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Account Type
) y# q$ @$ g- }- A# n8 HAccrued interest( ~ \) b6 o( C4 i& i5 _
Accumulation ! p; m4 q# G& p- m- S/ _
Accumulation plan( Q4 x, s* ]; q
Active management
: ?' {& [5 O# A6 P% z3 zAggressive growth fund 4 `3 b& X$ u9 _" V
Alpha
6 n% \+ B9 J) @2 gAmount recognized
0 z9 F/ D" b! Z1 s4 g2 l/ d2 y% oAnalyst
* b9 |( U0 f1 f' yAnnual effective yield & W7 n# V' G# ]0 ^
Annual Maximum Payment Amount
1 M# |7 W Z8 z1 B2 c% C0 n! TAnnual Minimum Payment Amount - u* h' g l3 t' o% D. P
Annual report
3 ]5 _: f! C, n! oAnnual Return
$ r, K6 I! g* o8 a XAnnualize
) r6 U# L! n7 x7 gAnnuitant 2 a* |; j1 E8 @1 \; b
Annuity 9 k) i; D Z+ n/ s; R
Appreciation
1 ?$ G; f1 ^1 K. WAssets ! S" L- B2 y; ^& N9 O6 O- v/ K4 G
Asset Mix 8 Z4 [5 O: l1 \; Z C
Asset allocation 2 F+ f v. i* r1 _3 T0 s
Asset allocation fund
. j/ R9 o3 A2 P8 j9 {+ aAsset classes 4 e- n# G9 L$ a: h. E2 i& M
Assisted Capital 3 S# B, |! `4 }6 e5 J
Automatic Conversion
4 M. w4 b. F5 X6 S9 N) uAutomatic reinvestment: E0 p6 i2 C0 F7 I7 o6 X
Average Annual Compound Rate of Return . C! ^) r+ {6 a6 k' s1 O; X
Average Cost per Unit/Share
5 V: H6 u3 s' q, RAverage maturity
2 Z* h- V8 ^& q" x1 u% s0 @Back-end load % c. J' d7 X: s
Balanced fund
2 V4 e, t& t5 _1 [" S7 aBalance sheet 1 c( O1 w5 q- v9 ?1 B. ^1 F
Bank rate
0 t& t& E! c0 c3 N1 M- w0 EBasis Point 3 y, L0 C# @2 I8 L; R2 F y
Bear market
2 R$ M: l( _6 }# k# G3 \/ FBeneficiary
/ |# }* ]6 l- s/ {; k! X. e: z8 PBeta
/ O! t" i; s7 f' p" w: JBlue Chip
+ ?" W$ G8 v1 f& @3 D! ^0 ^Bond 6 k; o* L. c( u6 t- O) T
Bond fund
+ h4 `+ C" k. }Book value + Q5 R, V0 O- t) q6 d
Bottom-up investing
9 D3 B7 V! B! h K' E% sBroker! j4 b; O; v: [
Bull market+ |; U+ ?0 [/ W
Capital
# }1 A4 i8 ~9 w1 h o5 d. u: G$ NCapital Gains: A K. F6 s ^* x3 }
Capital loss ' h4 ^7 j& i' n# J
Closed-end fund
" ^8 R7 A# E. ~) `6 w2 G" tCompounding * a+ A3 u6 P* M" g4 P |
Currency Risk 4 J# h$ G* M# a0 _4 \ w$ p
Current yield 9 s2 o- l( D1 \- m% o
Custodian " E% @( Q+ B8 p# L4 t9 m9 ]
Debenture4 }- q+ P, u. G: c. j( A& ^
Debt
& O: c4 A8 X* i1 Z4 J$ P) ~' UDeferral
! F* e9 D) A7 ]3 X) K) aDefined benefit pension plan* o: }1 s" a. \" j% E( W
Defined contribution pension plan
* |4 Z* }$ K+ q; x7 ~- d& h( V/ rDiscount
- a* w3 Z$ o4 p+ l2 t( |Discounted Pricing for Large Accounts
# b2 b E0 y& f5 j1 R- F% B. j1 D3 ODistribution History) V; R/ R$ d( o( g0 V0 ?. a
Distributions
/ m! r2 Z! R( Q8 v1 D/ KDiversification' A; }* x0 J) z# u- j, }+ g/ P2 i) G
Dividend& c4 h i* o! s
Dividend fund. j4 J7 F" w" F1 w- ?
