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Account Type
: F% G" E% S) T. e- RAccrued interest
3 n d. h. H# S; E. u" [Accumulation
% ]; E, s2 z. F7 Y$ S9 x) E. EAccumulation plan; k; S, M, u( B
Active management) o& X. j1 m& c5 b4 u
Aggressive growth fund
' E9 f# N$ u. ~4 jAlpha
, }( t) a/ W9 `+ K, ^( P pAmount recognized / u7 e% d4 D; @$ @3 X+ p: s" G
Analyst . o: a1 q- s3 c9 x7 g5 x; G
Annual effective yield
! d( e4 I9 ]% j1 M7 gAnnual Maximum Payment Amount1 z8 @ f9 X0 X2 z1 d3 i. w
Annual Minimum Payment Amount % @& k5 R, R0 @) M
Annual report
+ ]' i2 i' P3 h7 o8 [0 gAnnual Return
$ d' o, w0 Z/ a; T* RAnnualize ! U4 o2 z W$ [7 J
Annuitant
( M2 C5 J& D/ A8 F5 MAnnuity
! X3 l% Q0 y3 H0 iAppreciation6 [4 s0 C% ^# f3 A5 f
Assets 9 k4 l9 _( D4 \/ ]8 c( I& W
Asset Mix
( G9 Q% Z8 @, x8 A( tAsset allocation . T* H$ i$ h Y0 Q! ^+ W8 x
Asset allocation fund
0 f2 v7 I. g, p K2 N3 T7 @) G+ cAsset classes # L- Q+ I9 @% A! S$ L1 \" Q$ G, q
Assisted Capital
1 d T0 j( e0 M* yAutomatic Conversion 6 q$ j' x* P0 F9 E/ Q! k
Automatic reinvestment
: J- e$ e4 x) c# cAverage Annual Compound Rate of Return 8 N2 H3 y! S/ c9 s$ k8 T2 K/ Z
Average Cost per Unit/Share
( m6 @% P3 F9 W1 B$ G* ~) \Average maturity" b X9 A1 A, _6 a6 S5 V" m" _
Back-end load
* O) j% e# q; g( _5 P- SBalanced fund - M: E7 `1 \: g ~# |0 O$ i- ^
Balance sheet
" }0 B% \2 E: ^* Z: ~% OBank rate
" _& |4 M. ?- |. c$ wBasis Point
- c( y; B9 w. ^: L" M4 N. @Bear market# F% I. S3 N& n; U2 F9 Y) W$ A6 \
Beneficiary 8 p M4 _8 C. x# j( b: l
Beta& k7 s- b, q8 m$ F2 M) w& q5 M
Blue Chip 6 X# Y @" y+ p- j3 o
Bond : @6 G, Z9 h+ `' _5 Y
Bond fund 0 ]9 ?$ K+ o* R2 v+ t0 ^6 `
Book value
! V6 K4 x+ [0 W) t/ ^Bottom-up investing
4 q l; h$ ]+ f# D/ {" NBroker/ r" O V4 v9 V! Q) @4 H1 K
Bull market- H3 U' z( }- c9 ~9 d/ ]
Capital
" M. @$ @7 e' ]; VCapital Gains9 G' |' ~6 ~2 H8 t+ L% ~
Capital loss
& z" J; Q {* T4 `" i2 hClosed-end fund $ Y; u) d! c. J! W4 l
Compounding
; r( X. ?9 A( P" L. A; a; pCurrency Risk ! ]$ t \7 d3 F8 z$ H( }& ^
Current yield + ^0 m; k* u" E; T1 m0 M
Custodian D+ R4 [3 E& ^% \. Q3 L
Debenture# F% X- H' P9 U8 d/ S- y6 w
Debt
3 q# D) l. M: JDeferral
+ @9 {: y7 |# p% \, ]2 H8 ^Defined benefit pension plan
8 K& y" ~! p) u0 y# e9 j, FDefined contribution pension plan
+ Z1 l7 L8 w# f! u8 P5 p5 ~Discount6 f2 B3 V$ R! g, R
Discounted Pricing for Large Accounts
; t1 n3 N5 e, o+ h) y0 \, |6 tDistribution History/ k0 \+ k `. Z! ^. k
Distributions. x$ Q* U5 X" C6 V8 y; f6 `0 m5 m
Diversification# Y& Y/ {3 n, b, b$ t" G0 h
Dividend
$ a5 E, u+ y: TDividend fund
. D) `# |4 I* c% a9 O! V$ o( f6 _Dividend tax credit& q& \& ]6 ~: ?
