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Account Type
( i% o" Y2 S8 O1 n" G# M2 w- zAccrued interest
$ K! H: `4 P0 I, p L9 H8 O" R" XAccumulation ) n. d/ _ p/ o
Accumulation plan
. t) y0 s/ V; z5 H5 w# x, eActive management# A: y, r5 `0 U+ c% h/ z
Aggressive growth fund 9 X. V4 i& ~4 i" U' i! { b
Alpha
! b7 E; `4 S6 n$ P+ E6 h1 c3 M9 {Amount recognized
, n# @2 i: D( g! D0 AAnalyst " |% }( O1 S3 W! C( ]8 r9 y- F
Annual effective yield + i- K3 |1 J+ X# [: P4 U
Annual Maximum Payment Amount( I' }& P8 N8 t, g4 @) Y \' h
Annual Minimum Payment Amount 9 V, s4 C# \) a) {
Annual report & H: Y# s: ]/ x1 \$ V3 z4 Y _
Annual Return
: W& } B1 y5 a+ t a$ mAnnualize 2 ]3 r t9 |- g3 J: _: y% X
Annuitant
4 |( e, J* S' q. l- S5 i3 [$ ]Annuity
0 w. s- f3 @" ]3 n! z3 HAppreciation+ R/ `4 W: D4 [) ?5 y( q/ @
Assets 1 s5 ]# c* A& X, b h' Z9 g
Asset Mix
: j5 v, z: \# }) aAsset allocation
/ X9 K7 @% n1 zAsset allocation fund k8 R$ Z' K1 ~& Q
Asset classes Z8 ~( j9 l& C ~ A4 |/ l
Assisted Capital
8 X; ?+ Y$ A7 g+ l# F4 t8 X) k: VAutomatic Conversion : I0 E- m Z) i9 A6 P. k2 z
Automatic reinvestment4 ?6 T2 V7 z5 V: s1 _
Average Annual Compound Rate of Return
; d) H# i1 x. b E4 CAverage Cost per Unit/Share
4 P4 Q* Z! a1 o6 a& |* Q5 YAverage maturity
* b% |/ h4 u8 KBack-end load 3 \" [# @2 E: e' l2 [
Balanced fund
a0 ~3 @% r4 j4 B6 \0 e G- K5 U% oBalance sheet ! @3 T- p' T" q) r5 G7 ^
Bank rate
7 k. l3 n1 v q9 D; L7 C. {Basis Point
2 Y: `4 ?: e) G+ `Bear market
% E6 J4 {0 ]' C$ n8 s7 R& iBeneficiary * f( g; }0 l' Y2 l9 R/ i$ k
Beta
; C6 r* z: S/ j! E+ ?! K: O( kBlue Chip
! l& G k' { l# n/ ?5 b$ dBond : N3 k/ n! `! m, R+ q3 j
Bond fund " o/ z2 ]; e% ~+ ?1 _( }
Book value
2 w$ m/ C& B* ZBottom-up investing
( m h! q% E- I2 d' S2 l7 B5 M) iBroker9 R, A, e. E8 N
Bull market
6 J# Z' H( Z0 K9 \Capital , E6 w; x3 i/ r$ q
Capital Gains
3 J( e1 y2 I% B: P1 t: Z3 a. \Capital loss 1 D) ^- Q! x3 T S2 _: `5 o
Closed-end fund
4 _: A+ b! u9 D9 D0 I0 R$ i; S1 qCompounding 1 B0 k5 k+ n8 {; Q
Currency Risk 4 _6 Y8 r: _( J
Current yield - i6 \0 c7 z, i, l# n: F
Custodian & [ b, l" J, p3 r2 n
Debenture
2 A/ a; ]) _) yDebt! R4 W: d+ |% T) d
Deferral5 [( M: Z" o+ R3 [& }+ R! L& M8 r6 I
Defined benefit pension plan
" j5 Y/ ^7 ?$ rDefined contribution pension plan
