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Account Type2 u) j6 e& _6 D" N1 f" p4 D
Accrued interest
7 ^9 Z% j* N" M6 lAccumulation 9 ?6 F3 W x1 X
Accumulation plan
- [7 w- `! _$ _; iActive management
$ w' P* y0 O$ Y9 aAggressive growth fund & l# d# n) p, y; ^& N. v) D' t' I5 N
Alpha, z3 ?8 Y4 J ]+ A
Amount recognized 1 H' H7 m, r r% K1 `1 T' _
Analyst
U! B9 U# m+ QAnnual effective yield
5 ~& z; C% B Q- P) ~* `, oAnnual Maximum Payment Amount: x3 b# L. X1 T) ]8 H) T2 U% ^
Annual Minimum Payment Amount
l' X. s. y* ~1 q+ B" Q& M7 bAnnual report
9 ^) `4 S2 I3 {6 p( pAnnual Return+ N3 x& e+ S7 U8 u, ^ J- E$ V
Annualize
: Y3 t2 {' A6 a% ]( W) ?( N/ k0 MAnnuitant
; x. M1 \3 Q) Y% IAnnuity & B9 W- s& _% F; z2 K
Appreciation
) v3 Z& A$ M/ H) Y3 e0 U8 KAssets
) S2 L3 v4 v2 v. D u6 AAsset Mix 9 S5 E" r$ j9 \
Asset allocation ; a" t( V7 q; }" z
Asset allocation fund
: E; f3 ?# k* ~8 R7 W+ C4 G# p' sAsset classes
+ A5 m& D: R5 X2 j9 \' ?2 zAssisted Capital ) @. ]( {& Y3 s4 s$ _! [/ c4 a% j
Automatic Conversion % N; M# L3 C/ x" R7 X
Automatic reinvestment
$ `; N, Q$ F' l/ [6 p- g2 x, v4 GAverage Annual Compound Rate of Return
! j; V0 }8 w4 a. U# @Average Cost per Unit/Share1 O/ P8 [. K: Y5 z
Average maturity! a( r+ Y8 h$ g( `; D! H j
Back-end load 6 h! H$ q4 T& p9 b P
Balanced fund
& L1 z0 t8 y: M' ~# }6 yBalance sheet
: m& J' M7 J ]' uBank rate
+ R# c6 A5 f. u, V& p- ?Basis Point 3 O+ A, o2 u# k" `/ F
Bear market
8 z) I9 m1 V5 r5 ~/ {Beneficiary * k! \0 q: \7 Q! d
Beta* |0 f" s# s& c t% x. X
Blue Chip
; x3 e( f: K; g; @: b3 sBond
& q2 V& ?6 B$ x yBond fund
/ u0 O5 S$ P8 u8 zBook value 5 G# o1 X! e- I: J" G5 ^
Bottom-up investing 8 U+ S7 ~% P+ e6 ~3 M
Broker/ D* p( g! [8 p# t7 C U% E) R& |1 ^7 {
Bull market- o2 Z5 r. Z2 ]" v
Capital
. y& U) m5 `: h4 yCapital Gains
0 F2 V; @* C$ M* e3 p! kCapital loss / G) X% F K9 Y. V9 g- y$ l
Closed-end fund
( u! ?* Z# k3 V o! r* ^Compounding ( {/ h5 k/ _ ?
