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Account Type
* U; w2 g; S' U1 e- R% }Accrued interest/ h) V. h* N9 w0 e; E9 y0 c
Accumulation 8 f" @; P$ I/ j' A V
Accumulation plan
. t7 f2 H/ j6 v& u( _0 L2 EActive management+ t+ I# X' y1 R: R; g
Aggressive growth fund 5 K' M3 C/ L: X+ J, o) I
Alpha% w/ t2 k( N4 C5 B2 t' g
Amount recognized
+ l; G* C/ F4 _- n2 f7 x; P* {7 `( nAnalyst + d) b1 N8 t* A N( W% G1 N
Annual effective yield
' ^# j3 B8 N6 V! t5 AAnnual Maximum Payment Amount
# j2 r: G. P Z7 d" q/ V' b' UAnnual Minimum Payment Amount
* I6 w: V! K9 O1 IAnnual report 1 p% w' L( l/ H! Z1 V/ q9 u( a
Annual Return$ W1 a# D5 l& n) U3 k
Annualize % I* Z! G- ]6 p1 V6 \2 q3 I
Annuitant
8 e( G, ~ A- f$ pAnnuity
! P' O# z, A: MAppreciation3 V8 J% _7 S4 ^0 x3 o+ p2 n
Assets
, l) \+ @5 R5 H. J ]Asset Mix 1 e/ n) D' ?( _8 ~2 Y: R
Asset allocation 8 r( O& Z2 k4 J3 P- G% Y) d# p
Asset allocation fund 3 V4 @ w5 ^ |9 b% H
Asset classes ! W- R- z+ l9 E, l4 W
Assisted Capital
3 X& T( {2 O" s: \* M9 w0 j2 AAutomatic Conversion
7 n6 T7 \) t& PAutomatic reinvestment1 ^/ l [% e$ _' G
Average Annual Compound Rate of Return
6 x0 i* Q i: D; D& t( MAverage Cost per Unit/Share. x" f ~* r# O9 ]: G1 }
Average maturity
% s8 Y. Z- _4 `, m- \Back-end load
5 K& J% C* j# EBalanced fund % } Q! V! f" D! k( y* a) f4 b! P J
Balance sheet
# p+ f* u) ]! C4 I; ?3 t0 }+ wBank rate/ Q! o9 t2 y& e
Basis Point 8 g5 N( C2 x3 g8 m
Bear market/ U2 Q/ B' q7 r! e" l% e
Beneficiary
# ~8 A9 I) N1 t* O& c" w$ DBeta
4 \- G# q6 R! I! k8 yBlue Chip
% ^. s* H% k% K9 _& FBond
' ]: C5 ~( b p$ |$ r( N; M' v2 wBond fund
5 Z, N ?4 J* sBook value " Q: ~6 e# t- |3 S' ]
Bottom-up investing
% L3 |3 M5 T8 k! H* O& jBroker
1 z4 J: W9 ~" Z, a$ b1 sBull market: l/ v! s& ~" `3 @& F9 [
Capital
) {+ B- R" D; a+ d* ACapital Gains
0 l& E, {! j; t1 a* q, WCapital loss 5 w, p9 i- c+ c/ x% [9 [
Closed-end fund
4 s2 ~+ r, M+ [+ c$ W( sCompounding . I& A# p+ }6 J7 n) c% I$ A# |7 D5 @9 J
Currency Risk
2 N( b; b3 L6 W9 |2 Q' _Current yield " h8 }% _/ E& c, n; E m
Custodian * L) U) ?" S( |, P8 _0 `
Debenture% G( O1 F0 d+ I: ~" J7 h
Debt
: ]5 H( v+ F9 C( |" S1 K. EDeferral
, W) a" p: r( m J3 y2 oDefined benefit pension plan
! l8 v- v8 s" RDefined contribution pension plan8 U0 h, r) b8 v; \0 E/ i4 ~
Discount
6 \6 U- a7 \3 Z" W4 lDiscounted Pricing for Large Accounts2 p( w, W! B. \7 l ~$ c0 e
Distribution History
