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Account Type
: g+ _% B' k( \Accrued interest' a! K& G, [* h- p; A
Accumulation
# r+ Z/ t1 O4 S( @% P3 z- ~ NAccumulation plan
/ z1 V9 }, ^4 [ G( fActive management5 R; N3 m# o4 m6 A2 u% k
Aggressive growth fund - d# n: c* V/ @- Y
Alpha
' R" l6 _$ ?" Z2 {2 DAmount recognized 8 o5 z% N& ]; ^" F
Analyst
3 w7 c8 p! E: _& k7 w9 ^Annual effective yield
$ }2 f# c( L7 ? y! j& J# {2 ]Annual Maximum Payment Amount$ s' v, ?2 X. G& N0 V* o. |! T. @* c
Annual Minimum Payment Amount
1 T6 y8 M! |- f: [/ @# GAnnual report
, r- _5 ~( L m6 v6 x# E/ U4 ZAnnual Return
: n5 `2 v( \# L# hAnnualize % A1 n- k" s, k! T7 Y/ W5 M
Annuitant 4 B, [, f' X+ g5 u7 |; e2 M5 {* e# ]2 A
Annuity 5 E+ O- i9 }' d6 t8 _5 z/ f- Z
Appreciation
( k2 L8 w3 D# g9 P/ M5 |Assets 1 n S2 @/ d2 D0 E: m
Asset Mix 3 h& A \6 t$ z
Asset allocation
; T8 t3 f+ g* G! h, m0 O- gAsset allocation fund & d& j* Y8 K, A7 m0 t5 f8 s
Asset classes 6 g5 g! Q0 w9 v! W
Assisted Capital 3 p$ E$ x% _ v( }! i# ?0 Y
Automatic Conversion 1 v6 D$ `% C" j+ m0 A* W
Automatic reinvestment
. c! Q$ t) B9 {+ g" _- ]. z& b% OAverage Annual Compound Rate of Return # l7 z0 F$ x# E0 \' D
Average Cost per Unit/Share
' I, y! t- ~$ c0 O7 NAverage maturity( ?- d, M# u6 Y6 U K: \; j
Back-end load 9 ]) Q8 e; H' r; } t+ Q% b
Balanced fund
# x A- @( O" i3 IBalance sheet
. e1 B+ t( R2 `( s" B# YBank rate3 A, o! I( V2 ]8 Y Q. e) v
Basis Point , c; y% e' ~+ o+ Q# C* s* B
Bear market
' }6 ~" x9 _/ E) `: TBeneficiary
- ?- B! M h/ s+ {0 r- Y9 LBeta5 U; ~3 p6 a# L- i5 _3 K7 C" x* Y
Blue Chip
; N) X3 f7 `3 n. S+ m" [1 Q9 @ d1 Q7 uBond & {; K8 d- L9 h3 w
Bond fund
& Y8 l& B. t+ a" D* H' p, F4 T4 uBook value 4 i7 q3 M5 [, r
Bottom-up investing
& f; m) ]' D& [$ L& mBroker h$ T, E) w' U" G% A
Bull market+ N% w+ r7 O8 k
Capital , n& _4 N7 h/ w/ O* B
Capital Gains( G- S! o; N1 G
Capital loss $ f0 b+ |. y* }$ j4 v8 m0 m9 j
Closed-end fund
& a+ d7 L Z4 D& v7 P' @/ JCompounding
" ]$ _& A5 ^% @4 ?8 h" eCurrency Risk 9 L) S! L& y* K' r9 s, w3 h: w9 R) M
Current yield 5 h. f2 e- U) v8 w& N5 H, j1 r
Custodian ! ?& ]4 Y& F) r1 Y
Debenture
4 S- i: _! S8 z$ |1 x7 C# q' @Debt
9 n# q# c# j$ X2 B* ~* i+ IDeferral/ g6 z- w% a) ^4 P0 ~. M
Defined benefit pension plan
9 h2 H& z5 b* WDefined contribution pension plan; Y1 u v: R: X4 N+ ~
