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Account Type
: G! ]7 B& D2 {" {7 X% dAccrued interest
, L1 K8 B1 @$ B5 @1 s/ \/ M- q9 MAccumulation ; \; v* f; ~) @/ Q9 r* X
Accumulation plan9 J5 e. {0 H% d" ^& W
Active management
8 N" A; {1 b) p1 J9 G& }1 z. p2 oAggressive growth fund 7 G( J: Q" @4 L& {" E% i) R
Alpha7 {. @7 U4 L) @8 s, g! f9 [) L! X' F
Amount recognized
; D3 q, E& e. j# K2 W, |Analyst ; Y2 J3 L0 G% D
Annual effective yield
. G9 J0 L' w6 R; i, ^Annual Maximum Payment Amount
5 S/ i+ @0 L$ E9 M/ B; q: bAnnual Minimum Payment Amount
/ s9 ^; y5 l( EAnnual report ; e; Z. x9 T& P0 @
Annual Return; w# j0 g4 B W5 n. N2 D, b7 q
Annualize ' x2 L' Y* T; {2 O- ]
Annuitant
7 B! d% V/ C0 AAnnuity
- K. ^% C5 P9 D" C. H3 ~& X, j& lAppreciation
6 B- a4 `# M4 ^6 a( R5 K4 a: QAssets 7 ^ l1 x. B, ?: h9 G' Y$ e, Y1 y P
Asset Mix / _: s" j& R# a# Z, h" @
Asset allocation * _6 ~# t8 {/ E1 U0 x9 _
Asset allocation fund
9 _7 O/ @; ~9 }4 I7 yAsset classes
! R5 y& Q- H5 YAssisted Capital
& B+ L4 r/ h/ H0 w1 fAutomatic Conversion
- W1 G6 y0 @* ]& T3 U* B1 LAutomatic reinvestment+ D. W' j V' B( C- ^4 i
Average Annual Compound Rate of Return 3 A0 E7 M2 R$ e- @8 c
Average Cost per Unit/Share$ W% f- `. A% r! P- Y! [% V4 M
Average maturity
0 G" e1 X+ F, \) F$ b, o2 q: H) `Back-end load
$ ]2 i% x9 ^1 T2 Y( q3 _7 u& s4 ~Balanced fund
`9 V. M$ d* T& EBalance sheet $ v- S3 z; r K& ]; j% l; x* P
Bank rate7 h0 Y8 l) d# e. c
Basis Point
' o6 C6 B) A |' sBear market
; W3 B6 D1 E0 @6 o1 BBeneficiary
9 }1 z; u5 `7 n) o. HBeta
1 j3 K5 j0 C& N( S, {4 U( IBlue Chip 4 F+ d* s3 e& H
Bond 4 L& f2 D/ `% M5 b
Bond fund 9 I3 j% l: h( t, |1 V/ O
Book value
! b0 i r7 X* P7 i9 K" l: m" \0 EBottom-up investing
( u' e9 ^/ \3 w. M$ CBroker: g* K% k9 q8 a- @
Bull market7 r) V: {+ k8 v2 ?( W8 _! _
Capital - U$ Q, ~, Y& x+ q& ?5 s1 {
Capital Gains1 Z- H3 T; k5 X0 i6 ^& c
Capital loss
1 a* Q" G# c, X+ IClosed-end fund
1 w/ j, S9 g; G( lCompounding & G$ D3 G& L4 x( V) z7 a
Currency Risk 7 f% v8 Q7 Y8 U# x# U% M w
Current yield
, o! w+ |9 y8 r2 o( z( CCustodian ; b( n! C' \: R* |0 a1 H; ^! K
Debenture1 X0 X5 I5 ^) ^) W' x% E
Debt+ k+ `3 z* R4 A2 ^; A9 U8 v- x" h0 B* Z
Deferral. K8 v M7 ?; |" ^' V
Defined benefit pension plan