Dividend tax credit
% |2 `9 d! P" A# S- j( ^Dollar-cost averaging
& P# y% a0 W$ O; eDow Jones Industrial Average (DJIA)/ [1 g6 Q3 U& }: {! h. L
Downside Volatility' `3 K) E" s( B) p
DPSP (Deferred Profit Sharing Plan)
' l/ X0 ], a% Y# _, T. pEarnings estimates
7 \& F: O( z% E# JEarnings Per Share
4 O, x! I) a- R& S$ aEarnings statement
' N. H& b( ^! d) l: U: z( I# L' tEducational Assistance Payment (EAP)
3 R9 B$ d- J( k: n0 nEducation Savings Plan7 r) y* u' S6 C% T+ w
Emerging Markets& h# k2 \. F5 o1 ~8 P9 }- l# H- H) X
Equities (Stocks)
; g! M7 w9 p0 z. q- }Equity fund3 H! `: p; [8 P; r: x: |( n
Fair market value/ c$ _' {: P3 |2 E
Family RESP- }; p4 d6 S8 A* H0 h F# v
Fixed-Income Securities
1 Q0 [4 K5 a+ j' N5 Q; p& b- ` nFront-end load$ @ U& c) e0 O4 R# w
Fundamental analysis
8 m0 p+ |0 v2 s7 l- _9 T/ CFund Number, l1 H8 O! A8 |# @( Q1 A
Futures
; s, Q9 f1 ]- ?! `GARP- _8 x+ F- w8 d
Grant Contribution Room d, T! t% `9 }' p7 }5 m' T
Group RESP
; f( X" D2 ~% s- f- HGrowth funds 2 D' F w* `8 I. g; Q- V
Hedge
! F, r4 X, F7 V& A4 N5 _# EHRDC
! i) U9 M4 K: p6 c0 }) M! n9 y# zHurdle Rate
# T' y4 l1 _+ u# ]7 {7 CIncome Distribution
5 y' o, ~. p9 g5 q9 {' XIncome funds
; m* ^/ a6 @1 ?# a" [( A" H, \4 VIndex
( q2 K' ~3 f. O$ SIndex fund
/ [' h2 z: j; _0 X7 V, W: _Inflation |8 q) w- C8 F# p6 A
Information Ratio 4 G" @ ^& u' D. Z, P/ Q+ r, W
Interest ) U6 l. C5 W* U, h9 W
International fund! s; x, t$ a0 H$ q! T# U# r% D; q2 a
Investment advisor
! P$ ?1 D3 }$ O: M" ~: S2 |" o1 h3 n7 oInvestment Funds Institute of Canada (IFIC) & O. W& h: q3 E( e( Q6 N4 L1 n
Leveraging8 Z$ D9 x7 r3 M$ U
Liquid g6 T% c6 i! f, z( M% I% k- H4 T' O' ]1 s
Load
8 O4 A& g& |& W2 PLong Term Bond6 U* q% \: A% A7 O
Low Load (LL) sales option
8 g" ^$ f9 A3 e9 D* X7 i( cManagement expense ratio
) Q# Z e' E$ jManagement Fee
" ~& d, y; Z( z, y. K! fMarket Value of a Mutual Fund
, u- |* u/ _, C3 GMaturity
$ L, c% Y8 G( F+ Q0 `# VMid-cap
7 V/ s: i- N6 c6 Y" }Money market fund2 y N) T' U r0 A" P, a& C
Money Market Instruments
8 [9 D N, Q3 x+ ]Moving Averages
8 U; q3 {3 S+ t. T/ V, gMutual Fund
, @1 A) a: S" Y' g5 D, bNASDAQ& L R) |: S' e9 u Y/ {
NAVPU8 ]* D+ b: J) [) B0 p: S6 ~4 J& \, }
