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Account Type% J* Q$ ?5 \% K& V6 o
Accrued interest
) r* C& p( P% ]( r5 EAccumulation
- {, W* d0 w& R5 R. [8 _$ L' ?Accumulation plan
6 q2 U9 j _- R4 h5 B, uActive management6 k+ v8 g0 R/ I5 L$ u
Aggressive growth fund 9 U$ O2 }& C% Z- E5 E# c
Alpha
8 O$ j2 P- o! E' vAmount recognized
' l" x( ?/ n0 `' wAnalyst
7 e5 Q/ r# V1 f' @! P9 cAnnual effective yield
1 ?5 F7 h6 |- x$ jAnnual Maximum Payment Amount5 q7 n) w) P9 F0 J% Q: B5 a9 ?
Annual Minimum Payment Amount * l& ^7 `" n; j5 W4 e W7 O
Annual report
3 s, e8 v! @- r6 q. ~7 `" @0 uAnnual Return
( Z n/ V2 y1 l3 XAnnualize / u9 S) w4 q" c4 n* K, q
Annuitant 9 A8 C5 P0 \. {0 Q: f
Annuity
0 c7 o, k+ g7 z/ P9 L* m7 T+ bAppreciation
8 d' y( }4 i& r: L! ?Assets $ X- S: l9 ^7 c, V" k: }
Asset Mix - p: E2 }5 R$ n# K: r
Asset allocation
- K: _' |- ~, \2 ?. d1 {; J' nAsset allocation fund 7 i( z. A7 k; x! K T3 x8 e
Asset classes 0 `4 c+ N/ O2 y2 W
Assisted Capital 8 f0 c& W/ R" |6 l1 |
Automatic Conversion 5 \4 R( ^8 j- E! r/ C
Automatic reinvestment* F8 r- G& i* t& \
Average Annual Compound Rate of Return
- }9 H7 M4 i0 r4 R2 {! iAverage Cost per Unit/Share
' @$ E$ ^' y$ t3 v& D0 V' U' yAverage maturity3 y2 g- U5 o2 _+ H8 w* i
Back-end load + z& G7 {0 o/ K6 |+ ]
Balanced fund
: `5 }0 a: `9 c0 L5 \: W" R+ jBalance sheet % o: }7 [! O. z4 G# G
Bank rate K% |; _) v1 I o' J4 _% H
Basis Point
' G) q/ {, P7 j: O$ W" M/ FBear market- I6 r0 c, T- U: \/ j: x9 q0 o
Beneficiary
$ `) I2 M1 }: o% O, Y* m! @6 eBeta
4 Q4 G; D5 \2 zBlue Chip
$ T; r% H1 W2 Z2 cBond
8 J c1 }( t7 _8 `; wBond fund
) o8 g# l& m8 [, h- R3 F& vBook value ( N1 \0 Z6 \& D1 E" ?6 a3 W3 }
Bottom-up investing 7 J* M$ {( e8 k3 F! Y) ^6 I
Broker& Q2 v& {1 W9 x% D" P' ]
Bull market
& m S) m" i- G: }& i+ fCapital : Z6 F1 i- H$ j4 q3 Q
Capital Gains
! C$ r+ \6 w# E- HCapital loss 9 `1 O' ~2 f* ~, P( T% H
Closed-end fund
: a( c+ b P9 q! J4 F- kCompounding ; O0 J/ L& L! g8 c" q g
Currency Risk
9 H7 W$ e; f: D# L/ rCurrent yield * i0 R8 n8 @% I/ P, l
Custodian
: A& b2 t5 U1 K" K3 f: a/ |& `Debenture
( _2 E" b* g$ z' X7 ^5 iDebt' i1 V7 `2 o9 {1 k
Deferral3 E* I; O7 M, S9 K8 W& a) g3 Z" J5 E
Defined benefit pension plan( f0 C& u6 n5 V7 y N5 I1 f
Defined contribution pension plan