Discount
; B2 S9 d) |* q1 h# d! k; L( H% MDiscounted Pricing for Large Accounts+ p+ Y. k$ U' i, E; u% F3 H
Distribution History( }- h5 D6 c2 G# \7 ?- E( A
Distributions% |8 i% T' H% y7 k5 C
Diversification6 u0 K! Z1 q& S$ k) W, v
Dividend
- V, o& x) _/ X6 n" hDividend fund
4 y) E$ J' y% P2 M* T1 E7 {Dividend tax credit5 ~' z+ R/ x) B# q% n+ S
Dollar-cost averaging- ?* U. P- Q1 H( \+ m R
Dow Jones Industrial Average (DJIA)* e$ H8 R9 T7 E V3 U* z! i/ H7 o
Downside Volatility- e) g c! N, [2 f# t) H$ R; ?! |
DPSP (Deferred Profit Sharing Plan)
7 N$ O! v y# A, D$ `Earnings estimates
K* O+ G8 u. ?) O. R% ~7 K5 I% [Earnings Per Share6 y/ l5 I; P( o7 p$ C
Earnings statement4 Z8 \' y* w; u/ V O, F5 O
Educational Assistance Payment (EAP)2 n$ v N9 |- E/ p
Education Savings Plan6 e: P& d; Q5 \$ z
Emerging Markets: }0 }' C; r. D2 m+ p
Equities (Stocks)
& h- c0 b: m/ B- j& t- b/ t4 ?Equity fund
6 b2 b! g: Z# T3 _Fair market value7 V' e$ K' ~ A
Family RESP
% j/ D$ B5 m$ Q6 kFixed-Income Securities- P# t& Q* A6 k6 ]5 c# s
Front-end load
! w9 F& K0 ]6 z( KFundamental analysis" D/ d4 S( S( \! B
Fund Number f0 b% |0 ?; N) R. V* j
Futures
2 X6 E$ A: @7 n W& U0 CGARP
, ^9 Y1 D# B0 M2 v$ {( |+ [% nGrant Contribution Room
: B! q9 K0 W, _. `- t* pGroup RESP0 f- {$ K, b1 |6 ?
Growth funds
$ i8 P* K- t s2 T, iHedge
$ k$ u: \ p. i5 G9 tHRDC4 `1 z! F- [4 H5 w0 Y
Hurdle Rate
. N( l8 n/ `" |Income Distribution$ z+ {/ L2 A1 r+ \, H d
Income funds ; ]+ u W2 l* |4 {2 W6 g% w5 F
Index' i F5 b$ n( r; o$ b
Index fund
2 L) j9 f+ B* Y" [& @& k P! N- Z, zInflation
. t% `( o1 I! i3 l* EInformation Ratio - X5 _/ M# I+ c
Interest . g+ R) D# b" _1 [' Z+ I4 `0 J M
International fund/ p! D, R% l+ F* Z1 h2 A' ]. I. f; l
Investment advisor3 @' P: k+ ?+ M$ y% X
Investment Funds Institute of Canada (IFIC) ' [; T' ]# ]2 M \; V8 ]: S( H% X/ G
Leveraging" W' k) D5 z$ W/ Y( H
Liquid
( Y2 A. Q5 O hLoad * t7 G p" W+ d3 j9 H `/ N
Long Term Bond
7 A) W. \3 y0 VLow Load (LL) sales option& O3 q5 [% q% |, w
Management expense ratio4 ^7 u& e5 c* [& {% X! z5 d
Management Fee4 w- g0 j. i: J- u q6 `( |9 Q
Market Value of a Mutual Fund2 n# F: ]- q% v) J& s% ~1 y; m
Maturity+ ]9 v4 W1 |; M( k) n0 P! {' D
Mid-cap
, ?& V' r0 Z! l* |+ XMoney market fund3 y( _( B. z- A8 u* E
