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Account Type. b# o/ i. W* u" C
Accrued interest
5 g) ]: S% M( `8 g rAccumulation
. d" R$ @" |$ YAccumulation plan. @. p. Q- a0 U8 r1 M# z% \
Active management
2 }# F; X3 B: f. BAggressive growth fund
0 M7 x1 L# R& F5 g( }6 fAlpha
1 X/ i% [/ z3 A) ]6 K3 |& BAmount recognized 0 k% Z) D) L, V
Analyst
6 H1 s; H2 W- rAnnual effective yield 9 n: M3 d# l4 ~1 r: X
Annual Maximum Payment Amount
* z5 q8 ?& V! KAnnual Minimum Payment Amount $ i" l0 O: {; E, ^! }1 x0 t; N& S, c
Annual report . Y4 D9 L/ E E7 U1 r
Annual Return
" a5 g: U. _, v6 wAnnualize : t* `" t) z: Q# S
Annuitant ' v% f5 j: v z" f) [ B
Annuity
+ ]5 z' {, L6 X- e9 d, T0 }Appreciation9 i: r7 p. {0 g) s" f/ V
Assets
, o7 B5 D* U5 g$ L' u1 U( |Asset Mix 4 f- r3 d/ }" T$ m) n
Asset allocation
' F$ G: _- t& Y4 u6 v# [3 AAsset allocation fund # T4 s, t: G9 y
Asset classes ( C# U6 D P) A
Assisted Capital
+ Q( B! _' n J$ }- v7 C9 QAutomatic Conversion : ^& F- g% }, T
Automatic reinvestment! R% N+ Z: v) i0 Q, @' H; f+ p4 @
Average Annual Compound Rate of Return
9 E7 F) Z% u; ? V- zAverage Cost per Unit/Share2 L# G1 q0 L! M/ `- i
Average maturity
`( p/ V( b/ ~! _Back-end load
; Z* O2 e! p, L+ n* A2 YBalanced fund
0 ?+ M1 A5 d/ w# B ZBalance sheet 1 U8 x* a9 \3 r" }8 f
Bank rate) J9 m1 N8 T u# I$ ^8 K
Basis Point ' Q8 r5 I1 V/ N5 k! E3 @, {
Bear market
% u) B0 z$ N+ Z0 [Beneficiary
# [) Q4 g- A2 u5 Q; B- B& DBeta
4 ]' D% r" e& o" H7 _7 h% sBlue Chip 2 F) t: O I. V+ V0 v1 k; o. c% g
Bond
1 w8 ^: }% Q" N& c. P; o# pBond fund : q, s, j- Q7 W3 p1 I5 ?0 j/ p
Book value 5 A8 h% @ Q. A
Bottom-up investing # j; [: x4 O$ e3 ]" Q/ W
Broker
0 Q' e2 |' N/ IBull market
; d2 j o0 y& ^0 B, s) L7 vCapital - k0 {& }: {% k
Capital Gains4 X- n1 Z, o+ H7 s$ M5 q
Capital loss . Q3 h! Y8 u1 d9 q- p1 T
Closed-end fund ) N( [: I& E4 j4 {, ?8 }% g
Compounding
& A+ f/ S1 X5 H" \Currency Risk
, v+ h+ N: K' [. \( f2 uCurrent yield
/ ~3 R; V W: y9 s" m: kCustodian
2 L, `7 a3 K/ E+ H9 L" xDebenture+ h9 K1 A! l Y- E
Debt9 X" N& ?( G+ v/ ]- G* x1 m5 u4 B
Deferral
: n, q G6 r( ^Defined benefit pension plan8 K- x0 G" e! M/ ~4 I
Defined contribution pension plan8 [( I6 I- X* c* A
Discount
) O7 Y1 \ L& n2 a8 k7 S1 dDiscounted Pricing for Large Accounts- ]& H4 N& v. x; N
Distribution History$ p% b4 Q/ }' v' p/ y
Distributions& P5 d: R& E t }
Diversification( A0 S, h$ _# r' v+ K
Dividend3 O) v/ F2 a* M A+ [$ s
Dividend fund; D$ e, K. x8 v
Dividend tax credit
* q: N' A3 ?* t IDollar-cost averaging
+ B2 T8 j' _8 b/ e: ^Dow Jones Industrial Average (DJIA)
% p( [( Y' T) V. cDownside Volatility A- l3 ?. d2 t/ |; u' Z
DPSP (Deferred Profit Sharing Plan)
6 d9 S c- U+ o2 j3 Q( H: h$ [# VEarnings estimates& r. U8 F- Z% L; C; `! U# Q
Earnings Per Share
* U$ P6 ?4 j9 W( {# t LEarnings statement
. m* R0 S ]" ?* dEducational Assistance Payment (EAP)
& B4 G2 j7 z. H4 m1 e! w; WEducation Savings Plan* ~! J( t( v1 b& j- s1 D
Emerging Markets
: M4 r7 Y7 k( \: TEquities (Stocks) 0 I7 a/ L1 S. g, T% L# e0 X0 c
Equity fund
4 `4 K/ _3 b' w: m: m5 x9 VFair market value! }2 ?0 q! O) i3 a3 y* h$ L# _
Family RESP
% g* ^8 P6 X& X2 s% `2 h5 t! PFixed-Income Securities
) s5 \- Y; Z/ W2 A% x4 }) j- U, j% CFront-end load
7 U4 S |1 ^& W9 D% ~" Q2 _7 b q3 ?Fundamental analysis& i$ r8 S! M) s z2 c$ T' T
Fund Number
2 I1 ~ ?: d4 NFutures! l* _ R5 C( @: J6 P
GARP# n$ n7 Y& L5 X' K1 y1 S$ S
Grant Contribution Room% |3 u( Q( d+ V0 Y- P
Group RESP9 V3 O2 P# C+ ^
Growth funds - v: ^( ?2 N: o% }& q( z# L4 m, O
Hedge# F- d- U6 k/ Z/ F; ~1 w* X! P
HRDC
8 j) {- `, w [, o/ WHurdle Rate
9 _# E* G/ z; u P9 hIncome Distribution8 H# D$ @7 `4 ?
