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Account Type; d6 ?7 k$ {: u& o$ }
Accrued interest1 M H# i% k1 F* A& l% b/ e
Accumulation / s @2 `. N B
Accumulation plan
5 y) g& A6 }" BActive management, J& E6 n7 b& B- I7 B- d: P; D, e
Aggressive growth fund : g# J/ f) x3 `0 J. @% N5 N
Alpha3 `- _; h( R5 Q2 |2 X
Amount recognized
, M) [" y8 f" y9 E( mAnalyst , t- [; h k) `! r2 A! r
Annual effective yield
, U4 D _" K3 H# n- X# fAnnual Maximum Payment Amount6 [3 }* U, H; R8 U9 M5 D. _
Annual Minimum Payment Amount . {* J" A" ?6 N0 w
Annual report 5 p# b3 Z2 q3 i, c3 J
Annual Return: E7 G. Y. p' P. P2 Z
Annualize + h" l! B" ~0 K
Annuitant
( T3 L3 [/ u( v/ r1 y! f7 Q/ Y: _Annuity 4 ]- Q7 R2 Y: P/ W/ ?, E r0 n3 M
Appreciation5 P9 m3 l# y' G3 s
Assets
2 v4 X: V. B, @' YAsset Mix % z: l; r' C4 x5 S
Asset allocation 9 G( i1 L8 K( u
Asset allocation fund 3 D3 b# c, s. i) V
Asset classes
1 e8 B; E8 H5 j1 ~+ L) u, K% VAssisted Capital + ?* ?. V; j% A N3 `4 F
Automatic Conversion
- ]: M$ p6 J9 ]3 s" lAutomatic reinvestment& w4 N8 r G$ R- @4 T# s- V
Average Annual Compound Rate of Return 1 ]; x9 A8 f) V; j
Average Cost per Unit/Share
3 U% J! r& g; ^Average maturity$ t+ [+ R3 k0 y/ J' t6 w4 F
Back-end load
% v8 b5 t7 t0 s8 U) s: [Balanced fund 1 G/ D4 h8 w9 d$ Y% n
Balance sheet
% J- U4 t6 @( h3 P" `$ W7 tBank rate9 m( U1 ` ^$ h) q; @
Basis Point
' o+ P0 O$ z1 S7 [( b1 k+ dBear market
$ v" @3 X6 z4 m' y( \$ K0 o) |Beneficiary & u$ d1 \( `, Y/ q
Beta
9 m9 f q8 Q% o" |Blue Chip
5 N+ F0 u7 ~* X/ u" rBond
4 `; k6 u& `; p: iBond fund
( t9 i4 D. v, R" }* j* p8 D: g6 PBook value : S1 i/ t' a4 f9 E K
Bottom-up investing - [. Q6 Y4 o/ X) _; q" I
Broker, G' K. m1 U5 m5 E: U
Bull market
1 H4 x9 |; Z( b# P, OCapital
. N# w; \/ i2 K5 r, kCapital Gains
* ~9 i6 ~+ G/ W$ e' s! FCapital loss * J1 O6 q5 v5 p$ Z( [9 \ A; K
Closed-end fund
2 B4 I ~# | H. R7 m6 XCompounding . M) z" j" m& \
Currency Risk
+ D2 k- V! K2 M* q$ @* B8 OCurrent yield $ d! J$ I9 |: p( Y5 z& N
Custodian 7 @5 @! ?/ c2 D) f$ {/ r
Debenture
8 J+ i% q, o0 B5 ?% sDebt
' h% E+ \1 y$ G: P, i1 m& wDeferral
6 \3 R& w; O0 x( Q, I7 Y. |Defined benefit pension plan
* q% J. v a8 _6 PDefined contribution pension plan
8 Q& O5 s- Z" n1 j I: e: SDiscount. E* n/ v! p+ j8 k( ~$ B1 N
