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Account Type
/ E6 W* L4 r+ A( X: B! cAccrued interest8 J- Y# a& M1 i, {
Accumulation 8 w8 q2 r" l/ ^2 c, C, o
Accumulation plan% N% J u) }6 _. c' c
Active management; N/ q6 J8 Q& H5 ~! b. f9 S: G
Aggressive growth fund
; J: q! E4 }8 @5 qAlpha+ {' G3 p$ w7 u2 K- t
Amount recognized
6 n% c' u2 n( r& J; J# IAnalyst
. N" j1 _3 Z C/ ?Annual effective yield
0 v; u, t: o0 w8 E: fAnnual Maximum Payment Amount+ q+ }. o0 Y' C+ K# ]: X" E7 O
Annual Minimum Payment Amount " `3 ?& s" P: ?% B$ m, D: [2 }( n
Annual report
- Y5 v) B1 H2 [7 O- U2 [Annual Return5 C3 I* l7 ^ U! B* b" u. t
Annualize
0 k3 u5 ^7 o7 I6 ?Annuitant z! r( Y" j# a0 B! N( [) p
Annuity " z+ F! s* e% H- D
Appreciation v# z- F8 z3 Y& e0 g7 j- \
Assets . g) r) c* B% y3 {0 x
Asset Mix
4 s' K$ T3 G9 h% [& d1 aAsset allocation
3 J8 B+ u- \- F! GAsset allocation fund ( r5 b8 o0 L z4 ]$ r6 {
Asset classes % q3 m" R9 Y }& F" t
Assisted Capital
' w! P* Z, Z" s+ Y+ T' CAutomatic Conversion
% J) W8 D, |7 D9 i6 A9 y! H" Z% L: bAutomatic reinvestment
0 y+ ] [7 R9 r i! h( E5 ?Average Annual Compound Rate of Return
& O* x m/ V& }0 J4 j! WAverage Cost per Unit/Share
, J- Y3 M, R$ sAverage maturity
% P( ]7 l" o6 }+ x" p5 S' qBack-end load 0 V9 g# z4 R! b
Balanced fund + X2 |- c8 C# W
Balance sheet
0 y0 h6 C- I! B/ J- |Bank rate8 _$ b1 u8 J, t" P$ V
Basis Point 6 S# E; w# j. I! Z
Bear market
( j9 [5 _' T5 i4 S' N) S; C1 U7 ~Beneficiary ; I: t) {; Z: C6 i: P9 R1 Q
Beta9 e+ O* w$ v& g, `3 i5 B y
Blue Chip
1 v+ z& M* B9 L- x. RBond . x. T+ G2 y1 O
Bond fund
# X% y/ E3 V! H6 jBook value
! H" j" C4 s# F, y% kBottom-up investing
" C3 V) w9 V5 H+ B$ ?' K) i) g7 m6 ], [Broker9 d) P' y5 }" |' l6 k6 f" g! V
Bull market3 w; Y; A& O$ a. Q
Capital 7 ]" ~* y. j. [9 x
Capital Gains% P6 Q3 }; [) Q2 O5 |: q* C* y% Z
Capital loss & H- o. ~9 J9 D; r6 [
Closed-end fund
- P* A: {$ T/ a% }" {( q5 z' ?' H+ j UCompounding
8 ]& X' J2 |; q7 T4 ~Currency Risk / Y1 w$ \4 Q$ T6 k5 b
Current yield
% A3 y' [% s" h. fCustodian , T! R, @, z6 A; @
Debenture
]8 e0 P: I1 k8 |2 u* Z |Debt4 p+ W0 y, Z# e% k% U5 J4 V
Deferral6 q; ?& s7 U( \$ [
Defined benefit pension plan% c) g v/ I/ c
Defined contribution pension plan
, q' t1 g* @! I, Y x6 M' aDiscount
