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Account Type2 ] A* g. I4 O
Accrued interest
E3 |3 [& f7 h! VAccumulation k- M1 b w- E+ d/ p( M
Accumulation plan( C: d2 x' M0 M: ?1 h; Q6 g/ ]. @
Active management# S/ B7 i' ?2 {
Aggressive growth fund
3 Y/ L1 _8 b) J* RAlpha
) _# ]; R0 r, S* i( D! i) a6 E9 U6 FAmount recognized
. @$ F# `1 W j* `, FAnalyst ; G6 i( T" l; y% a8 U% U
Annual effective yield
$ u: ^: X) P6 r3 k: b& QAnnual Maximum Payment Amount3 z, Z0 o4 o- g; L5 s0 K/ _2 h7 n
Annual Minimum Payment Amount
v5 R; d7 E( |; E2 ]& s/ Q( OAnnual report
+ g1 f1 w: R8 ~7 y5 f0 g# S8 G+ U/ e. KAnnual Return
4 E, U1 Y4 y& ~3 z/ R5 S# o+ SAnnualize
! _' ]; z. o+ P! X8 l, V- TAnnuitant
4 d6 @, |: C9 U1 O" P9 j$ o! @Annuity
7 k4 E7 _5 h. l/ I+ G$ PAppreciation
: T3 I5 K" l: v# HAssets ( Y( f8 h2 Q5 q$ h
Asset Mix
5 m5 T& U8 u( \( P: aAsset allocation
5 g: z; q" ~- B+ d2 wAsset allocation fund
; k% t; z4 G4 Y9 u a6 YAsset classes
8 D) Q- u. D& R% V1 J0 r- m% |( hAssisted Capital 6 M3 z* w- ?0 H) C4 T: N2 N! v
Automatic Conversion
' o1 S7 V0 T E% C* o0 g. k% vAutomatic reinvestment, e1 \$ m% E0 T" [7 @
Average Annual Compound Rate of Return & T) A! {/ ^0 [3 ~. D4 B. Y
Average Cost per Unit/Share
8 `7 v3 \: m0 ]Average maturity
' A' w6 }8 B. D% G7 uBack-end load
* M5 ?$ P+ p7 b5 W2 R, e, H) X) oBalanced fund
$ C- t% ^) Z" k8 [Balance sheet
3 p C0 i$ o* m% I+ kBank rate& V0 ]7 c/ o" J! t- ^/ B
Basis Point
* s7 u" L) s, _& w4 M# p8 A% Y: tBear market+ N# t) f1 y. ~! h- P
Beneficiary ! a# X( E7 ^9 q; r% }
Beta
! I, I2 Z8 Q) Q* O+ ~Blue Chip
2 v$ i6 K' |, Q! h- I2 L0 u, r3 d9 TBond
" n1 \: s4 {) t' p% tBond fund
' K, W# ^6 @8 Y, x2 zBook value ' d, u0 f$ [* |) f0 T; a+ J/ ~5 u
Bottom-up investing $ q# V8 d7 }7 V3 m
Broker
2 A# Y* e# K3 w$ C4 {6 GBull market- f4 Z9 V7 X4 u8 K1 A. e( [# _
Capital
/ l |+ g- j/ ]Capital Gains
* L1 Y0 [7 Z+ p5 MCapital loss 3 P* ^! F1 K, R
Closed-end fund
( X& \1 T3 |; ]7 S4 ^& v: ]Compounding : k9 M$ V" S9 s5 d8 R0 o! u- k9 Z' B
Currency Risk
7 q3 t- v0 w& _6 k0 d5 B6 ]Current yield
3 w, x: T6 e [! J1 }Custodian " |1 ]% o2 u* h7 B
Debenture% m$ c. q+ I* j
Debt
0 ~0 v; m$ s3 r" UDeferral
% d- w1 u1 `' a: @1 K' SDefined benefit pension plan
0 |0 [5 ]5 \0 X- S: @' MDefined contribution pension plan* b; A% Q0 x( ?& W: I7 Z2 R
Discount3 K( i* M+ r' K( f% R& l& e
