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Account Type
6 _6 \" T5 x2 A& WAccrued interest
2 }: F" x! K8 [* BAccumulation
7 y& [7 O; J# w+ G2 D- _Accumulation plan
% O6 I+ Q: ^ p% Y% |Active management! }- Q3 S6 I# p1 ]3 {
Aggressive growth fund ' Q; a4 D9 f. w/ ]( L8 L! H
Alpha! r& x- I# X4 ^7 o+ Z: I
Amount recognized 5 }: g: T6 i6 S8 y4 V. Z
Analyst
8 M; l3 [) z# x% W7 x4 M- t1 kAnnual effective yield ; A3 I" B2 s( K/ e$ @( t
Annual Maximum Payment Amount
, b' x- ~) K1 Z7 ]1 X% ^$ l1 x, oAnnual Minimum Payment Amount
1 n* {6 U/ K& B8 DAnnual report
& o1 \( W. ]! r' z) vAnnual Return
3 y7 {; v t, f, x& sAnnualize " G7 }% M" i" r2 C
Annuitant , D1 I z# y4 l8 E3 G$ E3 K7 U1 Y
Annuity
6 D* f. A! I9 R6 p% c; k5 {( XAppreciation
: S! I6 v" y, ?Assets
6 s+ C& p+ n# L' Z# HAsset Mix 9 Q" ?5 T; ^" ^
Asset allocation , k% [7 y0 c: S* q5 y7 c, g
Asset allocation fund
7 I! F- D- f- w' S1 a: b0 TAsset classes 0 I- ~" h; \; D2 u: x. r
Assisted Capital
9 u/ z S# u0 i; B& W! YAutomatic Conversion 6 j7 d# A7 Y' B( ?
Automatic reinvestment2 e/ M) x2 x8 d2 f
Average Annual Compound Rate of Return
+ c Z, P9 S4 {! h( N( yAverage Cost per Unit/Share
( X S7 s# \) rAverage maturity8 o& u2 i2 G1 l2 J* z$ n, ^
Back-end load
2 H: V. e( e3 n r( EBalanced fund / \2 ]/ Y/ ^4 r0 ?4 H g9 m; @9 r7 ]
Balance sheet * [, V4 y- ~! m' D/ V+ ^
Bank rate
9 m- ]4 A/ R8 a- A i5 R \( y/ fBasis Point ; x! F: R. l5 l' D7 N
Bear market
. ?% K1 i3 Q" M3 dBeneficiary 3 n1 ?1 p7 Q' y: T6 Y
Beta& [; D, n" m% O, i
Blue Chip
8 a2 o2 u5 K6 M) B1 pBond
/ X# d2 J: y( o5 ?Bond fund 0 \' d: g' ]3 }9 A" r1 s
Book value
- q9 @" y% R/ vBottom-up investing
# F9 p8 ?+ i0 L( u" z; l2 BBroker
, W/ m( M- Q' Y3 ZBull market( `; h4 O% H; b0 Y4 H3 ^1 u$ I
Capital : d5 N2 F1 [# R/ h1 L4 J
Capital Gains2 W! Y- {8 i& h9 |( ^' O2 U2 k5 k
Capital loss 8 V9 R F" w) Y! X4 U* ^3 M
Closed-end fund
# ?3 j- `0 }; s% z( `Compounding & q0 B! v: f" R5 o
Currency Risk 2 \0 x8 h' q- }1 F( M1 O# y
Current yield - U _- o* ?4 K
Custodian
. n% ?0 j* S, y' {1 b+ ADebenture/ X5 f. [- L/ w* _
Debt
, Q5 ]7 m5 k! s8 t- ADeferral
4 g* W5 V9 D, ^) QDefined benefit pension plan
7 K, M* ?( t1 t% U1 s: A* W# ODefined contribution pension plan2 O9 F, u9 [: d$ |7 O
Discount
- X6 Z0 r& o8 D0 Z& b& E$ Q. FDiscounted Pricing for Large Accounts7 `8 Q6 n, S) K" F0 C
Distribution History
1 f: v8 F% }8 j3 u( f, |. FDistributions
$ s( f' o! Y. X; o# yDiversification
% I* t3 [* V7 ^; J3 n2 R3 DDividend
% ^* K* d) s8 |- N8 }' MDividend fund
& Z2 P( c7 x% {5 K" X8 TDividend tax credit