! @- r7 q% r8 }9 n5 m* P0 Q, gDefined contribution pension plan
8 U2 V, I6 i4 \ { mDiscount$ W7 z8 m5 ~/ n7 {
Discounted Pricing for Large Accounts
, T$ ^6 _+ n4 ]% F! i0 b6 V; G: kDistribution History
% s( n. P6 |/ D% t) Y+ GDistributions3 h! S9 {) T/ u/ M
Diversification
1 v; |4 M* P! T& zDividend
0 M/ @' T# T) U: s7 bDividend fund
5 X5 P2 S; c; B yDividend tax credit& c! I( v: ]1 J9 r
Dollar-cost averaging! z! u5 i. M% C* F* k
Dow Jones Industrial Average (DJIA)
% Q% W9 R3 G. }/ ^2 mDownside Volatility
, ~* I& e5 Q4 eDPSP (Deferred Profit Sharing Plan)
8 L# m* y2 n# h) T" _: `Earnings estimates/ N' s- p8 Q( t/ t: i9 S
Earnings Per Share3 R( y$ b. a5 w4 f
Earnings statement
. k! K0 [# X8 f }! Q x: JEducational Assistance Payment (EAP)) u! }' T! r5 Z3 G
Education Savings Plan
: J6 g2 K1 r( H0 Z$ bEmerging Markets
" @+ B4 e+ b( MEquities (Stocks)
) H4 g7 g8 l/ F! f% X' XEquity fund
4 Z* y' E' @% v. WFair market value5 [9 N3 R, d4 y. |
Family RESP( m0 G8 Y+ m# w& F# w: B: U( M
Fixed-Income Securities
) A, U( ?/ R" N* E! h: {# u1 \. tFront-end load
" Z- p. z! D$ n5 L: EFundamental analysis, T6 Q4 O: z! m, k3 o- B4 s
Fund Number
: s' t1 C C+ ?; ^/ D3 aFutures
1 A& b0 @4 R7 S$ p0 LGARP4 c; M u; w" B$ S8 J2 G$ T
Grant Contribution Room' v0 \5 m) i1 Z2 Z( `) P
Group RESP
0 |/ w! m1 ?% m6 U$ E: C* J, {! z% UGrowth funds ( k, Y* Q$ e, a) A F, s
Hedge k4 W9 u8 @4 S% q, }
HRDC6 r d9 K3 _: c& T
Hurdle Rate
% ?' L3 U+ g8 J7 m: K+ o: K) BIncome Distribution: ^1 s0 N* Q+ d# A
Income funds ; e; G! v$ ^1 J+ A3 }
Index0 b$ W% G/ ^. ^
Index fund; [* r4 C D: J; [+ T" O! z
Inflation 8 d+ p8 I9 F8 |6 t5 s5 q4 A
Information Ratio " I; K! s& i2 y
Interest
* ]2 e L- X& U( z( b% _1 s3 D' a, CInternational fund
. [! S; E7 _1 D9 J) V9 e; h9 HInvestment advisor4 K; R, X' x* o) o: ^& S( i
Investment Funds Institute of Canada (IFIC) . y) W. E$ L2 S# k
Leveraging, T$ Y* j5 O* Q2 b
Liquid ! D. G2 d0 z% E X
Load ! R0 p. B+ v4 U4 g& W5 R
Long Term Bond- P% r& Q/ W7 I$ I
Low Load (LL) sales option
( T9 P4 u: j: ]- NManagement expense ratio
! J4 N; i c! c' N1 `Management Fee! H( l% e- ~ V; U, l+ i0 S2 f
Market Value of a Mutual Fund& I5 g4 w; K# w' O. L3 g- z
Maturity
6 [ t/ \+ K& T K0 s2 vMid-cap8 D, k3 ]$ v" y
Money market fund
