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Account Type
4 K" t" t% q7 Y6 j- v: H5 fAccrued interest
7 n- V7 Q" Z/ s+ ?# g( zAccumulation v9 Y3 O7 [% j: S* {
Accumulation plan. e `0 Z( A7 J2 T5 r2 X e
Active management
1 F+ c8 @3 m% L! AAggressive growth fund & s6 Y7 ^" S$ G' [& n
Alpha+ I# u, x6 U1 x! S- d3 E2 Y) q! B$ v9 P
Amount recognized
6 [- Y v3 B$ ~( |7 ]Analyst 3 z& l3 P& I! k$ F
Annual effective yield % W# y8 U* L9 I% p3 g
Annual Maximum Payment Amount8 X. T& \1 F% Z# S
Annual Minimum Payment Amount / ~8 v# c/ C; T; w, P# |/ Z- H
Annual report
- V. E) h1 d1 ~# J: R2 l( G0 RAnnual Return% J1 O- R5 o f$ R! O
Annualize
g, R( l, J! C9 d( FAnnuitant & ~, G$ b3 _) \
Annuity 6 b5 D9 e6 B( J1 B; s9 Z% @% V: ~
Appreciation: I7 R. G9 D8 p0 f5 m
Assets
/ m& X1 J8 _- H. w1 L1 ~Asset Mix
3 Y3 Y. J2 V. y/ K, b6 IAsset allocation 9 K* |' o( G% _5 T2 S, k$ f9 p+ e
Asset allocation fund 6 s; z9 M0 |. Q
Asset classes
( k; l& [) L+ V- q3 s( e5 i- tAssisted Capital
" G5 M; u* w: j# W! M& }Automatic Conversion
) G' C# w8 d2 i5 p0 A: l ?. o' RAutomatic reinvestment
! z- c0 D& f2 R+ nAverage Annual Compound Rate of Return
, y& [& {7 D2 P D: c0 o2 _Average Cost per Unit/Share
* H( m6 G6 {: n$ {. `5 C6 d6 |& cAverage maturity
4 q2 w9 n* Q C/ QBack-end load 5 S3 H8 h- J+ o' L' O: F
Balanced fund
9 C7 c+ U6 l$ L N3 Z/ s* WBalance sheet
$ g- Z, ^ Q$ V9 l' r4 j! [Bank rate0 p& t, L$ t( c$ \* `6 O4 s
Basis Point 1 h) h. {5 C' [
Bear market9 n: ^5 y( @- ^5 b0 l
Beneficiary
+ _) q W% \0 t# g+ `. [" c4 J+ k- VBeta$ T7 ]; h* J1 B4 L( c% K1 Z
Blue Chip
0 j5 P6 u$ s% \9 xBond
6 R- c+ R& ?+ _/ z7 Z( aBond fund
9 E. C8 l- H- L9 rBook value
- q$ [# I# X5 V& k. i) f0 yBottom-up investing
( Q3 U _5 G( h4 ]Broker
x. ?2 i1 p9 I' E) JBull market* o; ~/ Z |, ^4 d) {. ^
Capital
/ a6 @+ a( d& m# ^& ^) mCapital Gains
: t5 r0 M, y" f3 O4 X6 j1 H+ vCapital loss & D) S8 m5 A3 N# J& m* D8 @6 U* A/ [
Closed-end fund 9 i l+ j* S: P* L
Compounding 0 @* u0 ?# S( i) k* D: Y, T, c
Currency Risk
8 O( a" X5 T6 ^3 i' |8 WCurrent yield 6 F7 k9 K* z' ~; @4 T" N4 d
Custodian ; U) G* k" q5 H: X/ @
Debenture4 M* {) {" B/ a# j+ {" ?, X8 M
Debt
# z: A# M) o* T1 z& I, ?$ CDeferral s5 r0 i# W* {3 M# a: |7 L7 _
Defined benefit pension plan
. d l! B# x/ i0 `1 p9 yDefined contribution pension plan