Dollar-cost averaging
% v* \% Y' \) A1 ZDow Jones Industrial Average (DJIA)
2 _/ y8 F Y/ e9 o9 g% YDownside Volatility
* S c- X' S' Q- F ]( WDPSP (Deferred Profit Sharing Plan)# b5 o( t" z+ E8 d! |
Earnings estimates1 n# I3 U: _& H/ D! F) R+ J7 g
Earnings Per Share4 V M6 U& k8 S- ~$ }) N. m
Earnings statement
4 W8 \, ]6 N; R+ v3 B* s" DEducational Assistance Payment (EAP)
7 x+ j3 I2 z6 { E( O CEducation Savings Plan
4 D g7 b( V; l* }' fEmerging Markets8 M1 D5 a( N- r, L2 h# g: X
Equities (Stocks) 7 q* _' S8 @: Z* d% ^
Equity fund
/ P h' K$ Z5 ^0 I; l( z& d' r# FFair market value
/ B7 N, e) _& f% i/ ]4 B# i; U3 XFamily RESP
! n5 u/ Y0 j5 G2 c% s; G0 `Fixed-Income Securities
: C& k/ ~' G) @4 m' f4 eFront-end load' p- A, ]) m: e w. s. p7 S8 A5 y9 p
Fundamental analysis0 [3 E6 E5 I9 q+ i! s: x
Fund Number
! E; v. c6 `. h! j! O# {Futures8 ]+ h$ [$ l2 K8 Z% n
GARP
# a7 d- ]$ m C- \7 j6 c' F0 _Grant Contribution Room) R& x( U. U/ s! ~# w6 e
Group RESP! f r( M8 D+ p7 N5 p, W
Growth funds 8 e; C- D; P2 }
Hedge, [5 u5 t& _, Y" ^3 L+ n8 o4 e M
HRDC
0 ^! e8 Z% A% I# UHurdle Rate$ ?2 F7 x- h# `' w
Income Distribution1 I0 V0 i! Z# k& F
Income funds ; A# i9 A1 T; @* O& P D
Index! V7 O* a5 C" x) |
Index fund
# F5 c3 f& P& j8 z1 ?% AInflation 5 y- `+ p# k" f6 W* }$ N, J1 d
Information Ratio ; ^" s; E4 y$ p0 z( j
Interest 4 Z) L1 q* l3 q* v
International fund/ ]) b; j9 ~& z5 e! v
Investment advisor/ p: c! a* Z! h4 {* ^9 d
Investment Funds Institute of Canada (IFIC)
# N; }- S4 e$ [; f1 y* m8 BLeveraging
9 Y* B2 L- s) a3 qLiquid 8 y! X7 I! d7 E0 ]$ f1 j
Load 2 l: d, H4 s9 S" I
Long Term Bond% X1 y3 J# a* n! z6 L6 X) H
Low Load (LL) sales option
, W: k$ Y" s. i! ?Management expense ratio- D5 R/ N4 d; J1 f
Management Fee+ `3 g' ]# E6 l$ A
Market Value of a Mutual Fund) j/ D- Y3 T0 n
Maturity
9 o1 z' Z9 H2 _* ?Mid-cap3 {9 P7 E4 W: e d& w
Money market fund H0 o" |* A, w4 ]: D! j
Money Market Instruments9 Y* G3 b6 f9 R2 j4 E" W# D
Moving Averages6 Q, T+ p1 ]3 o9 }* k! V
Mutual Fund/ m: K" D- C- E ~" }8 a
NASDAQ+ K- {& Q! u8 x
NAVPU
! s0 K# J; k" G" j) d+ MNet Asset Value$ r' O. @2 l0 i6 J' T! f. M' \