* F% K! E r, J4 y4 mDollar-cost averaging0 v5 s; ]% I6 v* V% h& v3 A* w
Dow Jones Industrial Average (DJIA)2 x, f# ^/ W Y4 l" Z& K" f
Downside Volatility
# Q* B P" ?( ]$ E& BDPSP (Deferred Profit Sharing Plan)
4 S7 c0 y: ^1 L7 iEarnings estimates% Y# {9 S8 J# ?' c( p: L
Earnings Per Share
+ B) _; d* O, K& |; oEarnings statement
1 r9 ?2 v# H) n6 GEducational Assistance Payment (EAP)
, Y1 L+ s8 x7 D/ J' D; q( a9 fEducation Savings Plan
8 c1 x4 w; [! u' \Emerging Markets+ Z9 U* J9 q: j j c N) U/ b$ O
Equities (Stocks) 5 r, b7 V% B$ t
Equity fund
3 p! b9 k. ~4 A9 Z( i* HFair market value
/ b% v0 C/ u' }; J4 P$ x& NFamily RESP
+ w' z7 h/ S- H# dFixed-Income Securities
7 p9 y) T4 L& `' UFront-end load
7 T9 z+ U' g7 oFundamental analysis1 E, p" r& Y) Z8 }! n1 i6 x$ u1 v, P
Fund Number0 h2 u. r0 q' R4 H2 |
Futures
9 `7 ]3 u3 J' H4 z! D9 R7 A6 pGARP9 ?2 X$ }1 ~7 x! B4 V: m
Grant Contribution Room% u) g8 x, r" m- G2 K, Q
Group RESP$ Z8 A1 l* t# J% f* R* }5 {
Growth funds
0 H- n* w W3 p) {0 o! ~, G# q+ M/ THedge: ~, K# C3 x/ n
HRDC5 d J4 t1 j5 z0 e; n
Hurdle Rate
" Y' L! e: a% O5 e/ k& e5 MIncome Distribution
6 K3 P$ M) ?2 J: o0 W& y1 i: dIncome funds ' p* Z' e- |2 W: W1 W& \
Index
: n* N: ^3 y% I( s3 Z$ LIndex fund2 e0 z s ?: P6 C8 M, y: j
Inflation
) \3 E2 g4 U6 G( H8 G) N mInformation Ratio ; c/ y P* A# ? |
Interest # [) j |8 a: N
International fund! `5 C+ ?. H8 i7 z% w# p
Investment advisor8 i( J; d; S1 ~; u$ H/ W
Investment Funds Institute of Canada (IFIC) 6 w- C+ ?: ?' A( q% Z. ]9 i2 H. [
Leveraging9 v5 A% b. r4 f% |; Z7 @7 s- K4 u" B
Liquid ; K [2 E1 P9 g% W7 y! `4 \5 R/ m" g _& U
Load * `3 M7 Y8 l8 z
Long Term Bond
3 K5 B- S0 d1 a9 Q* jLow Load (LL) sales option$ M4 Q4 y4 A# h: {
Management expense ratio
1 H) b J6 ~! ]0 hManagement Fee9 h/ P& Q% O- y
Market Value of a Mutual Fund
6 `5 i. D# ?2 H* E+ RMaturity
4 C$ M0 I0 l* M& `Mid-cap
) ?# p' Q, O: S& N4 P+ _Money market fund W7 E d0 o- X, S& T
Money Market Instruments
- a. A" T% S8 bMoving Averages2 W: n! U w# {" V
Mutual Fund
1 E) p9 a' k! X( T' V" W cNASDAQ
3 N5 ~" I/ k# M, K9 p: kNAVPU+ h3 e9 @/ }2 ~
Net Asset Value* g) s: U: g3 s1 y
No Load
; ^# E& l' Z/ \2 P- yOpen-end fund
2 m# b2 s1 A9 v- J$ h: B; I& sOptions
. ?1 R4 E% W- ~6 s$ e3 @# }Pension plan; N4 q: Y) K* r7 s6 G3 G. F
Pension adjustment2 w$ _- w* o6 A
Portfolio K, B. z" `& B5 U
PortfolioPro
; J! {1 L5 Y% APost Secondary Education Payment
) z4 ^& Y; O4 h. P3 qPromoter
" i- r1 b( R: ^; \7 e' ~Premium
! x7 M5 \0 ~# X0 H9 y1 Y7 u( ^% `Price-Earnings Ratio8 d6 N: y# F' ]+ r# C z6 R5 D9 ?
