 鲜花( 0)  鸡蛋( 0)
|
Account Type& ~ h9 ~/ r8 m) |
Accrued interest
! ~9 B y( s; H6 ~/ LAccumulation 6 a. x3 \5 c) ~( m/ V! L4 u
Accumulation plan+ d* `: c' [& j- f W. f1 l+ I
Active management6 }. l) w2 r7 t \0 ~
Aggressive growth fund
: N! P: s; g- ]4 p: f% X+ `Alpha, P% G' g# j6 ?
Amount recognized
[6 T7 D" I) P( T6 X+ N/ U. R- mAnalyst
" S. k0 ?7 N* P# L: xAnnual effective yield , R5 L) X+ x8 i1 @2 z; s. ?. `
Annual Maximum Payment Amount
6 ^' v3 @! Z2 E, VAnnual Minimum Payment Amount
" F& _( m! [) ?- b8 U* c- H9 wAnnual report
$ o( B- Y2 T; C: X% |, jAnnual Return) X f! D# t+ u; N
Annualize ) V. b3 U! _ e8 D
Annuitant
, L \3 O9 S) ~Annuity ; ~7 l4 M+ Z. Q" h" _& Y
Appreciation0 s7 X1 p0 R K. [4 ]2 G& U- M
Assets
: _) _. m- c2 @! e* p' e. F7 r9 u; wAsset Mix
' Y, f7 K/ P5 Z8 N! `$ x6 E# hAsset allocation
4 q: m- @ e" XAsset allocation fund
9 f# ~5 ^ a8 @# Y+ sAsset classes
% N' @. ]0 U u+ _3 V6 H/ H4 RAssisted Capital
) R6 D: O* B9 u) h/ q' [! VAutomatic Conversion
/ D, M' t/ f* l6 Z1 M% X& |Automatic reinvestment5 U5 C$ U l* h/ U& m
Average Annual Compound Rate of Return 4 ]* V0 U1 }+ t. [' Y( V
Average Cost per Unit/Share& V1 D- X) n7 J6 a7 b3 r
Average maturity) T/ E% p* G0 h& D& d
Back-end load ; {& \* n6 G* N% t& t7 t: j {
Balanced fund / u m6 G, P Z
Balance sheet / X7 E8 K" ?0 Q1 u
Bank rate7 L& }& l3 ?: I6 Z" f) D( q
Basis Point 6 V6 _, p e; C, q, c! k7 s: ~
Bear market
3 ]" q8 W8 P; }9 SBeneficiary 3 G |" T5 o7 ]8 m; m
Beta
+ W$ `6 a' T$ F& l m# R2 tBlue Chip
. f& |' n* P* z# J s9 FBond / @% j" a" A: e
Bond fund
8 t1 I a# {+ sBook value
& ?7 C# x; s; G( B% J1 r6 TBottom-up investing
8 Z- H% O6 d8 z N1 RBroker
& f& ]8 W$ J6 [3 u. W& m/ ^Bull market2 P; u$ l' j8 {6 u
Capital 5 ~4 R$ _2 z4 p& C3 K6 Q
Capital Gains
: }; m8 D0 a, f: PCapital loss
9 q3 {+ q: l( M1 U# i1 fClosed-end fund
4 ^& p+ y- K' XCompounding ) Z9 V; v! q" ~: }" |( I' \7 V
Currency Risk $ B4 ]* M/ e3 ~# {1 V( Y) [5 R, Q
Current yield
' ]+ V3 g4 y6 P: XCustodian 3 M2 T' \- s8 k% h$ e
Debenture0 [2 R) _& b& R
Debt
( ^* I" X' f$ O3 G' z8 D5 e, O7 f5 rDeferral
! d1 R( }5 V8 Y: h: WDefined benefit pension plan0 v: F5 k: R* K2 }" q- B* O# j& U
Defined contribution pension plan y7 g; B0 A$ Q" ^0 u
Discount( k5 }) M7 p* L+ I
