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Account Type
3 \# o3 K+ D: ^, R7 i: GAccrued interest$ A8 ?* j# j2 O& }# c( X
Accumulation
) }+ E7 T U' @( K7 C! p7 |Accumulation plan6 W$ r! }" @6 r
Active management
: L2 E' ]! j" p; k: }Aggressive growth fund
; A4 [* u. G4 V& S( _Alpha' N4 V, N. j4 X v
Amount recognized . a; {3 ~7 S7 ]" R
Analyst
# [# \( u( J! k) _Annual effective yield 1 z- q! U+ a$ W
Annual Maximum Payment Amount; v+ W, |$ r: f2 a; O& |
Annual Minimum Payment Amount 9 q1 d6 w# }+ S9 _
Annual report
0 b3 G) F3 Q9 l% `Annual Return
, @* d; `5 U# e7 G5 o9 K6 FAnnualize
: y/ {/ Z+ S! M6 f MAnnuitant 2 M# @3 w: f8 ~ W3 j, _1 u
Annuity 0 s5 y* g# y0 U! Y
Appreciation! d4 H2 m. C9 h+ ?& Y
Assets ) S- _0 t1 y1 x3 V: i/ V
Asset Mix
# |8 g W3 ^* _Asset allocation
4 I# A q) T1 m3 w6 l0 F0 wAsset allocation fund $ {# p1 [( P1 {4 L
Asset classes
0 P' @; x4 H& b! vAssisted Capital
6 W4 c2 M: m, g9 w& \! `Automatic Conversion 5 T7 j/ R" \1 g6 \1 o6 R' C
Automatic reinvestment! k4 {7 X1 r4 m4 q0 K
Average Annual Compound Rate of Return
3 L) ] {: K6 pAverage Cost per Unit/Share
. ?4 S3 {5 `! O" h8 Q2 n3 i2 a% g: b( rAverage maturity
# `5 O, n, K9 x SBack-end load
! Z" s8 ^4 A2 P! |, g! ~/ ]7 ^5 ~Balanced fund $ r' O" C2 M% I
Balance sheet
+ H) c/ [- J8 I2 eBank rate
' V* x2 i& c) L' H* a& C6 zBasis Point . o1 t2 k9 `. P8 X& c
Bear market" y \. P6 b9 m$ A
Beneficiary
3 z8 `3 E6 J3 g6 Z2 s( Q4 wBeta! ?/ E6 R# E" g& M
Blue Chip
3 f7 _" G, K: L* `1 Z$ ABond " `' S$ Z q9 T% \/ R
Bond fund $ X! y7 _+ {* r+ P$ C- ]
Book value : m. L# k8 s- L* V' [) V
Bottom-up investing
, i# ]4 J, z# ?" V% {! S; t& O2 uBroker
9 R9 r: `' f U9 W, Q$ oBull market
# m2 X! i M; V( XCapital
5 U0 ~ X9 k8 S1 ]1 OCapital Gains
3 |- r) q1 e, h4 U* L' ]Capital loss
- X( h/ X; m8 U$ ~, EClosed-end fund 4 a( X e5 j ] z
Compounding
# L9 E% a( o: e% R# `1 m0 [* g! `Currency Risk
2 C$ \ r' R! a! {7 @Current yield " e% J, M# C7 t9 E5 m5 _
Custodian
+ U( P1 G( |2 _! h9 xDebenture0 w3 l9 w" R& P" W
Debt" M; A# @* e3 [7 e
Deferral. J i* \/ ]6 d: d! F0 @+ x
Defined benefit pension plan
! Z5 I! p4 K* s4 gDefined contribution pension plan `! r& g- y7 Z/ B8 P& p2 G
Discount
1 W5 O. S, {! |Discounted Pricing for Large Accounts
& Y6 q8 M* a4 {4 R4 ]) Y2 YDistribution History
8 }$ {; t5 o5 X: K7 f! w/ \4 TDistributions4 O. O& |" |2 g7 C
Diversification6 f- L; ^ [7 s; l
Dividend
! Z7 q7 h4 l( _/ eDividend fund O5 ?, z3 O4 B, G
Dividend tax credit
6 e; R7 g2 z7 s4 G0 Z! b; KDollar-cost averaging
6 M) D. a# r% ^Dow Jones Industrial Average (DJIA) H- C4 |9 O; C/ C
Downside Volatility; t z3 L, M; }4 F% R, v* Z$ d6 d! x
DPSP (Deferred Profit Sharing Plan)4 o% j5 T* I: k* g& f2 ^
Earnings estimates& O3 m, O8 e( p. B# `4 H/ Y/ ]4 f z
Earnings Per Share% ~) f. A5 P/ S \, j
Earnings statement4 S; H% N" G/ r& t) ^3 [
Educational Assistance Payment (EAP)* V& U1 a4 f2 c9 j4 ?/ r" B% u5 D& J
Education Savings Plan
. o7 X& H- x3 M! UEmerging Markets
7 w; @6 N8 u6 g. cEquities (Stocks)
4 `( J) A. y" I% h7 ~Equity fund
9 [+ b4 v/ t( \8 N: ^& C9 V9 X5 QFair market value
6 u/ i: z9 n; Y, ?$ J# VFamily RESP- l* P* }) Z- \1 r
Fixed-Income Securities# H, D _4 g1 N' r0 h$ u- \
Front-end load
& E% N4 p4 Y+ L" lFundamental analysis
2 s" m- q- N9 wFund Number
2 T/ @, S. l7 s1 g* b7 ]* s9 rFutures
