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Account Type$ a. j: D4 e. z4 k) P% B
Accrued interest- [6 K" r. u- \6 D9 u* a
Accumulation
* I3 J4 u% G6 u& L/ vAccumulation plan
2 k# Y' Q5 ]2 S/ yActive management( r3 P- c% l0 @( |: P; w
Aggressive growth fund
/ v$ A0 i& j8 l1 J& a4 ~Alpha
x! ?% J/ d4 ^) eAmount recognized
5 [ O3 }0 V# Q# v( t( EAnalyst 4 y: T, o) H, d
Annual effective yield 4 z* H4 T/ m0 |
Annual Maximum Payment Amount* k2 a2 L. _/ g8 C& F# V% G6 t
Annual Minimum Payment Amount
" h [1 u( J8 X& }$ `, s6 t1 } f; gAnnual report
* x1 t: Y2 P* HAnnual Return
- l3 Y7 f' m/ n0 d. QAnnualize
0 k$ _6 L# R" _! `" v$ M/ gAnnuitant 6 {1 j+ ?* e# o1 F" ~) _5 t% J/ x1 j
Annuity & d5 L1 B! r- p; X @
Appreciation3 e4 e, ?5 {& s
Assets
* m: l2 j2 T+ p& o* d5 k+ HAsset Mix
4 s( W" Y. i6 {& D" qAsset allocation
4 Y/ M* }4 t6 i+ _ bAsset allocation fund : M% L" B: [/ E' Q
Asset classes ) D& c/ P- ^: ]+ E x
Assisted Capital
' [! u' V* Y1 {* k6 C1 z: O/ nAutomatic Conversion / P1 i9 [- ]. B0 Y' p
Automatic reinvestment
& j4 I# r. p$ \ nAverage Annual Compound Rate of Return 2 j1 o+ q' h. F! ]$ B1 R7 B
Average Cost per Unit/Share- `/ f+ r# j" G- V
Average maturity9 [+ O, M; R+ ?9 s1 b' U! A# c
Back-end load
; P% B9 u. q+ n/ F. N* z$ fBalanced fund
. d# \. d4 h# u3 jBalance sheet
+ G) t8 l5 F7 R* s. |$ A/ w5 }# UBank rate& s& c3 }9 o% x; s; p
Basis Point
4 y4 ^0 `& m K5 JBear market8 {& O8 n) G) _9 `, \) d6 s, l6 O
Beneficiary 0 z$ _$ R+ b- A
Beta! O+ M* S2 i) n1 h- I
Blue Chip 6 T& x1 Y1 `5 _
Bond
( g( @" N2 y6 i8 r3 h4 H* _Bond fund
m3 V- l i. W1 C# B! t! u' I# t3 k. eBook value
$ P( Q9 k8 ]4 u0 T8 |Bottom-up investing
1 D' T3 Y9 ^" g+ z& M# BBroker
) E9 b0 i: o9 ?Bull market+ n- n3 o+ g' w- B& q# M+ l
Capital
2 W6 g9 M0 [1 a7 c7 pCapital Gains6 Y1 \* X1 D0 X( x
Capital loss
' n# w; w8 Z1 _% n$ o( v5 ?* ?8 ]Closed-end fund $ f! h+ Q- ^% o" P: s( m
Compounding ; C* {5 o. E' g9 Y
Currency Risk
2 q$ o% X" N5 @- B8 kCurrent yield
# Z9 k$ E5 j3 n1 ]. z6 _ RCustodian
1 m- ^- s9 `# b6 P9 B5 O7 ~1 JDebenture; G: R2 k3 G% L# K
Debt) m. ~) n }! N. h& k3 @# z
Deferral4 J, z# D( W5 X
Defined benefit pension plan
! F( D* c- E! g2 _) @! _# LDefined contribution pension plan
( @- @0 I: W/ L0 {3 O& jDiscount' O% g6 t" u3 i4 h" W/ r# c
