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Account Type& U& x( w7 s2 r+ u% ]
Accrued interest; N/ W$ F+ @/ s
Accumulation
3 L7 [2 j1 }2 lAccumulation plan) l# @1 P+ u' n. [
Active management
}1 d& D' q/ T+ Y) q3 ZAggressive growth fund 4 P" J- @4 L# j3 i. c% ~4 Z
Alpha
8 ^9 f; ]1 H5 M$ X% a# C& o0 ~Amount recognized
, k U6 R! c4 v2 EAnalyst
5 H/ f2 i! R6 B: bAnnual effective yield
8 \' c% i e6 v0 q( {' D9 AAnnual Maximum Payment Amount) t# z4 j. h# C9 a0 H
Annual Minimum Payment Amount
* p2 M9 b0 l: f, I- _/ cAnnual report
& X1 f7 S/ t" iAnnual Return; S# v C$ @3 |( U
Annualize
% g; C6 l6 c( n! bAnnuitant # l B4 a4 |" Y/ j! q* e% p/ J
Annuity " r/ B9 J5 [) t5 `$ a) D
Appreciation" z% x# e" D) E) r8 I
Assets 4 J- c6 Z7 J3 r1 N) o
Asset Mix
3 J P6 y; j; X1 R+ U) G) DAsset allocation
5 w# F4 x3 n( p3 `! d! g7 ZAsset allocation fund ) H. m' H, s1 Y. }. H, Q
Asset classes . J4 k. E9 G; `' k
Assisted Capital 1 Y& A3 J a* P6 r- J9 W
Automatic Conversion ) j2 i# g( I% l3 Z j
Automatic reinvestment9 ?3 m4 V8 J/ ^, i1 d
Average Annual Compound Rate of Return 7 U, R/ F s$ y7 ?& R$ q. {
Average Cost per Unit/Share
% c6 t( Z4 [+ G& V! j; p- s1 ]Average maturity
, J4 C: t9 v7 d" UBack-end load
% J% {- O: H, R; c' z6 v# a: wBalanced fund
# \8 i j! a7 ^/ r3 z$ QBalance sheet 4 o4 p; d0 J% w# B& e
Bank rate4 G% P$ V0 b! I; [* R, O& m+ A
Basis Point
0 b% _3 @! X2 F* T1 b' x! z6 ]Bear market* \+ Q8 S! [5 O3 u
Beneficiary } y/ J) m# X* i
Beta8 k) @0 K/ Z3 a
Blue Chip 3 e. q$ v# s) x* x1 E
Bond 7 P7 o' x" \; u& r+ B' i
Bond fund
- q! {7 N8 t! U* SBook value 2 X; @+ a/ F0 l* \: S
Bottom-up investing
3 d# n- N0 `: I% r( s; ~0 dBroker7 S, c: A) |6 i" \2 S
Bull market
) Q8 S/ w$ \4 Q) _, WCapital
# u8 t& }7 V2 w/ [ gCapital Gains6 n1 ?. j" F% ^& u" h, Z" e6 `3 {
Capital loss
" y- o& ?" f4 l/ X$ xClosed-end fund 6 `2 i1 I9 D/ L. N
Compounding }3 P9 ^3 o7 A7 y7 D4 K
Currency Risk
7 N- k# E$ ~2 u/ N: f0 TCurrent yield 5 c6 K# o0 H# l- Z! d3 H: K
Custodian
2 p2 J; U5 Q: F7 p. i, ~Debenture
0 r+ b1 Y W& w3 m j5 p3 ]Debt( J- R! G$ p' b( z- ]- J
Deferral* D k5 X3 F( n
Defined benefit pension plan
& \( D0 D! X) U: C% `Defined contribution pension plan
, i4 P7 T6 D2 f3 a. g8 DDiscount3 Z/ r- X7 ^# A) s
Discounted Pricing for Large Accounts' |8 w* G% `$ L1 J( e9 E# G
Distribution History
' l: z3 B, s. \Distributions$ l- G2 `6 v: G1 N, _8 T
Diversification+ f, H) C1 s$ R) Z6 a! o
Dividend
; o. }/ Y) i, \1 G) {! HDividend fund
; I6 K( x' N, c2 WDividend tax credit$ g6 ^4 h1 [$ _/ }$ C! a
Dollar-cost averaging. v0 p" O: | x( @3 Q
Dow Jones Industrial Average (DJIA)9 N9 {6 Z7 }- f; F) t1 g* S$ z5 b7 m
Downside Volatility
, C& @% t2 h xDPSP (Deferred Profit Sharing Plan)
/ {5 ]6 z! L) j) N" S" UEarnings estimates
9 t' F) D5 L. k0 O0 A% EEarnings Per Share
# x. H' `" G, G" h; `Earnings statement
5 |' M; @. y8 ]) H5 LEducational Assistance Payment (EAP)& f3 E& F2 \! H/ ~
Education Savings Plan
+ J# k, a' x r; Y( wEmerging Markets
4 j& ?+ a( s, V0 ]7 s5 x2 GEquities (Stocks)
/ D( W% A+ `2 w; `- gEquity fund
2 @& e4 Q& X" C% o' NFair market value
2 q) e6 K# @3 CFamily RESP
7 U% k: ]! N2 v/ G, DFixed-Income Securities" Y2 K" ~* P* V1 Q
Front-end load
( S {/ h% Q2 O/ ~$ DFundamental analysis
5 F* ?% O8 H1 R; A* n2 yFund Number
" |, |$ L6 ?6 ?% d( [% rFutures' |9 s! c. I2 _
GARP9 z3 W$ Z& k9 f! i8 B. [5 t- N8 P& U( Y
Grant Contribution Room
