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Account Type; V( }+ v! \+ E
Accrued interest4 p" ~+ |3 W; x0 V4 s
Accumulation
8 c0 [9 Z4 Y4 hAccumulation plan8 s* v i; d5 p
Active management' b s" `% E- m) s0 f" I
Aggressive growth fund
8 C4 y! \ z" I8 ^9 @" C: X) m# vAlpha
9 K# K8 V1 Z- B) \Amount recognized , n" V3 k6 G& w. W* p3 y6 T
Analyst
/ o/ K9 L2 _2 R# o9 o7 U7 y# ^Annual effective yield $ V5 H5 a5 O2 u' V( k7 _- ? S, c
Annual Maximum Payment Amount
O4 y; b$ Y: _5 j* TAnnual Minimum Payment Amount 7 w0 X5 ^$ |7 a. J
Annual report + D" h5 o+ [0 A4 C
Annual Return9 Y( }' B2 |5 q3 [: L
Annualize + Y4 d3 p; O6 e: Y* S8 F; k
Annuitant
9 D9 U! \; d! R! _4 K) k" qAnnuity 3 U1 w' j w. u/ f
Appreciation& I% y! @3 s" c2 ~6 T% q
Assets
3 V/ c& r- |& @2 [9 r# w/ |9 I& r) {Asset Mix 2 P% Y) N3 @' P
Asset allocation 5 b+ E8 C8 @7 g, o" b/ i1 x9 D
Asset allocation fund , h+ Z7 i/ H: e* k k4 C+ A
Asset classes
~' D8 R" ?- l7 b; j4 tAssisted Capital 6 |# l. r- v. V, h; w
Automatic Conversion
/ z+ t C+ R0 qAutomatic reinvestment! m9 }) k6 ]/ x3 A4 X- O$ Z2 K+ Y
Average Annual Compound Rate of Return & w" K2 d" ?, Y' c) @
Average Cost per Unit/Share' ^/ O3 ]2 a# e" [% o8 ^/ y
Average maturity0 S) o/ B7 _2 j. r0 G2 N/ s: S3 @4 H
Back-end load
+ K2 _1 q$ D8 e$ JBalanced fund
6 ?" a: W3 K+ o( R! C; ~Balance sheet & h+ @& n/ F* b. j& h, X5 I
Bank rate
" y. ~$ m: U) J: K. pBasis Point 4 c& l! P; N. m% M" a7 n
Bear market$ L( ?8 ` r8 Y. Z* Q7 g& e
Beneficiary
1 j( J0 }' |2 o' f5 a$ `Beta0 d8 k x8 W t6 r
Blue Chip
, l, z' o# F2 W. `- [7 SBond
0 J5 j V+ C! b1 _. kBond fund
; c+ S/ s9 Y3 A; D8 W' B! XBook value
g) |7 h# W* U9 rBottom-up investing 5 ?, i/ ^# u; |% w# J
Broker
9 |. w7 {7 M* [0 {Bull market; b# B$ V) L5 j. O
Capital ; i( n9 m1 c& D2 r
Capital Gains" H3 D, P) v/ @ [% e1 O
Capital loss
9 w b6 x7 K1 ^Closed-end fund
1 H% v; \6 g: B0 I0 T1 @Compounding $ [/ [ [6 z o4 K+ v1 B( Y
Currency Risk
$ n6 q; a' p" f: tCurrent yield ! p; x4 A6 U# r3 x9 y4 R) @
Custodian
4 f9 j9 s& u- o$ i) A. G K5 qDebenture
( _% h! `* O1 X$ sDebt) C: z9 o, w5 F8 k- M. d
Deferral% T: P' M' @ J4 x0 b) J$ |& L+ {
Defined benefit pension plan+ b* p" \! Z+ ~& A4 ]
Defined contribution pension plan
4 O0 I9 ?1 N( E$ P, v; k3 |$ _Discount/ W6 M# Z9 @7 c" u ]$ w