4 g6 @9 Z4 A; O% eDistributions
+ B2 `, Y, L6 j* U& ~' I4 ZDiversification
' M# M# }! L- I, A7 j" b( ADividend
! {5 C- E) t" w" z, D( P# H4 D3 EDividend fund2 V8 m u& ^6 C2 Z) [
Dividend tax credit$ R1 E8 l; e, {* h
Dollar-cost averaging: I- I" e* W( ^/ W+ c6 {* J6 K
Dow Jones Industrial Average (DJIA), Q. z& L; i6 r* m9 x0 r& X
Downside Volatility
6 E2 q: T, ?8 k( uDPSP (Deferred Profit Sharing Plan)' R5 ]4 f9 n: m- k6 G$ H/ g
Earnings estimates% H S2 A/ G7 p! b% S
Earnings Per Share9 w2 n% k5 R7 W
Earnings statement4 @/ x7 h& \! `- q
Educational Assistance Payment (EAP); ?8 w: K3 N, G
Education Savings Plan
0 y% o- R) t9 p/ b: T$ j4 q/ JEmerging Markets
% k! i6 f* j7 D- ^+ O1 C& x2 NEquities (Stocks) " r' y t8 p0 ]( u/ l! P( b# c: g$ H
Equity fund
! N6 w8 P$ A4 s/ |- i9 O2 qFair market value
: w; w& _8 {- cFamily RESP
+ w* a1 M5 x L; gFixed-Income Securities
- T" b! ]0 x% T. D: M0 d5 u! a1 nFront-end load
1 |& W7 }4 V4 y5 mFundamental analysis
S, S/ I, D' c6 H- ^Fund Number) V" ~1 m6 b, C/ o0 q
Futures' M- `6 C& W. }# f* Q
GARP* P9 e% V% i9 n+ x( q- o
Grant Contribution Room x! w8 N( ^9 K8 ^0 ]7 _9 k
Group RESP
4 O2 o' r$ j& q! y$ j$ N* BGrowth funds # R1 ]9 o9 n) O5 ^
Hedge
% j# u* W: ]) o* b+ |' J4 ]HRDC- _ ]6 y- F5 E! h9 m: ~0 }
Hurdle Rate" @- g5 _1 ?. f" F
Income Distribution
: c5 T4 O' M2 t" A! m) J4 |* UIncome funds
' X4 k- I% A4 \! n( w0 I: ~Index! @' I: z- d! H& I2 }
Index fund" F8 P$ R2 Q2 T% _
Inflation
( Y% s8 V! ]; d9 b/ [4 K, M4 B9 N+ pInformation Ratio ! K( N* w7 Z6 u$ h
Interest
q: i2 ^: i' m: l5 n; u9 zInternational fund7 |- J# d4 C1 S. ?% d- \
Investment advisor5 }( o. Q* I- ^& v: X
Investment Funds Institute of Canada (IFIC)
~( }4 a4 p3 B2 LLeveraging
6 `! ^, k( X* y+ JLiquid 4 I' k4 s" x6 g( x' |+ o2 c
Load
|- c5 ?- A6 u/ ]( fLong Term Bond: Y6 S; s# n( ] `2 m7 i6 D
Low Load (LL) sales option9 I1 y4 a4 }9 R% W
Management expense ratio& _) a' u4 L Z: e, o5 Y b
Management Fee0 T1 A2 u5 z* A3 @5 u2 [+ I
Market Value of a Mutual Fund5 z, P _, ^" b6 T' \) M7 m2 y l
Maturity
* c7 N3 N2 W; y8 J% H6 cMid-cap
4 _2 f8 u$ [- P3 {Money market fund3 g" c/ b0 N# F$ H+ |" y" i
Money Market Instruments
4 d# R* S- ?0 H* q$ HMoving Averages( w# L- G2 I( V3 x6 }, Z. y8 C
Mutual Fund
; _$ a2 _5 y$ tNASDAQ
/ X! A# D$ E% R0 M* e2 @5 uNAVPU2 {4 z- C; {* O2 m1 O0 i; W
Net Asset Value: F* a' e8 s% Q% b/ V
No Load+ Z% Q& o, Y) y/ j! v1 K/ G' [- ?
