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Account Type
1 c( h# h# ~+ Q$ T5 ]Accrued interest
, L4 t% ~: n. ^+ fAccumulation
% ]) d4 s) A4 O3 _+ UAccumulation plan
$ m6 e+ ?5 j1 n& U4 o. eActive management* n Y8 A, x7 Y0 N( c
Aggressive growth fund 1 l. k I0 {: \ ~. T
Alpha6 J" g/ V* Y- u# Y2 `; _
Amount recognized 5 f; }# C+ g! P2 I
Analyst
2 d4 \: d4 C2 A& @/ kAnnual effective yield
4 E+ o2 Q5 |% q6 F( _8 f) IAnnual Maximum Payment Amount: J4 A/ Q# V+ V3 G3 N! T5 X
Annual Minimum Payment Amount 9 Q. J3 e. H L
Annual report
( z2 I1 P" u( kAnnual Return: G2 W& q2 J4 `+ W$ o* x' o
Annualize 2 l: O2 ~# _( O- d6 D: V
Annuitant
- u( ]2 w# j7 O, ^Annuity . @5 X" Q3 k" r. A
Appreciation
$ ~; f6 f2 G! f$ G" D! FAssets 0 [; c# J. p5 n7 q; g: y
Asset Mix
2 b- }" Z* {6 p# Y- jAsset allocation
$ K' G( _. K, }/ ~ {Asset allocation fund 6 {. A V+ b H( c9 n6 `; A& _ \
Asset classes
o$ _9 |$ n5 j) t& ~: KAssisted Capital
8 u$ S1 V$ F) B. g1 y/ W0 p4 ]+ Q" AAutomatic Conversion " @' x8 e) i0 }0 N3 S' _
Automatic reinvestment* Q, j7 ^9 f; ^
Average Annual Compound Rate of Return ! S1 k6 V# w: I: ]& r7 d* A! _0 a# X' V
Average Cost per Unit/Share5 G- n( Z, ^" @1 E6 y% v
Average maturity6 I5 L- ?/ s1 D; }
Back-end load
6 z" E9 Q* Q8 u3 {- g2 jBalanced fund 9 ] B$ m6 |' z6 o
Balance sheet 9 x' z4 X6 S. O+ @; {# t
Bank rate
7 S* Q) a4 {* A0 [4 d VBasis Point S% i( y! j: \) z9 A: u2 s0 G6 K
Bear market$ o- c& p9 ^' a8 a# n$ Q
Beneficiary
4 c7 `2 }/ s5 X; V- a7 { eBeta
" t4 a* P5 K& QBlue Chip
& }8 ^# x3 z, ~! ?Bond
8 B, P" P! w3 v/ i9 l& fBond fund 4 V! ^$ T7 y6 x
Book value
2 l- v" [- m% c3 m% ~Bottom-up investing 1 k0 T. q% C; J8 ?1 H
Broker# c& v1 z2 H6 f) g
Bull market- m) m! X6 e0 X0 R5 Z3 k
Capital
0 c. [7 F, E: l& e/ RCapital Gains$ Q; T" p# O: {9 W8 y2 T& U7 w; D
Capital loss
, v# |; x8 V5 C; }7 j) B8 ~, AClosed-end fund
6 L5 P e) k' n, j2 B1 F2 s/ MCompounding
1 q& I3 [8 o' E; cCurrency Risk
8 |- k) Q- R; t% zCurrent yield
7 v6 f/ U$ q5 ~$ JCustodian ( X! h. o- [1 M
Debenture9 ~' @- ~4 ~3 V3 c# ~
Debt
* G E1 j9 p7 c- n! k- q" YDeferral4 |& t; {" \0 f3 B% @$ u3 y' ~
Defined benefit pension plan$ U& J9 j5 g! c4 D/ k7 K$ n" p6 m
Defined contribution pension plan
- v# K% F. \% l* \7 RDiscount& }1 J4 l; q# F
Discounted Pricing for Large Accounts
