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Account Type3 t) s& V) g" \7 I
Accrued interest. x6 A4 ?& I+ ]+ N( V+ k
Accumulation : O1 n G5 [ ~
Accumulation plan
|" K) |+ Q% u4 H9 eActive management) S( k$ c5 w0 Q' z0 G2 d' p1 q
Aggressive growth fund ) m5 t( k" ]7 J: _. O
Alpha
" g, O- N& L8 l+ F% ]Amount recognized 3 A; r, {& H0 O% T3 V
Analyst 1 W0 K n6 G: c
Annual effective yield ( a; g1 \; k+ H/ l( I
Annual Maximum Payment Amount
$ W& l- t; O0 e- Q+ Y% M5 n9 t: QAnnual Minimum Payment Amount
$ l8 N |4 R# I, qAnnual report * k! _' S' d; m- M
Annual Return
% I7 M# z! E$ c4 X7 OAnnualize 5 q$ [0 c4 {( B2 r5 I
Annuitant : f6 k' h) g$ t0 B
Annuity
9 d5 O$ Q, j# Z* o2 v/ ^. IAppreciation& l0 y9 P" N4 k! o
Assets % j1 Q8 Q$ j9 |1 h+ j! d. d
Asset Mix
( q0 J/ |5 U# @& @5 ^0 e; G" FAsset allocation - y& @, S+ s- }4 {2 ~
Asset allocation fund ' Y v+ B5 D4 `( W$ [
Asset classes , H( {; F; [8 z, G/ B9 o
Assisted Capital 3 J7 U4 D& N* |/ \7 B3 `& J
Automatic Conversion 1 z; C/ @5 p% P& P5 d# Q
Automatic reinvestment
; ?. a6 F; v8 B4 i) IAverage Annual Compound Rate of Return 2 v% h# W' g# |8 ]% n4 D* O' `+ S7 _
