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Account Type
# l% ?3 `% G+ |7 H- F) xAccrued interest! t' m6 @/ `! B i
Accumulation
. t5 \" [9 m+ p, V2 QAccumulation plan
% c- l/ ~ J2 a6 F- I, B9 OActive management8 v2 b! Q8 u3 N2 {1 `* l
Aggressive growth fund $ l+ R# N$ K; m. q9 u# |3 Z/ d( }' m2 Y
Alpha) I+ ^% k- P( u8 v, @4 f" X4 `
Amount recognized " `- A# K5 c; l3 q( _7 j+ h5 Q
Analyst
G9 c+ w- [( ~ A* A) f9 gAnnual effective yield 3 F+ g1 @/ q p
Annual Maximum Payment Amount
6 t$ p" G" l8 A: T4 H+ ~3 ?3 w" ]; wAnnual Minimum Payment Amount
/ d' n; P) r6 k7 BAnnual report
' G; Q- y3 F, v9 A. w: w% ZAnnual Return
$ Y" z4 f; ^- X: J; ^+ N; `Annualize
; b) F5 r( l6 N" z! u# _0 p3 ^ I5 F) lAnnuitant 9 s0 ^: n# }, v9 z
Annuity 1 Y) o" L1 W, @" f
Appreciation( C& `, H- u* y+ O1 T4 R
Assets 7 _3 \7 d7 y3 w0 x# H Y7 I% [0 j# z1 Z
Asset Mix
) ~9 m; O2 @1 n: ^Asset allocation
, L8 k; U+ l5 I! C3 S/ I+ j C* cAsset allocation fund
, U: c; G5 U5 s+ IAsset classes
) B5 X/ ]+ Z7 ~4 NAssisted Capital
$ g/ }" K5 X, b+ M6 V" yAutomatic Conversion
. C$ b( M. ?; `0 N, _2 OAutomatic reinvestment
* m3 U9 i) h3 G6 P( @Average Annual Compound Rate of Return : T( q5 i8 w- a3 D4 V5 f$ ?0 l! Q& J
Average Cost per Unit/Share' E2 ]! h" R; w3 i4 [0 V+ p
Average maturity8 B% M- K! o: p8 n
Back-end load
* t' g6 z9 e7 a# d$ i3 O; IBalanced fund : J' A4 r# Z6 N. I# [- Z D* B
Balance sheet 7 j, |; j8 P/ |. ]6 S/ f
Bank rate
# _- V4 q8 g" H% |7 XBasis Point 7 g. }8 [0 e4 Y& g3 n
Bear market
$ y K6 W3 p6 h2 g3 N/ [ k% w' qBeneficiary 7 l/ y9 n$ n3 c" J& R0 P: J
Beta
i' x4 c; a/ w! G& k R+ rBlue Chip T& n2 k$ ?! ]2 C% t. I: A
Bond ! C; |! Q L0 z) [& V
Bond fund
+ T @; C3 k9 F) oBook value ; s2 C5 ~/ l# V9 S1 G
Bottom-up investing
- V9 m* P( ~) R! R( mBroker
2 [* u8 o7 w1 Y8 ?1 mBull market0 G5 c( A6 v1 Y9 F* o+ l
Capital ; p' }9 g1 f1 Y$ D& w
Capital Gains
) X( }" x; [8 K/ s% {' E8 kCapital loss ; B; G- G. u6 q5 U3 b/ k
Closed-end fund
9 p: p: B# ]2 a8 mCompounding 4 {( N0 U) @: Q. ~* `6 W3 C. H
Currency Risk
5 |& L: o: i3 \" ZCurrent yield 1 K5 l5 q/ V: o! |
Custodian
9 K0 q9 |5 C' G2 b8 O' qDebenture
) A- T+ V5 e* L4 a! q \. k6 fDebt2 a$ S( {/ l; F+ T; [+ K
Deferral
$ F! j9 j9 r- }& GDefined benefit pension plan
' @7 R1 y2 K. p' t, I" C4 pDefined contribution pension plan
% v8 J) t0 b) J$ `" u3 r! ^) c$ j7 rDiscount, J" A5 A; g) [
Discounted Pricing for Large Accounts2 v5 B4 M/ u) \
Distribution History. g7 n. I; |2 u. e- G& t" N @
Distributions+ ]- i5 J7 ^5 l$ f4 Z b( @* W
Diversification. Z/ s3 ?6 H* W2 h; a. U$ C
Dividend# F) Y; \4 ?. _5 g+ Z6 a9 k
Dividend fund7 ~ j' V# I" r0 p5 R I- ? `
Dividend tax credit4 k* y2 g% z* I, G; I# K. y5 G
Dollar-cost averaging
. M) }& A0 a6 ]! }+ d a! V0 xDow Jones Industrial Average (DJIA)2 g1 t' [" r7 k, y
Downside Volatility, C# `) w" m/ o* W/ T% ?