Principal
0 A# n( K& ^6 RProspectus7 X$ k7 k }% } N3 E! P( u! y8 h
Quartile Ranking
3 h( ^, |- U1 O: GRegistered Education Savings Plan (RESP)
0 B' U+ k, J! R' j DRRIF (Registered Retirement Income Fund) `0 b7 W0 `/ I' c- k- F% T, u
RRSP (Registered Retirement Savings Plan)
5 ?0 y7 c/ K5 W" a% M! NRecession$ M* `8 ~0 j" B) I8 R
Relative Volatility9 i) Z V1 c- D0 c
Return l( [: W; g- a- m8 [0 Y$ ~6 u' B
Risk
3 C6 d" D8 F; I$ I7 u# e5 d& Y: MRussell 2000 Index 4 N8 I# U+ p! q* g: s6 i6 Z( k
R-squared/ S# U2 N2 }* e; h3 v$ l$ K2 Y* H
Sales charge8 ~ m) L# y7 J( f: U
Sector Fund ! m$ l$ P) n* B2 `! }/ S+ `
Securities
( o( C2 C# I+ w1 Y' z4 CSecurities Act3 m" p9 J% @, A" R: G; r9 y) f$ S, T
Sharpe Ratio" x5 P1 C9 Y4 J
Simplified prospectus1 h. n/ N# T$ P6 H1 Z9 O' P8 P
Sortino Ratio! c a' F) f; Y3 [* x7 ?, p# \- c
Specialty fund
/ [, Y7 |3 ?7 j. k* c1 k4 _Standard and Poors 500 (S&P 500)5 R4 M6 ]. j) c. X0 m2 n3 ?
Standard Deviation - j' B: u$ d% A! _0 R- C
Subscriber; z( v- e7 e5 ]0 w9 V, ~
Tax credit
9 r% ^5 `; _+ g5 OTax deduction
" U/ d; _' q1 M, N% X4 b9 v8 JTop Holdings1 M/ t7 V" Y6 \0 F, I7 e
Top-down investing
8 {: O* n4 A. v; q3 J& e8 E, a9 ?Transfer Fee. d! J# s: G% ]
Treasury bills (T-bills)
- V! v$ E t, Z7 x6 C! B( N" lTrust
& Q3 q4 ?! {- HTrustee" a( `6 ^( a1 B3 S9 b5 L7 @
Turnover ratio
) `$ P6 H6 l8 i3 u9 dUnassisted Capital7 j! r9 X/ h2 c
Underwriter5 N1 f# B" Q7 X: {* J7 @5 ?" l
Unit trust& U* ~; _) [; q# ~
Value funds
* R$ ~( _: q3 V3 s2 MVesting* Q9 a9 B- b: h0 o
Volatility
" p- J$ ~9 j4 k( }6 h8 gVolume 5 W: L# S2 q: _3 `( L
Warrant3 X) c# u7 `: s D7 `- r$ G- Y
Yield' k4 N# I7 y2 x# V3 n* k, R) q, v
Yield curve; j n6 @/ L" e+ M& N1 v0 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
