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Account Type2 f5 \+ o8 D- c4 c
Accrued interest0 s# L c k1 y
Accumulation
& B/ a4 ?# ?' X. B7 jAccumulation plan' K3 d, G% ^# y' g
Active management
( {& }$ | p! J) \0 ^% UAggressive growth fund
- l# C, |. |% F* Z, T: zAlpha
3 i P8 y$ o5 ]6 E' i* R5 k/ iAmount recognized
f0 B; @1 b. D$ |' V# dAnalyst
4 N5 C% A7 ^* v3 ^2 zAnnual effective yield
, r ~; o+ t9 c$ w3 zAnnual Maximum Payment Amount
# d4 T9 A0 O, qAnnual Minimum Payment Amount
0 Y! ~& a# h: |9 v( d- P+ RAnnual report / c7 s/ O, ~8 y, S
Annual Return
3 o( D3 x" U" E o2 ^# O! {Annualize 5 ~1 E* z8 o" L
Annuitant
7 _! g; @. C5 m, XAnnuity , ]: s: ]* d) {) \; d
Appreciation
; ?9 _. X: ~5 Y) @Assets
! I4 W( C4 B/ i6 q$ u# O! lAsset Mix
/ R( i% n8 H6 `- @5 yAsset allocation * ]1 R( \! g9 M) T% B
Asset allocation fund
# j& }5 J# n3 U5 Y! M Q; OAsset classes
' @& A5 B# g$ G" ]( A3 NAssisted Capital
4 R% O) P3 c8 GAutomatic Conversion
8 a# [: i2 m' q0 J# N/ P* h9 @$ xAutomatic reinvestment
' j+ I; [3 N0 c |Average Annual Compound Rate of Return
) z% ]8 U9 v6 a; `8 K+ nAverage Cost per Unit/Share+ Y' [' R0 F; V' G: ]3 h
Average maturity2 O- _9 C: Z9 Q- ^* P5 S; g
Back-end load ; R& g5 l$ q: m
Balanced fund
* |& X) L6 O0 e6 D3 Q3 xBalance sheet % U* d; C o( n, N e
Bank rate
0 A! g1 b0 X% A' C5 ]( r/ u5 wBasis Point - z' g _) A8 ~
Bear market
T0 I" L# Q/ B& MBeneficiary % `/ r" S |9 T/ y# N
Beta
4 {1 r0 b4 w o# B$ jBlue Chip
w2 _, y- m" K9 t3 }9 T8 B c. aBond * G+ Q" N9 r j) U
Bond fund , x+ K" Z% h" {! T% p
Book value ( @4 c9 d) K# r1 _( S1 G
Bottom-up investing
' i( {: m: `# o( ~Broker# y/ d, A8 m/ b! D( S, o# x
Bull market- Y4 C2 L% M# y, W
Capital % d3 r, B P" F; y& [: \* m
Capital Gains$ s1 D" T+ v) ?( a2 n+ k e. t9 g; R" y
Capital loss
~, e( C$ l4 `& W& z( z" _; r# j: I: |Closed-end fund 3 q+ k& ^9 }) p! h: I* w1 k4 ~
Compounding $ x& j# t2 M- ^4 q4 N$ g
Currency Risk 6 x0 o& }4 R6 G7 Z, f" V" e
Current yield ! C& _; j; E# }2 m3 E6 |
Custodian 9 b9 ~0 J1 O" x! r; l6 W
Debenture7 I/ [: E+ q1 E8 Z4 u7 D
Debt4 x% [. o% m$ e3 @ Z
Deferral* h$ [ E; h% B! ]8 d7 k- r
Defined benefit pension plan
! d: h( Y, C u" b6 ZDefined contribution pension plan' Y9 Z8 s. b6 y; {7 M
Discount! {) d+ y2 ~ v0 n$ _* I9 R