Discounted Pricing for Large Accounts
1 y5 N# l+ m! `' A; LDistribution History
$ ^0 D- s( i4 SDistributions9 i3 C0 d* Q$ c' l4 q8 p
Diversification8 o5 d3 V, p3 N
Dividend
# I+ }) B/ o# p/ F4 g; V) i5 H& MDividend fund
3 }' Z0 z% M3 t: {, K {Dividend tax credit
3 s8 z8 ]7 \- m3 E' Z. g0 ]Dollar-cost averaging
7 b% A- f' [2 S; V/ f9 ]" U! fDow Jones Industrial Average (DJIA)2 j( x; }: }2 d6 T" B7 R
Downside Volatility# ^$ j9 P; j9 u! N
DPSP (Deferred Profit Sharing Plan)0 T9 H" ]3 Z; Z/ N1 N" ], T, [# f: H
Earnings estimates, f& j* K1 W/ v4 |& y
Earnings Per Share
3 U& p" d: [. R. z! EEarnings statement1 `9 m5 J! T7 Y& u, H- `2 L; r' e
Educational Assistance Payment (EAP)
" ~7 `+ w' ~2 n8 ?+ B( yEducation Savings Plan
- @3 ^; Y0 ^' P I- aEmerging Markets
! k- K) X2 \, m0 i$ b% TEquities (Stocks) 3 e# E* n# @$ e: M7 M2 S' P+ n
Equity fund
' V4 P) G: e1 W% w/ n5 v# PFair market value% J, W( k+ r; T
Family RESP* G4 r2 i5 H/ E. x0 f: a+ D
Fixed-Income Securities' R5 q0 ?, b5 `- ]
Front-end load- M9 W. ]2 U: R
Fundamental analysis7 g; m+ b5 z" {/ h% w
Fund Number
7 s, O7 w1 H: P% rFutures
) J& W0 m6 k) i% L0 FGARP
. K+ m: N" j% |& S$ LGrant Contribution Room5 q" d L+ I1 A
Group RESP; \3 {; y# A2 N: t6 b
Growth funds ' ~4 @0 O' R3 C( I' X8 K3 C
Hedge
: i" g* }" M: Z" M* i. ]% q# cHRDC
6 u3 G" \8 u7 o m, B+ wHurdle Rate- }2 U/ ]( N2 m8 ]& ~
Income Distribution, l* m9 P9 V! j9 {' }
Income funds # o: C1 G- s7 i! ]5 p
Index' n9 t; s# u# l0 n" Q6 M* l! a4 S
Index fund8 t4 u9 J1 x2 [6 g/ q
Inflation ; A$ K" v. Z( s
Information Ratio ) N- b2 h0 k% g9 X
Interest ( E4 t; r9 g; T" S
International fund
$ R5 q, p4 ?' ZInvestment advisor! N- c3 D2 g& y- H0 p( V# m
Investment Funds Institute of Canada (IFIC) ( }/ C4 f# ?' A/ H6 [
Leveraging3 V, Z* S2 T6 s! _+ v. A/ |; F
Liquid . Q4 S! ?7 w1 m* K' T
Load & ]3 W& x$ b: U7 {4 j
Long Term Bond" V6 m/ j/ U7 w# k
Low Load (LL) sales option
4 e2 }5 k5 B+ Z# s/ I4 XManagement expense ratio- ]6 S0 v( |( m; V+ z) t: A( x# U4 ^9 M
Management Fee
/ l+ |/ V1 G% q0 H& kMarket Value of a Mutual Fund4 w2 G! `8 u( C6 _- Q1 M. O
Maturity, x) _2 q8 y3 x
Mid-cap5 M* J7 ^0 o& f4 y1 j- t7 v
Money market fund. y2 X1 O; [& O4 S! e# A
Money Market Instruments