Discounted Pricing for Large Accounts* Z" _6 p/ L: j* [+ m
Distribution History
S/ O4 J* o8 w1 M- d% V: nDistributions
$ y7 x' C$ t- R* ?9 V% |) E$ UDiversification
* [6 A. ?, F4 G4 l: z' KDividend
" a8 d# q4 I0 C3 w4 z3 _Dividend fund ^1 c/ Z) p0 c3 U' v% e9 m! r8 B6 G
Dividend tax credit
8 {& z2 z6 h; h: m+ D# f5 l& HDollar-cost averaging, B) Z n( z& \0 V0 X# d7 Y
Dow Jones Industrial Average (DJIA)
& n* f- Z: e$ y7 e' \4 h0 ?Downside Volatility. ~8 ]6 t( ?4 U$ H6 w
DPSP (Deferred Profit Sharing Plan)
: D1 X% `2 J% c) }" b3 ~Earnings estimates6 I8 ^8 o8 d* p$ K1 y+ Q3 I6 R) O
Earnings Per Share# l) d4 F) P/ }* Y- G( t9 p; U
Earnings statement$ n; K! _) { P# H
Educational Assistance Payment (EAP)
' k' d) Q+ ]. q" p% w! qEducation Savings Plan
7 D9 n" A U/ }; R) `. u8 T3 nEmerging Markets- _2 O! h+ f: r% v
Equities (Stocks)
3 d! ]5 q4 _" P2 f( c0 L2 o$ SEquity fund/ B; O3 x8 z3 y( t1 z
Fair market value+ {: g3 \7 n9 V
Family RESP* Q& Y4 b8 A! O' q. V2 w/ C- G
Fixed-Income Securities' P \* L6 }4 w( S( B( }
Front-end load& ]& P) i( _, W9 t: d- @7 w8 c
Fundamental analysis
1 U7 Z+ @* S8 ]9 i# {% dFund Number3 M5 [, V7 y; M9 s
Futures
& s1 ?, M/ Q8 F, HGARP9 [5 P ~+ c8 @% V4 A* t Y
Grant Contribution Room
+ D7 C$ i# r7 `$ G2 {1 jGroup RESP# g: U; _% P8 e( v* M
Growth funds
5 B- @! o* q9 Y9 F# A; JHedge
6 v& \) J- O! d F% dHRDC! E6 C/ @. n6 n8 z
Hurdle Rate: s5 A0 c" U. X- `
Income Distribution
. y2 R" G% i( n' TIncome funds / z2 f' ~* _" a; F O
Index
7 ?" D% j" m- kIndex fund
+ e+ v; H4 D' A. F' j& |Inflation % a1 Q' j# C; k6 q# j9 K- ?: J
Information Ratio
+ g5 n3 @0 k. B$ ^Interest " q) k! A [$ c# O
International fund6 Y- ?( Z+ k+ t2 b3 e( ]
Investment advisor7 _8 u+ b& a6 U2 ]& o& L
Investment Funds Institute of Canada (IFIC)
# T8 w. C& f' @! ~% BLeveraging" n8 K k: R6 l1 m) j z6 K
Liquid
' m7 e% `0 e8 |; t: _Load ' {1 i4 X/ b; c$ K
Long Term Bond& p' W2 q3 I. v) V
Low Load (LL) sales option
9 c" t+ j( G& F8 K) JManagement expense ratio: K) y3 ?! h3 V# e
Management Fee( K5 o/ Q: b. H% p2 a3 y: N: a
Market Value of a Mutual Fund% U0 u$ M e$ o f3 r2 I* a4 N: k
Maturity4 \) ~ b2 l6 r; Q# V- |4 z7 @
Mid-cap
- R! v) D- a# fMoney market fund
- V, `* e1 c ^- B% tMoney Market Instruments
* J& h- d, r1 T/ Q5 sMoving Averages+ D- j& m6 @ |3 d/ {
Mutual Fund. Z, z; X/ H5 W5 L0 q- z
NASDAQ