Discounted Pricing for Large Accounts' Y0 p( @7 Y- b1 p! s, I0 ]( e
Distribution History
" e O$ } X( u8 f- lDistributions
' O8 i* X, s7 eDiversification4 A# A6 l; x) Y2 e+ R2 m
Dividend
: |6 F" U# x* j4 q. P V( WDividend fund9 U. n+ l8 w5 X
Dividend tax credit: i; x3 J i1 L2 P2 c A
Dollar-cost averaging$ b# o: R( S; R' M
Dow Jones Industrial Average (DJIA); V) K( }0 y( x
Downside Volatility
" F" F0 G& O& D+ |" Z5 f+ tDPSP (Deferred Profit Sharing Plan)& W- a6 i9 h0 r/ X/ M
Earnings estimates
, v; `7 |: @4 ~; o6 ]* W& y; sEarnings Per Share. I/ ?9 {+ q% ~5 e% P8 U
Earnings statement
* N& J: W: t2 v& l1 Z5 `; LEducational Assistance Payment (EAP)
$ x4 H5 i( y1 T W& u& s! K3 _Education Savings Plan1 y7 g( P2 @3 h8 r
Emerging Markets/ M& g- Q0 P/ d5 j
Equities (Stocks)
; r# @. H G: c# ^; \: UEquity fund
: D5 J% K# u+ |0 N$ RFair market value6 }/ R' U. y# y: `% G! z4 l5 F
Family RESP
; `8 ~- z h1 jFixed-Income Securities' [& |* \7 z3 R: o, ?
Front-end load
* _" X- d8 I$ k( `# `; p; C! J/ tFundamental analysis# U0 ]4 P* ~& T0 M
Fund Number6 ^3 }0 ]/ a K& N3 z7 }1 }
Futures
4 |8 N6 N3 S1 Y! \GARP
9 ?4 f6 d1 d; H: J9 }( lGrant Contribution Room+ Y' w' Z: X0 h4 ^: {7 v* o3 d
Group RESP' F7 U% |, P6 |( J `6 I' W$ o, N( _
Growth funds
, f. y# |3 P2 bHedge% x% t" X3 z' ~# y s" {9 m2 O) h% K; A
HRDC7 h" w Y) O% s) l3 h
Hurdle Rate
* v3 b! m( m- A8 l0 R8 BIncome Distribution
& m( l4 ]1 ?) ?( m8 `" o8 v- NIncome funds $ Z9 v4 |1 T. A
Index
4 q- k! `0 W) D+ O* B9 OIndex fund
1 W" v+ c; ~; OInflation
" t; V3 D( R C# I, Z9 lInformation Ratio
: f& R; @3 ?( u+ B# ]- ~6 U, qInterest
H$ l+ A* k6 n8 {International fund
& `/ V+ w3 Q3 d5 P" dInvestment advisor3 W6 a9 p# c' W: g) D: {: h
Investment Funds Institute of Canada (IFIC) T) S$ I1 Y. Q5 H# J+ b/ O
Leveraging
: ]; R2 D) I5 L$ V9 CLiquid
: h, g8 `9 ]& w1 CLoad
3 q$ Y& P- G) Z7 K" f9 x( ULong Term Bond
% E! ?! I/ v& Q) t* J* n, o8 H! rLow Load (LL) sales option; n2 ]; P& i) ^4 n) H) l$ [
Management expense ratio: u9 D1 t6 r& W& ?6 \$ o. o
Management Fee2 G$ ^$ h2 g( E. d
Market Value of a Mutual Fund
7 V' A, I0 `$ ~7 IMaturity
3 f8 J1 F$ n; f# N5 \; }' YMid-cap
* J* }- Y& f, w/ ^" W( T% j, ?Money market fund9 G$ ^, i5 Q/ \7 J4 @5 i3 W
Money Market Instruments
