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Account Type8 ~$ q, S# h+ M4 q3 K' |
Accrued interest/ i T6 J5 [9 I1 K/ E! u* ]
Accumulation ! T/ v9 B$ s( I0 C p3 |- K
Accumulation plan
; g: u2 H. S# D9 n1 `! gActive management" |) e( I! P7 B3 V/ B, j! A( n
Aggressive growth fund # x4 K5 k# R7 D* S! f7 w
Alpha; p- D2 O t2 F7 B( _
Amount recognized
) Y4 [/ b# y+ r" Z6 w& YAnalyst * b! M. B" }! f% R1 Y
Annual effective yield
, |4 p9 h- M1 o# i& |' o! o+ EAnnual Maximum Payment Amount
: v$ h) l: m1 ^# uAnnual Minimum Payment Amount
, U% p, n! d$ u& `- XAnnual report 7 H4 p# M z( \( q
Annual Return
: y0 _/ M. D9 }3 u' ?. a/ X1 sAnnualize % R. A8 w, i/ r \5 Q( G
Annuitant
) w- y. I( @6 t3 O# V8 @Annuity
/ q$ g! b5 {0 B" EAppreciation
6 M3 i# H |: ~. x+ z e; x0 q9 c( IAssets
/ f0 J9 l0 O: uAsset Mix ) J2 X z* B. \; L% V
Asset allocation y% Q0 V) D& u- \: G
Asset allocation fund
3 v3 ~+ H4 k) G5 @6 iAsset classes
. [8 {. q, N3 s# EAssisted Capital
8 y% Y1 L0 t, P5 v' U' m: I7 R8 _2 G: UAutomatic Conversion
" u0 D U: u: w5 _* \Automatic reinvestment
- d8 d0 j) _& d4 g6 o+ r5 Q6 [& LAverage Annual Compound Rate of Return
* T3 d3 x. ]1 R- y. y: u( JAverage Cost per Unit/Share
$ Y' x P3 f1 b, q" yAverage maturity6 r' p Z u. }# H, Y
Back-end load
% l& o# ]0 f( \7 f" J& {( SBalanced fund ; _, H1 O! ]0 I2 I8 }
Balance sheet
6 E( `% \: D& S1 _ m1 u+ E# zBank rate
& C' V$ e* ]7 X( FBasis Point ; g2 `4 r& K% O; s0 |" g* W1 P- Y
Bear market
$ @; g: Y- }1 m) w3 T! Z7 mBeneficiary
% ~9 {8 N; G V- lBeta0 B& k5 H% ^% [: b$ s
Blue Chip
G6 L5 @. `* d. r- G4 F' Y' ?, y. SBond
/ h& {2 u* p- s l# xBond fund 2 P% G' _9 h' R3 q' a' n- @2 ^
Book value
# r% v3 l, r2 B/ ~0 h8 tBottom-up investing ( E" A. p' I% a5 X9 W; U! e
Broker
) m" d4 c) T1 Y. d' i: EBull market
3 J4 t/ X8 M. `' }Capital ' s5 d G8 I+ i! I0 p, @/ p
Capital Gains4 D( M7 P8 v0 k5 ]* a: [+ C; D) s
Capital loss - i- l6 }' [& m. H f. b* O2 S
Closed-end fund
/ I' M! Y+ q5 ]! O' m3 d7 Q" vCompounding $ j$ e7 U# Q8 O" z. w. H0 ?
