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Account Type8 D2 V# B' a4 d7 `+ ]. c
Accrued interest
+ O. S7 a5 T5 x: UAccumulation 2 q' d F- N/ ^+ A. i' O" W+ V
Accumulation plan
% C5 p/ d j- Y* Z' E5 J( iActive management/ X% f# h! I3 d
Aggressive growth fund
" t! J; {: h6 @ Y0 ^& {Alpha4 g+ M/ Q Q6 }: a& E6 V$ O
Amount recognized ! p2 z0 a; B/ F
Analyst
- k/ h! p" G, h8 C2 LAnnual effective yield
+ z2 C* G7 J* U9 w2 }Annual Maximum Payment Amount# K2 ^7 ~: O+ [) o4 D
Annual Minimum Payment Amount
* c3 U/ F5 C6 ]/ tAnnual report
! x* O/ g0 l2 Q PAnnual Return
* j L0 I: M4 [- y1 L6 tAnnualize " a' b/ @2 w; X- g# Q ~2 ^
Annuitant
M4 O- a. h0 LAnnuity : P. f. S0 f, ^, b4 Z& g; j
Appreciation2 i2 b, ]9 f7 y6 B
Assets
- f5 v, D3 w# n8 ^/ y) n9 V( QAsset Mix 9 q: N! ^' }$ E6 `0 |- ^0 Z
Asset allocation
: c& C$ ?! T; l# ^Asset allocation fund ; G: k; I8 K Y, E7 _
Asset classes 9 A5 o& b+ I: p+ d0 Q' h7 ` K
Assisted Capital } g2 `% Z# R& Y
Automatic Conversion 4 T2 v C3 k! E" m
Automatic reinvestment4 q- m3 [8 p4 ~9 q/ w! [, T
Average Annual Compound Rate of Return 8 S; h" ^' c9 q2 l, J5 _
Average Cost per Unit/Share) N+ ~& ~% r, A. h
Average maturity3 ~% g5 B1 v. @* ?" Q; z S
Back-end load
8 T! L+ c" ?# U* dBalanced fund $ W; v4 ?! o' V% T
Balance sheet : \2 l/ e4 o& D+ J% S$ F
Bank rate
' D" C. B2 Q* o$ S) LBasis Point ) t/ A$ f- A* B3 L! d) o
Bear market
- t7 s: T: @" A7 h; Y7 PBeneficiary
& a8 k0 e( U( N( }Beta
+ N h5 J" Z- `* t, SBlue Chip
2 [2 q% k8 x( o7 z; [5 l" A6 Q5 ZBond 2 x, a* G+ K9 X% L8 U+ t
Bond fund # E: D" s+ K( @/ i; i
Book value
% @) i% y+ q( t0 P. }* ~Bottom-up investing
* }2 ?" a4 g. R, {; o qBroker
, e4 J7 d( K& F6 y+ O# {/ IBull market. }' V4 {) ]7 D4 w! ?: z
Capital
5 |' ?( ^ A9 i1 M. KCapital Gains l0 h: n* w/ k, c; e) `& D
Capital loss . q. C3 N! O" T) j: V
Closed-end fund
. x- }* o3 G8 U+ c) L5 V' ~$ bCompounding 9 Z+ d( e- G. y
Currency Risk
% \1 \# T# \# n: G" ]( t. `Current yield
I7 E4 v0 o; _" q9 d5 DCustodian 7 Y, l3 y% a& u5 t
Debenture! Q4 {* i: x# N% H8 z$ h! \
Debt
% Q. Q% K, @" {4 z1 jDeferral Y$ ]8 f5 [) p0 c8 D
Defined benefit pension plan
6 }3 S7 n0 n9 _8 ZDefined contribution pension plan1 k3 l8 d! Y) [) n
Discount" ], U7 y% k* o7 S0 |* x
Discounted Pricing for Large Accounts7 g: i9 Y# }3 M1 p& A1 B