, P8 {5 k# G6 V$ ]; CMoney Market Instruments
1 y, S! K7 C* u4 d4 `0 aMoving Averages3 @ N! u3 D9 w3 F# {$ p
Mutual Fund# M1 W% ]! w+ E# R! r0 X% o
NASDAQ% w0 x" X8 F1 k9 K+ e5 M
NAVPU
! q6 m4 y, Z0 f' |/ CNet Asset Value
% F0 z/ v# r( F7 W1 SNo Load
6 {/ y D) ^7 ^& GOpen-end fund3 i" n: \! E% Y% S
Options
# b+ {* g u* {) f4 j, q& RPension plan
8 F" z/ s# Q, C" o0 M! XPension adjustment5 \" [2 |2 n9 {3 A
Portfolio
0 R d+ P. N) H4 xPortfolioPro
+ U1 l. |' ^5 _- iPost Secondary Education Payment
3 h! N* s9 K" d% F/ G& vPromoter
( Z" I3 A5 s) t1 B5 n) {" g e, _Premium2 f! [0 Z1 R! M7 T0 Z0 T
Price-Earnings Ratio/ H! z* P8 g$ d7 A0 l# U" a$ ~
Principal
( D7 W$ u/ I- A' e6 cProspectus1 k v1 ^: Y2 y
Quartile Ranking; m! ]: [) Z- ^6 C
Registered Education Savings Plan (RESP)0 ~' J0 D& W$ E4 I B+ h9 ]
RRIF (Registered Retirement Income Fund) 1 j4 b3 p3 s! w8 B _+ m
RRSP (Registered Retirement Savings Plan) 4 T# J9 p2 Z4 s3 c
Recession. C' X8 f4 H4 x* [: G8 I
Relative Volatility
1 K" d* L6 a. q3 kReturn
( H% F v3 n7 ?Risk
) Q6 g8 E' X" \" D' IRussell 2000 Index 6 N- @/ g! h9 S1 P1 g9 G
R-squared) ^3 T2 _) n7 H6 I; h6 W. W' m
Sales charge
, Z+ V2 P' B+ O dSector Fund
1 j/ g" f2 s/ G7 eSecurities
4 s! q% k; _8 g+ |3 eSecurities Act
+ B8 r/ {; s3 D7 Z& U* xSharpe Ratio
. S2 a5 [. ~8 g, T, oSimplified prospectus
8 ~ S8 V" H6 [/ GSortino Ratio4 y( z2 c% ?4 |& Z
Specialty fund% U4 j0 D* v+ f7 o
Standard and Poors 500 (S&P 500)
) e _, c! d1 c7 XStandard Deviation
7 p7 C5 g$ e8 }; f% vSubscriber
7 x# c2 `7 d7 l; U- d+ x Q# bTax credit
' C! A$ P& J. a6 f$ I3 gTax deduction
5 r2 r0 y) H8 N9 JTop Holdings
# N% x# h1 B( E$ T* L4 r% ITop-down investing( k% b, k: X1 u
Transfer Fee
% C/ Z; `2 S; Y2 R7 R+ STreasury bills (T-bills) $ R6 S' C% m' K% u0 H5 L/ Y
Trust 1 v! q8 @1 K8 K, ]' m! A7 ?$ C
Trustee
. [4 t3 J% E; ~- p/ a4 k8 A$ ZTurnover ratio
3 o* e6 x' B* s* V+ H7 |' g" @Unassisted Capital
- W s- y8 _9 _Underwriter
3 O2 \$ K; |1 f4 P5 J4 HUnit trust9 }+ `% Q: `( c( \+ K
Value funds 7 Q( k2 L% F4 e/ Z) e# A
Vesting
# q* P) ^* i1 `Volatility
. G- J1 ]) a- W4 bVolume
0 l* ~! p* P7 dWarrant
/ M/ H- w9 D$ o# IYield
( @' @, a$ g/ ~+ }Yield curve1 D- ~6 ?1 d! ~; ~6 x
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
