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Account Type
0 U/ S0 `/ o) o4 }5 c0 C+ \Accrued interest+ u5 U, i( }7 g* v
Accumulation 8 i% w* t6 N- F3 ?& N) d" N
Accumulation plan& g& z) L& z9 Z- Y. g
Active management5 s2 S' s5 u* G/ V. q" q4 _0 A. q
Aggressive growth fund
8 g+ Y8 M* g a: g; \" v* d1 MAlpha3 P9 W& G: P* D7 L# e# e+ v& Y1 o
Amount recognized
6 ^. U" b. {% H7 ?! ` aAnalyst
! p7 j% M. `% p" wAnnual effective yield
1 A$ c7 y# p* E; NAnnual Maximum Payment Amount
3 V H5 F0 c" t, e3 e; S8 a" ]Annual Minimum Payment Amount : {) X# W1 x! P f
Annual report
/ p' a$ i+ o) R6 f. sAnnual Return
8 }$ s2 P5 Q2 U# v" V- J3 TAnnualize
; V6 W: Q+ Q7 R* hAnnuitant
5 b+ G( l8 [( uAnnuity
6 v1 |) o3 D* u+ f9 WAppreciation
8 K- H' ^8 T+ m- F4 DAssets
F, O* M0 I- a) H; J1 ^, OAsset Mix 0 G# Z$ j+ @5 o$ k5 }" Q: h
Asset allocation
, l5 D4 u' g) f$ B4 MAsset allocation fund
# w2 g/ [+ ?' i1 rAsset classes 2 Y0 [, J" Z0 z3 t8 g$ p" R
Assisted Capital
0 d0 g. h" k. i" L% PAutomatic Conversion - h6 G' Q4 S9 H: h4 b% ^/ K/ {9 X
Automatic reinvestment5 v3 Z) h% x7 a! V3 j R/ \) g y
Average Annual Compound Rate of Return 0 ]% X% m1 O# n, J# R1 h: j
Average Cost per Unit/Share
' e, l: }" R0 }, b) N' iAverage maturity
. c! ~; ]9 x, t, lBack-end load
; y" E4 j L7 Y0 _Balanced fund s" r. Y& g7 T
Balance sheet * ^& ]" j. w% J9 N2 B! g0 f3 E
Bank rate
1 d5 n2 ?- U3 z1 [0 h2 pBasis Point
6 y1 B4 A+ [9 k% k/ W' tBear market
8 \9 |7 G6 Y! UBeneficiary : q* s7 I: F/ x5 p
Beta& W6 x8 X8 i. l$ x0 z
Blue Chip
& v" p' @( J& @" CBond 4 v( q; G0 [: Y. c6 l: q
Bond fund ; x: h/ O3 m w5 h7 S
Book value
) E* C r( d" C( E. M; u' lBottom-up investing
3 C5 [5 m+ _. J5 {Broker
7 l- S0 v+ O5 [) LBull market
% D5 C0 i8 F5 I0 i7 R& bCapital # j) E' A$ R( t6 t
Capital Gains
, T9 B u: W% R2 ?Capital loss
6 D _% e; {1 i& r0 `Closed-end fund
: b& }4 F/ J& t% _% LCompounding # ?+ N4 c5 n9 t& o) L# r. g
Currency Risk
: U; r$ u, F, y4 ZCurrent yield : A% _+ x. J5 H' z, A
Custodian / I& ?0 {. s* [: v: ]
Debenture
' s3 l4 t6 R! Q( M4 O- y. vDebt
f3 k) D+ |) _Deferral
2 A+ O8 R3 ~1 A) g! @( ?# CDefined benefit pension plan G+ N4 u7 E9 S& E+ h; ], N
Defined contribution pension plan
) E$ T# d! P# k6 L4 _) |8 fDiscount
& e. X+ i. _6 q1 mDiscounted Pricing for Large Accounts0 v# A$ r0 {) Z- y: O( D
Distribution History
9 m0 o- n5 ~ T5 @; O7 \: e; sDistributions+ g/ d& n# N5 z7 ~( k
Diversification* \. a5 n# ^, c2 b9 f
Dividend2 W8 J) @4 c0 R& f4 x
Dividend fund' s6 U3 v7 N/ i5 @$ @
Dividend tax credit
4 L! U7 T) P1 o1 u( eDollar-cost averaging
4 P5 d2 [. U3 E+ P; o LDow Jones Industrial Average (DJIA)
% w: P& K1 X6 ~3 \: x! R& fDownside Volatility+ c+ K* f% M9 k! D0 L% ]
DPSP (Deferred Profit Sharing Plan)/ |: b. b8 W0 @% X
Earnings estimates7 u; T" j3 t' J. `$ {$ a& q
Earnings Per Share
0 {; A4 l7 T! G1 Y1 OEarnings statement
6 s( b5 B4 m) ?* o- vEducational Assistance Payment (EAP)2 T2 R7 R3 r) `. h3 T6 ~) k' [
Education Savings Plan" S2 q, h, i; w Y
Emerging Markets
% ~" v9 C( _) K4 y' {4 KEquities (Stocks) * L( V6 j' u L( X
Equity fund
- P0 b* s4 Z: H, }$ KFair market value
. X7 G& Q* v# U }7 RFamily RESP
/ T; g, D4 t+ h% aFixed-Income Securities
9 U8 k" Q4 B8 o9 XFront-end load
, K! n" Z9 q: {2 G; lFundamental analysis
# x/ h+ U/ D& f4 bFund Number
3 |$ n$ V1 c8 q/ K1 _6 S' V) ZFutures
! i3 ?$ E: c6 {$ O0 xGARP8 d' r1 o7 ~( Q8 G