! Q% b2 {8 ]% V! H8 s: nDistribution History/ M2 V1 ?+ V; R# e
Distributions' ?- C7 b" L$ f( |" y* v
Diversification
6 g: v. l+ |/ D/ x" B0 jDividend
/ g+ A6 o6 d* cDividend fund
1 m6 v. ~# W. `, I0 d5 P$ G7 }+ R+ ]) s& mDividend tax credit
# m" u* Z7 K- wDollar-cost averaging n) S1 X# z6 H& ? e3 r" m
Dow Jones Industrial Average (DJIA)
) u# R3 o5 Z; @ m: iDownside Volatility! {/ F6 E( V9 t( b5 l/ T5 h7 m
DPSP (Deferred Profit Sharing Plan)
( S7 i4 }% f) DEarnings estimates
+ [1 z l& A: @. s' [" j# _ y, P+ t$ hEarnings Per Share8 A' Q: ]1 e% G' P5 R
Earnings statement
7 T2 n6 D. l$ O) g( M9 k6 [& }' [Educational Assistance Payment (EAP)! X" s/ H. O0 S S, q
Education Savings Plan0 |3 Z; _. q4 ]& T
Emerging Markets
* ]2 l8 r8 x2 a, a- ^3 EEquities (Stocks) + b* Z6 H* Z6 F- a3 R
Equity fund
6 z8 Z3 ?) I _% aFair market value
3 n4 B! g" q5 u" G) VFamily RESP. |* k* p( F d8 y
Fixed-Income Securities: l4 @/ m: b7 \3 E* E3 X" v
Front-end load& V% D; W5 r5 J* Z0 m: }
Fundamental analysis
5 T/ o4 ~7 f0 C- S5 l2 RFund Number
, i5 z1 c% f+ c6 w2 HFutures) y9 \* ]) Q6 c, L4 m6 H% }; ~; Q
GARP
& r. i: S" _ o& G& qGrant Contribution Room8 q- W0 G% I& P- T
Group RESP
$ k9 f( u+ w7 i0 wGrowth funds % {5 n4 B; ]+ [4 O9 v. X6 U, |
Hedge. r2 n L0 P8 A2 R
HRDC ]/ d" O* O/ I+ D" E: r
Hurdle Rate, t- ]) f( q4 m8 V7 c9 L' d
Income Distribution
' C5 n- X1 Z: @5 lIncome funds " E1 r3 |0 `. P" @; L7 G6 ^
Index; ~ B Y) t& H- v' } [
Index fund) x. l8 E; ~' E8 e5 Y
Inflation 1 v0 r' H( {% t2 N: q6 l) S8 t/ M
Information Ratio
4 R4 @+ D; I8 j: hInterest
' {+ x1 i j9 ]2 [2 b8 b6 vInternational fund$ `0 r7 h7 v! A! f
Investment advisor
+ W- z: {! v0 h' jInvestment Funds Institute of Canada (IFIC)
0 M# s7 s, F9 I, |Leveraging
% e3 v8 m, @ @+ g; Z# l( SLiquid
# i2 n5 Y% _- h( T3 h6 E* t! vLoad
: |8 B7 [! P" V. k3 Q. |Long Term Bond
( h2 {; f6 M& f) ? {- x0 h, n7 F1 [Low Load (LL) sales option
3 {# p# ]8 T, j8 HManagement expense ratio
. J5 K2 W' x9 e9 Z( |3 KManagement Fee; t- |8 Y/ P' |! R
Market Value of a Mutual Fund
3 r6 E% R8 }. x9 MMaturity4 z. m1 E- H9 u0 B1 I
Mid-cap4 Y+ ~7 I4 x9 a0 j& x0 v$ ?5 r7 h
Money market fund
$ D6 [9 e' M) l3 j( E) l& _+ TMoney Market Instruments
# c% ~! t* m* a3 G' j7 xMoving Averages
% y0 ^+ u% f" F$ @; a5 xMutual Fund2 ^( ~9 e& U. Z* _3 i
