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Account Type
: Z& B# v9 P1 y( G( X* dAccrued interest+ [; |, l2 w4 P0 H5 t
Accumulation % ^- @# P/ h2 j' R
Accumulation plan3 Y7 Y( O% t! s/ {" L4 S
Active management
5 Q8 F& n* j& }5 ?' z' o$ g4 |1 I) MAggressive growth fund
4 R L: U; k1 L9 m* j) Z& fAlpha
7 i; Z# h Q0 d5 r8 Z& d( ?0 cAmount recognized
& {& ?; J, Z |! n4 D# i3 MAnalyst # {; d) j0 H% t2 N$ M
Annual effective yield % R z" U0 f8 g7 v6 n8 r$ N* v
Annual Maximum Payment Amount
# w- u6 E* s% k4 y9 ?6 r1 h: [Annual Minimum Payment Amount
5 A7 ~4 u& A* kAnnual report
O) _4 \5 s& i1 cAnnual Return
; h/ I/ a: I6 M6 a: q: oAnnualize 3 x) _2 e% D9 p% j. c+ s
Annuitant
" d" @' @' F5 Z, O- gAnnuity # z) X! a3 m" D, @# V7 o' }# `
Appreciation
! B q! \: {8 Z% A3 k X4 @3 F4 gAssets
! G4 f/ g. @4 {3 M+ fAsset Mix ; y p, @* h6 p. d$ `8 w. C7 ~# J
Asset allocation
/ b& B& I# d$ y; zAsset allocation fund
9 u, I& j+ d9 T; T, ]8 sAsset classes * c( W' |8 q' }. }
Assisted Capital * n [& c# X% p% n4 ?
Automatic Conversion 5 x; x1 x* K+ o
Automatic reinvestment3 K( k: I4 L m2 D0 S
Average Annual Compound Rate of Return
9 O1 o, F* S. \4 ]Average Cost per Unit/Share
8 k$ z- p# _; n+ O! q" M. y' CAverage maturity, m* V: ]7 ]& O/ R L
Back-end load
+ o% m4 [, P) l% LBalanced fund ( k7 ~7 y' m" j+ ?* A
Balance sheet
1 F2 Q9 \; n; w$ l gBank rate
$ t f3 B5 i& F% e: {. @Basis Point 8 @0 I, ? M, d+ f
Bear market
% G6 [; ?/ _# e, B0 y$ f9 j; \# UBeneficiary . i+ I3 k+ m0 a# X8 u& f B: B
Beta5 J9 M) c1 N: N
Blue Chip
5 J& o. B- ^ IBond , s) c+ D. l5 c3 [ \" f9 E
Bond fund 9 _ b8 o, g$ f
Book value
7 L: D* K6 y: ~. Z6 v6 oBottom-up investing
. c0 {4 P6 D& ? OBroker: h- I5 o0 w) h2 }% K, h4 T
Bull market
3 Q4 K, {% r+ ~( k QCapital
8 c" g4 _2 O2 _- Y* f" |* ICapital Gains
f! ^- U _ A. l9 Z0 ZCapital loss 8 B# |% F: Z b8 R4 w/ B8 v# n
Closed-end fund ' u5 D9 Y8 {' e+ z Z+ I
Compounding $ K! X6 g9 {4 W. s
Currency Risk
+ W% }. l) ?+ S1 [- QCurrent yield ; l- j4 d: \/ ^/ a0 [; T: q
Custodian ; a$ C" f0 s9 i+ L9 z. s4 I
Debenture
3 }) l4 b X9 w0 }$ rDebt
# j2 n8 _2 a# n7 E, k; mDeferral
) V& r( Q: h7 _; L$ m" [Defined benefit pension plan1 [" D, Y3 C7 `
Defined contribution pension plan
/ T! L) _& _+ v# N$ U6 j; K- DDiscount