% Q$ f' A& G, d$ vGroup RESP. V& H( X0 P) k+ |2 B; S% }
Growth funds
3 o* D* s* S5 w8 Z: a) THedge% ?) J. J3 ~( r4 L& v5 I
HRDC
* N% Z2 Z( A& \# }Hurdle Rate
+ e9 a8 W7 Y7 g4 ^Income Distribution; Y7 f) |8 ^' f/ C3 T
Income funds
( t+ t/ y( C6 h5 KIndex1 K) G8 L# }, U5 d% `
Index fund
1 b( h0 {1 }# q5 z+ JInflation : h- D1 a7 Z8 K' V) u0 {* I$ q% U2 d
Information Ratio
+ G. |, w# u0 G0 {Interest 1 F) j: L! f& ]+ f
International fund
) }5 Z: A; o/ g9 vInvestment advisor
9 X3 N1 [' @# v' u8 x+ n; E4 KInvestment Funds Institute of Canada (IFIC) $ t/ t" r) I5 _7 a5 D
Leveraging9 i6 d2 [ {3 a: o4 S3 |8 H$ e
Liquid
0 {$ J9 v6 _+ P4 d% `# TLoad
* V# }5 R4 p9 [Long Term Bond
7 t! j4 B2 }/ E% NLow Load (LL) sales option
/ \2 r' @2 y) [) SManagement expense ratio
7 n' T3 B9 V. h- yManagement Fee
4 K' x) _0 x) F- } }/ f$ vMarket Value of a Mutual Fund
* p, D1 _- B. w2 x5 J0 M, x8 cMaturity. J. I/ \5 Z L& H5 a+ p
Mid-cap4 p0 w" e7 H" U/ U' A& U Y4 B
Money market fund
) S% Q: n3 [" u7 `3 p# ]) LMoney Market Instruments7 m/ M; O x: {. X0 A$ \
Moving Averages5 |( C1 [* \2 M
Mutual Fund
' h6 V$ s4 x$ a0 RNASDAQ5 V3 c7 m6 i) G: L6 O
NAVPU
& V+ a) \* u1 b( v3 d: CNet Asset Value0 D; e" w/ D5 a
No Load7 A# s& {1 e! W* v% G" B8 t8 u
Open-end fund# e5 H* D" A) V2 s# |
Options5 v. T% V/ ^ J, \
Pension plan
( s8 C* ~3 ^& V. zPension adjustment6 C/ B3 ~) Q. J5 l
Portfolio& u# T z( H* y' f2 u2 O
PortfolioPro. i$ s4 M2 s8 O7 o
Post Secondary Education Payment
" C/ e/ \3 h2 L) vPromoter* X+ Q( f6 p1 S
Premium
: B; J6 V2 y* \5 O5 EPrice-Earnings Ratio
' y/ L% l( O k/ lPrincipal8 P5 q K6 P+ z$ Y8 \& E8 F
Prospectus
2 x/ z) K7 t H: M; T* cQuartile Ranking' a, x6 E4 t* K1 W7 B( n
Registered Education Savings Plan (RESP)
! j; M* R& _) K j+ I; \; V$ iRRIF (Registered Retirement Income Fund) ( E- O5 T1 Y- ]
RRSP (Registered Retirement Savings Plan) # e! \6 M) Q O& V V& C
Recession
3 o; Z' s- L H4 P0 i/ x( E. ARelative Volatility7 Z, B- B$ H# U. _; y
Return: H! k$ c2 ]1 ?# o. w8 Z9 g f0 g4 g
Risk 5 b: g; b3 |' K; H1 x
Russell 2000 Index : x$ d5 g' {4 W, J8 T5 J
R-squared" `1 z* G6 C0 e
Sales charge
0 n) X$ A0 D7 X" J. e" x6 sSector Fund # g; N9 c8 E i! O1 E! a+ t
Securities1 Q- H" s% k% E7 i
Securities Act
8 `% M! B( X3 B" ESharpe Ratio
& A) @. b& A4 kSimplified prospectus
5 v! z1 A' e( w K+ fSortino Ratio2 e+ c5 |4 ?+ \! y1 @5 T: L
Specialty fund$ i; J+ Q- g; S- P5 [% k# r, l
Standard and Poors 500 (S&P 500)
4 v- F7 @2 O PStandard Deviation
$ T2 p( ^- M: E) k* l _+ {Subscriber
8 b+ s) q9 w" j( H, cTax credit
- C. Z+ k' ^5 W" `2 a. N7 qTax deduction
9 X/ @6 D6 q# [7 l; c2 l3 ATop Holdings; Y2 k4 G" t( a! \* H
Top-down investing5 c$ s" h* T. \& j1 M
Transfer Fee
4 n; d) y% J& r+ P# f: ^) jTreasury bills (T-bills) ( f- t" m1 u3 z
Trust
$ C# t% o) B* G0 v. Q& rTrustee9 C+ K, m! [) m6 a) w$ Z* {" C
Turnover ratio ; U* i7 @$ ^% ~) O4 V9 ~
Unassisted Capital
/ U* w4 c8 r8 E" MUnderwriter& H7 x& }6 i1 r7 U; x
Unit trust
% G! Q" |9 ]! O2 yValue funds 6 H& h2 I( z, ~* G2 O9 {0 A0 e: `
Vesting
: T) P" k* ^* z0 g# J. QVolatility7 v/ X: O7 U3 N- y4 z' i
Volume # Q9 T4 Y a- y+ F
Warrant# o. d( d: N1 D8 f( Y+ Z: _
Yield. e3 ?3 J0 _* m/ ~' c/ U6 ~
Yield curve3 ~3 I3 x5 }. F* S. Y# K
Yield to maturity |
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狗仔卡
发表于 2008-9-22 21:19
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发表于 2008-9-23 23:22