) v5 I5 ^* S- fDiscounted Pricing for Large Accounts
" J/ w, K% {# b+ n' _Distribution History! z5 }4 w- s/ {1 c+ r8 o. B
Distributions
. n Y N5 _! a6 x2 Z% Z/ t) iDiversification$ |4 T& v; Q& C9 {
Dividend+ A$ Y" U7 }8 a
Dividend fund# I$ f& e3 v. F4 w. F/ t
Dividend tax credit! E: a0 [# o3 J# h* ]! {
Dollar-cost averaging
/ A& M) @5 B+ x6 i( G7 N: y4 aDow Jones Industrial Average (DJIA)# V6 o; s! ^5 Q3 o
Downside Volatility3 K3 @. |5 p8 w V4 G6 y4 b
DPSP (Deferred Profit Sharing Plan)3 V( v! ~3 ~5 s% P9 T) g4 D E
Earnings estimates
, ~/ b% b9 X( v* jEarnings Per Share3 |/ d* C2 R0 z# d" W
Earnings statement
0 \: k( s9 o. M2 E8 t' r9 k4 OEducational Assistance Payment (EAP) N/ R- z/ u! o' a4 Q+ e, B
Education Savings Plan
6 c2 q, W% r9 H& t JEmerging Markets
6 O4 z; E- t, k' a- I5 g/ \Equities (Stocks) ( n6 O; f d# A. Z) D& p
Equity fund! a- I4 b2 @ O( @8 a1 b
Fair market value/ {7 B# e( t0 R h0 r7 \2 k
Family RESP1 s$ _: C$ c( y+ s" ^# H3 w+ K8 e
Fixed-Income Securities
& Q; q! G7 r, C# ~1 ]" AFront-end load8 ?5 P% X% N0 W$ Y
Fundamental analysis
2 F, @& j0 ?6 @6 u' H: { ~Fund Number
) d9 q2 [, v; p0 }/ rFutures8 g, q8 r" u6 ~% a+ `# n* J
GARP) m8 _% h8 q4 z! P* Z. A/ u7 s
Grant Contribution Room
, T- q' C! F- Z9 e5 V" {Group RESP2 f, c$ C% O* Z; u8 u! s! }
Growth funds
4 Q6 B/ i7 W" [" jHedge0 c* ~6 J! }: s: k3 T
HRDC2 y/ N# x9 w3 q6 A; o9 V! y2 Q1 N
Hurdle Rate7 f6 E0 E; X9 |
Income Distribution" l: w& Q: S. m: K7 s7 Q
Income funds ( }4 l4 t9 U F6 Z: J, d) j
Index. K- R" T) j$ {; Q( P
Index fund
8 ~) w5 [" r* ^$ n8 HInflation + u# N- X3 p* E, Y6 d% _8 a
Information Ratio
" p: z `9 E: B Z% E# |+ C0 i& iInterest 5 A2 x, `- M) _& L/ x* Q% I! X; K
International fund
- t; \, m; \2 N% J6 m8 cInvestment advisor
1 r. C* \( Z! V$ e- {Investment Funds Institute of Canada (IFIC)
! T0 w" b1 U" A7 C# I" j/ PLeveraging
8 B( y _! u5 CLiquid
+ }! _3 K; K7 M6 o# ALoad
7 U! {8 L$ F) z0 W, V2 pLong Term Bond
- ~8 ^0 J/ q8 ^2 b2 ?+ A3 oLow Load (LL) sales option
' Y: _# }1 }9 W* m, AManagement expense ratio! `2 l; m: b' x1 ?8 `
Management Fee
0 @7 m2 C5 J' c( q* y" tMarket Value of a Mutual Fund
@6 \; L4 P: n6 ]$ q Z, x! l+ Z; b( oMaturity, _& K) {% m) U3 ~
Mid-cap4 l3 U# K) Q7 e/ d
Money market fund3 ^/ ?0 w L3 F7 V) k) @ X7 J
Money Market Instruments; y2 B9 h; N4 |0 }3 [+ f
