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Account Type
& P; x! B L* x, i A, ^3 Q( q/ I$ i8 eAccrued interest' {* Q p& W/ _0 \2 i4 ~. T
Accumulation 9 d( }7 {2 F" g) D0 g, R3 ~
Accumulation plan& @- b# y8 B+ d3 y0 O- s
Active management
" x. a9 l. F- d" p( S, bAggressive growth fund
, @7 R* f5 s6 AAlpha
- w* B+ R0 Y/ I! R% P7 h& xAmount recognized ! {7 X* j6 v( @9 G% j2 M6 Q
Analyst
h7 K/ S- U8 t# g- a. O# {% UAnnual effective yield 9 Z5 M8 {6 e9 }! n
Annual Maximum Payment Amount
" F# p2 W B( W+ ^Annual Minimum Payment Amount : n5 T: D5 ? {9 {' t. f- J8 S
Annual report : Q3 ^1 d% p5 O- ^& i
Annual Return
7 b# P; H. D' G' F+ A' c0 DAnnualize
' M: T5 B! O$ @0 O# V: c1 I) q% F* VAnnuitant
% _: P6 e' w1 z' q9 K0 |Annuity * y4 \# `7 r+ }0 Z; g/ y$ ~
Appreciation: {7 Z8 Q- ^6 m ^1 V/ i
Assets
. ^$ e. v/ h2 Y+ T5 hAsset Mix
' s8 T U% v3 T, o- i0 uAsset allocation $ m* H5 A r. ?; y/ o4 O
Asset allocation fund 9 g* Y C7 Z. C B j& _7 b- M
Asset classes - m; v( \! n0 P, j& d1 v
Assisted Capital ; e2 c% f* I+ y# i) {
Automatic Conversion * `* Z0 \2 e( N4 S/ N
Automatic reinvestment: \! q: D# F3 n* l' Z
Average Annual Compound Rate of Return 3 A1 j' y+ ]' y8 b$ b: S
Average Cost per Unit/Share- g! P* Q# }: M2 w
Average maturity
, H h* c' o$ ]Back-end load
( z8 @4 Z) n; p6 @0 |5 M: }+ vBalanced fund
# w4 E, X* O9 }" D+ _: r4 x# ]' }# h7 DBalance sheet
& Q7 |# j" N C& LBank rate
7 W/ j! D1 ^$ c% H' H- TBasis Point
; H' |4 r8 w' Q" S/ j {& sBear market
6 \9 V& W* b9 \2 Q" O) xBeneficiary 5 G3 o. [8 X5 V. J5 B
Beta
$ z7 d9 q* i$ ?1 x/ yBlue Chip $ H# r% R8 P3 x: U9 v% C
Bond ' ?4 [4 j' |$ ^0 t! K( s" p% ~
Bond fund
4 P& ^$ X* X4 W7 }2 f! \" }' zBook value ' d* G, k v. D& s2 j. b0 C
Bottom-up investing
6 @. k! G* H1 ]7 S1 x6 D( Y% bBroker
* D4 Z7 o7 N$ S6 d; s9 R& JBull market! ^- C5 L$ h; u6 t: H/ ]- W& R& S: _
Capital # ^9 Y: _! N+ m/ ~, l
Capital Gains6 a) r: l9 n+ C0 B& n2 D' J+ G f1 u7 \
Capital loss
9 s1 k- }4 p! w; J6 y; pClosed-end fund
$ Y; D2 F- r6 Y: O# Z* ?( _Compounding
1 T! V% q. @, O% Z/ f; W- oCurrency Risk
3 b( C b# e9 v3 I7 W5 ?1 s4 [) uCurrent yield
3 k9 n* _/ p# P5 p# [Custodian - k/ S/ Z/ m& a* ~+ k1 b/ E4 {
Debenture2 c3 O3 M' V* y- C# ~; M# z( w
Debt Y4 Q3 E3 C- Z, b' _( H
Deferral
6 f& m y6 i+ [Defined benefit pension plan5 q' T( B9 s) V
Defined contribution pension plan
$ R' n& ~( I, R+ RDiscount* g2 a% o# ~7 x, u
Discounted Pricing for Large Accounts/ |; C1 D/ i* \& Z" F
Distribution History
6 Z/ B7 p2 u4 A, \: ~5 PDistributions8 y+ k; `$ J- z0 ~0 P- O2 o. o
Diversification