Average Cost per Unit/Share2 D# Z5 V5 k% Z1 s0 X3 x4 |7 V
Average maturity
5 J! R S! e5 F! {9 LBack-end load
1 q* `, R% r+ |Balanced fund
' j* \6 |8 j! n0 p$ ?Balance sheet
: ^6 h# s- A$ |, j3 n6 X1 e, IBank rate
, R" \' L0 h. zBasis Point 5 h3 U2 s! R# F0 x% i
Bear market9 P3 ~& g$ N! V+ O4 Q
Beneficiary
% g- ]2 ]2 X. ^Beta
; l9 D0 ]9 k" I0 ~+ mBlue Chip
; Y# q9 N6 l1 l# b# [Bond
7 H* ]3 R' L( m* s/ Y I( ZBond fund 5 _3 j$ e& T# r% ~- J
Book value
+ Q: `5 L0 E2 HBottom-up investing $ v7 M A$ \3 }% C: L5 ~3 R
Broker
6 O% ] ~# Y9 n* R" o. \Bull market
5 \ I. m: C$ J/ R: G1 DCapital m, Z" w9 X7 {! ^+ T1 S1 x; ^
Capital Gains" `* w+ l9 C3 O: n
Capital loss
1 F8 V! O! k" o/ nClosed-end fund . G4 v. z# W3 j; l' C: i& |" Z
Compounding
/ Q0 q! e# R4 z( o# yCurrency Risk
+ x# X# ~, Y `+ ICurrent yield
: a( E: X* g; \. s o/ WCustodian
5 x T9 P: D' q3 G" {Debenture" t# ~: _- j2 g' Y; t: J
Debt/ h$ }0 L! b3 }5 U3 i) o
Deferral2 x5 @; j" M$ r
Defined benefit pension plan( ?9 |; g5 ]+ k# U2 @ h& n
Defined contribution pension plan* `4 i' E8 |5 Q% b _
Discount* l6 m* l. T/ Z6 L
Discounted Pricing for Large Accounts. G' @" {! F% x, G$ i: m, W/ c
Distribution History7 C6 T# z% B/ x5 `+ K! J, M$ R
Distributions
- _9 D# o A5 K( ^Diversification F9 b7 n+ ]( x0 N" H
Dividend3 O- b% _- g# x6 U5 s
Dividend fund
1 x5 o1 I- R" }2 LDividend tax credit
+ [( _1 c, J+ S; F$ pDollar-cost averaging
5 S a; v/ d7 i% {/ UDow Jones Industrial Average (DJIA); j3 N' v& O7 J; d8 T2 ?
Downside Volatility
/ M* g6 m. l1 ], @9 jDPSP (Deferred Profit Sharing Plan)
' b2 }7 a0 N5 w9 C! Z. [6 OEarnings estimates
' g Z: P* j2 pEarnings Per Share6 |) n/ R3 }* _( O
Earnings statement
/ E9 y; Y, e9 ^& ^) H! SEducational Assistance Payment (EAP)
5 a, X% q2 m* z; IEducation Savings Plan
" M: q) f, t+ dEmerging Markets
# Z) c) s# W6 [1 Y" H; }Equities (Stocks) : i5 f& y; M' Q+ n* }" Z' V
Equity fund
9 D7 ?6 S! |. b/ B: E" |! v8 t1 N6 dFair market value( c5 }8 |( Z$ [& g9 O
Family RESP, W8 x' x: F; o5 t0 e( f& ^2 ], s
Fixed-Income Securities
3 t& B4 G( _' y, L% I4 UFront-end load
7 w: W. n0 n' ?& @# }% UFundamental analysis9 R9 n) R* }& C, c" c
Fund Number: o* Z/ M7 m; Z1 ^/ P. R i7 V" ]
Futures+ X6 W; G! O. L" b
GARP
# b) Q; w' c; v. d- gGrant Contribution Room
( E) O+ h- E$ T: W- G: X6 m5 DGroup RESP# F3 Z& L7 h ?. r! \) B# h! F
Growth funds
8 Y. S$ m- m- ~% Q# n/ EHedge
i' z! K3 i# c2 ^HRDC, q1 X% u1 F% b$ n
Hurdle Rate
( F( E/ G! [1 c( MIncome Distribution. }, L5 I! I6 s( x. I- |7 @
Income funds
9 L; h1 Q( k5 @6 X4 wIndex
- X5 [% F& |, f ZIndex fund
& J* z5 g0 b9 |8 J9 [Inflation
4 {2 D' ?1 S Q5 g' p& JInformation Ratio # u9 W7 ~, \2 C1 W$ J
Interest 1 j2 P6 R* T$ [6 N c
International fund& u6 S5 ]# j9 z& V( t! r: ^& B2 f
Investment advisor
. c ?7 x; L0 W& e6 F1 fInvestment Funds Institute of Canada (IFIC)