Discounted Pricing for Large Accounts9 j, L% Z) Z' v& ~
Distribution History9 v3 ?2 N. u' N$ y
Distributions
8 x+ X$ _. c( O- a; g0 FDiversification
) ~0 [6 N7 A# G' VDividend3 a0 W9 k' H5 v, v
Dividend fund
; C) L: u- t8 A: f' ~Dividend tax credit5 _& D6 i& [% X; N5 F* R
Dollar-cost averaging
' b1 P: O. V. K5 E5 W5 z7 K9 WDow Jones Industrial Average (DJIA)
) z+ B3 d9 N8 O h2 L' JDownside Volatility
- L2 ?5 n9 P, i2 o( C- MDPSP (Deferred Profit Sharing Plan)" ]! }4 E; g. s/ J: k1 }; D
Earnings estimates% u2 w' E$ J( E
Earnings Per Share ^: a% r! l6 V
Earnings statement
6 C5 e! O+ F; b6 J, b' u/ ~Educational Assistance Payment (EAP)
$ q/ Q9 h7 t3 QEducation Savings Plan
" t, `/ n& Y- G( i! oEmerging Markets# {2 H; g9 x7 p# O
Equities (Stocks) 9 P) ~% a- |( d" x" l
Equity fund
$ c# D5 H9 w: o' t8 g. pFair market value/ m5 G; U l- \5 B \
Family RESP9 Y/ c, S% P$ Z3 p. A6 l
Fixed-Income Securities
# Y# N7 J) B2 C7 ?3 sFront-end load
3 R b4 a5 n$ j' @' e9 m4 QFundamental analysis; M7 \7 ] B' o6 J/ Q
Fund Number
0 o" C: K" \2 k$ e* wFutures/ K D, C, m- P$ c2 h- z
GARP
7 F( k. L5 V/ z; {- jGrant Contribution Room
( v! S: {/ g* l0 L9 C! |4 b$ oGroup RESP
+ \; d( X! O% P. ^# ]& L$ wGrowth funds " U7 S: b4 J6 l- i. [
Hedge* a/ S o! U* C* c
HRDC4 N+ k$ a$ ^2 a9 F' @; w
Hurdle Rate
" i6 G) P) L# V2 SIncome Distribution( C8 C9 ~/ D% }# Y; i
Income funds ; Y( O k- H9 R% P+ z1 C5 d
Index y" h" O1 q! P% e3 g! |
Index fund
3 E ?; I( l" ~Inflation
# V7 h# X$ a; r, j7 Z2 iInformation Ratio
. Y0 V3 k! E/ M. O9 AInterest ! j" L! P" m5 T {. A
International fund! L7 I* Y& [: A, k" n/ i# e9 C Z
Investment advisor
$ o6 Q3 d3 Z7 ~* W6 j" kInvestment Funds Institute of Canada (IFIC)
3 e! N8 n2 D' R8 ~- LLeveraging
$ c. g0 u* F& x3 p) N. [" r4 @4 oLiquid
9 Y6 E$ Q+ }$ W6 F2 T' G2 C8 `Load
0 g$ n& E3 G; V8 FLong Term Bond/ A! i, h5 A! b4 F1 L( F
Low Load (LL) sales option
( {7 a" C; Z7 \! d9 @1 y, XManagement expense ratio
7 |2 f/ E# A* y: y* g w5 J. P' XManagement Fee
; q/ t" V B0 A" RMarket Value of a Mutual Fund
$ z* |9 b! m8 }# j) RMaturity: C! G. d) u3 G
Mid-cap2 T0 Y2 ]2 A3 I
Money market fund
/ T1 e6 V8 m- Z* G' yMoney Market Instruments+ i1 b8 |" Y% I1 l
Moving Averages7 a) |) Y. ?: b2 b4 k4 u& `