; i+ [- h5 v2 q8 X0 e/ G( P+ Q( G3 ZDiscount$ r! t, J e2 {% Y! H8 Z9 @# t, I& P* b
Discounted Pricing for Large Accounts
; t3 `- w" \" c; E% B1 yDistribution History
( i9 N2 c6 s$ V: @5 XDistributions1 M" F$ K7 X e p( v
Diversification- ]& ?3 l" g: _6 i t" U/ V
Dividend$ Y, l& U" O; S! D2 l
Dividend fund
- v4 w. h& L6 |) W8 P1 `Dividend tax credit! N: _3 K# X: u5 N+ h
Dollar-cost averaging0 F; O2 h1 [1 C4 T# K
Dow Jones Industrial Average (DJIA); _9 U1 t) }- J* \: ]
Downside Volatility
7 o ~( a0 g! }* SDPSP (Deferred Profit Sharing Plan): z* e$ V l* m) m' z* H0 R
Earnings estimates
/ N5 N# E' R% u+ j' F% t# i- fEarnings Per Share
# b1 z- D9 @0 Q9 q( {Earnings statement
! b# G7 o& d; D: _Educational Assistance Payment (EAP)
1 r0 V2 |. w- B1 k1 R5 qEducation Savings Plan, h: n$ g/ H$ U: ~
Emerging Markets
* F ?: y* E3 K, X+ mEquities (Stocks) % \0 M6 ~% W# [$ [0 D
Equity fund" x; e7 B% T( `! `3 \$ Q6 Z
Fair market value0 w; n! R; e: V$ k5 Q; G+ W& |
Family RESP; y% E& |+ I3 @* ^+ p1 t
Fixed-Income Securities
- _. O4 \" y+ f5 }8 mFront-end load
9 `5 [- K; b8 i f6 J2 I& bFundamental analysis
! Y* g5 f _/ W ~! t! O" w& @Fund Number( ^& u( N8 W E6 |3 R d1 E* a& b
Futures
$ E" g. `+ o! n2 j3 v' wGARP8 D4 ?; C$ c6 I% J
Grant Contribution Room
x% Q/ D5 t, ]Group RESP2 K, A. W: m# N( U3 p5 s) H
Growth funds
1 K& ]% A) _8 V x) S" G0 QHedge
: h7 l9 y5 t) h! R( LHRDC
& \4 w* b3 }) Z* yHurdle Rate7 j5 H0 }' V2 E1 v; J. R' k3 {
Income Distribution
% r1 h+ M" S! ]- j- ~7 L7 ?( WIncome funds # {. `2 y, M2 ~# ^- g
Index) t! Y j8 k z6 S9 l
Index fund
: I9 C+ Y4 N9 B9 b. g1 R3 L: o$ Y; dInflation 4 ~ T% G) l! Y! M
Information Ratio
# a( e' e5 ]: W+ kInterest * y! l& D) T0 k! h3 u1 r, z8 O
International fund
0 ?) t" G9 ?( I! v: b" J3 QInvestment advisor
/ g2 j6 B$ O# N5 _9 gInvestment Funds Institute of Canada (IFIC) ) ]; y* d1 V: i9 b* l
Leveraging+ n6 R! l3 v- I3 c J. o! a
Liquid
. G5 i; w, l" k: k2 K1 ~Load
# [: F; ] }: r+ q& a6 R5 PLong Term Bond
3 l3 _0 }& a/ T7 c! a% Y* r( \Low Load (LL) sales option
+ O4 L2 ^8 p/ l) V9 OManagement expense ratio
. V: D ^7 Q8 h1 R( h' @: OManagement Fee' ?1 P* J3 [5 d) a- f( U+ k% E
Market Value of a Mutual Fund8 m+ k2 Y. D' c5 ?9 f; K
Maturity6 F+ `& o6 r, E3 a+ `5 d
Mid-cap
; u2 I4 U& C2 ^% ] w4 wMoney market fund
) v1 [# g$ c, A* Y1 y& J2 IMoney Market Instruments0 K+ C \. b9 h6 ?8 o9 g+ l9 N9 A* E
