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Account Type" y |. ^) J1 j
Accrued interest
+ Z7 n. Q ^0 u5 o. B: y/ n2 xAccumulation
% n7 z3 B# {+ j4 {. bAccumulation plan
5 e3 G5 X, U9 y3 _) WActive management7 `7 p7 \5 e9 k
Aggressive growth fund J) f) k: n* R* }+ u2 k
Alpha4 B! X5 n( j# l. [8 y
Amount recognized
' b+ W7 L2 [( o% Y" X9 bAnalyst / N8 R4 x6 S% P
Annual effective yield
' p3 _" z/ h0 |5 [0 FAnnual Maximum Payment Amount
& }/ H6 W% o# e0 r1 O5 k* YAnnual Minimum Payment Amount
h) V( A* A( |2 G8 c# NAnnual report
( ?- [, ]9 e1 k8 j( \- W- E! MAnnual Return* o( E$ Z7 f0 {1 q* y; o
Annualize 0 p* w4 X& |! j2 ^+ ^2 x, R6 \+ ^
Annuitant ) O& _2 V/ _0 J2 a
Annuity 9 f4 x" A+ i' m' o* E) n
Appreciation
. H3 y j0 b# I8 f; T& K( ZAssets 5 ~) o* T& ^1 y
Asset Mix & c1 e8 @# e/ [6 d3 Y; F# A
Asset allocation & K0 l% X1 \5 V7 l$ v
Asset allocation fund 6 ?4 `3 e% w$ O& ?
Asset classes / s& |! _8 C( p3 y
Assisted Capital X. ]8 R, M, A$ Y# b% X, i. k0 t
Automatic Conversion 5 ~$ Q2 f5 H( a( A! d1 ^
Automatic reinvestment
! J6 a* u' h1 j( T5 zAverage Annual Compound Rate of Return * k3 a+ r" I( h- @; u
Average Cost per Unit/Share
7 c ? w$ J! L9 q& PAverage maturity% Q# i7 Z8 M3 }5 Z+ N) G6 S6 l
Back-end load
0 Y5 `/ b3 t* p8 l6 |Balanced fund 9 v* }* C/ u5 W" l
Balance sheet ! p* K' q4 X% U( Q8 h- e* H
Bank rate
$ K; A* {9 q' q. R# ~Basis Point
9 w" y1 e6 t$ G; J5 Z3 n8 |Bear market
: a1 u& y! {0 P7 R5 _Beneficiary + W- V, \" A' C4 S u0 a
Beta
# \" F! t; ]1 N! F/ W/ ^Blue Chip
, B: Q6 G7 r8 d2 z# LBond + ?6 }5 d; P/ F6 L, q
Bond fund # a2 [; q k6 l$ H! t: C F
Book value 7 N$ ^; c! E- l# N% q
Bottom-up investing ( C d2 r7 b) n& }
Broker5 Z9 b: X' y& ]# z( @( I: D( c
Bull market
# |4 }: G* {. v# C* H( [$ XCapital , ]3 B+ h$ v3 @2 i0 c6 ~
Capital Gains$ F C$ Z' J; Q: q8 I/ m
Capital loss 8 a, v) |2 e8 i5 n8 y: P' [
Closed-end fund 3 y7 m# p, {3 J# I4 K6 J8 Q
Compounding ) D% i+ j. i2 M
Currency Risk
* v) b& T y- W0 h8 j/ ECurrent yield
- m* U0 V' W: n& n/ g5 B0 fCustodian
, }5 x t, D& X2 z# YDebenture
0 x7 s+ Y: h* c* d5 hDebt
1 ?4 b" z- o8 v& oDeferral
8 i3 W, w' P# O/ W2 ]Defined benefit pension plan3 J3 ~, C1 m. D5 \# k2 p
Defined contribution pension plan
) C( _- Q; x! Y$ f1 w1 g3 CDiscount* b! H/ {9 G: L' M9 G9 y
