis Point
% I# x4 t+ s7 }% m# Q# u; h" }Bear market
( h; e$ F, z% P: c7 T8 E7 O9 B2 {4 lBeneficiary 3 l* ? \ J, f3 N$ W
Beta
( k* t6 P) C# A. A2 Y* u. ]Blue Chip 2 i H1 e6 y. @1 p+ J
Bond
7 B6 y* }& i* b* i. A0 l; WBond fund
5 q$ p& ]5 A) Q$ O& nBook value
. {7 P8 ^" o8 sBottom-up investing 2 w# V+ f' m% f8 x0 d- a f; f; P
Broker
3 ~# n3 m9 x$ L3 o) z) bBull market
" ?# c5 B& e3 ]Capital
& B1 Y5 G+ S& I/ U/ C4 H3 ACapital Gains
# {" n; a0 i$ t% P- [) ?, M6 k* w( n4 fCapital loss 6 m! q* P+ B% x
Closed-end fund
! @# Z) ?$ T, gCompounding
' h8 s& i1 f4 z. z7 D" DCurrency Risk 0 h8 j6 Y `( A8 v0 J
Current yield
/ S. E7 n, u9 H! \9 [3 ^; |0 kCustodian 4 a$ M* ]. F# m/ a
Debenture
- m2 F9 m8 Q6 L8 H- A7 tDebt
+ M8 A3 H( T( p4 D: rDeferral( H+ T8 o& N5 t0 I9 U% ?! L
Defined benefit pension plan$ [! \' ?( y( A$ }- D
Defined contribution pension plan
- p; K N$ G+ y! F6 b( sDiscount
* j, ~& p- X4 j3 e5 B6 N" l( N6 aDiscounted Pricing for Large Accounts( x; b, s! X" R% {! Z2 U
Distribution History
& J( F) y0 _3 T, S, ]Distributions
/ _& w k6 g9 b1 F/ iDiversification( d+ _ J( S9 \
Dividend
* D: P3 j3 B( J$ T5 u( q8 |& a6 gDividend fund* g4 R. b2 _& x9 p& @
Dividend tax credit# s/ ^' ^8 y( {1 f( ?6 z: r- s
Dollar-cost averaging/ ]; w0 y* V/ i5 @6 t
Dow Jones Industrial Average (DJIA). z6 Q6 |) j' _# o: F
Downside Volatility
- m2 G- Y3 o/ [; KDPSP (Deferred Profit Sharing Plan)8 P/ [. k8 k& z5 \
Earnings estimates' ?, O( ^. W6 \; w- B& ~9 c! N2 Y
Earnings Per Share
8 A2 Q5 F/ N7 l1 U! j+ h0 N" }Earnings statement3 a3 _1 Y$ _1 f& O) m
Educational Assistance Payment (EAP)
% ?9 G8 J# a { \ u0 JEducation Savings Plan
. u8 S! ~( @! L5 m; nEmerging Markets
: U& h* g$ m4 v' \% vEquities (Stocks)
3 S2 W. @0 m3 V( X# YEquity fund2 p7 F2 B% J+ h" d- A
Fair market value
% H5 K/ Q& Y: r$ XFamily RESP, n, u1 S+ @; s: k/ h7 W4 D
Fixed-Income Securities1 [ |2 L7 x8 h L* [/ N7 w) A
Front-end load! w! g( H1 S L5 j5 |
Fundamental analysis
2 E- n; c! k3 l5 f6 hFund Number
. ^2 L7 c% S8 ^. R DFutures7 _2 c: M* p- Q6 U# ]0 e" h
GARP
( o2 A$ z& Y# o8 |1 v% q# }Grant Contribution Room) X0 W. _" j( b3 Y5 k
Group RESP! v; w! H" V, S! Y
Growth funds
' s ^" M$ ^3 p! W" G HHedge7 w5 u; Y- t) r" F2 a5 u
HRDC
: o; t2 ^. s$ W8 i) {, hHurdle Rate9 w" G, Q9 H8 c6 V7 i6 x# c' E
Income Distribution
; P) R- @, m1 b3 ^; l2 @Income funds $ |* l; \3 Z+ N7 k3 v! z
Index
* y" K9 s w* G& T0 m) {3 zIndex fund% ?2 m1 `( g' x/ n5 Z2 x
Inflation 5 Z4 H4 [# ^+ u0 L a/ b
Information Ratio ' Y* ^6 g# K( s: e: k
Interest " G. U* @( d. O4 L: T5 U
International fund) X* q& v3 H( B7 @( ?' y
Investment advisor* i) `& N/ F9 {5 ~
Investment Funds Institute of Canada (IFIC)
7 o, b3 t7 s! G# f5 qLeveraging
5 n. w8 h+ x/ C9 e2 v# N, c% ?Liquid 9 f3 a* h) x8 _. L3 U; l" |5 R3 h