No Load/ X0 r2 Q; N& ~9 v
Open-end fund
( Y5 O$ F2 D ?( L" Z2 g! j; xOptions1 D. ]1 _- s$ Q
Pension plan! X6 Y8 y7 c: R, U i: x- W; m
Pension adjustment L. N6 s8 o3 J; o
Portfolio
+ Z5 [& Y' U$ S: TPortfolioPro
8 ] H% X5 t/ V% K( Q, m& V" X7 SPost Secondary Education Payment, J _0 Y' {& i& q6 [ c5 J
Promoter
' u) ]* g$ [, r" x2 }' UPremium
9 j# |+ C, W- g& |Price-Earnings Ratio8 o- u) f* v, N
Principal
& {* p; I; B! I( GProspectus
. I, C% X; C0 Y% Q2 p( vQuartile Ranking& C: P/ B6 y5 Q/ Y! K8 H/ f
Registered Education Savings Plan (RESP)
% W0 F. O0 w! T( \6 [+ BRRIF (Registered Retirement Income Fund) + i6 }- h7 _& M% C$ o' [4 M# A
RRSP (Registered Retirement Savings Plan) ) Y8 y( v P& V4 z: ~0 ]
Recession
) I4 R( G; K* }3 e6 qRelative Volatility) D' O3 `" L; M& H
Return
' [6 z# N y( cRisk
8 P4 t# J+ h: n8 ZRussell 2000 Index " G/ p4 ~8 [) _" U. o: Y
R-squared
7 P, o6 _" V! P" w' RSales charge; L- {1 ]6 V2 Y$ m
Sector Fund
9 j4 J. X, ?% A9 [. vSecurities
; H$ T8 n8 ^8 k: C- Z' @7 vSecurities Act
4 N. ~. A, B. NSharpe Ratio
8 ~# j/ j6 S2 v- O0 A. lSimplified prospectus
7 F/ D9 h- u" b+ a5 ~Sortino Ratio
4 g4 ~, {* b5 J- l( @: Y0 T4 U* kSpecialty fund
! {0 k4 s: u( S- `' b. Q2 BStandard and Poors 500 (S&P 500)
$ W% G; r* r3 A p/ d% PStandard Deviation
" R% [- Z# E$ `& C0 y0 @+ B- A# wSubscriber
. D; d/ \% u. n! m! qTax credit) j' Y4 K) k% `& `. F5 n+ f' A
Tax deduction# R* a4 j3 g/ E _& m2 q+ n* }: u
Top Holdings. R4 g: r% r S1 L$ [" n0 X0 B
Top-down investing" v3 w! [+ ^) n: \" s/ S
Transfer Fee
, Q" D( a- C* pTreasury bills (T-bills)
* @. o6 w- Q3 S. }! VTrust
3 _" |0 d6 G4 @$ i7 QTrustee, [/ ~" i1 u ~# h U" c8 ^# w
Turnover ratio % i5 l/ v2 E( Z+ s$ X8 A
Unassisted Capital' ?3 H1 ~6 Q3 m% A
Underwriter
) w& {% x) Q9 vUnit trust% N5 W+ J2 {$ y) x8 z7 n
Value funds
) { a, r! z6 w6 H" [0 cVesting( p+ z x. ~& |( j
Volatility
0 h- y% h9 C& p+ X9 P, _5 QVolume ) K# Z2 ^+ s9 e! A/ X9 F
Warrant) U+ J- X+ R5 D/ M$ f" C6 ?5 J
Yield
* {1 o) a; w1 F2 u. YYield curve2 b9 G% {& W/ a% ^- {% v) A/ K
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