: o* c3 Q6 N" W% A2 |7 h3 q8 y& NDiscounted Pricing for Large Accounts! ^$ S' L* i1 m9 Z
Distribution History# e& r! q( K1 ~
Distributions
e. P* C( q0 d" c8 P% ^1 y# YDiversification
4 D" ^2 P% N2 k; f1 }2 e$ g2 Q. U1 zDividend! d" r9 t6 U& h# f% ^
Dividend fund
% x9 z1 p9 o7 J3 ^& \5 E* ZDividend tax credit: `% g$ [( r5 U( C
Dollar-cost averaging
8 ?5 L. x: U1 I, qDow Jones Industrial Average (DJIA)
0 p+ @5 \( w* h1 \3 SDownside Volatility" f4 F4 f7 x! g' K1 k0 x
DPSP (Deferred Profit Sharing Plan)1 L i/ o. Z4 v& f6 J
Earnings estimates7 l2 ~, J( K f
Earnings Per Share. a: u9 j8 ~- L# F( t
Earnings statement9 b3 `8 o d4 Y8 x: A+ }
Educational Assistance Payment (EAP)
, L3 D1 F$ H& e; fEducation Savings Plan
5 F+ s: a+ I3 A% ZEmerging Markets6 L. A0 N( d+ z5 p& |2 M
Equities (Stocks) # C, |4 m q. M' [- {* z5 s
Equity fund3 G9 N6 R& o7 |: e; _$ g
Fair market value
3 Y% c; x1 A. O" y$ c. i1 [, } WFamily RESP
- D( i. O9 f& lFixed-Income Securities
# U& ^" C; ^: M; E/ d0 }Front-end load
) c, I+ H$ Y! G% GFundamental analysis
0 Y) J. g" x( M5 c- p+ m, vFund Number, o" T: A1 g, s! m1 ~/ N @1 J# i4 a
Futures
; Q; E0 C: S' D3 A3 h T& MGARP
1 o6 F( f/ W) }+ u) kGrant Contribution Room
$ R7 D& K/ {9 U. A" ZGroup RESP
+ y5 s8 i& f. C9 ]& \1 LGrowth funds 3 k, ?9 [) E9 f$ F) E4 j2 K
Hedge, Y+ I9 Y$ ~- ^% F/ I: y. q8 l
HRDC
6 v* g$ d8 g" T: D0 sHurdle Rate
# |# K# I) q5 ^1 q$ U ]Income Distribution
6 D$ w2 L/ _# ^8 c4 Q' @* [' pIncome funds
. L& H: o! I {; x- l, q4 J% ]Index
! v+ Z" s M% Y) o2 t; q+ ~Index fund
! C, S/ @( l- L8 `9 d( fInflation
: j/ p8 R( n7 j2 O3 O9 _7 q8 _Information Ratio ( j- A" }- C7 _+ u/ u9 G
Interest ) Q# B* [; ~; ~6 E
International fund
1 x* u- J9 m1 o2 b8 \5 IInvestment advisor. B( V+ R& r$ |- `, c* L9 J
Investment Funds Institute of Canada (IFIC) 5 C, t/ O& Q" ]7 y8 X' y
Leveraging
3 u7 p* }' g) q9 JLiquid
, g+ U& F% l* @0 ]7 H1 H. ^Load
( }& R! |6 h0 a2 KLong Term Bond
; E1 Z7 Y$ Z6 J a+ ZLow Load (LL) sales option
& }" }) F6 T3 K5 h* B2 `& [' F( UManagement expense ratio8 S) Z: A$ v4 K
Management Fee
' [( `/ E6 t8 k7 }" ~. RMarket Value of a Mutual Fund c: B, T9 ?4 n2 N
Maturity) p# y8 N" r: N' K1 u
Mid-cap% n; f" G0 ^$ u& y+ v
Money market fund; S8 {- T: I, c, }; X* P
Money Market Instruments- ^1 X: d9 k1 ^