- ?9 T) |" e P8 u9 G6 lDiscount" F8 z, ?* v% e' T! K: C
Discounted Pricing for Large Accounts
$ I! m; D; C% h# p& F0 mDistribution History
5 h1 `8 A9 O" r0 s3 {Distributions" U# b' B* ?6 ?" T: h: z
Diversification
) |& ?+ E4 D$ M2 {4 iDividend' K, \7 O0 P4 c5 t K% t+ }& Y+ A0 A2 Z
Dividend fund1 B) u$ ]6 S/ R" I& g
Dividend tax credit# T, g" \& C" @
Dollar-cost averaging
# {# L9 a6 V1 S1 {Dow Jones Industrial Average (DJIA)/ R/ \1 M' r3 A! r' ]
Downside Volatility
: d# L; y& Q! i0 RDPSP (Deferred Profit Sharing Plan)% y6 F9 W7 ?6 l. @8 y
Earnings estimates
" y" k q! X: s7 v! l+ cEarnings Per Share4 E f6 B1 }1 s3 b
Earnings statement- s* l, z1 i, a1 h# j! b: Y, U1 T
Educational Assistance Payment (EAP)
, w/ a6 V" m9 v: q bEducation Savings Plan
% f; t( g* e$ [Emerging Markets7 H0 v* J" U" C" i& Y! ^6 C! R, f3 L' B
Equities (Stocks)
4 q# p% x0 D. I" q. KEquity fund
' m+ M- V% Z* a" l8 L( o- ^- ]Fair market value& ~- \ \0 F* u+ z
Family RESP
7 F* ]$ ~- `/ N" a% jFixed-Income Securities8 O: n/ f+ X0 Z2 r7 M7 m; w
Front-end load
/ m8 _+ `, A! O: u. X) D$ J$ dFundamental analysis
: F, g2 ] X# |5 GFund Number( A: d. r5 K0 n$ W- J% h3 S& T6 d
Futures
4 i$ c, N& J) |. u8 d* _& g- PGARP" W* o2 ?& M7 O3 L( G
Grant Contribution Room3 n) v$ }, o! T/ s1 P2 w
Group RESP
* W" F* s4 g1 g+ VGrowth funds
& R8 p$ d# w- X7 R/ H' z/ UHedge6 t! p* `) Q% G& l, D) L `) O+ C
HRDC; }: W) Q* C0 V8 ~7 j. Q
Hurdle Rate3 o2 \( n! @ A" U
Income Distribution
5 ?) H8 \1 i& p+ x* eIncome funds , O) P. u F3 H6 Y
Index
- d" J0 p3 |) R3 L, F* p9 FIndex fund
% J! a8 o- Y; X dInflation * |" R* i" B, X: l+ X
Information Ratio 7 C ] r, q8 j$ o$ I4 g
Interest
8 y1 m" v$ R+ }9 |9 C/ rInternational fund
! |7 C8 A" T9 s n+ L& y% L1 BInvestment advisor
0 v% a5 Z/ m+ ~5 X( O" b" B$ z' R7 |Investment Funds Institute of Canada (IFIC) * {# X h) U; P3 Q0 J
Leveraging
6 K, ~! L7 V- n+ hLiquid
* r6 e. N; @ T; b- N3 ZLoad
; O# B$ c4 ]1 p5 ?Long Term Bond
k4 }% O1 U1 s% k/ @Low Load (LL) sales option: ^5 l& Z) [$ A8 J& |% {3 p( X) F
Management expense ratio/ ?$ d n, R4 J" R R3 @! ~3 {" Y
Management Fee
) X/ \% s- q9 pMarket Value of a Mutual Fund& C# ^; c( f' [$ B5 q
Maturity' B: D) E4 }' _" `
Mid-cap E1 [) j( b7 M2 i. Q; K+ R2 A
Money market fund; t- V8 Y& M. ^8 I5 @3 R. X) N& `