Open-end fund* L7 k4 L5 T0 B9 I3 [; C
Options
; b' a; I* I2 ]) [; ^Pension plan) e6 L" x$ K" L) a! w) j: U3 f4 ]2 `5 Y
Pension adjustment0 i# {. {' M$ e0 d
Portfolio
2 r. C3 ~9 T4 k% t9 M/ f+ pPortfolioPro+ ]* }$ h+ i# [: ^4 W# F9 [
Post Secondary Education Payment
: n2 }, X7 Y' P3 ?- ~" ^( C( xPromoter
( E: t0 K! X' f2 aPremium5 V3 n$ @; p% y
Price-Earnings Ratio
& |6 z3 s4 N; G& t m; g! qPrincipal5 Z/ d$ ?$ t3 S, \
Prospectus
b, f* B l- l) \' n& X, OQuartile Ranking2 ]8 _% D7 p/ ?# m0 \, R
Registered Education Savings Plan (RESP)
2 ]! [7 G7 a, N* h3 { B. a/ }RRIF (Registered Retirement Income Fund)
" h8 Y$ ^ T3 O- tRRSP (Registered Retirement Savings Plan)
1 [& u5 @+ [: JRecession7 }- g3 x8 u& e4 N8 Z: L3 D
Relative Volatility
) S( K2 _ d t/ T% K9 oReturn! P+ o, U9 O- Y, D$ x6 ~ |
Risk ) R+ q0 `, D& A" c9 L( r7 N+ D- k
Russell 2000 Index
7 M8 @ n% x wR-squared
! P/ x1 `' t4 c3 S; P& c4 l# N S9 dSales charge
6 B3 z+ S6 G6 t/ [7 h( d4 d$ K8 `Sector Fund
8 z9 `) m. G" l n1 JSecurities
: | U" t% P0 b; j' l' ESecurities Act
% t7 G" s3 E$ R1 ZSharpe Ratio
1 G ^& ^) h5 V8 f+ _% }Simplified prospectus- h# w0 ? `$ l& [3 \* o2 E
Sortino Ratio
5 }; A9 c& Y( \, f8 |: xSpecialty fund
8 w0 I2 r' J8 R5 w- lStandard and Poors 500 (S&P 500) \0 c, \8 `5 N- }9 @
Standard Deviation ) q8 y/ x" V5 \4 {# b4 V4 S
Subscriber
+ x# J* W! ]5 a( p2 X7 J4 C8 Y' ~Tax credit
1 l# V, X H: N2 z* O" uTax deduction3 Q0 d. n4 A: j! H
Top Holdings
& o* x+ `. Z/ o' e, WTop-down investing
8 R* B2 }( B0 aTransfer Fee
) @! m6 E9 W$ N. S# ~- M6 A8 _Treasury bills (T-bills) # {7 T* `2 b. E/ n4 p6 r* @) W+ l
Trust 8 O" _" D6 H' _0 i7 P0 I6 X) G
Trustee
7 l) ?" u8 ~' X3 {Turnover ratio & m# n5 F& u, W$ o7 d: X, Y/ Q( K$ f
Unassisted Capital
2 D2 f" ]$ ?5 b9 r6 `9 XUnderwriter8 c8 Q" Q# D' L- |( v# |9 {9 X
Unit trust
3 N# c$ i6 p$ X+ \' N- gValue funds
, M9 c3 u+ m2 b- cVesting8 n: _2 }6 a: n4 z' a
Volatility
9 ~, o- \" s _Volume
* E+ `" d& q2 i% w/ q2 O- |$ [9 lWarrant
! i+ S1 K& C5 D. sYield
) j) i3 B' l2 ?- nYield curve2 p, K& D9 ~0 s5 P0 j0 c
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
