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Account Type
/ ^0 r1 z7 e2 s& JAccrued interest( Z' G# Q9 q0 U# o
Accumulation / q6 V3 B8 ~4 s! g: }! b# D( z
Accumulation plan- }2 D( p9 n1 \3 \/ p3 V8 O
Active management
2 O& t/ i3 \4 V7 \3 @Aggressive growth fund 6 M4 L6 b" n$ Y6 E6 Q2 @$ i/ A7 _
Alpha! w* d, ~% N/ _; T$ j' q" B' A
Amount recognized
" `# m3 x1 i2 u( X" \Analyst
7 K6 q z& B( A& YAnnual effective yield
# i2 Q$ {1 c% u1 i6 W: _Annual Maximum Payment Amount
8 R4 f. E* |3 V8 ]7 d, E; BAnnual Minimum Payment Amount
6 W9 a! P1 L8 W! L5 T& WAnnual report . ~/ r$ U9 k/ ?5 ?# Q
Annual Return" v$ V6 a' |2 w; L( {
Annualize * u) `0 L; I" S0 ?
Annuitant
; v9 p- @* \/ V& L/ fAnnuity
) `* u; n& q* \/ G, H5 o1 NAppreciation3 o/ w/ ~' {2 Y7 D* G
Assets
* C: U9 G2 U Q' N3 c# `; ]* v! EAsset Mix # ^! R7 `3 @/ ~3 _
Asset allocation 7 r* L' l; \. ]! K) t9 z
Asset allocation fund 4 A# I% A8 {" \. p
Asset classes ' S7 p6 S, Q2 S
Assisted Capital
5 B/ Y6 G; U( D2 B2 Q+ z' JAutomatic Conversion / n7 M; K+ [2 `. o, @- _
Automatic reinvestment6 ~6 ]' P* R& @/ A
Average Annual Compound Rate of Return + P+ u9 y" e8 N$ [
Average Cost per Unit/Share) k. K$ ~) z% w1 o8 ?8 A+ S+ y$ R' `
Average maturity' d* F/ {9 T: b
Back-end load
% E0 A S- R4 l/ S4 K- M! i3 jBalanced fund 4 _( \2 }$ h: P/ @: ?7 i8 F
Balance sheet
9 ~% n. ?+ O& U) Z7 qBank rate2 f O( `$ ^, y0 A- G- Z1 O4 U: G
Basis Point + B2 f' g3 P1 ?: ~: w) Y
Bear market
: e9 W' v9 Y* H+ h$ TBeneficiary
) G. M' j- A$ t) V5 W. l9 B' wBeta
# j& P0 W# f6 @8 r. U7 vBlue Chip - Y7 b6 L& W0 c% B
Bond ) ?( u+ b, v/ v6 k7 c
Bond fund " J; z9 E+ g& \" N& g1 p. g0 w
Book value $ r, P, l+ G# w2 b( [' F$ `9 i
Bottom-up investing
/ K* ?. ]7 _8 w$ w+ n. ABroker
( F0 D9 ~) X- d( i& vBull market6 t" e2 F. u. b' }! W/ t. b% j
Capital
* t8 G' h9 `( J* m' X. H' GCapital Gains, i& s9 a4 [+ D8 t# G% s7 T* }
Capital loss
: e3 j" D# |* p: E* NClosed-end fund
: \& h e: l0 _3 K# CCompounding , X/ t1 G( Z# B$ c) f8 l% S) z
Currency Risk ) n. n. t4 F, R7 R0 K: c
Current yield