' {% P; M( [& rGARP7 ~" F$ ^5 P6 x( z( x
Grant Contribution Room- F: j: \# ]8 [/ w
Group RESP0 O% ^2 ~; |1 s( l- m* ? b/ q- O: g
Growth funds ! ]& |! Q# m% H& U( [
Hedge
4 `# ` ~/ p! S. ~HRDC8 _, D$ f. x' \) h
Hurdle Rate
# m6 \8 e0 b `! w3 LIncome Distribution
! _' a6 s4 x- S' K7 `Income funds ( N9 Y! o; j$ N
Index
& O' a7 K' a/ P0 oIndex fund" U9 v" u. W8 y
Inflation
& f" ?% r( p% H2 T% K4 `0 ~* R4 NInformation Ratio 3 l1 t7 V& f# B4 @) i. D9 r1 x3 |
Interest 7 h$ O' J& C a2 M1 x3 Z3 r" k
International fund F! U+ F1 t0 Q& y8 g
Investment advisor
% _9 o7 X1 G2 J* c# e8 Y4 oInvestment Funds Institute of Canada (IFIC) 4 j* M6 @6 Q/ Z( h6 ^
Leveraging
& y& i& ^/ _( {: u# ILiquid ; C, j! t! U: u# e$ \
Load . J1 S# O4 j; O/ Q, p3 p
Long Term Bond. r9 b' H6 b- _# y
Low Load (LL) sales option; Y& ?$ i% m: S4 w+ P* K
Management expense ratio
2 R' e( V, K0 u$ [ bManagement Fee
) _- L0 N$ n7 T+ w$ sMarket Value of a Mutual Fund
' V5 S0 o) L8 d; l7 [Maturity
5 @9 L, c- j- k+ ZMid-cap
8 i: N. P! l3 RMoney market fund
7 ]. \% T1 D: e) WMoney Market Instruments
4 R5 ~+ l) w& U% X. L8 @ \Moving Averages$ O& B+ }, d, W! E- H+ `) c
Mutual Fund
0 G7 e" f$ _) Z6 i0 JNASDAQ
( d, q$ r+ y2 D8 xNAVPU' i* a r) P* g% R/ q8 L- Y
Net Asset Value( d6 _! }5 Y" H5 Q$ Q1 h
No Load' Y7 r3 t0 D- \ X
Open-end fund
/ T1 E* K; W0 O+ |& HOptions5 w; b# c- |7 u1 O
Pension plan! F. S( U5 s8 z# I- C
Pension adjustment
; k# h5 Z* T$ ?& |, OPortfolio
! V* ?0 U; ?# b1 O( K. T4 @0 CPortfolioPro
5 ^8 B3 B/ J$ D/ r: h) X5 QPost Secondary Education Payment- n3 F1 c P7 M8 \! q
Promoter
) M5 w( Z4 Y5 q+ M0 _; sPremium
# C7 @" ]) F+ w# o" QPrice-Earnings Ratio5 S! M/ m! E) y( m- x3 j; P
Principal
4 ^7 D' v" m* b5 |' \$ y$ UProspectus( S* Y9 [" [* \! s& v8 D
Quartile Ranking( f7 C* f1 W4 P0 Y/ a
Registered Education Savings Plan (RESP)
% ]4 K- v% e) c) `RRIF (Registered Retirement Income Fund)
7 n: G/ G. _* D+ y7 [- w2 ]; FRRSP (Registered Retirement Savings Plan)
2 ]0 k! D, b, H& ]+ }Recession# {8 Y/ r( U+ w
Relative Volatility2 G$ V# v) ?1 r2 ^
Return/ p8 ~: Q- P K, K
Risk
4 x* B L/ ?1 Z0 FRussell 2000 Index ; o: o! B; L2 V2 ?2 p
R-squared! N7 S+ d( h+ z# m
Sales charge
. ~( m0 i! ]: ^( n FSector Fund
$ ?3 k% q# C$ w! G6 V9 h) J: SSecurities+ a& V' w2 e t, Z3 N$ F* E9 I
Securities Act
f" P. B$ q# U' ?$ fSharpe Ratio' d; F; C7 H+ ~ [. M
Simplified prospectus+ n+ q$ c" `* y0 p$ f, I9 b
Sortino Ratio
, m. `! a. M! R1 A; J8 u9 rSpecialty fund
F9 p6 f2 [, W3 H- ]* j2 dStandard and Poors 500 (S&P 500)6 K% K7 m/ S3 C
Standard Deviation
0 y' B; X# Q0 Y% d% n5 i. xSubscriber6 ?- d) e: S$ c( n% Z
Tax credit, L, X9 l7 R3 f6 l; Y
Tax deduction
4 g" G: I# @" }8 e$ n, k- D# wTop Holdings
v- s1 G( v% F; C) W6 zTop-down investing4 Y! x; K0 y2 [9 ^6 ]7 ^. M
Transfer Fee
8 i3 g( b7 G3 S1 J' CTreasury bills (T-bills)
1 c8 U# Y- a0 ^3 L9 L' ^Trust
0 F. P* V; e6 v/ g$ G1 iTrustee
% R* F9 ]& g% l' l, p3 J# ~Turnover ratio E5 |" r: z* |& e: ]) K
Unassisted Capital7 {* n% e' f( J& O- `, |
Underwriter/ ]- B; O# n- i9 U, G- H& s0 z
Unit trust
0 P9 ~* }' o# i8 m% q' kValue funds
. \. [6 o8 D& z# SVesting
5 N" ^; J& G$ iVolatility* }9 `, Z1 H p1 d8 d
Volume ! J2 C1 C, k: Y& @8 H% g1 J
Warrant0 z: z- ?+ ]/ H. e+ T; {1 n1 b' a) H: |
Yield
! t- P. I6 _$ R+ T, `2 UYield curve( T0 j9 N2 F0 V7 d
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
