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Account Type3 D. v- r2 S5 ~* t+ q! q
Accrued interest, Y( G: b5 U: S I8 m+ `( |
Accumulation
& j) b( X+ Q) m/ M i# C/ @/ R+ \/ RAccumulation plan
+ J1 g+ Q1 I0 k4 a1 Y. C' RActive management
* ?% b* X f, B' yAggressive growth fund
' l/ C& F6 [* c$ C! s0 i @8 YAlpha0 W( n, J- X2 ~
Amount recognized
7 e8 e- F5 k$ k+ bAnalyst 8 r0 r6 _" J1 W% Z! b& w7 S/ z3 U
Annual effective yield 3 K4 a" _% \! s" D. h
Annual Maximum Payment Amount4 X# u3 C+ n1 u$ M2 k Z
Annual Minimum Payment Amount ) }! j/ \& \, q- v1 H9 V
Annual report , |# u+ Z& n& V0 D$ P; E
Annual Return1 v; H6 C9 \4 C1 Q* |
Annualize
: ~0 y1 _" X& z1 I& J7 AAnnuitant & H. O/ _0 i+ D5 o, ^, C
Annuity
; S G I& W# S! f$ h$ pAppreciation+ N$ d- U2 i4 O. P0 z6 W
Assets . O% }; ?; D8 G" L! N. X' E- ^
Asset Mix ( H2 ?( `1 K- @9 X0 w/ m5 J
Asset allocation
% X. ~, M$ W: [* m1 JAsset allocation fund ; T0 V: z0 p u- D z" L3 v) p7 j% U' E* C
Asset classes
, ^& S5 S t2 P, z' g7 R; ^1 r3 lAssisted Capital 3 @* j* y; \# T& ?1 X& _
Automatic Conversion
& @( f0 h8 B! b' z+ hAutomatic reinvestment
8 T7 ^8 _; S) P2 NAverage Annual Compound Rate of Return
/ e S: [6 N7 b s! {Average Cost per Unit/Share! M. d+ L) j/ w4 Q J
Average maturity
! o1 f: o3 L& c( g3 D% oBack-end load 8 ?1 e. m/ I% e& @- m# L) Z m
Balanced fund ( d& C! z/ Z7 H+ g( x, |' q7 H3 p
Balance sheet 1 H4 s2 [: w; J# w, B* R
Bank rate
- v* T5 s1 S7 b0 q* A; L* sBasis Point
4 \9 Q1 r+ H. |7 ?9 x; MBear market
) g% l5 e0 Z& V3 Z1 q0 H; ]* ~Beneficiary H9 V6 E. I+ X7 }. u, }% D& [2 p8 L
Beta6 C) v7 V# b- f; W( W1 r1 i# c
Blue Chip
4 x1 }# j# e% W# }Bond + P" y& b0 X" v: q
Bond fund
4 s, d5 H) U# k3 Q, WBook value ! e" |7 ?8 l+ N5 }7 d6 r8 G
Bottom-up investing 2 z* Z6 p. o3 H& w* ?! J
Broker, t0 g7 M0 i" y, T8 `! y
Bull market
& D, w5 x { }/ b. N/ } ^8 E7 i3 wCapital
' t* E* }& w. }8 a! F! A% e+ QCapital Gains3 K. j' i6 m& b
Capital loss : P; p& V: r' N1 v# X- j8 w& F \
Closed-end fund 7 q: q! y4 @6 m/ }) O
Compounding # X4 j8 M5 i8 L5 Y; N4 C
Currency Risk + y/ Y5 s f+ S8 t0 s
Current yield ( ?/ p+ |9 Y. d; v8 n/ t$ A
Custodian 9 D$ o) I k) ~) Z) a
Debenture3 ^* [: T8 p+ b: w' z6 V
Debt
9 ~' H7 G: c, c& H% T( [4 _" E6 kDeferral
; V s1 a; X) X/ ` oDefined benefit pension plan