C# A* i* m @! RMoving Averages9 R u2 q1 n3 O
Mutual Fund
' B a- ^& M8 {NASDAQ
5 A" k. u+ [" S" Y- _9 _) N( w/ S6 @$ iNAVPU# e# k: f8 _- s# M3 Z( T
Net Asset Value
" h! f4 F* a. p! Y1 kNo Load
5 y: e* U# w1 A' r5 }Open-end fund) c! v; L5 I2 U/ h6 R9 Z9 x4 H1 ^6 b
Options% v5 n) M- b( f% _ d3 @8 @4 t( Q
Pension plan
1 T! M% r0 G4 K n( Z" lPension adjustment1 P; b. p5 y G
Portfolio
, V* Y; k8 u, e6 l" uPortfolioPro+ t" z, ]/ s7 T4 P( C9 b3 Z
Post Secondary Education Payment3 o4 ~' E. ]0 B
Promoter% u* o& ], K" P$ s1 E
Premium
7 a; v! Y* o( i2 kPrice-Earnings Ratio
; D7 X$ Z; b: X+ B3 w* D5 J% TPrincipal
U3 g5 b6 ^ A' L8 f8 }Prospectus
" W# ~2 I& B- i* r1 ]; jQuartile Ranking
# D3 U0 X p; W+ uRegistered Education Savings Plan (RESP) O5 U7 j* r% n; N
RRIF (Registered Retirement Income Fund)
8 `- n1 V5 i7 m9 s Q6 GRRSP (Registered Retirement Savings Plan)
- F' F* l- V; P w$ zRecession
9 d0 j+ W& }: @* [) bRelative Volatility. F9 w! W( b% n. l8 k
Return
& `, g `1 q, X6 QRisk 1 K: n0 D. W% P1 S O( G
Russell 2000 Index
C; _* K+ d8 j1 S! J8 NR-squared/ w8 L$ E" h( ~) [3 ~( S
Sales charge0 h5 f6 U/ D4 \0 B, Y
Sector Fund & M5 A- `0 b, z* L: }& G
Securities/ E, c+ S1 D+ o" ?% i. I- J2 h4 N$ v
Securities Act
% T. o5 h' g8 L; ~& d) bSharpe Ratio' `0 k1 T8 I0 d' r @6 c1 b, T6 D
Simplified prospectus( n; A8 V0 G0 C
Sortino Ratio- h5 p. T {5 q; h& u. `
Specialty fund, U% ]' g8 ~7 t
Standard and Poors 500 (S&P 500)
+ U2 {& r& `3 ^0 sStandard Deviation # w7 ?' H% }( h0 L+ G9 x
Subscriber
6 I4 _1 c! l; r* K( e' `Tax credit
7 s: S4 M" m; E7 w6 B, F- ~. v; p9 LTax deduction" A0 A& \$ A9 |, ?) ~
Top Holdings; j2 l0 t' C9 R. U, Z7 f
Top-down investing
5 z) E( g \+ ]Transfer Fee# V. h+ C" p) |# Q% ?2 J8 U
Treasury bills (T-bills)
: B5 F; v+ W% [# W! @Trust
L" c0 ? {$ h5 J9 ^' a6 R3 F7 a! `Trustee
) c" q0 Z. k% uTurnover ratio * g- _7 J! \+ w3 Y- |' T( O+ }
Unassisted Capital
' P3 e1 X/ n; t* X4 [Underwriter
; V% d+ p5 Q4 D9 HUnit trust
' u+ c+ z* o8 X7 i* |, nValue funds
6 H% n" I4 E+ @0 E, i$ p5 OVesting% w/ q& I8 @* {- T7 j0 m& r
Volatility
6 D: r; {! W* p' VVolume ( i9 M' D% \ c
Warrant+ K2 D: i& M5 x8 n: U% d6 f
Yield1 o& S1 E( l6 E, @( ?, C
Yield curve( p8 ] [3 G* c% c* [
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
