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Account Type
0 v0 A' A& G- z9 p: lAccrued interest
1 Z* g h* {/ DAccumulation 7 a# }1 `( F. l% B4 s0 k) z
Accumulation plan n% M1 W/ k3 n& }2 I
Active management
+ P O: X; d) xAggressive growth fund 1 Z4 |& a" Y* Y. N$ e" V
Alpha* q) y y: f3 U8 ?
Amount recognized % w9 {- ~3 P; P
Analyst
7 t1 }0 n Y$ _2 B4 v6 E* NAnnual effective yield # _1 C( m5 g/ w! m$ ~! d
Annual Maximum Payment Amount' {+ Z# a0 p1 N$ d9 [: u, W2 K( x) _2 Q
Annual Minimum Payment Amount * A$ V: ~7 F. z1 a1 y" Z( Z7 x
Annual report
; ]+ A' y: b; jAnnual Return
! U1 k7 `' N: O+ t! J# {Annualize
) c# V* d- s$ r* n5 ]' Y7 UAnnuitant
& h0 C3 ]6 r( _0 l4 m' ?( p: |7 PAnnuity 5 G& Z) ]0 D7 j( V1 ?: G9 u2 H9 \
Appreciation( W0 M1 |5 j& G% j, B3 [
Assets
, c6 }+ G! p ^6 }Asset Mix
; \1 o% Q$ v( h: IAsset allocation
9 A+ {9 N5 A# yAsset allocation fund 7 B+ R7 j7 @ W9 B |0 s' ^: }& y
Asset classes
! B9 Q! k! m1 F0 JAssisted Capital
8 R$ R2 Y! H5 H; D9 i4 ?Automatic Conversion ( v) V; ?1 r6 H" k8 W
Automatic reinvestment9 q: y! V; ~. L7 i# p7 C! ?
Average Annual Compound Rate of Return 8 L! `! }9 {9 `# ~0 T
Average Cost per Unit/Share
7 d# Q5 \ r6 h I x5 ^Average maturity
! x. L& {7 _# a, @, I# B" N! CBack-end load $ @; ]& }" Y( }
Balanced fund k; y a9 ?2 a( z5 i# c% N
Balance sheet ( j! M- T* G" Z5 n
Bank rate
5 u! m: M0 o* K8 [6 v, J* ?Basis Point & n+ L* O r$ W5 n6 M- _
Bear market( C) p, K0 P+ n7 |! e$ x
Beneficiary 3 C2 B G& A/ S& F
Beta
& r" T8 N' B" U! G k' o) P- O+ RBlue Chip
% e# p, A, Z# n( t, C; v& RBond
/ t" W3 G2 L7 U7 w7 h( b( yBond fund 3 @& }! z. f/ l% n
Book value # a# o# _& t9 c9 @5 h
Bottom-up investing
/ d7 x4 j* j U/ A8 u5 lBroker; }+ D4 N' f" G/ ^' N: u0 R
Bull market2 n0 a& a9 u3 K& u H% s) H
Capital ( u! Z1 `7 l! u7 V1 K1 `2 S
Capital Gains, _' a# x m( R% M6 }
Capital loss / \6 _6 u$ `2 \( k. C+ Q
Closed-end fund 4 w2 j" C9 F+ h! F! D% o0 D
Compounding / n- L( d* K) T W( e* a
Currency Risk . S m9 H/ D! V
Current yield & M6 E* K$ ~/ U9 R
Custodian
& r' C4 r/ g }2 P! P9 eDebenture
2 t% C7 M" V! H6 F: d' U' r. fDebt
- s! r/ [% u5 x3 J/ tDeferral
0 V: l V* o c( V; }6 ~Defined benefit pension plan
+ f- U+ z) E/ A% Q# MDefined contribution pension plan" W5 b; j8 k7 \6 W/ i/ [
Discount