Currency Risk 1 g5 u4 }5 X2 i- N, A/ \
Current yield
& Y m k7 q4 L5 L) dCustodian
: J2 N; b. O1 {: E6 ~ V2 ~Debenture
$ E6 K D ^ _ qDebt8 t1 [7 `( o- Q7 M* X' L, ~
Deferral( f* I# Q. |# n8 Y
Defined benefit pension plan
) X! c* I; t- \" ~/ J* }, S0 Y& gDefined contribution pension plan) O3 U) a* i V) A5 h7 f
Discount
7 F% H; K$ U: M' @4 mDiscounted Pricing for Large Accounts; Q3 n% w- e7 i* E! i
Distribution History
, @" ^+ k7 G& E' W8 \: K' ^9 LDistributions
5 c; A" \4 L6 a+ LDiversification a; B0 p' F- w6 n9 B
Dividend: e$ {0 `; z) Y% `7 V
Dividend fund
' }0 E- R% E7 w$ l4 ]) JDividend tax credit
0 N. _1 i# W5 g7 d1 GDollar-cost averaging- A$ W' P. Y6 F6 S+ W2 }$ x" d3 G
Dow Jones Industrial Average (DJIA)0 O4 |+ L& f& x5 y
Downside Volatility6 B; S1 _. @, S$ {9 n
DPSP (Deferred Profit Sharing Plan)
" u/ L, x5 a1 W# T# |4 \4 jEarnings estimates
! j0 b, i k, \$ a4 ?* C, @1 zEarnings Per Share
# E+ s0 R8 e. O/ {- d/ l2 {Earnings statement
" y3 S- [$ v* l# l L* SEducational Assistance Payment (EAP)
* }! B. R c7 {$ JEducation Savings Plan5 E6 U5 D- e- o8 E- u
Emerging Markets# H1 g m/ T0 N: s& c" @
Equities (Stocks)
: o2 x/ b# v6 i) M; uEquity fund# Z% j4 _* Q" Q
Fair market value: [* S, p0 J! i& P' Z& k
Family RESP
( j% c5 U* ?1 t; {Fixed-Income Securities
. U4 Z( }2 `+ L" ^+ S; ^Front-end load, W) ?' A6 T# G$ ]5 f
Fundamental analysis1 R, ~, P9 R5 ~! w1 Q2 F
Fund Number+ e h l) J4 K& ~( \
Futures
0 o0 H0 L2 b$ S$ T9 X1 k5 kGARP/ w8 u, E- l1 }7 s+ S3 q1 [4 N
Grant Contribution Room! r2 e( ^7 P3 \# X# R. n
Group RESP$ c7 G4 c q+ b) ^( Z3 n. ?: a! R
Growth funds
$ ]; G% O- b* G4 ~) `; fHedge
8 Q+ O5 h% d! ]& KHRDC
: V( g& l% Q6 p# s; t6 j9 HHurdle Rate6 `! Y# V: }6 F
Income Distribution2 N& `4 {4 S( g9 H
Income funds , c* n: z4 A' |- |2 Z
Index( x+ P& k( d! f9 ~
Index fund
8 P% E) M+ D# m7 i& B1 O% s( ]Inflation ; B; _2 t. Q- [
Information Ratio
- |9 P9 k6 s1 V, hInterest ; E- I! ?) o H: D, [" l! N
International fund
5 M" X0 b( R. yInvestment advisor
' s* _/ F1 g7 X$ x% ?5 uInvestment Funds Institute of Canada (IFIC)
; V# k1 E3 D5 X, }* g' A7 r5 DLeveraging3 `: m `9 Z: J% d/ A* R
Liquid : P5 ?* ?- u y0 H
Load + A4 `6 O3 m' A- n
Long Term Bond
1 M( ^* p+ K+ w3 U( I4 RLow Load (LL) sales option
9 Y: i4 K' O& mManagement expense ratio
" Q7 z% V7 ?/ e% `! [Management Fee
% i7 W# l& w6 D; k1 k3 g6 T" GMarket Value of a Mutual Fund) x; u& i( r- n0 ^
Maturity