Mutual Fund: y6 j; z* K- \& ]' ?. z- I3 t& s
NASDAQ' |7 ]9 g4 y& o9 s* t1 F
NAVPU& z) N* i- J7 B# n1 t; A4 [0 _: P
Net Asset Value
7 K0 W( j; s" L, NNo Load9 u( L$ m+ K8 \
Open-end fund5 s6 U4 x2 c# t9 m A$ D+ X% R
Options, A0 V' M. h* c7 \3 w
Pension plan( o$ E& |! q" I- o
Pension adjustment
* Z& F% a: O9 {2 C4 L0 {+ ^. jPortfolio6 f$ N! S. f" H2 ~ v0 |) z0 D
PortfolioPro' X) J& y0 s6 b9 r3 G1 z
Post Secondary Education Payment- K, n6 n( R, R- n7 ^
Promoter
6 ]: o" K8 ~1 `7 \Premium
3 g5 s- E' S) |2 a7 h0 Z3 B5 TPrice-Earnings Ratio
: p8 t! O' R% z7 q, kPrincipal' F9 X4 ~5 M0 e7 s8 ]" c
Prospectus) B0 k' w2 [1 b$ n
Quartile Ranking
. _+ `" }2 k5 E PRegistered Education Savings Plan (RESP)
9 V# q& R! h0 [' M- i/ PRRIF (Registered Retirement Income Fund) g* L* L# S" R7 X
RRSP (Registered Retirement Savings Plan)
5 R8 I( Q- ]2 @7 ~# W) }6 Z; iRecession
1 x/ I2 d; x; { P. gRelative Volatility
4 r4 y" H; F3 r8 S" M) [Return& ?. i1 U9 \ G9 ~3 f" r
Risk
# T" ~/ |+ g8 IRussell 2000 Index
' z, J" M9 o- hR-squared1 R0 H! d. c5 h; K/ @9 b) r
Sales charge
* ~( @0 t/ w0 {1 SSector Fund 8 J! m; Q5 G! V) Q2 V( b' h
Securities& M# |8 ?$ d# [' F) ~
Securities Act
( j* H% Z( E4 N) y6 h& VSharpe Ratio9 ~% T6 Y& k" Z1 R
Simplified prospectus
7 t' p I3 o$ a6 g. iSortino Ratio# m! I5 a( w7 v( u
Specialty fund
; r% b; {$ W1 ?, r0 HStandard and Poors 500 (S&P 500)0 i1 w% y6 |+ C' P( f
Standard Deviation
/ ]7 n3 t* c" [8 V; OSubscriber: J! ?0 P, u* s- _) Q6 Y- y1 x
Tax credit
n% Y$ A: Y. R. E& `" ^0 JTax deduction
5 J( Q7 v& z! f) }& cTop Holdings8 I2 V Q: G ` q8 u
Top-down investing
8 A9 {, }, `- j5 F+ JTransfer Fee, U& P3 z/ W: ~$ q) G2 E
Treasury bills (T-bills)
) P$ e+ ], H4 H7 w4 [2 N( \Trust
4 @# D$ ?( U$ [8 L% f7 e6 c$ VTrustee
' |* i$ l7 X5 mTurnover ratio , m9 K( }/ O3 P$ R" U5 v* E8 o
Unassisted Capital! a+ ~; {9 N' R$ N& b4 v
Underwriter
9 x+ g* g% F- X# t aUnit trust
! X0 I+ q1 ^( |7 \; A2 R6 k; I$ t) XValue funds % s2 r+ n3 w: q9 Q6 E& q# G
Vesting2 |$ z9 p3 s2 x4 |) |3 y" G% Q
Volatility8 u; d/ p& P( U* D$ E! x
Volume
- v5 y$ ?! E' R" ~' VWarrant0 s/ w( o& I1 |, ]$ d" Q
Yield
1 ^! M6 R! o4 j( k2 r% u1 z, MYield curve+ f- Z8 F' V1 u0 h8 H2 w6 S
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