Discounted Pricing for Large Accounts T* R) E: J9 g2 |5 M! p
Distribution History9 M7 O. c H# ~" A" ^9 G
Distributions
# X; y1 b1 S: l3 W: BDiversification, e' X8 G3 I% v3 t) {
Dividend! L! B0 k1 Z0 D+ P# l7 G6 r
Dividend fund3 i/ k% s2 f) H
Dividend tax credit
6 ~% f' _$ h6 x& W, c2 E+ E3 V( NDollar-cost averaging- Z$ s; ~/ k: K' p: c
Dow Jones Industrial Average (DJIA)3 z' q' }4 P" y- j& y# W2 h/ c1 L" i& o
Downside Volatility: B4 L& n7 w/ c, S) N
DPSP (Deferred Profit Sharing Plan)
$ _0 \! k' V. u$ W( vEarnings estimates6 G4 Q- T. o6 Y/ D5 z/ s
Earnings Per Share
5 z" h0 [4 Y; I: WEarnings statement
5 M7 m; Q) ~0 H" @, |, N7 h1 P) UEducational Assistance Payment (EAP)
& Y+ p8 X% X0 \0 C) w* rEducation Savings Plan% u2 U: o8 v1 V7 r' y v7 [# n
Emerging Markets: ^. b3 F4 G8 Q' w s
Equities (Stocks)
?3 ?# o6 z G4 N$ ~Equity fund7 w! R: g6 A' }* y3 R) y L
Fair market value
& f, T4 t ?+ D `6 a/ n$ Z. UFamily RESP9 N! Z. O2 S7 P- H& x! _" A
Fixed-Income Securities: |) q0 u R- `3 I/ i0 P6 {; l
Front-end load
# I: D4 I) J* ?+ N0 eFundamental analysis
) W* k* U' l |! p9 e vFund Number
5 q& h. o0 r9 RFutures; [0 _! N7 C0 I5 f
GARP# k" {$ S9 O6 ^2 O
Grant Contribution Room
2 o( x3 H g% h9 D8 u( E7 `Group RESP$ D4 N/ W: g) \) N
Growth funds $ M: m' f6 K6 g5 x. t' F/ t
Hedge
: C& t4 H- a2 v8 e+ m% PHRDC
+ K7 K0 ~) s/ e6 [" qHurdle Rate2 w3 E, i. P" S" R/ d
Income Distribution
5 x! O. V& m$ Z$ ~% ?3 ~ Q6 ~Income funds 8 j! k9 X T, e
Index
. i0 K1 S) v: a" q) rIndex fund) F& B( v8 c2 w/ o Q( d/ A
Inflation 5 d3 l+ r# K K u! s8 @
Information Ratio
9 l* b8 t& |% |1 bInterest 9 |. w2 v5 o8 R+ o/ t
International fund3 s/ D! @1 {$ K3 U; ^" D" t
Investment advisor* s$ e3 S3 F# Y; u e
Investment Funds Institute of Canada (IFIC) * [- ~7 p2 ]0 n) b6 a
Leveraging
, h0 g! @+ l7 u; ILiquid % m3 L; e( X6 r6 b3 A W
Load
* Z" J/ F( A% J/ G5 c! g/ jLong Term Bond
3 Y Q! R: n# L5 }: r. S4 `Low Load (LL) sales option. J; V. B X6 N u
Management expense ratio
6 V3 G2 W: A W, O$ b: L# ]4 i1 E7 b+ OManagement Fee' ^. A! j0 m& B1 Q4 @& e; p/ D- D
Market Value of a Mutual Fund, _! n5 n$ F, n4 n9 E
Maturity
1 D, f" T4 ?! t) n1 J/ OMid-cap8 m7 X8 e: O" A( G
Money market fund5 U1 W7 y: H( \6 a+ z
Money Market Instruments0 c$ R% e. S% H* q* q1 J; B