Moving Averages b- \7 S: b$ Q: O
Mutual Fund5 f: D* e& B* |' ^/ A
NASDAQ
! `) A' z% e4 s( }6 d. D2 [NAVPU
; S6 T: ]* w* ^8 i1 e7 U2 ?9 oNet Asset Value, P3 w. m; x' {0 t/ R+ U9 o3 T! D
No Load
" n9 c+ p- t, D$ _) y) W3 X) LOpen-end fund5 K2 H& C8 j8 @/ b
Options h" Z7 q) c3 T5 s+ u
Pension plan y3 O, {, q- V3 u* q, \ ]9 S
Pension adjustment4 ~7 J: w. Q/ q& Q
Portfolio% j5 y6 }* _, G+ m; c
PortfolioPro
3 A, r! e, @6 z2 v0 f5 H* bPost Secondary Education Payment' v6 O( f2 u) w# M
Promoter1 z& ?2 `: A: |
Premium+ E" K, U7 k/ ]# _( Z2 q
Price-Earnings Ratio
' }" P* K; I7 d- r. bPrincipal. i6 t* c; s5 _9 j1 e, A
Prospectus
2 U" _' C8 @3 f6 F( ]Quartile Ranking
# p. x7 _/ o% x1 y$ {- M' Z8 o/ `Registered Education Savings Plan (RESP)
x" ?( u+ V0 A9 i" iRRIF (Registered Retirement Income Fund) 0 ?1 ` q T. ^+ I( W
RRSP (Registered Retirement Savings Plan)
0 U6 O$ F* A% w# ERecession5 O' m& C, s. s- s
Relative Volatility
" R9 Y+ s! m' ~) \% W+ WReturn$ K9 s5 [) C" z8 `! j8 a. F2 m5 o( i
Risk : W: u" m; }1 S* h$ V
Russell 2000 Index
' ~8 ~! P' P. N5 kR-squared
% r$ o" k$ t* f$ @Sales charge
. J) i I' {+ p+ \* RSector Fund
4 h, {) m$ O. M( q. rSecurities- U2 _# z' b) i# \, }
Securities Act/ S p- \& y" _7 t$ ^" h; _
Sharpe Ratio0 y9 V' ~9 A" X' S2 q% _
Simplified prospectus( V0 K" b8 [' r. r) e1 g
Sortino Ratio2 s0 R/ I2 K( a0 B7 H
Specialty fund
: T# b% A: x$ U! T- GStandard and Poors 500 (S&P 500)% C! d0 C; l" D. z9 _6 Q
Standard Deviation * v% t! W9 w# N+ K9 o: s' N
Subscriber
; O* e! a% y/ U( g1 }Tax credit3 O d3 N0 d5 o6 n- |6 ~: g* j
Tax deduction
: t' |' B) K1 E. _. v+ R# G5 kTop Holdings) ~3 }* |7 b+ x, y2 n6 K
Top-down investing& i5 f$ }* ^6 I& F' M- |
Transfer Fee
' Z* E9 f. r2 G: y, ~8 p* |Treasury bills (T-bills) ) B+ g* l3 X9 T, a( }1 E
Trust ; W# U& T) w2 F* l; j) @
Trustee
3 p7 n8 C0 h( ^5 {Turnover ratio ' ?$ |) O8 ]1 F0 h. `
Unassisted Capital4 t) j. M% R6 x6 _+ K
Underwriter ^1 |2 C! o& \! u! n) r+ p4 D
Unit trust! G% F4 F; s6 W& T
Value funds
2 f3 _* M! O- o1 `. }* rVesting6 b% L* z3 w& I' G" L
Volatility% T k$ [7 p/ l, X
Volume
: v" B0 h: D/ d# fWarrant& @- }7 A8 U' v3 k
Yield5 ]" k' {4 z* f& C' C$ |9 ~6 A
Yield curve2 K- |/ ]$ v- O& p1 R- X
Yield to maturity |
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