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Account Type# b1 f7 b( |9 B* f# }$ c# M" [
Accrued interest5 n9 B# V' w! v1 X( u8 {1 M
Accumulation
( C& S0 r7 j' ^! s' D4 OAccumulation plan
1 c# R* ^+ K$ i U7 xActive management
) W% M' f2 N( Z- oAggressive growth fund + ^; x1 t6 L2 H7 `
Alpha
' S0 I2 K# q: f& W" ]4 CAmount recognized 1 S+ s! ^4 V' z$ G
Analyst 3 a. @/ D# n3 ?' B( @" l
Annual effective yield
, a* D" r- V6 Y+ G6 @ q3 X- g' L+ V* OAnnual Maximum Payment Amount
! m6 G$ Q& }/ y) L" L3 P& u2 ?Annual Minimum Payment Amount & Q5 Q( s( Z, u5 F% b
Annual report
( i2 T( E: j) y: h$ KAnnual Return
- o8 a& L$ h0 z. i ^9 OAnnualize
; h3 k$ b! s4 Q' K3 ?Annuitant ! I/ {( O. B# U* a$ [" q5 L
Annuity : ~/ G3 z) @; g' p
Appreciation6 y* n0 F8 f# s5 P+ R& u
Assets
* }) s8 H" g& i4 LAsset Mix 1 D* B& q8 H8 O4 ?$ H; `4 T# C
Asset allocation 1 V$ @* g$ A X8 p! k$ e9 C
Asset allocation fund
9 V; P; t+ l' j: EAsset classes
/ G) y& b8 V! m s$ nAssisted Capital * ?3 |; S }3 S5 M* J0 l* V
Automatic Conversion
* v; s) Z |6 i; k8 V& I3 XAutomatic reinvestment3 s$ X1 I8 a( A) d+ c. ~4 X! t/ T
Average Annual Compound Rate of Return % z& j( c @; a( y% u- o
Average Cost per Unit/Share/ I$ a; {! Z+ ~' ?& u
Average maturity
8 ~$ [/ B H; F- ^# eBack-end load 7 ?2 W, O( U( g
Balanced fund ; B6 S9 G+ }4 R! @4 ]1 ?9 g
Balance sheet ' \+ f \9 s) c! G) ?
Bank rate
% `- k' v/ n+ [7 m, ZBasis Point " b0 a& L' {6 k5 D+ ]: i! |7 P7 n
Bear market- {9 ~3 v- X$ F! ?
Beneficiary
5 v, c, |0 i/ Z3 ~1 a2 H. v, C7 PBeta
+ }* {2 ]2 ~ ?3 Y. |Blue Chip
8 ^5 p& K- [' u6 cBond
7 G4 F& n" q b3 ?3 q9 YBond fund + P( {+ F: k" o
Book value 6 a/ N; Q5 K8 m+ S8 k: ]6 d" g5 E
Bottom-up investing
]# j( v2 t( L: kBroker
; r" G1 v% f4 c0 Z- a. ?Bull market
$ Z* L- F) d- ~% C/ Q* `* y$ qCapital
! ^2 B# ]$ e1 e/ o; {1 p; nCapital Gains
3 w& i5 P, K' _2 l" B5 q2 o. ZCapital loss
/ `, I/ r; C" n. i; h! w5 s& N7 zClosed-end fund 1 E. [/ N2 k8 B" G
Compounding 3 B/ c0 o+ f- i" I- N
Currency Risk
3 Q( y1 H( a' j9 D) P" C; RCurrent yield
3 B' l/ f. f3 K7 O8 KCustodian 4 x/ [* T: j/ b: \" P
Debenture
9 B w8 K: Q$ |) Z' M6 FDebt; r) i9 K# L2 ~3 K- P
Deferral
5 i1 Z8 x$ [9 T( pDefined benefit pension plan. f9 r2 w2 [1 D+ T( v8 Z
Defined contribution pension plan
: g, T" x$ C" \1 @: mDiscount9 i" p! e, Z0 G( ]9 B! \! q
Discounted Pricing for Large Accounts0 I! c# x, [- H* |, D5 q( X; u U
Distribution History/ H/ y( E$ E9 S. y1 V6 ?