Currency Risk + D+ _6 \; n4 P, F2 I4 O
Current yield
$ D/ s, l3 A* ~8 `0 j, M6 O: RCustodian 3 t6 O7 i7 E9 P' ^
Debenture: r2 q7 i& [, Q; K: J
Debt
8 R2 I$ M/ n% ^5 C/ S: JDeferral- t# s$ U9 Q: S! S3 U2 ^# ?, n
Defined benefit pension plan! M2 m4 \$ c+ P- J6 B
Defined contribution pension plan$ J X5 Q4 K& y$ I
Discount' G& @, S \. ?0 q& V3 z: Y
Discounted Pricing for Large Accounts
+ z8 f+ K- Z [8 O0 PDistribution History
: v- S3 h( k- [# b4 a, sDistributions+ n3 l6 i' t' M) L' ?# b8 G
Diversification
( d( {% L8 U; l' ?" A. b' b$ ZDividend
z! @+ t3 ]1 T$ P1 p. kDividend fund
+ K. `* {" Y5 RDividend tax credit
" Z: o* @3 X% H6 a* D9 nDollar-cost averaging
* v s q( J- g5 J, S% BDow Jones Industrial Average (DJIA)) o9 x' y) ]+ r: r S. M$ b7 t: A, B
Downside Volatility0 |( w1 i, ^7 a
DPSP (Deferred Profit Sharing Plan)) ?1 ^$ E, E# r5 R! T i1 \# j
Earnings estimates# m2 z9 N' }) r$ x" |0 c1 p
Earnings Per Share7 ]- b7 W" g" |
Earnings statement
7 D7 B, |$ C" a2 VEducational Assistance Payment (EAP)1 O4 w: g+ b" P$ F- X: @" F1 D7 U; B" j
Education Savings Plan
0 M/ D# Q) y A' IEmerging Markets
/ s! _% F2 K u8 m8 X- J$ GEquities (Stocks) ( W; {; }* K+ [# Z
Equity fund
" B8 y; y, `3 bFair market value
9 V( H3 G! Q/ p" C& rFamily RESP
) i% l l+ x7 E3 K+ D8 p: cFixed-Income Securities9 u, Q) `: A; u
Front-end load
1 I1 i. K+ o2 U' h) A! \5 L# iFundamental analysis! [+ m1 m0 z- m3 E# F
Fund Number
( Q6 J! P, \3 i, X- p, DFutures. W( g9 f- i7 Q
GARP& ~5 ~' v6 Z b4 v
Grant Contribution Room
) ]5 n+ S+ m0 E! q: i3 X, U# nGroup RESP, G8 k! A$ @) a" Y( a
Growth funds
2 w3 O0 w& m3 U! I7 AHedge4 v! _5 i |' }9 L. _. l4 R
HRDC# g' U( ~( _* D' y- o3 g- R# Q
Hurdle Rate0 h+ y/ t' B- v
Income Distribution
7 @5 |/ F& i: Y$ }) {+ |5 oIncome funds
^7 z' z1 {! G4 F8 e. R% |" tIndex" }; \( N0 ~/ ^# S( h- |' P7 w
Index fund
/ Z% H8 A7 {5 W1 Z' }9 c2 o; hInflation 4 |' P0 _& C# N5 u
Information Ratio # H8 O( C( f+ s; N. U K
Interest
" ]) {/ V1 U0 U- m' GInternational fund
5 x8 M5 g7 m/ y2 m; h$ A7 ]Investment advisor
4 v$ x) V; L/ ^9 n' \" rInvestment Funds Institute of Canada (IFIC) ) Q; ~+ ~' H$ ?5 P1 e
Leveraging
/ M Q" ?5 b, d0 ELiquid
9 x$ Z& y6 {7 I8 r" z5 r% VLoad
) Z$ }* @8 y/ G! S- uLong Term Bond
6 w: B" x$ n$ i( Z- jLow Load (LL) sales option
/ A4 f6 L& X1 Y+ q3 ~5 AManagement expense ratio
# s# Y3 B. S0 D; J" QManagement Fee* R! y8 X( g$ ^+ l5 v9 r9 P
Market Value of a Mutual Fund
