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Account Type
$ ~- i7 T" a' C: T/ M" y9 ?Accrued interest
% \; B$ r9 W0 ]; z$ qAccumulation " v# Y# V* C* A6 x% V
Accumulation plan
, g% a* c" l/ j) MActive management3 l9 O' Y# A$ [
Aggressive growth fund . J* i1 z4 |) [2 b
Alpha
# e, n% ? u. y @( VAmount recognized
# M/ z8 \. p7 V- [, OAnalyst
' |6 R% I# N/ u& k7 v0 zAnnual effective yield . i7 ~9 f u( S) p
Annual Maximum Payment Amount
# [ r2 B' @* KAnnual Minimum Payment Amount
3 s& J9 E# b- i0 X7 ^% O( V6 u. gAnnual report
* U8 i- T0 }$ K- B3 GAnnual Return2 r8 ^( k4 Z- H% F4 H4 x! f3 K
Annualize - @0 I3 b4 i. N2 D/ t/ @* k. z
Annuitant ' M* a! E. l# L, j1 W
Annuity
) r7 q/ C8 |5 ^. F: ]( w, qAppreciation0 Y% b8 O H) p: T7 [0 E9 }
Assets & A l/ `4 O+ @0 U
Asset Mix + V5 _# O5 x+ ^- L: s& w
Asset allocation
' ^) U( Z! B. U! xAsset allocation fund
# X. p/ O! o- {* v7 oAsset classes
. L. _" O" T: ?Assisted Capital - @$ c. @# a$ I) e: C
Automatic Conversion
6 K% w' L) a# c ~/ R, m8 sAutomatic reinvestment
9 G) l& M' f, e- x: PAverage Annual Compound Rate of Return ! _: ?* Q( t* [8 C& ^9 t$ _
Average Cost per Unit/Share8 V5 s9 m7 V' ]4 K
Average maturity* z, h6 f+ w3 ]
Back-end load
+ g7 g5 r J _# O; g+ u7 V6 q. O8 aBalanced fund
$ s& o' k b4 _% r* ^9 V$ y cBalance sheet
0 E: U' }$ O2 t; _Bank rate
0 n6 I; s1 o# O$ A- T% k, IBasis Point
# }9 K# ~1 |) x+ G" p, X4 L" {7 W) eBear market
# r1 _/ u+ L- S3 Z7 o1 pBeneficiary ) ]5 F. m7 E$ r! ?) F t4 ?
Beta6 Q6 Y) {7 A- U
Blue Chip . o. c1 q* t* L6 f+ N& @" z
Bond
" ~6 ^* @5 D7 ^* L C2 gBond fund
3 ^/ k0 p$ `2 a/ I/ `" d4 \" b, ]Book value 1 L T8 R* V( X+ u8 z P7 @- ~0 N
Bottom-up investing
& h v' q7 a& o, u, b8 J) X/ L& ^Broker( O2 E1 h4 j1 u1 i' u6 Q0 H
Bull market
9 B/ P5 P$ h" b1 HCapital
3 }2 E E3 V& c4 p% U, |, [* tCapital Gains
" j- R1 \9 }. O: W* XCapital loss 3 K. o ~# y5 r: h. y5 Q0 R& h- k
Closed-end fund
! m2 M5 r* z) y. Z Y P2 \ H6 QCompounding 4 f0 v' ^3 o5 `8 v! J) p2 w) x% |
Currency Risk
$ U3 j0 `9 j/ z" g9 Q" r7 p/ S) ACurrent yield
/ t8 r! C5 S2 ^6 |7 ?Custodian
: n6 ?- W8 b( H' j* H5 T- P# |Debenture" S, z6 ~# g% N; ^, O8 E) Q9 C
Debt
6 C* u2 a+ [5 ^( J9 G0 S! rDeferral
p# p; E8 v5 w8 P$ L9 C+ X- v+ J; tDefined benefit pension plan
$ b) y3 q1 n) ^% [5 m. FDefined contribution pension plan