Load
; k/ I5 F, |+ V; L0 \4 d$ w+ bLong Term Bond
4 p. l* z9 @5 FLow Load (LL) sales option
$ Y: j& `5 T+ x/ `6 c% P: O9 k2 [: nManagement expense ratio
0 g0 B9 Z3 P8 B% n5 y+ O, fManagement Fee
' }; u |0 ^2 v* tMarket Value of a Mutual Fund
* X G m: u9 ~& L3 I5 K7 }% {Maturity
0 R. Q4 F$ E7 \) I3 kMid-cap
, X. b7 `4 ~: S0 i/ SMoney market fund
9 }/ { I& B3 aMoney Market Instruments
2 y/ \: l, M, u" W7 \! EMoving Averages
) @; }% w- Q. kMutual Fund8 R' G6 _1 P/ A- }( Y, s
NASDAQ; e' l: O: u1 U
NAVPU+ m3 {! i/ B! d7 Q1 X3 [
Net Asset Value) Y/ p) s7 j( A* X3 @
No Load" u; p, l+ j+ @" j. I
Open-end fund) F* M& Z& |/ E
Options
' E Q0 v( A8 e, |( B8 @+ qPension plan
1 a `7 R/ v$ b! yPension adjustment
' q) s! `. ?' fPortfolio; T0 j# U6 i" E2 \ g, }6 O1 f
PortfolioPro
9 J, [& w7 d4 ~) ?6 q; x6 VPost Secondary Education Payment0 A& {7 U/ M; x
Promoter
0 ^( ]. W5 y! m, pPremium+ k& W8 m9 }& C0 R, N# ?
Price-Earnings Ratio
; H5 l' T3 v4 _/ k G8 a7 DPrincipal
3 L$ f. z: q6 R+ ?/ X+ U- pProspectus
9 [: g& h! h" @+ N. I2 O* o. _* U# J; {Quartile Ranking1 y( S. ]+ R- u) l! n( e, T; s# Z
Registered Education Savings Plan (RESP)1 F5 H" I3 v) E) {) Y
RRIF (Registered Retirement Income Fund)
) T" ?. r* v# Q, B5 r1 N y/ B( VRRSP (Registered Retirement Savings Plan) % ^# L7 \/ n( l( N: x' L: l+ r
Recession
- f+ D) ^. y8 p; Q ^/ @9 \Relative Volatility
, j: k0 Y$ ~: e! M, o1 D+ |4 v4 }Return
/ L' N+ A* y4 x' ERisk 5 [# Z' D2 x1 k! d% V* F# V
Russell 2000 Index y/ a: c0 _4 l( M8 w
R-squared
* g( O% Q! r$ M, YSales charge3 x- i( `( B& \4 l. |4 r
Sector Fund
) O* A, [, A4 a7 T0 x4 uSecurities
2 Y( a5 }/ n$ K% U' mSecurities Act
% }0 k, d! n6 R2 H2 [- K& g7 ZSharpe Ratio
! l) k5 G o- h2 t' v$ x& aSimplified prospectus& p( y$ |. q/ Y2 n8 U& a# X3 ^, l
Sortino Ratio
1 H' Y! Z6 {# ]. o* Z9 K8 pSpecialty fund
+ E$ v# c% P7 kStandard and Poors 500 (S&P 500)
9 l! }& B; ?- s5 fStandard Deviation
! h0 {2 O. a/ o/ ]Subscriber9 U' ~0 K: B; n. B
Tax credit
: T/ w: z3 m) M3 b+ uTax deduction% x5 A+ |: `. y& U6 @
Top Holdings
" ?9 X9 Q `9 @+ d0 Q" w5 ]% UTop-down investing
) t' `9 t& g! g# aTransfer Fee& U) m v5 a% b7 c1 y7 t/ ^4 m
Treasury bills (T-bills)
3 f; b1 h- I$ E3 t0 x5 A1 p. _Trust 8 Z; K, R' e( v
Trustee4 N& E" `7 J6 {* a5 a) j$ \! I% r, Y9 i
Turnover ratio * Y* N- i$ V: Y& a% r, o9 J$ P0 T
Unassisted Capital3 L9 S* G5 g+ l' C0 G$ I% W3 M6 ^# @
Underwriter1 C& r1 z t. ^" }' P S1 V q
Unit trust
+ V1 O3 ^& {+ A6 [Value funds % }' e; R# m3 y. Z" z
Vesting7 ?/ z J& g8 x5 K! {/ g$ @
Volatility
- N2 }0 j" _1 Q5 v# `; iVolume
5 A1 a8 U; y( h' y1 j/ Y5 wWarrant4 x/ k3 Q- M' E) `) a; {( o6 C
Yield- v8 ~5 f( ^5 O1 @0 c
Yield curve
9 K& w; {+ Z/ K- 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