Discounted Pricing for Large Accounts7 ^- l3 u) _# C6 r$ G- {. K0 T9 K
Distribution History
4 H1 L- H/ V* i( pDistributions
8 E8 t4 Z0 K* h8 z Y+ m9 MDiversification0 W- ?' b+ D1 p) C" _5 {" a
Dividend
8 ]- [$ h, M' E6 x k+ t, k0 o1 }. lDividend fund
- c9 X/ g% ^ B1 `( _. G( s5 S& DDividend tax credit' j- y9 Z% Q* _6 Q
Dollar-cost averaging& ?. K0 f8 b Y8 O+ e# J) ~
Dow Jones Industrial Average (DJIA), L0 o, S, E0 ~! ~5 m
Downside Volatility2 }" q4 a1 k0 Q8 z( J
DPSP (Deferred Profit Sharing Plan)* `. a; A% k+ _# d; O i1 o
Earnings estimates
- F/ y* H& j5 j! u" w7 J' y7 mEarnings Per Share
! J4 j4 G$ H. U; k) wEarnings statement
0 t9 ~0 T% W* h- n9 j$ OEducational Assistance Payment (EAP)' x8 q5 ?. s4 o# y/ R
Education Savings Plan
; J+ K9 X, T) a, G$ ]1 V3 HEmerging Markets
+ v! S& T4 b1 R- g5 OEquities (Stocks) 6 P: o1 \, o% H- I
Equity fund
6 k7 {/ W2 m5 _- f* qFair market value5 D$ w5 q3 N! g$ d! y+ f0 v
Family RESP
) A$ O+ y$ p- i# ?Fixed-Income Securities+ M# C- W' R( V* f. a* b3 B9 T8 x
Front-end load
+ e7 G5 o2 ]/ R1 FFundamental analysis: {7 S6 {5 @3 D& v
Fund Number) l' P1 ?! W/ e; f6 H! s
Futures" F7 q+ ]' g9 ^3 V/ S7 k7 ~7 v
GARP
& i$ p+ K4 w( U# k# A5 {Grant Contribution Room n/ e3 y5 B3 X ^+ C+ U8 Z
Group RESP
0 X" y; f c$ n% P2 i8 JGrowth funds / `3 I' c, b, C8 ?4 f0 [
Hedge# T; h- ?, `! J" {
HRDC
( s$ l( K ~+ D; V' }& CHurdle Rate
. y8 K: P5 B3 s8 L% SIncome Distribution
' q5 f/ W9 S, W" X% v X- wIncome funds 8 |" ]6 D5 C$ _: ?# D d! T
Index) ]" T1 ?* x/ O6 X
Index fund& Q! J# Z; M: x/ B+ T; _3 w ?
Inflation ; V5 v& q3 B! e
Information Ratio
1 D, p J$ |( A. X0 n7 z8 WInterest V9 Y( G: Y0 B
International fund
4 L1 a; u! Z/ ^+ u, M- [Investment advisor
" H/ b V& b% xInvestment Funds Institute of Canada (IFIC) ' A w2 K. b. U# |% u$ L5 p$ W5 C( a
Leveraging
9 o; E3 i, @6 i* H; l4 u" V" lLiquid
9 h9 G% d' m* I( M) U1 ]Load
# S) ?& n o# A7 Q- W1 G$ h2 sLong Term Bond5 V5 z9 }. e+ o( t0 K
Low Load (LL) sales option
* C- P" c X4 k9 q7 ~; uManagement expense ratio; w# ^+ q8 I3 q& T
Management Fee
0 K2 q' U# K5 w+ c! lMarket Value of a Mutual Fund8 s$ G6 h7 V9 P8 k5 t
Maturity
' V8 y2 Q. c7 t2 |Mid-cap/ m: w% [2 U' @
Money market fund* J2 U6 F0 H1 X l; @
Money Market Instruments/ ?5 Z& Y5 |9 l" }) p. N, z