, b9 i3 r Z r$ U/ f4 [Discount# \% u$ N" Q1 {
Discounted Pricing for Large Accounts% _4 `$ O# q6 s/ H
Distribution History
4 d6 G9 g8 F6 m3 V6 WDistributions$ n9 h! Y9 y* }; U4 @, s6 D
Diversification/ ]" I7 q/ _' ~1 y+ t5 U/ w
Dividend* U% H, c# y2 P9 _3 L
Dividend fund5 `$ d) I* Z) n+ o9 O; w( p
Dividend tax credit& w! E0 k, @' g- }5 I3 |
Dollar-cost averaging5 x$ r6 \' p* i5 L
Dow Jones Industrial Average (DJIA)/ V$ _3 t( o5 K7 X1 b- O. |
Downside Volatility7 {; L# v3 Y6 p' C3 a
DPSP (Deferred Profit Sharing Plan)% s B+ ?7 Z! B) a' w. e0 \+ c
Earnings estimates2 o8 [& O4 z2 B/ H! A/ h9 Y+ j
Earnings Per Share; U1 a; n1 T! w$ J( s$ q) H& g
Earnings statement
( e; V9 n+ A8 L }5 V; P, aEducational Assistance Payment (EAP), q; j- k+ @9 Z
Education Savings Plan V* \' s+ }, q4 W% t* { p
Emerging Markets
% _2 c8 X6 Q' x( r' H1 DEquities (Stocks) , j) ~1 P1 K* g0 V$ v
Equity fund
2 U2 u, m0 n" }& F, Y5 G+ x4 bFair market value. W# m/ A* f# U7 c5 A( R
Family RESP
7 Y; L4 t x3 L1 A7 v" Q& o: jFixed-Income Securities8 G' w. M/ O; Z# I
Front-end load
! V0 c, K; ^" N. q1 H7 [+ y: oFundamental analysis5 W# a7 i1 Q2 U2 b5 o: Q# \
Fund Number
/ ?% t0 H% i% f$ G) VFutures
3 l/ F% [( l% P) O8 fGARP1 r9 U5 o9 j* o
Grant Contribution Room
3 Z) l! l4 A; j" _. W" Y& EGroup RESP
. B) j3 D; S" `- Z$ ^: OGrowth funds - q: h: z+ j/ |8 Y4 ]! d
Hedge9 N. u; K3 D4 |+ P
HRDC' U/ S. l5 R$ q1 n; P$ ~
Hurdle Rate$ L+ }* W I# b( t4 ]( [8 q9 } ~
Income Distribution# e( Q1 ]* E) r" ` [9 e4 l* j
Income funds 6 E# \! @4 x$ M9 Z$ u, m" B
Index S, T) u) s |1 m/ k" a
Index fund
2 E3 t/ K& e- o# ?9 D9 d" \2 n" YInflation
3 n: V+ ?- p `Information Ratio
7 h$ B$ }% U& I7 }) b% uInterest
! M5 I/ J9 M0 v, ]& n) i: UInternational fund4 z) G/ c b R" d- E9 i
Investment advisor: [7 I# c8 H" ]3 z0 D
Investment Funds Institute of Canada (IFIC)
9 {- G. \8 s0 x3 SLeveraging
9 C/ L. X; E/ O$ GLiquid 5 _2 l, U. A% ?% D4 T1 H
Load
8 A6 a$ Q. f( p" q; ILong Term Bond
! m" a3 b* r2 {% f, `Low Load (LL) sales option2 m" o$ A) t1 p; j. d
Management expense ratio
8 ?: s* j" f+ EManagement Fee6 ]& O/ M4 e6 b6 _# K0 X
Market Value of a Mutual Fund. f: Q& ^3 \! T S: S
Maturity+ P* H) N/ s: c
Mid-cap2 I; k, b( p* G: l& p6 Y
Money market fund' ~5 t0 r, |$ X, t6 F