Discounted Pricing for Large Accounts
+ ~* G( W+ i/ E$ x/ x/ \1 p% n: pDistribution History8 P1 K# W: [4 W; T" a! `# x
Distributions
* R) a$ Q0 e" U" I( v0 }# {Diversification
7 C* W O" z6 D. v! EDividend ^. o* u) D& n- q; M
Dividend fund
6 t( l/ Y" H4 U1 x4 bDividend tax credit
m2 k: _/ k0 L9 j' yDollar-cost averaging
3 r. q; Y# A- j7 }Dow Jones Industrial Average (DJIA)
9 T1 V; V. H: y- wDownside Volatility
& G4 j* ~7 T; |' `5 g% z/ E$ e9 ~4 CDPSP (Deferred Profit Sharing Plan)
3 S [$ t* s+ j J- K) \Earnings estimates1 w/ S h# ^6 b) ?3 _& j
Earnings Per Share
5 `% H/ X# M- i/ x/ J& R t. fEarnings statement, D* D$ Q( ~6 F7 z! `
Educational Assistance Payment (EAP)
) \3 N& k$ U- oEducation Savings Plan, R" {3 u! _: y6 i4 b0 n
Emerging Markets
! c! ]7 A3 ]" |$ s2 r0 }Equities (Stocks) ( u4 e/ U0 \! f, `
Equity fund) ?5 D9 j% s. G z, d. U
Fair market value4 A: Y( @, f( p- v
Family RESP4 {5 F% U: h! E, F
Fixed-Income Securities
% v q* @2 Y( @3 E9 o. xFront-end load
# H6 Q% B. h' w7 F1 p3 E. ~" uFundamental analysis
: _& r# m% ?$ W: x, q! k5 r# |Fund Number
( }4 \5 {2 l! y' _ lFutures
, ^$ m! @; X! oGARP H+ d" d0 E$ h6 Q5 b
Grant Contribution Room
2 O! Q* r( r8 FGroup RESP, ^& N- d! I* `+ j- \! O
Growth funds & i2 a7 g3 ~- Z, h) d
Hedge7 N/ s$ h u. ]: X9 f7 z+ g9 j+ P
HRDC9 L6 K6 T0 ^* z- Y8 J1 ]
Hurdle Rate. }; Z( h0 u1 G2 H3 ?7 W
Income Distribution6 K$ H: l) q) C& p) u7 A
Income funds 1 ~0 ^, s1 H( |% R7 _
Index
; ^" c- |4 L* ^& E) n" }# NIndex fund7 p! L! e; w4 P' z% Q
Inflation 0 G- Q7 s* U1 Q# ^/ y- }
Information Ratio
/ A: f$ T$ G, U, f2 P7 `Interest ( f. q4 }" H0 O* ~
International fund
# w& e( Z" i8 [, aInvestment advisor
% G5 e4 }; f7 W1 n# N5 h% bInvestment Funds Institute of Canada (IFIC)
' P/ Q/ g" i5 D: I* Q0 x5 ALeveraging1 q V4 J( b4 s. L
Liquid
; c( s$ r( Y. P8 SLoad ! w$ R2 ^! W- f1 T+ t9 x
Long Term Bond
4 t {% ~- _7 c$ U1 h) d! f iLow Load (LL) sales option
" |5 ?" E! ?$ B. J- AManagement expense ratio
9 U8 ^( |/ F1 O/ E6 e$ IManagement Fee" R& a1 u7 L' g& K
Market Value of a Mutual Fund
9 X; | M$ H, P+ F7 e5 o; M# SMaturity
2 v- x; s$ Y$ j6 p9 HMid-cap
6 [! ^- A, B3 f5 g) c" v3 a* O! V3 IMoney market fund& P9 | \' c+ W% i4 u# b/ z, |
Money Market Instruments