Moving Averages
* |: m. {( p1 q* z( L$ z5 \1 SMutual Fund
9 q7 i$ q' X# G" C" \' g- {4 oNASDAQ9 Z; q" | h; e8 ?% h
NAVPU5 ^5 t! a) D4 m* C P$ I
Net Asset Value
0 ?% w: }8 K7 jNo Load" @( c1 b5 E G2 n
Open-end fund
7 F W) _0 z1 j& A) j$ q mOptions
. ^* G9 P0 m6 L; ^$ oPension plan
/ z4 J, ~( Y* r" _Pension adjustment% l3 ^4 F8 k2 w6 a3 s/ M
Portfolio
! e9 X; y8 J/ R3 JPortfolioPro
) s, h9 ?% J+ w; q4 RPost Secondary Education Payment8 [ l& k$ u, U& h( Q" b# |/ n$ H7 i
Promoter
) O% n5 p5 k6 l2 m3 j nPremium- m! U3 J; {5 N
Price-Earnings Ratio* j/ |2 U; q8 z
Principal( P* E7 d' K) z$ g
Prospectus
3 S, l0 I" r" B1 i- h7 xQuartile Ranking4 b4 b% c& Y: w6 P' P( R, J+ i1 j
Registered Education Savings Plan (RESP)
6 K' u/ p7 V, b g# |1 \6 |RRIF (Registered Retirement Income Fund) / d1 Y/ H2 l! @0 P- C- h' M
RRSP (Registered Retirement Savings Plan)
- [! O. Y6 g: Q5 ORecession7 B2 }. Q' o0 _& D
Relative Volatility
' A) d! f$ F- J* R2 XReturn
# r k9 j* J6 g9 e! |: U7 {Risk
5 q# W0 h5 A6 i8 J& xRussell 2000 Index
" z5 }- d0 u1 i6 r' D7 K% B cR-squared; T: n/ \( F, ` V
Sales charge
0 N; r- a, F& W. z6 M2 l% S9 B% ASector Fund
% q: i/ R) r5 _3 ~! ^6 C, cSecurities
, T3 `) z1 N Y( r% I; W8 ]" NSecurities Act
% c2 ^+ k. Q: DSharpe Ratio/ M9 C6 L4 ]; c/ J9 y4 _
Simplified prospectus/ O8 j( v6 |$ Q& F% M6 ?$ G
Sortino Ratio+ N' a! k: X: ?, M( m
Specialty fund
5 d! z/ l$ a, X0 S3 ^0 \$ ?" sStandard and Poors 500 (S&P 500)
/ F% W) B$ i5 c2 b% [Standard Deviation . T4 r, B. z5 {8 o) C
Subscriber
* t4 u! z& N/ o K8 F* Y, [Tax credit B4 \. b$ a5 p3 Z8 e3 W- z
Tax deduction' _) B9 j# v' E* e
Top Holdings ^7 H# d/ X" z3 a8 b
Top-down investing) T% l& ]5 l3 y% M$ e
Transfer Fee w3 d" b$ z% [7 m/ m
Treasury bills (T-bills) 8 C/ J1 [3 Y3 G1 X: y
Trust ( f) X3 D0 |1 \" L( D+ d
Trustee5 x5 f1 N% d0 g4 N1 r+ M0 B
Turnover ratio 5 N! j; W# J1 [1 C+ a
Unassisted Capital
" G- }& y4 _$ F* j$ pUnderwriter2 n+ V" _/ H! k* {% }. f* @
Unit trust8 y) |: e' S6 h2 t1 V
Value funds
8 ?' @3 u2 X8 K8 T. C. QVesting
/ I1 A- A6 x8 d6 g; P# u7 `- dVolatility4 y3 ~$ S8 c0 s! q
Volume 0 Y$ `7 [6 M' T7 y' c5 {4 p1 I
Warrant$ D( m( u1 C" O6 D) y
Yield
1 @+ b* `$ _! X0 N9 C( A# VYield curve
x2 B6 r4 F& d* x5 DYield 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