; u) s6 `/ s6 |( ~$ Z0 q& Y9 FLeveraging: J8 K _6 ?8 `
Liquid * |8 r0 U$ [/ ~2 ]3 I ]3 X
Load " d, Q% ^+ _. d, V' G
Long Term Bond
8 o3 K& @9 p& n: t1 b8 t" {- k4 [Low Load (LL) sales option
- s. u: G, }, @2 N+ [ {Management expense ratio) u" K8 ?9 n5 G8 W3 L
Management Fee
7 h* \$ V% z& d, N, T1 t+ BMarket Value of a Mutual Fund1 i/ j8 d' e8 d8 o5 \
Maturity
3 c' `8 x/ a' T# A5 T' `Mid-cap
4 R8 k3 N8 J0 XMoney market fund
: W5 o2 F% G+ \- U# u' UMoney Market Instruments
, `! X" d( Q3 K8 }Moving Averages
/ j i) L- [$ F* O. SMutual Fund
% ]3 Z+ r; J7 Y$ N; P+ SNASDAQ
' y k& {7 W: M. y1 cNAVPU
7 ~6 Z2 c# @& o0 [1 q1 vNet Asset Value! V4 n, i+ R9 m8 B% W7 V" b
No Load+ p- Y8 P; J8 e9 b2 k# ]
Open-end fund
3 [4 {: l0 L* x1 y2 ~; i) nOptions* b% Y, T, m# U& s- t9 K6 S' n3 \4 j
Pension plan
" `0 U6 F2 U4 l0 e( {) M6 k2 A( KPension adjustment# W( N3 f ^$ O' Q0 d" c
Portfolio& P' Z& H+ L+ E0 C4 f4 H
PortfolioPro% G. a# Z: F6 V. o& b% I
Post Secondary Education Payment
9 K: |9 ]+ d0 T8 jPromoter
. [) [3 f2 n4 k# y9 M3 cPremium
- e, l# }! \7 r' DPrice-Earnings Ratio; E9 {, C# n3 D0 a# X: c
Principal4 g( ^4 q. W; I4 E9 L
Prospectus
5 n( b) f$ R' h% Z9 i7 @0 h8 s8 eQuartile Ranking5 [' Y, Z7 `6 Y6 _6 x' m
Registered Education Savings Plan (RESP)
# O, N% a; p0 Z* P IRRIF (Registered Retirement Income Fund) + M3 k: O# n# K, V! i6 ]
RRSP (Registered Retirement Savings Plan)
% ~0 a8 G' _- s. KRecession+ K* k/ W7 `$ x( N
Relative Volatility
5 h3 y1 J \+ L9 m/ o& p! I; c- NReturn
5 i5 G* E& a+ q; e. T( b# qRisk
! e; y D) |; ]* bRussell 2000 Index
: F! G% r5 {" m3 }7 x9 |R-squared
0 X1 r* n/ Y: P. {- BSales charge! U0 W, }/ _0 Y% _; e; f
Sector Fund
, d2 N! r# T# c; }( ASecurities
; R9 P3 @5 U) ZSecurities Act
! x* A; J% m( a3 @* e" cSharpe Ratio3 R# N, C8 f2 B% |3 `; b9 N
Simplified prospectus
+ t& n8 P4 }9 Y4 K9 PSortino Ratio
1 g, E6 t" R/ {4 o4 |" ySpecialty fund& _% F- b- p9 m6 X7 y; c& s
Standard and Poors 500 (S&P 500)
# p2 ]2 ~, {5 I; l. NStandard Deviation
: ^' K- E9 _% [Subscriber
: ?' g' S5 G9 b$ i8 rTax credit3 X+ ^0 A' S% g/ K' K
Tax deduction
6 r" U* D3 n- H* _$ CTop Holdings
& i. R6 p* S0 |, m5 g: h0 r' N/ FTop-down investing
, G$ p' F7 p5 G. G0 l$ xTransfer Fee
" w, F e0 |1 W8 K, G4 ]Treasury bills (T-bills)
8 _; L: a& x+ K( [/ U% I4 FTrust 4 u. y$ X$ x9 H6 P2 C( h
Trustee
" U3 A' l! y7 X$ I5 ZTurnover ratio + ~: d7 v+ R" J0 C' z/ e
Unassisted Capital
* a6 ]' T% r3 Z) ^4 B. K9 U# {Underwriter8 m) G( L+ p- W9 _, T! x0 n
Unit trust& [8 t5 ~9 ]; @4 \
Value funds , b* T3 ?6 ], c5 l6 \
Vesting1 _9 S6 e% L; W# `- o6 r
Volatility& `# J! L8 J/ x v/ c8 h6 s
Volume 3 ?( G7 e/ b/ Q
Warrant# n) U8 X' [1 r6 K
Yield! o; Z8 w0 I- `' O! ]* {
Yield curve3 k, B/ z: J+ j! v2 P& \. x' y8 {
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
