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Account Type
1 f% i" Z2 b7 x" q5 P9 rAccrued interest% F( \8 h7 e: @( {
Accumulation
, K( b: p8 E8 E" ?2 G& FAccumulation plan( p8 W) n. p6 u3 p) I6 I: z- a
Active management
& L4 o/ v* D* }8 U# a- GAggressive growth fund
% f8 Z- l# W5 `. K) S! f" s5 YAlpha
, N6 I" Y# M8 x8 {6 Q* Y9 W! sAmount recognized
7 P2 G6 J0 }+ G) xAnalyst , K* }0 r' B/ P# L/ w% ~- ]& k, o
Annual effective yield - E D2 C N, r2 A9 Z
Annual Maximum Payment Amount. h$ q! D4 | H
Annual Minimum Payment Amount & U- ?7 A' ` i3 x6 c$ l
Annual report
2 a: ~9 a" N) }& {8 EAnnual Return r6 x; @( _5 |. m' l
Annualize
& K9 ^ y& U; n/ v$ Y4 O6 PAnnuitant % L% b( _1 c1 D' E4 ^6 [# p$ Y
Annuity . x( H5 T: f1 _) t
Appreciation
7 i. e+ _( f0 Y& |( tAssets
* K" s" i- G: f+ ]5 ~Asset Mix 6 w' W! m( ?& ~' d; S0 x) ^
Asset allocation . C1 v" R7 h n
Asset allocation fund 9 x' ?$ {7 F9 e" `9 K Q% Y
Asset classes
8 Q v- U! K0 B& K6 GAssisted Capital
& k3 \4 \% S+ F4 q [6 I1 }& wAutomatic Conversion
2 |" m9 U) \; L% j7 Y$ X" wAutomatic reinvestment
6 ]& y6 @: m0 j3 g- q D7 AAverage Annual Compound Rate of Return
' i v" E- X+ p) D. w, l! IAverage Cost per Unit/Share
?# Q+ `1 p# zAverage maturity* F" _4 \+ ?$ @! c3 ?7 _9 l
Back-end load 5 B- Y+ e4 |( a7 ^6 t# u! \" r
Balanced fund 5 i, k# Z3 c7 M( |6 ]7 X" w
Balance sheet
1 Q& T" z1 W9 L/ r: |- v8 j- lBank rate! B: D) W# s1 c2 C9 G/ q5 w# f
Basis Point 6 }# A+ e% p4 t
Bear market5 J8 A$ t0 x+ X7 `6 i% n
Beneficiary ) z2 G4 a: w) @3 [7 b9 y
Beta
6 v( [) h' u2 t! `5 V8 DBlue Chip
( J; {7 A" [& [! R0 r6 }Bond
- c- w' ] F4 w6 {# yBond fund
8 K( U# c; c. S, j' \+ _Book value 0 F; E, ]: ]- R0 ]& O% T4 B
Bottom-up investing 3 f$ v: z4 u) Q3 X- }
Broker( q) b& n {' O& \2 E
Bull market
* A0 S, q) g( o1 UCapital
# M& U& x( Z5 T6 s# Q5 e2 kCapital Gains
- M- S' l* {- B5 ?& x: DCapital loss 7 {2 j g2 u5 y9 V6 @/ Q5 |
Closed-end fund ' I' p1 x6 |+ w1 ~3 K/ b) ~. N
Compounding
, g. P) |" [! F L, `Currency Risk 2 ^7 b) r" G2 L# h9 z# c
Current yield
7 b+ v8 A. P! F7 S* E1 U3 h. N kCustodian
7 c+ Q& }3 q8 Z, p! \9 ~: V' IDebenture, G6 f( p) v0 x, B; d0 k% r+ ?" A
Debt
& x/ h- [$ G0 q" {5 g& fDeferral
* W/ L: ~& E. `Defined benefit pension plan
$ ?8 S) d) ^4 i2 H; r* yDefined contribution pension plan
+ d7 I5 ?2 g6 K, |Discount, g) q( h* k5 p' `' B
Discounted Pricing for Large Accounts3 f/ g$ @3 s/ v
Distribution History
0 X9 x" x) Y- u+ U7 Q% g3 YDistributions/ @: G, ~# p1 x( k5 p0 x
Diversification