8 C, y: }/ K$ Y n3 {: H' ?: TDefined contribution pension plan( |+ P+ S) e5 x, _5 E
Discount1 H+ o5 s4 w0 z
Discounted Pricing for Large Accounts
+ O( K# I% h3 e6 B4 dDistribution History
9 S2 x7 h$ Y9 Y* T* }' t+ rDistributions1 j8 t5 D: u% [5 S3 h
Diversification
1 d9 ]3 J/ [* j v9 {Dividend: f- }- E6 _0 F5 ~! M( {) Z
Dividend fund
# q' b2 p* R& X4 u8 ~Dividend tax credit
, q, w) O+ ]' [! o% T6 k3 UDollar-cost averaging
- ?& s0 N0 w. |4 s1 v' ?Dow Jones Industrial Average (DJIA)( o' n. f+ R4 A+ R
Downside Volatility
9 i+ ?, ]/ b0 N5 @. M( R+ c( kDPSP (Deferred Profit Sharing Plan)
9 A- |4 W- Y. q d2 w* l7 [. L% Y" W; `Earnings estimates
- S# _ [& K B: b9 }" f. ?/ TEarnings Per Share
w6 _& x& t' U; PEarnings statement, k, h; G, X+ `+ D8 x# y
Educational Assistance Payment (EAP)
, V7 y' L1 O4 S6 r, _Education Savings Plan0 z$ w6 O& s/ y) d
Emerging Markets
0 g' m S3 Q" ?* ~Equities (Stocks) 3 _" g* n( r: y9 R
Equity fund
; s8 M' j! d" g9 K) H; e" aFair market value% ~- A5 a. h; H7 C- i
Family RESP5 i% r9 ~' v5 H' e) v' k3 g
Fixed-Income Securities
- K! B, I. E0 S# v: g! pFront-end load
8 k$ n4 R$ p, d' ?+ I5 LFundamental analysis$ m8 L8 s( N( ~% I/ w, r! [5 i
Fund Number
% L9 H) A4 N- ^4 s+ IFutures
m% L. e; N( u* R/ r; ^GARP ?& y9 Y `, E: R7 X9 o/ P
Grant Contribution Room1 t# f n4 t6 E0 {
Group RESP
2 m d) H) K9 \4 k/ @. R2 R4 ]% iGrowth funds % G. t! [( m/ e U0 q' }! W
Hedge0 d1 O) S, Q" l3 o2 k
HRDC
$ P& W- q+ g5 L% ~1 |Hurdle Rate% y J9 |8 K& v2 z! [: t1 t' s
Income Distribution0 _' K0 r' B) h$ g
Income funds
# f& g0 T. X. b& n7 a9 OIndex6 n9 Q- `) k" l" O- v
Index fund; N+ ], c2 G: W9 I( Y4 p
Inflation
8 C7 Y" H' q, K+ z# A6 w% nInformation Ratio 2 S+ |1 A2 a0 g* Q7 @" F# f2 a
Interest # b6 g2 a) p c; I7 c
International fund
) H" Z# V& r$ R2 ~$ m" NInvestment advisor
. |$ y' B/ M: W/ N3 ^Investment Funds Institute of Canada (IFIC) - E9 W/ T: A% m( E
Leveraging) u" f% N2 Z( Q# m
Liquid # _0 _' j; d$ g W" `' [/ P
Load 6 y, r$ q: D! @% i( m+ m, L! }# e
Long Term Bond
. t1 D) g, Y S% c" SLow Load (LL) sales option6 F9 j' g! g7 o0 m% z% ]! u
Management expense ratio6 ~- ]# Z+ _0 s1 Q# [' L
Management Fee2 L( w" c: @ A0 @, i5 z- R: M. W
Market Value of a Mutual Fund1 ]' t3 h- |! H `# R3 K& b% O! F
Maturity1 L1 }7 V- I, A3 O8 j' F3 r
Mid-cap& E5 Z1 ?( H6 e! p; D3 L0 V
Money market fund4 ]+ ~2 ]4 u2 j& C