Distributions
9 g1 s B: k' s2 Q( H: W$ SDiversification& w3 ~7 j1 O3 B7 \( @+ [9 L$ Z
Dividend
% ^9 i0 y, W: _Dividend fund
5 d% e3 _& X r. u' ~5 F& U" p. j+ NDividend tax credit( x9 N: _$ v6 L. o0 A
Dollar-cost averaging7 G6 \! C5 f S2 `$ a/ ~9 L* T5 |
Dow Jones Industrial Average (DJIA)
7 W0 v5 w) x# _2 X Q& DDownside Volatility
/ o) z0 _( S' [! |DPSP (Deferred Profit Sharing Plan)! _% i; }3 j; j: l$ {5 ?' n
Earnings estimates+ @+ J( x. S6 K1 z4 T
Earnings Per Share
! C# s0 x8 A. [' b* vEarnings statement
* P# ~8 r+ p; H& p- ]Educational Assistance Payment (EAP); _" h0 f" {; ^. W# s. E9 Q: I
Education Savings Plan* Q: H B" l7 Y2 J; y
Emerging Markets
1 L2 m+ u( ~4 }2 [3 G; I' Q' Q& i* [( yEquities (Stocks)
/ S6 D0 s& ^. gEquity fund
8 l' T( F2 L$ S/ j; t; kFair market value
7 m! y, R" T% X( t, NFamily RESP. L3 N$ q6 S# Z! R; P7 V
Fixed-Income Securities
& X- Y* _* t2 j, b& P( p% YFront-end load5 n1 Z: f5 j( {3 F2 n5 e7 L6 B6 S- k
Fundamental analysis, ?- g1 W; P' S! t8 K
Fund Number
- m0 W7 [: `% O5 EFutures2 s, p5 w7 N2 |% ?& L' |
GARP: l* M2 G3 Q; ^/ G% j9 ^) o% m
Grant Contribution Room
$ W, N7 ?7 b4 u- L% V w* jGroup RESP) B' r5 b6 M6 p( |, i7 z, L
Growth funds
" O/ A, H X' T6 CHedge' ^* h% l/ N+ `1 E( g
HRDC
5 b( p$ v5 c4 S F- D4 j0 g B- ZHurdle Rate
* z& y9 L( Q8 c. g* l' ]Income Distribution/ z1 f1 a2 P" B! y& m
Income funds
0 z" }, ^; q8 a4 C3 E, C) h8 tIndex7 H }. A, ~! t% _5 z& Z
Index fund
* T f7 z& m9 d( O9 B7 R0 R( {Inflation % \5 \7 U0 D* k" @( t. V
Information Ratio 9 t! A1 l1 K3 W. d' k0 }1 G5 |
Interest & |! }0 j$ ~' Z, B
International fund
0 u8 E u$ y9 @5 lInvestment advisor
2 E2 Q2 q' I M+ a! s) n/ {; uInvestment Funds Institute of Canada (IFIC) + T- E3 ~% l0 Q" P4 T3 W% X
Leveraging
; J0 {8 x; H( XLiquid
8 A- J' {* Z$ L# I/ a& O! b. gLoad
, [: @2 \& Z" s$ k$ `Long Term Bond
, ^: I* [: _! g4 z$ E( }Low Load (LL) sales option
: H& |8 D% v" ~2 bManagement expense ratio! e" r5 R6 ]3 Z! y
Management Fee
! N' a7 o8 Z/ R eMarket Value of a Mutual Fund
$ V: }% e4 K4 Z7 a- }Maturity
5 J" f6 [' q* O$ a+ IMid-cap9 J6 W2 I% R* Y) W) h
Money market fund+ p7 z0 f4 P' D
Money Market Instruments$ p% L9 ]3 Q3 ^+ }& w* E* f
Moving Averages
- C# R* Z9 v4 U& WMutual Fund