3 q+ o) P4 s K6 mDividend" ~4 G( T) S; n. V
Dividend fund
2 _( D! p0 d9 w/ cDividend tax credit
9 y9 ^. G C) F+ y5 J/ [# I+ g/ WDollar-cost averaging
% k' z {- O% e# \Dow Jones Industrial Average (DJIA)
# }8 ~9 K& ^( S" a( _% R- YDownside Volatility
: @' @0 `; s! T+ dDPSP (Deferred Profit Sharing Plan)) i, E' `! U, e7 [, a* W3 Y
Earnings estimates7 C) k! X8 {& d
Earnings Per Share
' z% R" C; R! i% e5 lEarnings statement; z. P E9 s9 J% S. B' X9 q
Educational Assistance Payment (EAP)
% G1 N4 r8 S' s/ n: F/ FEducation Savings Plan
5 n) T) J7 b( Z8 p3 l. xEmerging Markets
/ b% X0 N, X4 R3 [; DEquities (Stocks) % j+ q3 k2 [& @- i" ~ Q
Equity fund& Z- Y$ l9 P& l) m
Fair market value: \3 W& \" E0 P7 ]' ^# W, t7 J9 T
Family RESP
! R7 W: \- _7 P! g1 eFixed-Income Securities1 }* B* H9 N/ Z' J- t3 n! w
Front-end load; h/ t6 O; ^! g. c
Fundamental analysis% C' q$ `0 Y7 m9 _3 h% s& x8 T7 ]
Fund Number% f1 z( p. ^: Y8 Z5 z4 C# G0 u
Futures- |; k" ^0 f7 T9 Z) u
GARP
' K! T Q$ E# U; QGrant Contribution Room+ C& v) H6 n# c8 C
Group RESP
$ l. \/ }; `4 f1 Y! v: o# F+ wGrowth funds
5 k$ z, }1 K! WHedge
) Y) k( Z) B2 m. Q, P0 C5 k. dHRDC2 W- s# ~- ^* X- y" [/ U9 Q s9 L5 ~
Hurdle Rate( S8 C6 y* x* n6 l
Income Distribution
4 k* S2 J6 ~ X/ L* K* fIncome funds
6 D) f5 r9 @* dIndex- [. `$ ^3 g$ Q0 p8 n
Index fund
* w0 m4 c9 X! uInflation
+ I& S2 F( J! \8 e( b8 ]Information Ratio
: I3 \8 e7 I6 q2 h7 F, [9 _Interest $ }$ C0 y$ d9 d, C
International fund% {" K; g8 J5 ]0 [0 [8 M+ A
Investment advisor; v6 G: G6 I) W3 Y5 t
Investment Funds Institute of Canada (IFIC) 3 Y7 b* z5 U4 M3 O9 i6 E
Leveraging
- h! `/ ~$ ~+ ~3 @7 ^7 P z* A% D" jLiquid ' J2 b; k( h8 P- Y/ k* y& o2 ]
Load
: {! h6 c6 R! ?! g# W+ TLong Term Bond3 t w! p1 {! b) ?' ^2 z d9 P! z6 k/ w
Low Load (LL) sales option5 I( \. }- F$ _8 j# j- V1 g& W* L
Management expense ratio2 M d; I0 z- c& [4 J# L
Management Fee
! }4 J' D) P$ B, t8 s$ j/ tMarket Value of a Mutual Fund
# B% z( o! b2 [/ p3 d' r \. cMaturity
) m# l3 l" B5 [1 _( b0 uMid-cap
& u/ Q! d f4 Z* gMoney market fund
6 e' t( [8 ~7 iMoney Market Instruments
( Z/ V2 @) F5 jMoving Averages
3 t9 {$ K \5 _$ B& w. rMutual Fund
Z. Y- M, U4 d& Z+ h* INASDAQ( a5 N) X, z& S1 x) v, w
NAVPU
( @, D( l/ n) cNet Asset Value
% o6 R ?2 y& {, C% ]3 VNo Load
( V, f& N: u/ t* ROpen-end fund
, ?4 E2 J7 @, }1 @Options
8 K& {. Y. y. M' n) gPension plan5 X3 Z- U9 n, k6 }3 f+ r( _ v0 q9 t- |
Pension adjustment7 Y) ]/ U1 M2 p% f" \" y+ x; l
Portfolio7 f; a4 o+ i' D% P
PortfolioPro/ V7 W; l0 o$ f) V- e$ a* t$ ?