Distribution History
$ g0 W4 F8 v! d8 T6 ]1 W& yDistributions, z+ g8 \8 |# L1 Z* U& I. [5 N
Diversification
* R; G, P/ I3 _8 b4 O! uDividend
+ r- F( `( I7 Z; r2 D: \, CDividend fund
! j! \$ O" a! f( ]% ]# B/ GDividend tax credit4 u4 q5 Q' `3 t1 T1 w
Dollar-cost averaging
2 K+ i; Y- p9 r8 r/ v; QDow Jones Industrial Average (DJIA)
t! P+ d7 U; j% U- q! JDownside Volatility; ~* g9 f5 ] o- S
DPSP (Deferred Profit Sharing Plan)
) S: K# J; M5 G# j7 Z& z! O& L5 r0 zEarnings estimates/ ]9 _$ a* z# z' r$ x& F$ f
Earnings Per Share
8 B! H7 [4 v3 a. m5 eEarnings statement# @. Z* R9 n6 f+ L# W! i k+ L% Y2 _) w
Educational Assistance Payment (EAP)
1 O4 _; K Y3 WEducation Savings Plan8 T4 ^5 l( b! I! { Q, K
Emerging Markets
2 S0 b, I: Y- |8 _4 [, |3 nEquities (Stocks) 8 N0 F8 u$ ^0 e+ a P$ l. g
Equity fund
8 [' @/ y' ^* Y3 q7 }. ZFair market value" j0 J0 E; l) s' O" K! v3 O, J( H; C
Family RESP
. U' H0 W$ Z# O* fFixed-Income Securities
0 h9 h: Y- q/ o5 p( x8 uFront-end load; g5 M' g8 ~1 E) S$ d o. T
Fundamental analysis
- w6 r: m" p1 c3 e- A1 QFund Number
% z, r% X j" [0 A% p l2 o: W2 WFutures
. R" L( T8 ^( y5 o8 h+ [0 c. N6 |+ VGARP2 O/ T0 u9 i( y% i0 D# D/ l8 G! f: L
Grant Contribution Room0 [' }0 a7 A% \* i( Z4 n
Group RESP. p c2 w# H/ ?- ^1 y: ]
Growth funds 4 l5 r% {6 Y% S. q# Z* e
Hedge4 }8 K, b k) ]" M3 }
HRDC4 a( A) V: R% `4 r
Hurdle Rate) X! i; ^1 t1 Q8 o
Income Distribution
" |% o/ H# v: s3 W; xIncome funds
* Y9 z9 h; h, y5 SIndex0 j8 x* N. \) M* o. X9 w
Index fund5 t# u: R' {# k
Inflation ) W5 i6 N5 s0 I/ V% p" ~+ e) ^
Information Ratio ) U3 w8 ]5 ?& P2 {: v; g
Interest 9 x% J# e: N; t
International fund
8 |9 ?3 X9 k9 `6 m' w- @$ b: o6 LInvestment advisor
& {5 e: z' X, o$ p. Y G" \Investment Funds Institute of Canada (IFIC)
9 e" Q3 v* J7 D+ Y5 ~Leveraging* n, }$ z; t7 w" ^. k# i
Liquid 5 c$ ~* V0 n0 k! p% a% F
Load & l' P, Z. ~+ z- [6 K P
Long Term Bond. W4 s7 m; h- t! v
Low Load (LL) sales option2 q5 y# \' [# m# X) _7 c
Management expense ratio
& `8 R0 }$ q' M3 }! E8 kManagement Fee
r2 M' P, Z- b/ \( vMarket Value of a Mutual Fund8 }7 V, o2 Z5 m( c2 v E
Maturity% a/ ?- M- _7 _6 V- ^
Mid-cap/ U L& R; @) ?# e0 B
Money market fund) o. U6 B! _: n" l" V+ n
Money Market Instruments
2 r3 {6 x' V' N; F+ `5 QMoving Averages