Money Market Instruments2 v) h7 Z' F- J) i5 }3 U
Moving Averages. g. x% ?% |( V
Mutual Fund
* H" j) l4 ?, d7 X/ K/ C$ G2 t# |NASDAQ
/ U- Y7 r# T% \( V( S# m+ l5 ?NAVPU5 @1 q, r' S. N% F
Net Asset Value5 R* ^* u1 W r! \# \& V8 |
No Load3 f) K. E- v7 k# y- \9 u& G. V
Open-end fund- n, v6 b1 a' J5 w% `. j
Options( a8 B; h3 T% N
Pension plan. n/ j# `. I+ Y1 ]5 s
Pension adjustment
! E( ?. r8 P( ]& M/ bPortfolio
% [! o5 D. Y: _! u) qPortfolioPro
, U: K I! }2 s5 jPost Secondary Education Payment
8 J8 N2 {* _( q; _Promoter
4 G8 g, z, F& g# C2 {2 U! U, a0 x K# fPremium
# E& O. f: ~9 k7 mPrice-Earnings Ratio1 [: Y2 `8 D X7 `) c% R: s" F5 }
Principal5 |" e9 u) s, H* h2 s1 i Y
Prospectus3 W q& b& c- X0 Y0 Q- ]6 r
Quartile Ranking
5 ] N% V. j' r& xRegistered Education Savings Plan (RESP)
7 O/ Y! z- F* JRRIF (Registered Retirement Income Fund)
( C3 k6 [/ v/ v5 GRRSP (Registered Retirement Savings Plan)
7 q' L- q0 M; Q7 O$ G* LRecession
+ @/ W9 Q/ ?" g7 G+ ^Relative Volatility. i: ^( Z0 d4 _ }
Return p% E( g$ g" {% u
Risk + x6 ?) r+ M3 H+ l9 u2 a) h0 O
Russell 2000 Index - w# l8 R! e* `) e1 a @5 M; z
R-squared3 c. q }9 o G. C) O0 h
Sales charge+ k5 T# F( h5 m) ~
Sector Fund
: q: ^9 M6 f# C5 ^Securities8 |0 `/ U! I, V0 a g
Securities Act
. S( o( U: W+ ]Sharpe Ratio$ D$ X4 Z0 R9 n# E$ U/ Z5 s( S6 t
Simplified prospectus
/ n# \0 X8 O4 YSortino Ratio2 s- b# c# n( h0 z; p K
Specialty fund+ s5 n4 K; u5 |; U% X1 V+ X
Standard and Poors 500 (S&P 500)
. O1 Z9 }9 i" v" E* ]7 R* [Standard Deviation 1 s; `4 O- q+ f
Subscriber6 c+ e+ ^/ ~0 X' X5 l# J1 ^
Tax credit2 Q5 b6 t A2 s6 e- Y
Tax deduction
* X% h H3 e. R6 FTop Holdings" B& d$ ]" x1 a$ L; _& q! _2 f! z
Top-down investing! c* t8 m9 B2 b8 G0 f x# T. x- X8 X
Transfer Fee W' R. @3 o7 a' a d
Treasury bills (T-bills)
* e& X+ z+ r n) [" x2 ATrust
7 h" x' W, t+ H5 tTrustee( [( f* r ~9 M# [
Turnover ratio
! l9 A3 a* u0 x# }7 M, }0 H8 ]( q9 SUnassisted Capital
# m4 G$ ^' r! e' {( BUnderwriter
% z; K9 X- t8 n. nUnit trust7 k1 x) B! X) S
Value funds
+ u5 \; q; W% }" CVesting, i+ ^+ z- m7 k1 g! H
Volatility' M- P1 c( H* x
Volume 1 z' g+ o* p' u& [2 m4 q4 ?
Warrant
) o2 Y. b/ X/ E9 \/ [Yield
& T8 k# g9 b9 vYield curve
: S6 \9 j2 }5 \ m. C1 N% OYield to maturity |
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