3 t0 d1 x4 g+ X& C9 g. l6 l. D5 wCustodian
' i9 t% a; }# }6 QDebenture% v: e+ u( v( H2 q! ^+ F% @
Debt
9 V, Y6 Q |& i6 ~) [Deferral1 X0 D9 n( Y0 k' D8 Z# B
Defined benefit pension plan) \. W2 _+ \; j8 m& I/ m3 G
Defined contribution pension plan
9 Q$ h X7 k( L; R `0 N* z0 ]/ KDiscount
7 l; E2 E7 x1 I2 xDiscounted Pricing for Large Accounts
; Z9 i4 n! v# X1 hDistribution History
8 b/ e& e3 n2 j: \) |1 CDistributions
# n$ Y! A& X( ^$ q, ~4 LDiversification
1 H q1 R* c& u8 jDividend- g1 p( e5 T, C/ r' J+ v
Dividend fund
- [# W7 J3 W) M$ dDividend tax credit
6 W0 C2 [$ b) c$ P! SDollar-cost averaging6 P- ^- a. {# B {) @) b, _
Dow Jones Industrial Average (DJIA)
+ {7 V7 z! \: a7 b3 v3 rDownside Volatility
+ S' E/ `2 U/ n2 q$ nDPSP (Deferred Profit Sharing Plan)9 z" k% L. z0 y* E7 {6 f# Z c7 v
Earnings estimates
' C5 {/ U& T9 Q% y+ M( dEarnings Per Share
0 r$ O; \4 O3 Z) M/ A; QEarnings statement( p! W4 k5 T; k' G% w! e& [
Educational Assistance Payment (EAP)2 } [) O' n0 k7 E
Education Savings Plan5 {, P% e. s* d0 J% @# ?, c& H( Q
Emerging Markets
- V. m. O: B+ B$ a! s9 JEquities (Stocks) 9 s& L& G* o( U# D0 q
Equity fund7 x3 T% g, p$ A& Z0 R
Fair market value8 k) |' H7 j7 r( z: P+ d6 N6 ^
Family RESP! W: c+ K t. Z7 K. ]4 x
Fixed-Income Securities3 M t% m5 p: b c
Front-end load$ X) r7 u1 D9 J2 |5 R; y* M
Fundamental analysis3 \# m8 `6 A( p g1 t, [
Fund Number
! L- e9 R* e7 bFutures% ^- z1 y( }, V* T. `% k
GARP2 _! l) F6 D) n5 X0 S1 ?* U9 h( D
Grant Contribution Room
; `' ]1 h: v( F* H# }# \Group RESP
1 F F. @) ]- C2 K5 [. O1 i- ?1 KGrowth funds ' W9 n9 e2 l3 `* Z6 v
Hedge/ N( g" f1 v. N3 [- f+ L/ f
HRDC
{8 c' D- t6 U9 BHurdle Rate
1 O/ R# Z6 `7 h- U% s& o; wIncome Distribution% q/ X- p* \% \
Income funds
+ M" Z4 m( p! x7 jIndex
2 y: x' C( j9 g2 M% r/ YIndex fund
5 I4 }1 D* Q$ ] @6 sInflation
2 w0 a! K3 F) \# XInformation Ratio : }3 |0 p( S$ |& [* \
Interest
) H4 _ G. y: N& z [: z7 vInternational fund3 O0 k2 v. ^: l5 _% W8 e2 J6 c
Investment advisor& C2 F, F* {- a$ O
Investment Funds Institute of Canada (IFIC) 0 K$ Y6 G+ q& X6 X. ?( ?