Moving Averages
. v$ d7 R- s8 Z, mMutual Fund
: Q5 y% d% I( n+ J0 SNASDAQ4 h; ?( W. K: w4 o
NAVPU
$ u! U0 a4 _6 f) C& A/ NNet Asset Value0 G! w" Q; }( U; m; F
No Load5 W4 {8 t \0 x# p; y. b2 O
Open-end fund
- g# G# N [4 l! y, WOptions- T& Q6 a5 h# j
Pension plan
. {+ h& F) v, XPension adjustment
6 e5 X# O) L4 g. UPortfolio) x7 y- p3 T+ @9 Y4 p
PortfolioPro3 a% I( Y" G9 |+ p+ j
Post Secondary Education Payment
9 h% L3 D2 p$ U V. g2 f# VPromoter
7 x/ i* h. G5 MPremium
6 E8 D0 Q' f, w2 P0 DPrice-Earnings Ratio
2 w3 W O* U. C4 G; x& T4 y' j5 YPrincipal3 \; c) ~( P7 ^4 t, T W; ?6 S
Prospectus, X( Z% G. Y( V( _. x
Quartile Ranking
h* B' M# ~* S% HRegistered Education Savings Plan (RESP)" x3 y# l' X$ e' K, X' y* T
RRIF (Registered Retirement Income Fund)
7 N: B- B+ m5 F3 E* { ?4 d3 U, WRRSP (Registered Retirement Savings Plan) ( }) J0 t1 {( G3 c; t& x! V; n2 F
Recession
2 R2 } g: l) D0 l6 NRelative Volatility( P, S1 _7 R* B, a. R' Z
Return* j8 e M! n* P
Risk & C+ z. ^9 P, e- w; h/ P" @
Russell 2000 Index : y3 o9 a, u% C5 Y; }' W
R-squared0 a& O2 a Y: O, I- c% G! e
Sales charge
1 P2 E. A2 h( w3 ~& v& P. xSector Fund + S T. E7 {! i1 ~% ]
Securities) [2 N( m, k& W
Securities Act( T4 M5 u5 N( m' ^( _* N
Sharpe Ratio
- N2 r- Z' [) Y6 ^8 @, \3 ], ySimplified prospectus' p2 A& e/ s# H+ v* Q, X! J: F
Sortino Ratio$ X# D( t) k/ Z
Specialty fund
, z" S2 u" {! ^4 B0 n& B2 s+ {Standard and Poors 500 (S&P 500)- v0 K& N9 t6 \
Standard Deviation 0 r( z- W8 a& t/ P' i# V2 ]6 z/ Y
Subscriber
5 _( s. [& P3 ^3 g! KTax credit8 H. m% e1 T- }
Tax deduction
- p8 V3 {9 O1 ]! ^) b: B1 LTop Holdings' D0 P, @( r- L* ~2 \, [. @9 e
Top-down investing; R2 A# |1 r8 ]* ~1 F
Transfer Fee) L4 n9 R! A, [
Treasury bills (T-bills) 8 a$ A: R/ F4 O) `1 A1 w6 |3 m& V
Trust
' w, @! p+ {% zTrustee6 v3 [0 |/ u: U( H' X9 I( s
Turnover ratio
# X" w, n& L3 h6 `Unassisted Capital5 {# e. _* z( f/ p% g D. v
Underwriter4 Q8 T+ M. \6 Z9 E5 G! v* k/ V
Unit trust+ N* m: Z3 r0 i* ?
Value funds $ Z L3 [& Z( v2 A0 X
Vesting8 Q; B" l* u6 K% e
Volatility7 ^' x4 ]+ W3 \- B* o
Volume
0 b" [: {* p/ x6 J( o. I+ _8 JWarrant
. c" W( H1 m* u0 a/ n! R- [5 w4 eYield b/ B3 ^5 [( X* @6 j E, n
Yield curve' {; | C1 ]1 G- G% n
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