, e2 k( J, K( x' g- EMutual Fund; Z6 e( P. {- h
NASDAQ
& V' G. _& ] {% m! w1 O# CNAVPU
. l0 A1 U. h. W5 a+ W9 ~: `8 DNet Asset Value8 o6 A/ W* S8 ^# n: l# _+ y( [4 G
No Load" b4 S# w% z1 Q& X
Open-end fund
5 W, Y7 A+ ~' R4 jOptions4 G1 X! ?4 K% A! Z$ N
Pension plan* R5 k$ `- ~9 P7 W8 c$ x+ {
Pension adjustment7 r% ?: i! N4 H( D- J2 n% M
Portfolio
7 p1 z+ i4 \7 E4 [" {: ZPortfolioPro
. H6 i/ d# i- i! Z% j+ _( dPost Secondary Education Payment6 E' X9 }7 q. b+ V) Q1 y
Promoter
6 m3 K+ I6 e$ B! x: C9 qPremium- j/ u# Y8 C# v! I }
Price-Earnings Ratio
+ ]5 [( v7 u# |0 {9 XPrincipal, [! t( I" D/ b
Prospectus
. }9 f; g7 g) L/ Y. x) iQuartile Ranking4 m E4 ]* W* }1 i
Registered Education Savings Plan (RESP)
3 x4 u. G, ^. Z: n/ _9 jRRIF (Registered Retirement Income Fund) 1 y4 O, A8 R% Z7 I
RRSP (Registered Retirement Savings Plan)
9 C7 j: g& F! MRecession H2 X8 E1 r5 k( t5 u X* d5 M& C
Relative Volatility4 S# T" R9 v Y
Return* G5 ~' Z9 H8 F( X
Risk ! K: V5 C |4 t, C
Russell 2000 Index 9 i/ b9 s1 v Y; O& r8 Q
R-squared- r- J0 g' Q5 v- k* V
Sales charge- Z @9 T- ^9 E( `
Sector Fund & |+ K1 g' ?( S# A! o* r/ T
Securities
. j4 i- i& }6 S* q3 U( C1 F9 Y+ LSecurities Act' y0 ^1 w2 z0 g- J& u& n
Sharpe Ratio
, ~( j4 Y2 ~( e4 K+ \Simplified prospectus
* o4 b# X3 H1 Q3 BSortino Ratio
# Y* G V: u7 U3 x% H/ h$ v1 zSpecialty fund
+ v% M4 f# @* v+ k1 \4 yStandard and Poors 500 (S&P 500)1 o0 ]( b C% X# U% {5 R: r
Standard Deviation & F2 g1 w6 A) x6 w
Subscriber/ M( h4 R: N' Q. I4 c+ I4 t
Tax credit- X) r& t" w D+ |( R
Tax deduction+ d& m9 m; `" g- H
Top Holdings# b: v5 O* y' d R. ?& ^+ Q9 r5 r9 H
Top-down investing& @# m L) @+ d5 K; G0 M
Transfer Fee% Z( G6 H3 a7 j( x/ [
Treasury bills (T-bills) ; J, l6 J- i( ], K$ h& v* W
Trust 6 W2 s2 f* B& D4 Q2 a# K+ j* K$ K
Trustee
( M" S1 ^& i& g' fTurnover ratio
% I' }2 v, c! u, LUnassisted Capital7 M; Q, N# P5 a7 D5 b. x, v
Underwriter" o H! {6 R' n% @! |, s
Unit trust% X; F; V; w0 x( }6 h! r' K
Value funds
! C5 r( D2 f [, C6 BVesting7 W+ ~' z. ], A; n& v$ T
Volatility
$ U9 s! t' j2 M4 S5 t4 _$ TVolume
8 Y5 {! }, \% x0 P; ], C4 eWarrant
& t# u; N/ j/ c0 |( oYield3 Z7 z; c+ O7 G4 |$ K: B
Yield curve
1 e; h M6 F; S) j5 z1 PYield 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