Money Market Instruments- q; }! p4 a; v5 z1 D6 A
Moving Averages
2 w& j- E8 w, m' H1 T l zMutual Fund
+ y+ @8 Z6 k8 f& sNASDAQ0 j- Z! U- [+ G
NAVPU
% D7 |3 W2 s5 j) [* QNet Asset Value
/ q o9 n; Z4 ONo Load4 p2 W( t$ y0 _( n0 F! @
Open-end fund) A6 o/ ]: k/ k G' J
Options( i; V- y+ W! N9 l
Pension plan7 @+ o( y: }& d; t2 N @* \
Pension adjustment
& T5 {; O3 e XPortfolio
9 C F3 K1 J) Z) a* hPortfolioPro
, b D- }: }! a! t& z, v ^1 kPost Secondary Education Payment5 G6 O+ J8 u# o: ?) Z: H! M
Promoter
+ b8 z7 A7 d7 r/ b4 ?* }, UPremium
9 J e7 s: D( P+ ~9 ]0 BPrice-Earnings Ratio* K" P) _* D A6 g
Principal
9 n0 F! }1 F% F8 W! d! c6 z. p! ?Prospectus7 h$ i. y' p" L! c0 d
Quartile Ranking
3 Y, r& |$ y# n5 Q5 V+ ~2 c( B: mRegistered Education Savings Plan (RESP)4 I3 H/ x A/ s* H* }; D: D
RRIF (Registered Retirement Income Fund)
5 v. `, Z# E3 f, R+ [, ^3 g6 hRRSP (Registered Retirement Savings Plan) 7 Q' ]0 k$ E( I* V. _) @; u
Recession5 R5 z/ D' l; g: o% O
Relative Volatility
8 c3 |' X' O" rReturn: H2 q, S' X9 ^) P- H
Risk
8 N3 {/ [, v2 a) `4 U2 ?8 I% RRussell 2000 Index
- ~6 J3 k1 u# y! I; wR-squared
4 W0 D3 C/ R5 H; {# wSales charge: c' M C, Z# G. ^' u; N2 p3 I
Sector Fund
% M0 _& _' d7 V/ R( r$ J4 [Securities
1 \. Q7 N- K ZSecurities Act! R) b6 j$ }8 s% L+ t3 P5 ~. S( r$ T
Sharpe Ratio5 A6 Z! e }5 O8 T
Simplified prospectus
; P& C" i1 m& j7 c% hSortino Ratio+ L) m( ^2 ]0 w% Q6 v% n: K
Specialty fund& B* Q; c$ }! T' l/ q$ A3 u
Standard and Poors 500 (S&P 500)% J0 G. C/ e& l1 k" Z
Standard Deviation 9 S9 {5 U0 f- f' S5 G; J; a
Subscriber( U; p- N0 X* y2 D4 k
Tax credit9 _2 m4 u& W. }. r3 D! n7 h+ Q' W
Tax deduction) V& V- p; \% b1 c
Top Holdings* W3 A% l- B$ ?/ w
Top-down investing+ @0 ], e! X. ]
Transfer Fee
) G( Z+ e) C% lTreasury bills (T-bills)
7 F: X, b& h5 r+ GTrust 6 I0 y' }* J. @
Trustee+ e- z/ f8 k, \" f( t7 L" }
Turnover ratio
8 O" F3 d z* FUnassisted Capital% _ ?* R! z) i0 f/ s/ f
Underwriter
9 y% }3 M1 w7 }8 i( \. X9 UUnit trust
) @7 g, g( R) N, wValue funds
! z: F3 J( [: `; d4 J) S& g$ BVesting
w: L5 G5 L5 W; cVolatility+ u5 D8 K$ ]; L0 N$ q/ A# W
Volume ! z1 U& {- Q# S4 o
Warrant
4 U' f3 Z& _# K' ]7 b9 I2 N; zYield1 _# n3 X" Y3 o0 p1 q& J! F
Yield curve+ P; `' [% ~+ ?. |
Yield 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