3 d; i+ _) h8 E% C3 QDividend
1 e+ q/ E4 u2 m( i$ p0 FDividend fund
- C( T& E' @9 S' o; N7 r% ~7 iDividend tax credit# z7 M' Z9 a+ h! k4 ?4 C/ M- t
Dollar-cost averaging9 i, {4 z1 k1 | s
Dow Jones Industrial Average (DJIA)
* Z8 J2 [3 n8 T$ m# M& ^* J' rDownside Volatility; b! i' h/ Q2 U+ i# U
DPSP (Deferred Profit Sharing Plan)
% k. a: H# ^- q. ~# ]6 }Earnings estimates
: d7 w! `0 ~# }* P/ F8 pEarnings Per Share
" t( Q0 d% E1 ~Earnings statement8 K" E5 [0 u; `
Educational Assistance Payment (EAP)& V. n. a, Y$ ~# i4 J- Q
Education Savings Plan1 Y" P, y$ l$ ~
Emerging Markets' c) t- U, o! o9 }9 d+ |
Equities (Stocks) - _( D2 y6 p4 P
Equity fund
0 I6 s+ E; X& [1 p, [1 NFair market value/ ~: A2 H: N0 o3 A# P0 l
Family RESP% f' Z6 {5 ?$ h) v
Fixed-Income Securities, E! d1 q, I& E: w2 z& R
Front-end load; \6 b& D+ {* b( i: E: F* d( l
Fundamental analysis7 X$ x- r, q) I: b/ D' Y" H( t
Fund Number
2 o+ ^: E. n' Z1 n% j% z5 q$ dFutures
4 {, e# |: a* M) Q) sGARP% _$ d6 j% B$ p: H1 \
Grant Contribution Room6 d9 @! x I6 q/ L
Group RESP- v' s, r1 s- A/ a, R
Growth funds
& [: x7 O6 c& q4 _3 F/ VHedge1 Y& ?- s6 T# j
HRDC
, a% M- [& P4 t! `: q' kHurdle Rate/ m# o, s( N0 y. K0 @) ]
Income Distribution
# T8 S) T; g0 d7 [/ SIncome funds
/ L/ g/ ~+ V; LIndex
) N H' G6 u1 g* e9 C8 P+ dIndex fund8 O: d0 E5 d9 }% T' n) R
Inflation
% W$ p. h# Y0 K, P) qInformation Ratio ) Y: u9 J- c0 y
Interest
& E8 W3 }0 } D8 ]7 eInternational fund1 |; L: m: ]7 U, v4 R3 J; F8 J* f4 l
Investment advisor
7 o5 b% u7 g5 M! CInvestment Funds Institute of Canada (IFIC) 3 {3 F# {; X# ]
Leveraging
5 B# X# ]* N$ ~- _: s8 QLiquid 9 }5 F& Y6 L+ V, V
Load . [' V4 ]" V- }- x5 n0 i/ \
Long Term Bond
- p9 b: E( ?% cLow Load (LL) sales option
, m- D4 m* O F- fManagement expense ratio
: Q: k, I% ?) hManagement Fee1 u% Y8 N8 [* g$ g2 b
Market Value of a Mutual Fund
5 W5 g( {+ P, \( D1 E- q a. yMaturity. T8 v2 h9 E' [/ m
Mid-cap7 W; B5 @" ^! ^% j& d& w
Money market fund
& T7 W0 c0 C* S, X2 {Money Market Instruments1 ]3 y ?/ g1 Q$ y
Moving Averages
$ ?! P( Q' }4 X3 B1 L" O( ^Mutual Fund. u3 ], B9 G J( t# b
NASDAQ# b8 K& \6 j4 m1 `
NAVPU
6 S7 d1 W/ S. G7 WNet Asset Value: Y" Q! f6 w* ?2 W
No Load/ |; u) J7 a' v- y
Open-end fund
7 A! y4 I& n: v; E) \+ ]Options0 H: z* C5 c6 y7 u8 M
Pension plan# d) r' n5 n# p7 S# _$ b, R
Pension adjustment
9 w* _; ? x$ |( O7 v9 {7 EPortfolio
* V- x: _& t: H. d+ A @/ xPortfolioPro
# T0 {, S* k9 w& ePost Secondary Education Payment+ x2 w! f& S& M' ^" l5 y
Promoter
3 |. v" b7 _# n. u; h! ~Premium) q3 \& O! B8 ^% l
Price-Earnings Ratio8 ~! R9 P! u3 ?