+ I9 V/ y, m% J: ANAVPU( W5 `: I6 C2 @$ o; o
Net Asset Value
8 D( K/ O; K9 ~No Load6 f0 e& V$ L; n5 H4 w X) o
Open-end fund
1 d1 d: u% ]1 U! hOptions
. a3 v. g4 e4 Y4 r/ p& }Pension plan
: f* `: T$ w/ E+ O, n0 GPension adjustment" V" s& h5 G/ P/ x0 V. V
Portfolio* G- F; B( M% j: C1 G( N. D- [
PortfolioPro
5 @4 T7 X8 D1 m- [, LPost Secondary Education Payment
# }5 T/ q( v: d8 @3 Q% zPromoter
9 R5 U6 E6 j( x- _" e: c6 N3 W3 U( SPremium' E3 I) m) x5 D5 |& S$ p; ~4 {, W; t
Price-Earnings Ratio3 m/ x& k( q$ [3 }3 s
Principal
8 |; {* ~- w5 B) X5 ]4 ZProspectus
6 y& @% c: ^9 m& w! W7 L9 _8 VQuartile Ranking0 h5 U+ P9 b. e- k& r( f3 y9 A
Registered Education Savings Plan (RESP)
* \. B& S6 f: m' F- _6 g7 hRRIF (Registered Retirement Income Fund) 0 J1 c1 L: q1 B) ]
RRSP (Registered Retirement Savings Plan)
2 S- H* z& w. F1 k" ARecession
l) [9 c6 f$ v% g1 b& L4 w9 g! PRelative Volatility( d7 T6 F' v/ `. p! Q/ @( O" b
Return
" Z2 T7 G( b) r' ?7 P$ IRisk : g) y' L1 [3 h& ?+ ?# M
Russell 2000 Index * H, T7 S% P) \) g; ?
R-squared' J. G+ I4 ?" \8 Z- F$ U; i
Sales charge
% M3 N5 D3 U4 R! k1 tSector Fund 1 r# R1 @" [. T T( g6 A" p
Securities
' J |: ` R7 f6 w1 _2 q; ySecurities Act$ r# Q3 F( w3 d& A& l
Sharpe Ratio
8 J. j$ F$ s# d6 u) R6 f( Y4 CSimplified prospectus
+ Q7 z& ^$ {9 b( s2 \% j1 x GSortino Ratio" a% p' D7 [/ Q# r; p0 }1 N
Specialty fund6 L, a8 y: x8 q4 O" \
Standard and Poors 500 (S&P 500)
* H, g& i0 N7 k, z: v4 l7 O$ D' KStandard Deviation 6 B( q" M4 M* U" V5 K
Subscriber: |% |, n. V8 i2 u$ H1 x
Tax credit7 w) P' Z2 o' y4 [7 V( _
Tax deduction
! O P4 [. A, {0 fTop Holdings* l' b9 Q6 G" M
Top-down investing
8 V5 {: g% j( V& J u8 xTransfer Fee
- \( c' w# N1 Y- v* B9 kTreasury bills (T-bills)
! ~6 h- W# r9 B8 q( d+ u5 rTrust 8 C0 l+ K7 y/ N1 ?
Trustee
7 E5 P1 s) i4 RTurnover ratio , R$ P/ k8 j. m5 \% F
Unassisted Capital8 K- t) Q" J0 d/ L4 ^' i. S; m) [* l% B5 \
Underwriter) S6 Y" C6 ?) H
Unit trust1 W! Q" h9 l) f& U1 y; j6 A7 s5 `
Value funds
, ~* T: [6 _$ B, X- J' |0 FVesting& A8 x- |1 T3 _
Volatility/ V5 `! y7 _' N4 l3 h$ ^
Volume
0 c" f( B2 a! K/ G2 CWarrant- D; @0 s& B; M
Yield& ^; k$ U+ a3 q% g' T4 [
Yield curve4 W* s; R( i* M1 p
Yield to maturity |
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狗仔卡
发表于 2008-9-22 21:19
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发表于 2008-9-23 23:22