Grant Contribution Room/ ^& _9 M+ b4 s
Group RESP
$ o* \3 P) G0 u: N5 RGrowth funds [7 U6 F" g1 `! ~* h
Hedge; X. \% |- z; T
HRDC
" \) i" r, K! S! k G0 X: mHurdle Rate+ u& b+ X4 }) L0 h
Income Distribution
: u: \2 N: b- ?$ t- x* e, O: pIncome funds : [& N0 h& M( {
Index8 {( E1 S1 B! Q Y% I- D8 F
Index fund# l$ r- Y% M& C- b9 f
Inflation
7 Z) y% m0 u9 l5 F+ F4 [+ rInformation Ratio & X& ~) ]/ p E0 u' a
Interest 2 Z- p' b7 Q/ M3 j, O: v5 b
International fund
/ C, E! f" P6 b$ k( ZInvestment advisor
: {5 l% T: X" j o' @- WInvestment Funds Institute of Canada (IFIC) 8 D- v% ~* P1 i/ I
Leveraging9 U4 V% D. K% j# l
Liquid
8 y8 H, Y1 F. HLoad % J6 z$ W ~- q
Long Term Bond
0 x* v0 Y& `) I% A) PLow Load (LL) sales option+ P5 e# c6 U' v- {5 J; E3 z: r2 y
Management expense ratio! l& r: l$ |' `
Management Fee# |% j/ V: Z: S/ h3 V6 { i9 m
Market Value of a Mutual Fund
v) J0 r2 a8 ZMaturity, |+ `+ O+ v$ o# T2 j! u# C
Mid-cap6 {6 s( z& F: n7 s @; o
Money market fund+ R" V5 h, Y6 e0 V$ x$ a: k/ R6 T
Money Market Instruments2 v! Y( a H7 ]# T+ t: [
Moving Averages
% f% w' {) Y$ |4 @- j& M) PMutual Fund
% p. e7 E; @( ~7 _ pNASDAQ" w+ i! i( n& i+ u9 Z0 M; ^3 s
NAVPU
/ x% p2 E- b, |4 ?! r7 ANet Asset Value# G/ m, T2 o8 O6 L' I
No Load
4 \* B4 [' M, m6 K! Y+ i9 DOpen-end fund
" Y. L# ^" t, r4 M. V; aOptions: Z0 `, w2 ~: O8 z/ Y; b% S
Pension plan
4 ~. h6 X) l+ \0 Z3 p0 |Pension adjustment
+ O2 p) i# v# E) O- jPortfolio3 h7 H* o1 P" [/ f7 Y- j
PortfolioPro3 D4 b i# K& m, @* ]6 w
Post Secondary Education Payment
9 S1 }; w( }. X. B6 WPromoter' w! F$ t$ n3 V' ?( @; j5 ?3 @
Premium
9 s {. ^, m% W0 G! xPrice-Earnings Ratio# b3 b( [/ W6 P% u4 h* m* r. T
Principal
, V5 f6 ?0 q( c5 o0 H3 v- ?Prospectus' a) m6 e3 R' ~! ?+ B" ]+ d
Quartile Ranking! @, p7 Y7 z7 u( Y& ]
Registered Education Savings Plan (RESP)1 N9 m& _; X' C5 p
RRIF (Registered Retirement Income Fund)
- U! |2 c( b0 _* ~1 lRRSP (Registered Retirement Savings Plan)
; M* ]- B9 [+ v2 ^% t8 S( yRecession0 J& @7 g/ l, L; d% S3 [+ b
Relative Volatility; o4 p2 F, r) _" O* r$ H
Return
* k9 d1 X+ f9 \; V" f9 JRisk
# Y6 ?9 g! m' O2 \0 w* J5 l2 PRussell 2000 Index
; P& {: {9 {* F" ^$ jR-squared+ e+ E; v7 q* a6 N/ i8 G) K
Sales charge
" a2 a3 A: s' k' H& ^7 MSector Fund
6 r# W% p. K3 j- TSecurities
! z k1 F& |. s9 v! u4 iSecurities Act8 R- P# U; O' n% H: Y
Sharpe Ratio- {, V0 _5 H8 O1 [/ T1 e+ p
Simplified prospectus/ a+ F8 J, q2 S: M
Sortino Ratio
+ o5 Y4 A( o m' ~ u+ uSpecialty fund
" [1 m" o4 T! r& m, EStandard and Poors 500 (S&P 500), w$ W, K% g, g# A3 ~
Standard Deviation
6 a" _$ ^ I$ ^6 g" S+ w) a/ P1 {Subscriber
# E. P( o+ N' T% u* r. lTax credit
: {) R9 ]% N# C; j" \- l9 RTax deduction
n: g4 y3 z8 VTop Holdings
y0 _% h* [$ n0 PTop-down investing' O8 y! X* p* z) } m/ t
Transfer Fee( D& n* o9 G h# V# n
Treasury bills (T-bills) + ^$ {0 I" l$ q' k+ o( Y8 h
Trust ( g, h$ v! L, h1 w" b
Trustee
, {( E! w* d$ U8 g- STurnover ratio
+ P3 L7 @0 O9 J2 z2 Y2 RUnassisted Capital" p$ v- _" K" |% C
Underwriter
' S, c7 L6 V. aUnit trust
' M; T' E R; A, H1 c7 o4 A$ g4 v$ YValue funds
8 D! p# h* l/ ^- h2 X o$ A3 qVesting0 @ J6 c8 y7 W0 ?
Volatility
% n4 C/ {5 h: _4 G" p% rVolume
: E l5 O1 C9 Y! f8 W: eWarrant
9 S3 \/ h9 H' h6 E+ g, tYield
/ i) ~" t5 A, bYield curve# h4 c" _" m o6 W7 ?- D
Yield to maturity |
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