5 s4 D; J6 E' V5 L( D/ x4 nDiscount
- ^: Q l1 m' vDiscounted Pricing for Large Accounts
* N5 I% E+ x7 I5 v) H ]Distribution History
! B$ P) }2 b9 r# bDistributions' I9 h7 q T7 c; S I8 X! w
Diversification; \9 I W6 \. U9 M
Dividend
2 B$ K/ k _: U% eDividend fund. ^2 l, Z" P' a" k7 d" `
Dividend tax credit
S* m7 B {( Y2 R9 T6 zDollar-cost averaging
% c i. d% p) m3 l, FDow Jones Industrial Average (DJIA)* l( `: S' R, n4 o0 N6 W
Downside Volatility
) Q! Q. }- W& j6 c2 d) YDPSP (Deferred Profit Sharing Plan)% P$ r4 [ F3 I. A
Earnings estimates; ]/ l4 a# G" T$ f7 v
Earnings Per Share2 a! I' B6 |; @! u
Earnings statement
1 M2 y7 H$ ^. B: ^0 s- ~Educational Assistance Payment (EAP)
* m3 k# r: z7 K( d- J% _' V3 ]6 OEducation Savings Plan
' W$ Z8 B" \" h% I2 R8 \Emerging Markets
; o m, ], y) Z& c9 W9 X4 b2 FEquities (Stocks)
! Y) Q% d# a0 f( `& gEquity fund
+ p8 H% p- y$ _Fair market value. @! I! O" `( Y5 D7 T3 p
Family RESP
. c3 B) g- l, QFixed-Income Securities
. v* H$ Q& b& o/ }Front-end load
- c f( L" ?5 H6 d; ]$ U; sFundamental analysis2 M# \! I3 `, `7 Q7 X( Z
Fund Number
+ S7 [ c7 V* ~Futures
2 v Z/ M3 U+ Z8 a9 UGARP
3 ~% y0 O# {7 q8 gGrant Contribution Room+ y: ^4 ^: M% D x4 k+ `3 ~/ t; B
Group RESP E0 e* s! h" X7 g* O
Growth funds
! @5 v [! I8 p- D+ Q3 e# l. rHedge
$ ^3 |* y0 t& ]- h% \HRDC
5 d. r! D& ] r& O7 v9 Q$ e. KHurdle Rate
; A" J" h) z) F( {Income Distribution$ T; L. z0 w2 k
Income funds - x' H" | X5 V& F" c
Index
7 P; E9 F @8 \( ^Index fund9 h. B8 Z- F, Q! ?! r
Inflation 9 U1 ]! H1 d, X2 w( g2 s2 N0 g ~
Information Ratio 2 X% C! n V9 N3 x# q
Interest
8 ]7 I* S! E8 B& z1 }1 yInternational fund: ]1 A1 F( u h
Investment advisor( E# N( M0 o2 i0 X, k& \
Investment Funds Institute of Canada (IFIC) ' Y$ M- Y. I- |# e- d
Leveraging
- s4 l: y ] r5 y& U1 }Liquid 1 e$ s2 k u7 s3 l4 e1 Z
Load
$ S3 E$ A( y2 C5 F1 lLong Term Bond$ e. E0 h2 [. R: {# |
Low Load (LL) sales option/ s1 Z0 {/ c7 {0 L( v7 \) B
Management expense ratio; u$ Y& H4 l( [8 \( f5 Z
Management Fee
. f4 ]/ U* w1 bMarket Value of a Mutual Fund
4 v* Z, l: q$ s; v* a' @1 P2 A+ qMaturity7 N( A% t& N9 R0 j; z2 F+ _
Mid-cap/ \3 r1 o3 I0 ?0 ]0 A. T
Money market fund4 |# r% x1 D* u" A8 t
Money Market Instruments
; \4 ^9 @" W R) e7 {7 B8 M# q% bMoving Averages