Money Market Instruments; X' x* C" N# M f9 k6 s4 h0 t+ N; F
Moving Averages5 e) q" }9 n& y' E* Y' [ A& U1 v
Mutual Fund7 W: V4 ^- l! c
NASDAQ
+ Y2 O0 g4 T& l6 C/ s% s. u8 k% n% JNAVPU9 h& S5 ~+ } v( J% X
Net Asset Value! g' T5 i( J+ U
No Load
, G% f5 J! M, e3 ] GOpen-end fund7 f& ~# i' i, Q/ f
Options& K" L1 A0 e/ {7 u
Pension plan
$ I `- a% `& x, OPension adjustment
! k" _" e& M* g P3 ~( M5 wPortfolio2 Y ?. h2 h) s
PortfolioPro/ L, ?3 L6 [$ P3 D
Post Secondary Education Payment$ G& {7 _3 y" P2 f2 x
Promoter' r; ~1 }$ X! j K& @) n3 P
Premium4 d) i6 Y( T; b% K3 x
Price-Earnings Ratio+ n$ z8 V7 o- W0 N
Principal
S. f- `- O, J E+ |0 ]* @9 qProspectus
6 z& X( @2 U2 Y5 g7 gQuartile Ranking) T/ u1 F2 S* o# w6 ?9 a% ^: i( D
Registered Education Savings Plan (RESP)
4 {$ k1 H: P. Y* i8 b- {RRIF (Registered Retirement Income Fund)
- E ^( H {& q( m+ k& k9 ZRRSP (Registered Retirement Savings Plan)
V1 U5 Y- X% N& {/ I3 L$ ?0 PRecession: B' O2 d2 X, ?$ R; E
Relative Volatility
, c, S& W7 k6 R& K7 hReturn
; S w/ a$ w* l6 RRisk
3 L6 J" u) y$ ]: [- g0 X( }Russell 2000 Index - ~4 h$ t2 w& t/ _% j0 M j, V" T
R-squared
, {" |! Q" \8 ?# oSales charge
4 A, ~' f2 \: X9 Y3 ~Sector Fund
" G, f% W1 R; Q# Y% gSecurities2 r" G0 _8 _! |+ i7 W! z
Securities Act' L$ `5 B2 g8 y2 e* y" j5 l: o
Sharpe Ratio9 H k5 p1 h! S- j: H1 m
Simplified prospectus
# F/ i# ~ k U% ?1 ]Sortino Ratio
9 f$ _% q# u& V% D2 YSpecialty fund
4 x7 x3 c6 v2 [/ t- z& JStandard and Poors 500 (S&P 500)( U3 N* s- C/ }
Standard Deviation 0 X' p8 @# g/ P9 a
Subscriber) L" S& v) e U* w0 h
Tax credit4 ^6 E# A X9 [1 h
Tax deduction: b# c1 Q. R# D" c6 z* R& p: e6 Q
Top Holdings
' {( G% o M% L) @4 j+ W8 E) J* HTop-down investing
5 b7 R* R- w9 CTransfer Fee
+ c9 o+ U. ?2 o [& ? R7 ^Treasury bills (T-bills) 9 r* ~5 ]9 X7 ~9 L8 x
Trust
3 E- S" ~ z: N8 X1 Z4 f- YTrustee0 D7 m1 |6 \# W+ X4 c
Turnover ratio
/ J0 B- D2 [* Q3 M9 IUnassisted Capital
, c9 q* e, N% @" P. sUnderwriter% M1 I: o* d* y- F, r
Unit trust
- @3 P. p3 J$ i3 J- v/ EValue funds
1 _/ b' H+ j; N# a, g# r3 yVesting
% a1 P4 H" `0 U) j7 hVolatility1 ~% p1 p& Z0 N$ A" q
Volume $ d6 c. j- V" l# E$ |
Warrant6 @" @2 O H6 `; d: I
Yield
) K6 e& m& J! v- M% |Yield curve: O7 k: Q& ]5 u4 K+ t& \8 m
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