Principal
( C, [2 y: e. B8 H, k( r' XProspectus6 ^+ j5 T( q& h9 ~% O2 e, a8 s) I; V- y
Quartile Ranking/ T+ i! w/ C) n- Q/ Q
Registered Education Savings Plan (RESP)6 B! u) C5 f% z* M8 E
RRIF (Registered Retirement Income Fund) 0 X/ \, g0 H; `; r
RRSP (Registered Retirement Savings Plan)
! b- d& K! H0 `, N NRecession8 J9 x' P3 R4 m1 I- _
Relative Volatility
: y4 P& ^- C& VReturn
; w) E: Y+ h. v) z+ URisk
" E% h) Y! ?6 D( D9 Z4 BRussell 2000 Index
( V0 a" s1 K; J) wR-squared
4 a6 R3 r- L j J Z: b, {Sales charge
* D* a1 T+ }1 U. I3 HSector Fund & O: X5 ?+ L9 {7 M& r3 ]5 D
Securities* x& N) Q% Q+ Y8 e
Securities Act
3 B) x' Y( B3 e! H5 Y( ZSharpe Ratio
' S' g- p }1 _% s0 @Simplified prospectus$ L5 V) n5 J# k% }1 A' S
Sortino Ratio
0 V4 N i! O3 E% r$ h. _, ?- FSpecialty fund4 H7 q, g' t1 q' K: }: F. v
Standard and Poors 500 (S&P 500)& Z. B% N1 J+ |- g% ]- V0 L6 s* m
Standard Deviation
1 e* E4 A$ x; K3 d* ]4 |, F! sSubscriber7 y1 J/ o r+ x4 f* q) [
Tax credit: a+ Z5 f; I& J. F& s) W% X1 x3 F% X+ t
Tax deduction
7 E: E" h/ C- t* _- [Top Holdings% v. i4 O* C& R3 W' V Y- L; n
Top-down investing* B' O; w. u3 H* |/ A
Transfer Fee
4 O M) ]7 E1 b8 Y2 m- y4 z# {Treasury bills (T-bills) 1 x: l% p; Y- Q7 P8 A
Trust 1 D. p9 k' v$ [" {% [ e* y
Trustee* `% M, K, G! U8 H0 \; e: O. i7 K
Turnover ratio * l- D+ C$ b8 G, v0 B
Unassisted Capital9 z7 N) d5 c" F) I* ?; c2 @
Underwriter
1 p: c6 P; A t, a- b! L. z- OUnit trust
# T/ B9 J0 Q' B" ^+ dValue funds ( T3 w, S+ |! c) ~8 m3 R7 r* ^
Vesting5 g, Y* N; b' \& j+ I* P% b3 K
Volatility+ Y5 ^ ^$ t& v1 K0 Q; V5 j" _
Volume
+ [7 V5 q9 v- Z* D0 d8 aWarrant
' h6 A( N2 \ A1 _$ d; y' HYield
0 j6 E' Z9 n4 E% H5 [' XYield curve
( W t) S2 j3 b: e" 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