Leveraging1 H W0 H! L5 }- I
Liquid ; {, p* A* G" x( l3 ~4 [" Q1 _
Load # |2 G8 V7 Y% g9 M+ G
Long Term Bond
) h. e( k' K @: ^- P9 ~& S9 zLow Load (LL) sales option( K- U) |/ H3 o
Management expense ratio/ J7 L% i2 _! J% j `/ ]) |4 I' p# O6 y
Management Fee
3 n6 V8 M% v* Z r D3 x7 r! [$ eMarket Value of a Mutual Fund
3 }; b+ j4 n3 Q# dMaturity
( |* o% ]1 V ?. {4 L, eMid-cap, x% f% e& p& q& r* t
Money market fund0 y& s$ Q3 `1 b9 r+ e
Money Market Instruments
( J# {" t& I( y' ?, o+ E+ Z3 VMoving Averages3 W7 T0 v* [: v0 o! |9 }$ h
Mutual Fund2 D+ C* x: {0 w) J# s+ B- h( N
NASDAQ
: G, M, i s8 a, a uNAVPU2 i" [% N3 O+ n$ e" l
Net Asset Value# V. \9 r( r2 R9 ]! t4 a/ ]& f& ?; a
No Load
, R' m- }0 n9 Z5 i- W) aOpen-end fund% \* g& d# m+ J" r5 g9 m$ z
Options
8 b$ x0 W" ~; A- [Pension plan- I2 N7 a$ ?* p5 Q1 e$ k% k S9 f
Pension adjustment
. X! t m4 z5 g$ h) o4 D$ R1 RPortfolio
: D; y( r2 m% E8 FPortfolioPro
. g4 H, C' e- B! ^" @Post Secondary Education Payment
, Z# K$ x/ U4 h* ]7 D a2 JPromoter
# L; O" \; D4 z, z+ M/ Y, G$ `Premium# B8 A$ n8 m" W7 b8 Q* p6 \ S
Price-Earnings Ratio6 ^; ?$ Y0 o# L% F/ l9 b& Y
Principal) I4 u4 K& B' U( ^2 W- i4 j# }
Prospectus
$ U+ p- D1 v; c% _6 uQuartile Ranking" d3 I8 F9 a1 D
Registered Education Savings Plan (RESP)& x0 }! i( \5 V& i* f4 u0 x
RRIF (Registered Retirement Income Fund) 0 r8 |/ l- c6 O3 Y* R
RRSP (Registered Retirement Savings Plan)
: M6 x: ]8 j: T9 V- y8 s$ g' HRecession& j# m8 D1 B' Z) W# Y6 g
Relative Volatility
7 g5 U5 b( A# p0 H T3 J! MReturn
5 S l; r) F+ Z" a A8 PRisk 1 U) r1 B0 n4 h& Z$ x- @4 X' H% m( n9 N
Russell 2000 Index & k" C9 F: c3 Y# Y8 u
R-squared: C) d: Y" Z8 L0 e
Sales charge
( c- W N$ \, l1 [Sector Fund 0 M, v) Q4 v; B8 ?* ~3 Y9 y
Securities U. O! v9 w8 s$ V
Securities Act- U( c# f% o7 B K
Sharpe Ratio1 B2 X, F1 I! \ V# b0 s: o
Simplified prospectus
0 q# [7 m7 [7 XSortino Ratio
% i" e4 F3 q( z2 p5 J* KSpecialty fund
5 D5 S/ q" E; M6 ], l! C$ w( S" oStandard and Poors 500 (S&P 500)! ^ M, c4 g# M Z& Q
Standard Deviation
7 C% c+ d, _1 C$ [5 U& q2 O7 QSubscriber
; o1 v; k. A/ L# t, STax credit$ F$ _- e0 n1 N( I6 L
Tax deduction( N# p6 M! U" f$ D' y& F
Top Holdings5 X, S' L! y( T. ]6 e1 c2 x
Top-down investing
( R; c& T. @6 _5 w( HTransfer Fee: U8 {: @9 |8 | d" q% H' k2 a
Treasury bills (T-bills)
0 t# U9 N) [; H' m% d. oTrust $ u/ D0 f* P" n7 P! M" G/ b
Trustee
+ _4 M+ K6 V7 x2 C0 ~Turnover ratio
( g( J1 C/ @3 wUnassisted Capital
' U; s/ x r7 @Underwriter( g) B3 u% Q* D# |/ u5 s t) m
Unit trust
0 t( L, U/ O0 Q7 J% z/ q9 MValue funds
& I& ^4 @* }5 E4 a. uVesting
3 Z/ ~4 d2 Q$ K* |3 gVolatility# n/ N8 f9 K' d7 O% b- W# K/ B* L
Volume ) U4 v; R ?' j% T+ T. Z" B9 w1 q
Warrant1 z, h; s, m2 B( ^: N" m0 |
Yield1 P5 j) \0 B0 H
Yield curve! X! P: t1 ]3 i9 L
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