Net Asset Value$ ]9 y+ N7 `, W' C# B
No Load
. s4 ^5 P2 z7 Q( ^: V; H" QOpen-end fund. q. e7 i/ R* L; f
Options% Z% S! h1 @% L2 \3 D( t) f
Pension plan6 Q5 \9 N" _5 @9 z( T7 C
Pension adjustment+ N2 X$ {' j% k6 }+ o
Portfolio4 x6 H. N8 ]8 c0 i
PortfolioPro8 l2 V' d1 v& M' q0 \; t: K
Post Secondary Education Payment' D; @: E l5 R6 C2 ^$ y
Promoter
+ E0 S% Q8 o) p/ p# C1 qPremium
! l5 s6 B. \3 t/ M6 PPrice-Earnings Ratio
* @; Q) b: A- F/ r, P4 D1 N+ Q4 L- SPrincipal
9 {: s1 Z6 q* y6 c% S& g! z9 Y; A& ^# f' wProspectus- f- i! R. f0 L( A6 g
Quartile Ranking
4 W5 P6 T/ i3 T. Q) `$ ]Registered Education Savings Plan (RESP): n! t- i7 d% y8 p) x
RRIF (Registered Retirement Income Fund)
g- u' G2 [9 w. V$ S4 Y2 c6 w- lRRSP (Registered Retirement Savings Plan)
% B0 z# D& S/ I: b w0 r5 G+ [( B% KRecession
0 t" Y. f! ?; y2 b+ S" g0 l7 d: g8 }Relative Volatility
/ U4 y* F# K8 o8 s, fReturn7 \5 j. q) j- ~
Risk
) s9 _& A0 O# R0 ?Russell 2000 Index
- u* h0 r9 G$ v) ]7 RR-squared& V" Q7 x# h1 A p! |4 {3 l
Sales charge
/ B+ m+ L. S( r2 v& P% ^Sector Fund
% T, }: ?) C4 k) d' ?& u. ^Securities3 K d7 I0 x9 f! q
Securities Act/ u2 b6 w' A( U# L# @
Sharpe Ratio
8 j5 }$ e: s0 u6 {! }( oSimplified prospectus& i6 y4 S8 [6 {- o/ r: L1 l
Sortino Ratio* U$ g1 @* e( J0 r6 i1 @
Specialty fund L0 I% s1 x# b
Standard and Poors 500 (S&P 500)* @1 [" N- G- I: u
Standard Deviation
, Z3 B5 C0 q& J) F/ d7 ?9 b2 \Subscriber8 ~4 Q, x- [: ?2 E$ o" w& W
Tax credit9 G) s* {# g" A- {8 ?3 K
Tax deduction4 O# U- a) R- k t" b' {1 C6 Z8 ~
Top Holdings: {% m4 F6 D5 V+ y
Top-down investing0 n' B+ J2 l4 Y1 `
Transfer Fee
6 ^$ _1 l5 I& W" ZTreasury bills (T-bills) : t; @2 c) _( N# e8 ?& J: \
Trust
7 E/ S( @6 [5 `: `Trustee
: x3 v. W% A8 oTurnover ratio
3 k8 W1 \' g7 [3 RUnassisted Capital
0 ]; |$ ]! I }# g/ CUnderwriter( h0 I2 S! ^+ \" ]+ x: G8 f
Unit trust8 \" L# U# ?1 g8 Y* y3 \- a
Value funds
* X: p5 {( u8 z$ E. ^Vesting
3 a5 @2 @6 P/ R% OVolatility5 J1 C4 l! v6 e0 H& d9 a& I
Volume
9 r* P( s+ g# | S# jWarrant5 k% E \& z$ c4 X$ p3 y. F% j
Yield
; u8 @4 F4 X% @( i( r, @Yield curve
- c, L' `8 D' H, ~' Z6 LYield to maturity |
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