Post Secondary Education Payment
4 F* ?4 Y& U: f$ ^0 f8 B W4 V) u( YPromoter
) `/ x. p) T" q7 x8 {7 fPremium) V i5 E1 j( }& S2 E1 j
Price-Earnings Ratio
. `2 M6 `: @, g6 O% I& C6 rPrincipal
+ o/ K! l0 K/ Z1 J/ sProspectus1 Q. Q) W/ c0 A" o
Quartile Ranking% @3 f0 f: c6 |
Registered Education Savings Plan (RESP)1 T: j$ y6 y' |1 z& v* K. x. D
RRIF (Registered Retirement Income Fund) . u" w7 L& O, `5 e
RRSP (Registered Retirement Savings Plan)
7 Q+ F4 N6 L9 A: aRecession
+ S3 P( P# u1 W& r2 V5 ARelative Volatility
8 T$ r' N" L/ L! I* s3 yReturn
- u2 U c1 q! L! q. k" xRisk 1 V& v- r6 I9 B! {& C) @# Z
Russell 2000 Index % X/ z& R7 E! a9 y8 i$ X: l( O( Q
R-squared5 U8 F( T3 l: e2 ~) D
Sales charge
2 ]! G, ~' t1 r. D; A0 b" aSector Fund
2 Q& l4 `" |$ U; [- SSecurities
. v% f3 A; @0 {; j5 K8 s ?Securities Act
$ a! Y8 y- ^5 E* V* JSharpe Ratio
2 Q- m# W: j. z) a$ sSimplified prospectus
1 w7 M6 K' b- Q/ k( u# l" ISortino Ratio; J+ r6 } Y' P' c
Specialty fund
0 K* X1 p! K* n0 I4 nStandard and Poors 500 (S&P 500)+ w' } Z( B; g
Standard Deviation
- f+ x& I! A! @) }8 m4 nSubscriber
" O0 K6 S0 N/ ~: wTax credit
* b8 y& ?5 d) _ Z0 X, ~Tax deduction
8 G6 C' |/ P: D1 P/ V2 W* cTop Holdings9 a* ]) }" F9 \$ b, \1 S: ~2 v8 s0 I
Top-down investing" ]$ `6 x& k6 w
Transfer Fee$ k9 V7 S: n7 k8 L: Y: d
Treasury bills (T-bills) " @: B! ]; q0 [% s" `
Trust 3 f7 j6 q. P8 ^7 W7 m
Trustee
. [5 i: D1 S" m5 A9 M4 FTurnover ratio . E: N0 p7 W# u* _9 P. s, B F
Unassisted Capital
: E* l8 K! U, Q1 _8 z o; p! @Underwriter/ b( ?/ n$ S$ f, w* f
Unit trust9 x4 r. z0 G! c+ [ b
Value funds 3 q* b4 J* [" l4 n$ Y
Vesting
, m, ^ M, n' W* S4 RVolatility
& {9 s7 U/ N) b& RVolume
1 {( j4 @& d8 dWarrant: g p4 ?" E0 Y* S' F2 c
Yield
& j4 `1 K- n ~, t: H- X4 w gYield curve7 u! L: \0 N5 _( [! t) ~0 A
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