Moving Averages4 l$ M/ V1 l7 t4 |! f4 c8 G( r
Mutual Fund- [3 A3 m) D" X4 _+ {- b. Y% m
NASDAQ2 |4 l+ ]+ h) P% B l- L" |
NAVPU9 M0 x( s) H% r* ?6 P: D
Net Asset Value% m7 I' O0 j/ J S
No Load
7 [4 m* Q7 k" W7 NOpen-end fund
2 h9 ?( d, a- _% G0 _+ }* z- VOptions+ k6 C1 J! x& N5 y
Pension plan
! V) d ?( W5 g X+ f9 t" _* IPension adjustment5 l y! _7 e6 E1 \3 E
Portfolio
/ d# y5 k7 C M% [6 A* E4 sPortfolioPro% u# d' c- y1 T9 `$ b
Post Secondary Education Payment6 @5 w) N7 s7 j) e1 ?/ C3 }
Promoter
7 v% ^! Z7 F+ i) n0 |Premium- H: w5 A" J0 ^! D
Price-Earnings Ratio0 t+ y6 a# \1 w9 O* Q
Principal& i; v& f$ l* x
Prospectus
: b+ h1 D4 X7 Y7 Y8 f `5 SQuartile Ranking
3 L0 E; T" j# t8 h- jRegistered Education Savings Plan (RESP)
8 O& e* z0 M4 _ Y6 ^ ORRIF (Registered Retirement Income Fund) : y8 x2 s. _# }5 s! h" p
RRSP (Registered Retirement Savings Plan)
( ^. h0 i( ~$ X% n: l9 pRecession
% U+ S; {: y: N) V! l* F- dRelative Volatility
( o7 h; T1 I& F2 cReturn0 A- E+ Y) F6 w
Risk 0 W6 S* R+ A& i# w) D! a2 s
Russell 2000 Index
; ]! J, ]( h8 S7 N, U7 `R-squared
9 O* w- q" A$ B' D, L kSales charge0 F, _3 X" L+ w1 X2 l
Sector Fund % Y+ K6 W, K# `" c$ `9 B
Securities
0 b* A$ ~9 r* `$ Q; `( g+ V! SSecurities Act* ?8 r' h1 B- T8 F& h4 C- }+ n
Sharpe Ratio
N1 h; ~% c, c) Y$ p3 t1 XSimplified prospectus
! V: {9 A, i8 q2 U/ @" W* @5 \Sortino Ratio- ?) H+ ~/ M" Z# ^% F7 y
Specialty fund
- H2 S1 Z' T2 o& ]. L2 _+ sStandard and Poors 500 (S&P 500)
& N4 ?! k4 x' H& DStandard Deviation
9 |& h8 b; v1 h+ P2 _2 [Subscriber
: ~4 l6 s, G4 l( y" QTax credit% B* j# p; i# |& u+ E" d# t3 s' A
Tax deduction+ {; n3 ?, [. M: t
Top Holdings
9 f: z0 M9 I( I6 W. ~Top-down investing2 Q, j: l, F! o5 U; I5 f
Transfer Fee
0 |% D' P2 }3 t; K5 h2 |1 k) UTreasury bills (T-bills)
& Y/ o* c( H( p; g9 N8 ITrust ; t0 x5 p( U+ t3 r) u( O
Trustee
* z) R6 @$ E( ~; O, \! _Turnover ratio 3 H& H2 u8 L1 r
Unassisted Capital! R$ E3 t$ N1 t% T
Underwriter
J) w3 n" C/ L, E p7 ^$ \Unit trust
; A$ l3 R( u0 ]! S, z2 z* b6 t- CValue funds
: _0 u0 \; X4 K; O+ ^Vesting: H0 M# n; N$ t/ A
Volatility% n/ t, r/ w3 u% F# g8 V& s! H: X
Volume % d9 k. M9 L, ?: {/ V
Warrant
, t) b" @3 e" a: c9 oYield
; h" F# {: [$ ^Yield curve; U2 h: t& q- p, {) T8 E# t
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