- U; Z- k% y `8 ENASDAQ
2 c: d: {1 J( B! f2 T, BNAVPU
% b6 d" u" s* o. t! j* \Net Asset Value2 }0 X4 U7 X. r7 j3 S
No Load
% p( C: m) L1 [. F. b5 X$ SOpen-end fund
l2 e3 V' q' s8 dOptions
* e: \) P/ j s$ h/ YPension plan( [- e% t+ P: f) o1 y
Pension adjustment9 |0 G0 g! E( m3 J
Portfolio3 J' c4 v. Y# [; ?, R- W
PortfolioPro
- Z) ^: e% g( }! n# WPost Secondary Education Payment4 b, N- o" J5 s: {( K C
Promoter; r6 g9 F( ^ G8 _
Premium
6 {7 [* y% i6 ^2 Q& a9 m" fPrice-Earnings Ratio
3 X i+ V& E) n7 D8 I! lPrincipal7 e, V# v% K3 f
Prospectus
2 V0 ]* a8 ?% C( e7 h4 ]! RQuartile Ranking+ |! G" s h6 w
Registered Education Savings Plan (RESP)
5 S1 h4 `/ Y" I& Y' z. @RRIF (Registered Retirement Income Fund)
" I9 M7 [7 f$ d: K3 @* zRRSP (Registered Retirement Savings Plan) ' u+ i6 U1 Z8 R
Recession
9 e" n; b) _) q) n: I; TRelative Volatility
( y" n! ?4 V( n" H: o' `7 YReturn D1 e8 Z! i5 d$ ^. t1 [; w8 d y
Risk
0 U+ Y: N+ I+ A; iRussell 2000 Index
/ b. Y5 P: D: d8 FR-squared2 H4 ]% L `7 \- ?* W* ?. {. M6 l
Sales charge
, u& M; R9 }% [6 ySector Fund * `) _( E$ L3 N$ Y6 s# E6 k
Securities& x( G" @0 j3 w& W( h8 \( C
Securities Act
+ {( r$ {* h, N# Q1 ^Sharpe Ratio0 _$ H6 e2 P, q% F# ^
Simplified prospectus7 A" e* s! G. n" A( h. V
Sortino Ratio
& q q3 u. J' e% H5 C9 HSpecialty fund
/ g/ l8 C8 _, G# n, |& vStandard and Poors 500 (S&P 500)
( H j# O: |% a: M/ f" }Standard Deviation
5 }0 m( L- K1 R' k3 D! ^6 xSubscriber7 q, \3 H: Y' s5 P6 p
Tax credit
/ Z; U; ~0 N6 f- m3 C$ dTax deduction
% `$ j" a6 G$ [1 N* @& B6 z$ c0 CTop Holdings& W/ ?4 j' U8 G- ?& e* B
Top-down investing
- E/ D* t( I" `: Y, ~8 ^Transfer Fee
, \# d, d1 y5 {2 b3 J; ~Treasury bills (T-bills)
9 N3 C4 m0 ^+ W- b- ? Z" ATrust 8 C! Y! e* ~8 G
Trustee x, A( Q! O; C3 N; d
Turnover ratio
( ~; [( [' V2 B1 [, j L# n# [. [Unassisted Capital& N# t3 o7 O. t+ C u7 c
Underwriter
7 m& Y6 o w" Z2 k' _8 X: ~Unit trust8 k4 D9 S# d+ [; A3 Z
Value funds
, ^" G9 f Y* c* i' s! w, gVesting
" f) {) @- v( I6 C& bVolatility
5 H4 ?2 Z: i; P' ]) C# J8 Y8 u/ UVolume
' h+ k2 v' Q) k$ \Warrant, D# o/ M& m' P6 ]) w3 [. J
Yield0 \. `: K# F+ u0 l& o+ Z
Yield curve
: l0 ^: x! S0 E( k- D: F9 jYield 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