Y8 ]- P @% p3 Y- L3 j8 H( {Moving Averages
# _+ T/ q6 k' Y4 j& f6 ~; DMutual Fund
( U0 c+ H% S4 _# lNASDAQ
3 b$ F5 B- i: X/ E/ o, N+ `NAVPU
% B9 {! b$ a; d$ w8 `Net Asset Value* Y; X1 Q! ]6 l9 m, Y/ j
No Load; C* t/ L7 R& o9 j1 q; b% g
Open-end fund; q7 Y2 y5 S: ?6 @
Options
' F3 q, N' b2 D' n* I# ~0 aPension plan5 T% M7 I; N' B9 m& p
Pension adjustment
; z4 s6 t3 G' T$ h2 jPortfolio) [; U9 C" U, E- V) H
PortfolioPro( u/ t8 f! _- l. t B+ ~% l2 t
Post Secondary Education Payment7 y" @6 y( [* q- L1 e Y
Promoter
4 a0 w- z/ @) S9 p3 QPremium
# L$ C- m: j! Y+ |Price-Earnings Ratio
: d3 f- g; H6 G& @ {Principal% G( i# W/ c( L; ]* @0 V
Prospectus
" g2 d* ]. g3 W) I# e4 K/ TQuartile Ranking3 l) s+ z! ?/ A' b# g1 p
Registered Education Savings Plan (RESP)
& G) Z7 d# I: jRRIF (Registered Retirement Income Fund) $ t& e! t( Z4 w, j( |
RRSP (Registered Retirement Savings Plan)
j4 ^* j7 w G, b+ K9 @Recession7 T3 t! n2 q" }6 x {, n2 w3 r w; e
Relative Volatility. M! h5 F$ D; s
Return
1 L: g( A8 u% xRisk
6 D9 D# W3 t) {2 b* r% X( r0 q+ pRussell 2000 Index
. Z5 c D0 p% H1 S4 H, SR-squared7 K+ g( d: s- U5 s
Sales charge
# T; z v/ I0 H: CSector Fund
. Z6 U0 t, d) K8 VSecurities ~$ @# W, s! i, I
Securities Act
- r5 k) c' B& zSharpe Ratio: L/ v( R8 Q2 i3 c& x' Q9 J
Simplified prospectus
! x1 x+ e D+ I2 y5 BSortino Ratio- ]$ z' e9 ^/ C; ^9 `8 K
Specialty fund; N- E" a& M* a. ^$ Q0 T
Standard and Poors 500 (S&P 500)
& ]' p5 ~0 F1 T! E+ L' KStandard Deviation
" j4 j' {6 g# c7 K. s4 P: pSubscriber5 h$ ~# q# G; Q0 G; J5 V
Tax credit5 V9 c/ u% W7 `' _
Tax deduction
: X& o/ w3 N# g' `: h$ e8 YTop Holdings
) ?- X+ L% ]) [8 F$ e) ?: [8 UTop-down investing. G a$ {% N% w, F
Transfer Fee- g6 R1 G9 D( x" r
Treasury bills (T-bills) ! D* S0 S/ t/ W4 V
Trust
" M/ e3 c; ~- s* E% K* `1 [) yTrustee
0 `% t- w$ D; J1 s0 O( |Turnover ratio
5 |* q" m0 l) m$ A5 ?9 ?3 NUnassisted Capital
3 @1 p" v2 z8 R- aUnderwriter4 k: n& f7 }3 G; @7 V
Unit trust
' t" b" U) h$ J7 p4 xValue funds % \/ h5 F# X# s) x' M
Vesting' y& _. ]; B3 p c+ g5 |
Volatility- x! w. [) x( V! _/ s
Volume 2 b& j- o, B8 J2 ?0 b( s" C7 X
Warrant J. j b' |# T! R. {
Yield& {0 H* y) a2 J. E, r: B
Yield curve4 }. m8 a S, r7 P$ |% ~
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