2 Z0 V: f/ e7 sMid-cap1 b- h: J9 D; X' O5 G
Money market fund
0 K2 y& W) \+ H" ]% M. Y3 M7 U+ OMoney Market Instruments
t s) y1 o$ l8 h3 mMoving Averages
) k+ Q1 C' d. z& T, n7 ~% \Mutual Fund
; L- k6 k% H: p5 `4 MNASDAQ* F" t& F, x6 I; H" }3 N
NAVPU
& e" X7 l- a! ?( B0 z6 s4 m; i; }Net Asset Value
5 E R: _- b, }% m; _& sNo Load
% H7 B, [4 X% ]8 y' yOpen-end fund
) h ^8 H- I/ M& t2 sOptions% o& P' L& ], T, W6 D
Pension plan
; p7 J, H" \6 A* |% A' D7 n2 U8 ]) mPension adjustment
( v1 _5 S# x9 a ]; IPortfolio X) J0 B, [1 }, T; l) T4 e$ Z
PortfolioPro" U T6 r% ?* N; l, y o
Post Secondary Education Payment8 Z2 K/ J `3 V2 {& D2 b% {4 S7 {3 V
Promoter
/ O d Z9 v$ [Premium
& g& X8 r7 o6 R7 x* gPrice-Earnings Ratio
- s$ m: \0 q9 vPrincipal. ^4 s, }0 {; g1 L" e, O m
Prospectus
+ q* ]7 L) z$ Z M' WQuartile Ranking5 U8 @' d( a6 k9 ]6 e8 W. U
Registered Education Savings Plan (RESP)# ~! m3 v& E/ v# j4 ?
RRIF (Registered Retirement Income Fund)
$ H& A8 x1 @% a9 D2 M: h6 dRRSP (Registered Retirement Savings Plan)
/ I. r2 e2 I; P; |" x3 _Recession% `/ L) o) C! y3 z5 {
Relative Volatility: _! e; V8 ~& H4 \6 r% O+ c* O
Return: q/ v7 [/ ^% A- }
Risk
3 j4 U( u# b6 B7 L, hRussell 2000 Index
* z5 v8 T; Q8 \- F- HR-squared
/ i/ l3 s4 z$ ~ q- t, h- |Sales charge j3 C+ `% A. ?- m& [1 @, b
Sector Fund
8 l# S( M2 y: ]1 H4 l( y/ l0 ASecurities
5 H. o6 t0 T2 e0 A7 F7 g+ GSecurities Act/ h: E: E" L& K/ \5 X' W
Sharpe Ratio
" ~; T$ d. [1 {7 s4 M0 S' qSimplified prospectus
( U4 ?" K5 g( Y; @+ O) eSortino Ratio
( m" ?: _' x' ]+ a9 f3 l' fSpecialty fund
, ]$ D5 Q" Y6 D2 ~; W% gStandard and Poors 500 (S&P 500), p" @0 Y3 t4 P) T- I
Standard Deviation 4 j1 i- j$ p/ ~3 V
Subscriber& i4 z! \2 H2 B" T
Tax credit7 H4 k+ {- T5 T! Z: V# M) e! f
Tax deduction
4 i B+ w* x& t# k, G. fTop Holdings( ^; F5 H, p9 {& n
Top-down investing
! F O# y) u" C( S) a" \+ kTransfer Fee
/ e, t; B: G/ yTreasury bills (T-bills) 8 Y# K& R% ]# [* t6 f" D
Trust 9 l7 y( }2 d" c1 a |; |% F+ h( _& ]
Trustee
8 z/ [/ o$ v0 TTurnover ratio
6 t) e1 E" Q9 J0 ^3 xUnassisted Capital
5 K3 F0 Y3 J8 ]) NUnderwriter' p3 L( ~( b8 @4 ]8 t0 ]9 W0 A
Unit trust& ]# B) [, v, J
Value funds 1 ], B5 N; Z& [
Vesting
0 k3 v) }- |9 JVolatility
( k( z* U. T5 @+ [! K* K5 cVolume 7 |% B& z/ M5 S7 i; F
Warrant9 y4 P" [9 L1 i
Yield
4 c7 P1 a' }3 e4 TYield curve& E: x/ m* s% K2 }9 q+ L
Yield 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