DPSP (Deferred Profit Sharing Plan)$ G) k1 D; ?& b- D
Earnings estimates
+ \. T2 n' z$ y5 b# H/ ~Earnings Per Share! T, t. v# z& y
Earnings statement
- L2 X8 F5 {1 `2 l/ l% S; |Educational Assistance Payment (EAP)
9 V9 |! k& D, |( [6 _# s( mEducation Savings Plan. A3 v- R4 Y( r& q7 }1 z' d4 L
Emerging Markets
/ `* P0 x% y0 j2 e' E$ U0 ]9 FEquities (Stocks)
6 v) v- ]' P2 `: YEquity fund& _1 Q1 ?% U a1 r% d5 o8 s R' M
Fair market value D' T9 |: k2 G, u4 j$ \. s
Family RESP7 Q( i1 ]3 z4 T( v8 N% g
Fixed-Income Securities0 L% N# X% f5 m! {
Front-end load
' s& O3 b5 y" @7 L# R% lFundamental analysis
+ Y# ^ ` B) F' BFund Number# d2 }, s1 {7 u* v9 P
Futures. ^! o9 I; X5 Z
GARP& C8 }! }/ e! _0 |& K% n* L
Grant Contribution Room
' L: E2 s) O# h6 |+ L, G2 s1 NGroup RESP
% [7 C: l5 a' j1 D$ ^Growth funds
7 X5 I4 b9 Q* xHedge- v0 @3 L, M, a6 E% [1 g$ d. |
HRDC/ `7 K f$ h& B% ~) B0 _! R
Hurdle Rate, t& F7 n3 a9 j. b: g2 n( B
Income Distribution
8 J4 A# c4 W t' Q3 Y" ~3 pIncome funds
9 X8 T6 ^' ~7 I3 K- L: gIndex
+ ^* R( K; V) h" i3 k& qIndex fund9 {, E3 X: o. i1 U4 B
Inflation
$ @# J5 S z% A$ O3 W LInformation Ratio ! w5 L2 q0 n( L6 n
Interest
' s2 K4 @- Q0 Y, `* C. h. fInternational fund
: s% N" {& U: @6 Y- D6 t+ f: x& vInvestment advisor0 ]- D, Y3 J2 Z
Investment Funds Institute of Canada (IFIC)
7 ^- P2 E7 f; ?, L- ]Leveraging
# d" o* I' T0 p. V! OLiquid - p6 c9 y$ y! {0 r
Load 5 w- c2 k- m. W; g% u
Long Term Bond
( T, g7 P/ C, O2 |' K, n7 _Low Load (LL) sales option
- D$ ?6 q4 Z+ H/ w9 p/ \6 e1 l: |Management expense ratio2 _% {# B( s. l* O1 j' w' r. ~5 r n
Management Fee
# o: v& c7 E& CMarket Value of a Mutual Fund( x) ~1 |' a- i$ Q+ ?! B5 J
Maturity
* [/ c! o' R& `; B! |# [; i7 LMid-cap3 l, J; e/ c& @3 S3 J& H
Money market fund s" p: x# Z& k$ R7 q* t
Money Market Instruments6 X1 j5 y) ?1 ~
Moving Averages( C. \6 S& Q7 I* `& O6 F* L
Mutual Fund
[* M' F/ U3 @1 o6 HNASDAQ
3 P& ?* v4 k- E4 h4 ]8 {" e. vNAVPU3 i, @- |+ s+ k+ H( H
Net Asset Value
/ \- P/ S: k0 o5 B# QNo Load
. {# s H$ r9 S7 i- @ Q1 p6 y9 Z( ROpen-end fund
9 x# v# n! L! tOptions( |) t/ P$ T$ B0 x7 ]- G" P
Pension plan
! h# O$ ~1 `$ ?$ v+ t9 ^% dPension adjustment
! k$ G- _/ q+ P% [8 GPortfolio0 B& a4 N& j4 x" ?