Money Market Instruments
) R, B' u, N& N$ z% @# @ ZMoving Averages
3 k" m9 q, K" N. @ t$ yMutual Fund
' ?: Y$ \! }; R0 R. FNASDAQ X: \+ [2 F8 q! n
NAVPU. l' }: w& \2 {3 X" k6 g9 T7 t
Net Asset Value' _' L$ ^9 z4 _7 a* ~$ l
No Load
! _: y" |& v0 }7 r# N' P' s+ hOpen-end fund
7 `9 U/ _9 X6 ?1 W+ ^& LOptions
7 F. u2 |; N# Z% ^& XPension plan
* T1 r/ Z$ o- t4 _$ L& GPension adjustment
2 V" y$ [. T% o$ ]Portfolio
, K F- N7 F8 SPortfolioPro
; V0 _- g8 E8 i. O8 kPost Secondary Education Payment
! w' @- D% c) ~% x/ J' M! \6 E) b5 Z {Promoter5 n' C4 N- \4 V4 |! Z% f
Premium6 s! e# d' s1 h/ W4 g) d
Price-Earnings Ratio9 ?4 j6 d! i% J5 c" b" F* w
Principal& z/ \2 G# ]0 E
Prospectus
2 F# B8 T& j& h: G0 OQuartile Ranking* G- Z" x$ b' K5 m, d
Registered Education Savings Plan (RESP)2 l$ f" H1 C: V
RRIF (Registered Retirement Income Fund)
6 {( Z4 Z( R& x# e: i6 uRRSP (Registered Retirement Savings Plan) + w' G9 a, a0 ?
Recession1 x6 N) Z7 X- u, k
Relative Volatility
0 ~, h, U( _# p- Q a- v8 n0 j9 d( HReturn. H3 w2 U* u0 F8 p& Z& r
Risk
) K! h& [# L" r' r! sRussell 2000 Index 6 t6 A J8 g( h K; h, h. `
R-squared- A( M! M- K/ U7 ]7 g
Sales charge
7 v; ]% e+ A. YSector Fund
" n! u, o. y1 a4 |6 {Securities! ~( \& J' u! q r# S2 c1 E* W
Securities Act
* S. K2 D1 a+ I2 FSharpe Ratio
+ s& A H' l+ z/ [. U! ?1 _( xSimplified prospectus
* d2 g/ _& R: h' p! x. VSortino Ratio! W, v) [- t6 r6 f- p
Specialty fund
) c- T T2 G" n7 fStandard and Poors 500 (S&P 500)/ m+ m4 y; F; `) `5 N' ]' d( b
Standard Deviation
4 A4 [8 p9 B7 ~( [Subscriber
W8 N9 j. \* g/ MTax credit
4 F2 h+ r! Y) t- l8 ITax deduction
% Y' ]( F7 w" j/ n6 P. E( sTop Holdings
+ S' U4 _6 X. y0 i7 lTop-down investing
- `# C$ J8 D; r5 L) D% @' Z* }+ F% |' sTransfer Fee
1 ]: Q- B& H3 K* rTreasury bills (T-bills) ! O! m5 e+ B5 p; S& f3 F( ]; G
Trust & l8 Y' {3 n% F% l1 E
Trustee
3 O$ i7 ?6 k9 O$ eTurnover ratio / B' E' h7 c# A$ S- a: B& `
Unassisted Capital
; L0 o, s; r D; ZUnderwriter
L4 `* E7 H eUnit trust X V6 f8 m, Z: ^6 n; d; N
Value funds
" o* \; L* k- ]! M8 WVesting
& l; l0 V& p" s* Q' P$ e( R* iVolatility
8 m. Q$ X1 j; l2 ^" k0 BVolume
3 e7 l1 x, r2 _- z: K# |Warrant
- b% i* |2 _( C& BYield
. M$ M" q& u6 {" D* k" U0 NYield curve
. | p+ u8 V! b* a4 `Yield 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