, q. W3 X' x/ F! O( F% HDiscounted Pricing for Large Accounts% {: J$ o; X; o
Distribution History4 g* h1 g7 ?- P3 `' G- M: z( ^
Distributions
& r& ~/ Q0 z8 Y/ E, L% CDiversification
9 u2 y+ D& J% r. c7 WDividend
" U) |5 }9 a- D$ m2 wDividend fund* I; [/ Z$ \7 _' \. }
Dividend tax credit
( x) d( F1 ^! V' ADollar-cost averaging
9 k! y9 ?& _) {0 R' ^Dow Jones Industrial Average (DJIA)4 l4 F; ~: [0 t" n' t6 j% M' U
Downside Volatility. N1 {& G! t+ H! N- I
DPSP (Deferred Profit Sharing Plan)# x9 B. n% j" {
Earnings estimates A/ u. M& ^# a% i
Earnings Per Share I5 n( f I2 k0 o( N
Earnings statement
0 c3 T3 H, h: L- d0 r$ B1 v9 D9 m5 ]Educational Assistance Payment (EAP); R4 S9 k% s% l' S2 [0 D, _
Education Savings Plan
+ J; q" c3 y7 yEmerging Markets6 m2 ?9 |/ w* r9 ^( h2 C8 S% W& N
Equities (Stocks)
: t0 t+ f" t! k2 gEquity fund
_+ M& H1 M) QFair market value
+ V: r& U6 j iFamily RESP
1 v. T7 T" V5 `; TFixed-Income Securities. ~1 b6 u+ x6 ^
Front-end load
( p9 x* W& v* }' H0 @5 f& PFundamental analysis4 B6 G7 [' O& i: a* y+ y
Fund Number I- _7 Q7 R$ ?' M* ^
Futures
# |0 G. h7 o8 _$ ?: e- pGARP
' c" E+ T% b8 v5 Z1 L" }2 o/ MGrant Contribution Room
f4 b" w7 b* I$ x* F5 a& _+ h, q" GGroup RESP
8 m4 b3 O7 r4 ?, x5 Q mGrowth funds " c |; e# u' \& J G
Hedge
9 G6 u4 X$ y- T3 bHRDC
0 z- r' O- n. E6 X$ m' KHurdle Rate+ I! u+ W1 O$ `% s# ~- D
Income Distribution- @; E( v" c2 k" |: }& i1 H3 Y) D7 z
Income funds
& n% q4 b \0 |, Z |5 qIndex
0 X. A- G# H% S2 Z9 A+ F" KIndex fund: Y0 ~2 x+ s# G
Inflation 7 l0 D7 x: \2 e" {, [) B7 z1 Q7 k
Information Ratio 6 r: j$ `! ]' O6 f% s
Interest
+ x y; v$ [. x) UInternational fund4 f/ G6 \5 s1 O$ l5 ?# Y
Investment advisor
/ Z+ u, A2 R4 u2 ^8 {Investment Funds Institute of Canada (IFIC)
) J3 w% u, D7 t& j; q, c. F4 DLeveraging
- e8 p" u# G# k6 m4 VLiquid 0 G6 U4 ]6 @, }3 R& J( U
Load 4 W# u U: X" |; f0 E' I5 G
Long Term Bond
$ |3 X7 s( m' eLow Load (LL) sales option, X7 A6 A9 t( |6 C$ v5 c' Z( w& n& W+ x" H
Management expense ratio
) N6 d$ n f& ? DManagement Fee
+ G( K4 w0 n$ B9 T, u6 j) M/ g& C1 kMarket Value of a Mutual Fund1 ]* i# q1 d2 F5 ]3 C$ o4 i
Maturity4 \/ x8 n y; X: \. D. F
Mid-cap% L+ `$ p- \% v: I2 _0 f
Money market fund' b/ A# B# X( v0 d: \0 O4 B( I
Money Market Instruments
- p$ R) d7 l% dMoving Averages