' O) J" p# \. m7 Z& r+ `. oMoving Averages" Q" p9 h' M7 B
Mutual Fund. o( r6 x! c+ m+ F
NASDAQ
+ P5 B' u# d5 F0 sNAVPU
. F# a/ k: F0 F! V% @Net Asset Value
* [/ E2 J" p4 }! Q: k. e/ MNo Load- a6 t( {, v' r: e% r1 c2 {
Open-end fund& o+ ~3 ~4 n/ `1 c3 F; i. h
Options' S. b% D+ |3 f
Pension plan% z3 q- j( k% B3 i4 d p
Pension adjustment
( U' i3 H' I9 X2 DPortfolio& e7 Q, f8 @3 r) R ]
PortfolioPro: x) k$ m+ S. L) n
Post Secondary Education Payment
; J N/ ^6 o( w! Y" J$ HPromoter$ V1 g$ J; v$ W U5 E; J& A
Premium
+ d3 g9 c5 k1 S( }, t, MPrice-Earnings Ratio
\, D6 [: @6 w* GPrincipal
7 V. w8 q. m% KProspectus8 K; n: a) i8 h- ~! L% Q/ v: g
Quartile Ranking
* V* G, r+ Z, o1 g6 l8 n. ~1 {+ qRegistered Education Savings Plan (RESP)2 G0 B- J; a/ Y2 j+ E3 |6 B6 I
RRIF (Registered Retirement Income Fund)
4 a4 k! k/ f, F& A2 P0 \3 h w0 eRRSP (Registered Retirement Savings Plan) - i) F# h r; C1 Z+ K" u
Recession1 c" X! r9 E+ Z, r! L$ y+ l
Relative Volatility
5 D# i3 l. X" H0 t9 j) _) ~0 I( BReturn
% }0 @2 Z( w; R+ G4 kRisk
/ G: A0 M E! PRussell 2000 Index : c) p$ \7 m$ w
R-squared1 f7 |9 i1 [, t( d* ]
Sales charge
f% e6 d8 l6 m2 Y8 @Sector Fund
: g# F6 A+ ^' ] |; U NSecurities
" ^+ K P0 Y( d# R9 \. eSecurities Act
z$ W4 S5 b3 E7 k$ oSharpe Ratio
( B2 P" Y* I$ j* j; a% _" b# nSimplified prospectus1 m* T; }2 F9 `9 b% S
Sortino Ratio( i2 K' s$ i' i
Specialty fund! x0 p+ q: g& p" o
Standard and Poors 500 (S&P 500)
" n# B) p3 X( }( M1 @6 zStandard Deviation
, X" l$ e' `+ K: b, j! @' Y' C! MSubscriber
% y% K3 I& |# g% X7 n0 jTax credit8 L ?3 N# X# F# W
Tax deduction/ w$ _7 { J# j0 k& B o8 a6 z7 [
Top Holdings
; }/ t' k- T/ i: s7 J/ WTop-down investing
" P& M' @: l m' b3 B+ X" E8 qTransfer Fee6 X5 G* Q X! ~* T$ R
Treasury bills (T-bills)
8 W- H* T! S5 e2 M- ]( W4 ]- aTrust 3 `+ \" I% s( a
Trustee
$ c5 |0 J( u3 H; bTurnover ratio
" o5 c% v, z2 R$ G" S& V" TUnassisted Capital
6 e' G! K6 K/ b; x) W# j' HUnderwriter, w2 g7 I& f# N) n8 s
Unit trust
7 W2 ?. h$ v# ?: }- fValue funds ! e- `( H2 I# p1 G- K
Vesting: q) |! K+ D+ ~
Volatility8 a- w0 r7 }. Y: P
Volume
7 e2 X% y/ t7 n8 O4 V/ p* k4 J6 e4 oWarrant6 R0 G- V7 C. P
Yield) }" E% d( }. x. q2 i# u& ]2 z V
Yield curve
: T6 `" v( R0 I4 d# U1 ]Yield to maturity |
|