NASDAQ# N/ L& P( f( ?8 d' I
NAVPU* s% y( d J% [7 M6 B9 e4 T m, Q7 t1 K
Net Asset Value! h# U" f2 x/ B6 V
No Load: X) A" R! A9 x" y7 B
Open-end fund
0 d& p7 u5 f$ w+ cOptions) P. {5 ?/ z0 d/ o
Pension plan% _' @0 B. k$ N$ b5 b. ]$ e
Pension adjustment% d7 q7 c% d2 U7 j9 v6 C
Portfolio. C1 C3 P6 ]4 ^9 n7 e+ g
PortfolioPro+ ]) B% o; a9 U2 d( M/ S- _
Post Secondary Education Payment
/ z2 U# g1 p# \4 C- j3 M9 _# u/ vPromoter6 R3 U: n9 e! ~8 d3 p3 [8 D& f
Premium
" |6 [6 y' T8 BPrice-Earnings Ratio
; R0 Y0 m. b' K; |Principal
5 A! v" C2 x& a$ {( yProspectus
& M8 e3 V. ?$ NQuartile Ranking
+ M6 E. F9 a& t4 [ I- `Registered Education Savings Plan (RESP)
+ q; u; X0 q9 t& GRRIF (Registered Retirement Income Fund)
. a( e* V& a- F1 Y8 F3 sRRSP (Registered Retirement Savings Plan)
6 Y" h# t" O0 t7 ]0 j: GRecession, u5 l; _0 s; O* h3 p+ \7 {; O" l) f$ H
Relative Volatility: h Z. F, l8 f4 a! V
Return
4 R0 k8 e# @( T. ARisk
0 J) a" C, m6 [$ H9 i) cRussell 2000 Index / |9 p8 d8 ?5 {/ V# y8 o3 _
R-squared O, N3 M" y4 ~7 o5 ?7 c: |
Sales charge7 I+ Q; F1 H) P9 S( S! O; i
Sector Fund ' _/ u4 x9 ^8 v4 F
Securities
) N: l/ z9 ~ o; `: D! dSecurities Act
, R! q- m; g7 Z& Q$ VSharpe Ratio
9 s$ g6 B& X: I7 _) T# l0 DSimplified prospectus
. p9 _5 c; G$ _; e- g! USortino Ratio
" M, E4 p( ]7 a6 t2 r" {Specialty fund
3 |" m; p) y1 U3 g7 pStandard and Poors 500 (S&P 500)
. |: J, I) @8 i1 _- N2 B8 U, i) CStandard Deviation
& k+ f9 z; r3 A4 {* w: PSubscriber$ m# S& `2 G" a
Tax credit3 }8 c% A* N+ f) D# M4 B" M
Tax deduction2 a! Y4 I0 y/ r% I3 o
Top Holdings
$ N1 P5 D4 b; w2 ~5 _$ F! h$ s/ rTop-down investing
4 z/ m2 N Z3 j2 r5 ^Transfer Fee
, x$ ^2 a9 d# S; [# iTreasury bills (T-bills) 8 t; v N& K7 a
Trust
- O" K2 Q2 T- F. E9 gTrustee
9 I, Q g# A; s3 lTurnover ratio % G) y1 B( J% ^. K
Unassisted Capital I9 r; m) i a9 i5 u+ @7 J) X+ u
Underwriter
6 X% W, L: l7 ~: [; _Unit trust, `+ Y- c: {9 t
Value funds / }+ ?; p# l( v8 I
Vesting
6 ^/ F) B2 i; `( lVolatility
/ G3 |, t8 m y9 ?2 D. ZVolume 2 ]/ y1 F2 M* o
Warrant
2 V$ ]( D" r u: T/ ]5 ~: p& dYield2 v' K/ f/ K }; o, f" N8 Z
Yield curve
. d6 U4 u. q6 J" _4 LYield to maturity |
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狗仔卡
发表于 2008-9-22 21:19
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发表于 2008-9-23 23:22