PortfolioPro
t% q* w" V, e+ {+ ~9 B1 E1 ?Post Secondary Education Payment
) A& Y$ F+ T( `Promoter* A. `% C# I$ r5 S6 p* T
Premium4 l1 J& i9 f8 i m d$ [3 Y" N
Price-Earnings Ratio; Y5 k \% W2 N- _
Principal
& A" l8 e. N( H }3 ^. h" RProspectus1 n+ v* A2 \$ ?# Y) s0 r: E
Quartile Ranking4 ?) U' A! B, n* Z, S- r
Registered Education Savings Plan (RESP)
3 E2 U6 A [3 ~0 I$ ]3 Y) x: URRIF (Registered Retirement Income Fund)
- ?0 o5 ?! p; P6 _2 SRRSP (Registered Retirement Savings Plan)
t) ], u( i1 YRecession
! ]4 X4 J2 I0 b* K- Y' b" X: tRelative Volatility: A3 K4 `& j# {3 P' x' q/ j `( T" m
Return& C- H. K: W; ^' Z4 S# `
Risk
& w$ k* L1 D1 F- A! h* A! {1 QRussell 2000 Index 5 z( K- x$ D4 j0 S, p
R-squared
' h/ {4 a7 `$ h; Q4 cSales charge7 U" ~' q' A6 s" E S
Sector Fund 0 {; H/ }* ^# `7 v! K
Securities
y& P" \& Q) ASecurities Act b# h' ?2 m7 X# n. v
Sharpe Ratio6 w6 Y! h' K* s. O3 h9 S
Simplified prospectus
) h8 E3 I4 K3 g( {/ \/ w }5 X: |Sortino Ratio F' P+ h& M; W7 ~* E
Specialty fund
) ~( Z' }9 r1 t9 q6 Z7 `0 EStandard and Poors 500 (S&P 500)
) }) E2 @; {/ k5 Q$ _Standard Deviation # M+ I4 H0 _4 W+ e" W( A3 x4 ^8 Q
Subscriber1 Y3 y5 i3 |, r
Tax credit2 g2 n# K$ i% E! j
Tax deduction
) F2 L# A3 J H8 F4 I$ vTop Holdings% ]; W% U% q6 r. }, u: J F
Top-down investing
Q& x+ B# V$ ]! q3 }Transfer Fee) v# U2 D; m, n/ M
Treasury bills (T-bills)
! _0 u2 C9 ]5 @% eTrust 2 Y, `/ P% @* s
Trustee
! S. v2 W8 D% E2 D: RTurnover ratio 4 c5 B: ~4 d1 d `- e y; v
Unassisted Capital
0 A4 @! B1 H6 O; O8 mUnderwriter
N' P1 r8 p1 q2 O. R, dUnit trust4 ^5 S$ g0 U7 a; w. s, Q
Value funds
7 Q5 r/ Z4 B; \! v+ n, c5 B* l5 TVesting
8 Y$ e4 ~; H+ n" J& R2 AVolatility/ I+ [6 Z+ t+ m
Volume 0 u* f- S- p1 t" K- t( n+ _
Warrant1 Z+ N4 g+ k' s+ U$ r
Yield
5 X# t/ C2 V& }7 |! L- rYield curve* o& f0 ^9 V# J$ _
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