! w+ n# q; n4 JMaturity$ r4 u+ J5 [ i8 o, q7 e
Mid-cap
" r6 x3 M# H( G" Q/ XMoney market fund& o; o9 @: q' e$ v' Z- [
Money Market Instruments
# N9 g6 ]1 N4 V3 z8 L2 q2 R$ XMoving Averages5 Y' Y4 @0 Z4 T, X4 b, u
Mutual Fund
5 z9 _( a0 i4 M# o0 mNASDAQ
4 ^/ `% W9 H- @" BNAVPU
$ ]$ N# K5 E& o8 K% GNet Asset Value& n8 o. u1 J; r- v+ w
No Load
, y P7 z1 `" {9 u4 r6 dOpen-end fund3 G. I+ y5 J/ v& E
Options
: R9 @, ~# s* e4 |% P6 }Pension plan
0 E+ ]0 o% W: f% t! qPension adjustment a$ K* k* m/ M1 g* D$ e- V
Portfolio3 P; Z$ y0 k% ]* J P/ A. _9 g% @
PortfolioPro
+ k1 ~3 O& d( L9 I# t: nPost Secondary Education Payment2 m) W* a9 t- V- y2 n1 H
Promoter
" W( n' m7 E: P: G: F6 |Premium
4 ?8 e# E+ n$ dPrice-Earnings Ratio
* E5 [$ r G" s( i3 |. wPrincipal, p2 Z: s7 _' V) H& L
Prospectus
+ y; q7 l3 T6 Q% h1 S' R3 d3 l0 D3 FQuartile Ranking) F0 T( }: u: D
Registered Education Savings Plan (RESP)
8 q5 A g2 ? \RRIF (Registered Retirement Income Fund)
' n/ O) o! L4 F; H4 l& A" ^RRSP (Registered Retirement Savings Plan)
, Y% ^( Q" S8 |. i3 T$ JRecession
+ ^; R( F9 o( v) W# QRelative Volatility) m! w( J! M! H+ c6 ^
Return; O, y. C# C5 c: O1 }9 P1 Q1 s
Risk # T& N7 U* w, R' X
Russell 2000 Index
: Y. \' N R- O6 ~- PR-squared
; ~& r9 s; d% zSales charge
" J% A2 e- [4 e1 { JSector Fund 4 u3 f4 L& y' W. h% z7 g" }. r7 O
Securities
8 V! E, o. f5 |5 ?2 F. GSecurities Act
+ q m7 Z) z2 s9 j6 KSharpe Ratio s" d3 ]* x$ O+ a
Simplified prospectus% t7 M- s2 V/ G, T' ^8 y9 }
Sortino Ratio
2 B5 k. ?+ D _" cSpecialty fund* H$ Q& |1 T& d$ z
Standard and Poors 500 (S&P 500)
! M# d8 |, P8 k0 wStandard Deviation
& F$ W$ I. d, c- a/ i T& TSubscriber
9 S+ L4 t6 e8 O* n* R6 |9 iTax credit$ Y5 T7 x* G% T
Tax deduction' u" y# y, C, w2 i2 v) e2 h" [
Top Holdings7 R2 t G1 }. G: J2 w0 L+ m* R
Top-down investing
( L: a' D e0 C, m1 _# `/ MTransfer Fee4 C7 b/ J( X: M8 s6 A
Treasury bills (T-bills) u: E) m$ D7 o8 a4 X/ T5 ^
Trust
$ A$ _ B. z1 x2 C" dTrustee+ F1 z& R3 p& t) l$ Z- B* `. v
Turnover ratio
! r* C3 \" c( j$ w) F6 SUnassisted Capital; ?! Q2 v2 W& R( c0 X0 ]/ A9 X* {
Underwriter; O: P: T+ E/ X* i1 A2 t" c
Unit trust0 f" C2 m6 K5 ~; |
Value funds
7 l8 r }: B3 f& K6 s WVesting% b" p) P' d ~$ X
Volatility
+ t j1 t* P" p6 a6 O# B, j- TVolume 1 g* q- T' o [* ^$ {& m
Warrant
& ^; i, w$ a b' H- A8 a; F6 }7 nYield
' x# Y( a2 i1 l( sYield curve
5 c$ Z9 W$ Y: C, I9 c9 |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