7 T3 y* Z2 R: ? m0 S7 IMutual Fund
v- a/ r& N& J; k* L* g: p: o5 nNASDAQ' d7 g: }2 I- P' t! W/ {
NAVPU
& m5 S6 X+ E/ R4 B$ _0 v6 ENet Asset Value5 a% Z0 A% r# h
No Load
& ~# \' c: `5 Z" R+ rOpen-end fund+ E0 t5 ^- e. Y' W; R
Options
3 W9 G _% v( f$ sPension plan8 o- W: M% ~+ s5 g- i; X
Pension adjustment! {. H/ Y1 e- u. s4 O1 T
Portfolio" k& w% p- K. A: _) J% H
PortfolioPro
( K8 a) U- W7 P6 f" `; fPost Secondary Education Payment
: R6 B& K" f+ D4 S, n/ kPromoter
" B* g/ G6 T) a sPremium2 k5 m7 V+ X- ^
Price-Earnings Ratio# K' U$ V% F; Q; k* O, c" p
Principal
6 K3 I& E8 ?- r. mProspectus, a6 y8 y$ {9 e6 B5 `& |4 s
Quartile Ranking* l/ D2 U3 F" I0 Z3 L
Registered Education Savings Plan (RESP)8 Q& N' p8 S2 V, J& n8 f6 U$ m
RRIF (Registered Retirement Income Fund)
: D$ V( `3 ^2 {4 I# x: QRRSP (Registered Retirement Savings Plan) ( v/ f% K$ n. V( g1 n: s7 Z
Recession' \# _6 r, |2 M& V8 [% Y0 g7 V6 M
Relative Volatility# _0 R! ]) G9 z/ h$ I# O8 }( y
Return
: o) R1 S4 p# X) W# URisk
: \ A/ B8 @6 SRussell 2000 Index ) p# H" W: E- D) u& `- x- R$ q
R-squared
' G) k. m+ m4 Z; P/ f* fSales charge
+ P, o& \- J+ O$ ZSector Fund
8 n0 N7 P9 ~4 VSecurities& [8 Z" n7 W1 M- C( Z2 p7 J/ y# g
Securities Act. a2 L2 p& H+ a9 }# p
Sharpe Ratio
5 k9 S" h" n* g d5 D: A' kSimplified prospectus
' z8 b4 \$ g. q+ ^% S" D1 S% PSortino Ratio
: |9 x9 B) U) RSpecialty fund1 ?. A# V5 ]8 ]" w9 @6 n% I. o& [9 ^
Standard and Poors 500 (S&P 500)
* Q) o- `: I! m1 ?Standard Deviation - f# p9 z) t( ~
Subscriber3 ^ b4 S( ~$ J% t/ S2 e7 g
Tax credit
2 S" e* O2 K5 v% a& iTax deduction
; D# k h8 v! s/ \; h3 KTop Holdings
6 A, ~8 Y8 U# K Y9 nTop-down investing
C+ q7 }' x. @Transfer Fee& p/ @2 c! n2 O( T
Treasury bills (T-bills) & ?4 Q9 p1 ?% l
Trust
3 y3 P- a+ R. Q; cTrustee" y& M2 y/ K' |& E! X
Turnover ratio & F" z5 i% x& V4 O$ u% l& c V
Unassisted Capital) A2 J" z6 [( k8 | T& @" O$ B
Underwriter
5 x8 f% \2 t8 F7 _: P' |8 V, D: d3 S, ~Unit trust
3 b& g5 D( c0 T$ W. ^Value funds 0 U& e5 b3 z7 S( w. \8 f4 z
Vesting
& ?8 z. s) e2 yVolatility) D) d- v- U: p4 ?3 k, M7 N
Volume 1 ]9 g9 L3 W3 B$ E) j
Warrant) x7 O. I8 g9 m2 w9 V1 L; S3 y
Yield
( p! @- t* q, E& p) _( lYield curve
1 d5 c. {! b, K& S) d( PYield 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