: @. G0 Y0 V% L( s/ P; eMutual Fund7 S, u z6 F' V( W+ e& Z7 v
NASDAQ
5 b+ N" Z- [, p8 e5 jNAVPU, O: c) V- J2 k ]- ]$ X, I- T$ T& D
Net Asset Value1 m3 M5 s3 u1 f- q
No Load
' v, i7 r: X0 [0 J2 UOpen-end fund
* W0 B4 c- M- E0 EOptions( F9 B% o T4 Q5 C j
Pension plan
/ f9 ^* R: }6 J2 Q8 aPension adjustment r5 \8 X2 \2 d8 J. E' G1 j
Portfolio8 D7 g, `2 o% _
PortfolioPro+ h* f, j2 d# o1 { {" M
Post Secondary Education Payment
) V1 T/ k# A$ V. [' U# B) kPromoter* w& ?3 ]8 A+ e S7 f- q# x, P
Premium
) w9 U1 H" o3 d) ~Price-Earnings Ratio4 I& i. m5 l, R! o) o
Principal/ L$ `4 g* w- q$ c" J
Prospectus2 H$ ~5 `: i( V( \% x
Quartile Ranking
- B8 y( y0 N1 l x0 f& F- ]+ N+ MRegistered Education Savings Plan (RESP)4 ^4 g% ?! a! D, d) `6 I! s- i
RRIF (Registered Retirement Income Fund) 5 ^/ x$ V' Q2 `! {
RRSP (Registered Retirement Savings Plan) 9 e) `8 M3 Q" y/ v/ J
Recession
# c+ d+ w4 I7 Y3 }, P/ n" N% {Relative Volatility
4 ]; Y- ?; Y# p4 V3 X. n& f7 pReturn
9 u9 r6 Q7 ?+ }9 W* ?Risk
: ], S; G: w* ]2 v8 W; Q- ~Russell 2000 Index
# H* R2 x" d0 T0 h7 KR-squared$ C+ [) h( d+ o- W7 @& t/ H- U
Sales charge" B" p- M: x: F- \
Sector Fund ( J! j4 i7 f2 z% y) j& q* p
Securities
+ J( X- d( N; \3 r; @0 n8 NSecurities Act
2 D# G S! O6 W" J* J. y( F8 _Sharpe Ratio V$ }. T& F1 F! x* x0 ]. y" u
Simplified prospectus" |, u! e" y+ ^ {# o7 m1 z# _
Sortino Ratio
% F8 w& e3 ]6 l" V n/ eSpecialty fund
1 A* K' i2 H/ `$ V; o. K2 bStandard and Poors 500 (S&P 500)
- q0 Z; y7 A$ C$ \5 ^Standard Deviation
0 P/ B+ X. T( _, @# x9 e' t# XSubscriber% R2 L* i' \& d3 \# u
Tax credit' {3 t+ e7 i+ q& J7 @
Tax deduction
1 Z1 Q6 }& P3 l$ C2 x' w" m! N5 v- MTop Holdings3 v9 v0 o& o* u+ A& R" c
Top-down investing
- W8 q5 I6 @3 \# j6 F' v kTransfer Fee/ B& s, P$ I) N" ]
Treasury bills (T-bills)
* E: }; r8 r. Q. FTrust
. M$ E8 p, l. N2 F2 s& u& ZTrustee) n$ q) k* A- B( m- s2 B
Turnover ratio
; r- h7 z: B( N0 rUnassisted Capital8 G( [7 d( n7 I
Underwriter" m r# d4 O; i
Unit trust& X% C U) U! F7 I1 M8 b* v
Value funds
" m0 K* R0 o$ [* YVesting
& ~0 L7 }6 b: ~, [6 o& vVolatility6 R6 a" S3 v8 i3 d9 r$ f
Volume 2 [* J" W, [, A$ h. Q# @5 Q0 |8 O
Warrant% V1 J- B9 B6 ~( O- {# }/ ^
Yield
9 O& B a, j0 m) K j( {- WYield curve
9 T& v" t* @ S% a0 _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