Moving Averages( G. ?0 m9 o6 q
Mutual Fund
! O: q; O! d. _NASDAQ7 M: O( i& G+ O& @1 \) O8 }
NAVPU
/ L9 c B# b+ @( aNet Asset Value3 j9 T0 s5 y+ V6 w' H: Q
No Load# J) j8 L0 ~; c
Open-end fund e% ~% D0 e. x* }. W. a" U
Options( n4 f+ {+ e+ d3 B4 I
Pension plan
7 o8 j' W8 H/ h: G1 V) qPension adjustment
5 H% |6 G0 J$ vPortfolio
( Y1 r: R/ G4 Y( A7 B& L/ h1 f Y% _PortfolioPro
. h, j3 D; K- L& @Post Secondary Education Payment
' P0 H! Z$ k- e! L y6 C& ePromoter
& |" w# e. D Y. nPremium
' o/ f4 G: n1 a- T9 A6 B7 H7 t ~Price-Earnings Ratio$ L+ P6 }* Z$ c S$ ^1 C4 `
Principal
" u: ~& X: v% S/ {1 F" eProspectus4 C2 s& r; m5 M: R. g- T, f
Quartile Ranking
5 q0 C+ t$ `0 I! X% ^Registered Education Savings Plan (RESP)
& N8 v- X4 \+ V/ d% E GRRIF (Registered Retirement Income Fund)
8 V6 u* J: ^$ S0 gRRSP (Registered Retirement Savings Plan) : ~. F2 L+ a* }: O/ y, N3 \
Recession
' m. X/ w m) i+ }/ }% O4 HRelative Volatility
5 O1 m( b# M$ Q; T) I& [ `9 mReturn: g7 [# k; l8 o; w+ H
Risk
. j4 s! Q$ D& C+ BRussell 2000 Index
6 N, R1 L4 c* L+ L# cR-squared( C% |- A0 F* l i
Sales charge
. @! L" Z7 p: BSector Fund - |& o7 x$ t s9 |4 G
Securities0 h' \6 E) [4 S p
Securities Act% T: q5 t0 l$ o; @, q! k) \/ T
Sharpe Ratio6 p( Z7 p$ q2 W* i* v( y" r( h
Simplified prospectus4 i6 X8 n/ ?+ p2 J4 p+ `7 r A
Sortino Ratio
4 [9 t9 a$ u3 o4 F0 ~/ @) ]4 LSpecialty fund
1 E4 s+ H8 E1 P2 i6 E7 eStandard and Poors 500 (S&P 500)" O c5 h: Y' [1 f1 C
Standard Deviation 3 `! d) B2 V5 z3 x! j
Subscriber
/ f& _' u1 {+ i) VTax credit
+ ^( \; E |) F+ F1 Q' KTax deduction; l5 c; ~/ Z+ W; V
Top Holdings
; [/ b9 P$ \7 |' P5 B# T: O4 `& ]Top-down investing9 Z: a0 p2 ?+ ]" F
Transfer Fee% U; _ Y' l6 Q1 h7 ~ ~
Treasury bills (T-bills)
+ d+ j& e U# l* H- H8 C3 T3 _Trust
* \! R& d8 g: P3 jTrustee
8 r- h) R* M5 N. UTurnover ratio
+ a; V) M. v% w- h% {1 }. P4 C' N6 SUnassisted Capital
; p' z6 r$ f2 kUnderwriter4 u3 `- |3 o. x6 q4 G
Unit trust! Y: m+ @' V6 q L% \2 N. L4 Y
Value funds
. p- t* x5 j" i! g. w; d" z) nVesting
" ?2 f+ v2 Q% L( Z( \6 @' l+ \Volatility- ^! P' d" s! a8 |, h7 p2 m3 I; \
Volume
* S) W) Q9 {! I. t6 {2 GWarrant& K* y: x9 [) p5 M n; M' A
Yield
6 s* U3 [, _. E& l/ n1 l; uYield curve- L* a+ G! Q/ |8 o; `! 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