Income funds , E3 z2 t- \ ^4 h
Index: ~+ B5 ?& z A0 L# Z q& F
Index fund( b+ K- k: k+ P% Q x2 O
Inflation . C2 y3 W9 v+ y6 _) z. t9 |
Information Ratio
8 q4 _ d' @0 q! H9 sInterest
, P4 f1 p% P7 P- B" K6 B6 ?International fund
; C5 S: A( H/ S6 f1 R( [7 dInvestment advisor0 t( @( V* D5 v9 l
Investment Funds Institute of Canada (IFIC)
! U( O& {# K0 v" G( ~& K3 v& Q) nLeveraging
, Q. j1 l! x" A5 ]+ PLiquid
6 G) z7 s* j: q$ V* S! SLoad # x4 k" i7 s2 I& Z& c" c4 N) |
Long Term Bond i5 b5 R z8 ?0 ~8 O9 j
Low Load (LL) sales option5 K; L5 [; j9 I H
Management expense ratio
* a( ` ?5 \4 ^. JManagement Fee
' M+ S4 f) L) ZMarket Value of a Mutual Fund% K) A/ @ K4 E) w' Y1 S
Maturity6 c# P K4 u, [& q
Mid-cap: \0 j. w6 P- ~2 O
Money market fund
, J, ]. V: v, U3 kMoney Market Instruments
9 C: o( e- Q, q2 G# {% ?8 R/ rMoving Averages
& @! [5 O4 I5 m, }/ q# O/ {Mutual Fund
! s. c/ @$ H3 z! S* }- [& bNASDAQ( V. x. r- `8 g1 A2 ~3 ~7 E
NAVPU
y( l h9 |6 i' v% {. M7 JNet Asset Value. A- A% z! g5 ]/ p- j* I! S
No Load6 n2 d+ i4 c! W8 E
Open-end fund
# y1 h2 b6 V+ m3 ROptions
4 m" N; g2 L4 IPension plan
! i9 e5 \8 G; K' b: F' n2 tPension adjustment1 H, S( }1 k8 D0 {/ r0 X
Portfolio% [. G0 Q/ w0 z2 l* e1 F& A
PortfolioPro. o' s/ m& b; q5 Z& ]
Post Secondary Education Payment. A4 [% ?2 v2 X' W
Promoter5 ^3 w/ N& E9 y% B+ }% r* i! I
Premium/ E3 J. h+ |5 H2 W8 x. t: V- @
Price-Earnings Ratio- b" N# X' }; D) q6 |' K% T
Principal- I, x# g* d9 A9 ?
Prospectus
8 @2 X& B4 }& ~5 V: o' sQuartile Ranking5 k3 G/ \- I0 M- R4 ~ Y
Registered Education Savings Plan (RESP)
4 X# ~2 C0 r& X. t8 \) T5 SRRIF (Registered Retirement Income Fund)
+ y$ V8 |+ S g/ LRRSP (Registered Retirement Savings Plan) ' ^6 Q) S" z2 }" N, B
Recession# d8 {7 W+ p- p0 F/ \
Relative Volatility
( o3 T- s0 V0 N' [$ J Q* yReturn2 h: N S. @+ J2 g$ Q; S9 W6 n" d
Risk
3 ~7 m' t/ p4 Z9 r% _; pRussell 2000 Index
% {2 X9 p; M$ e1 K- n" [( f. MR-squared
& e+ f8 H8 d/ M8 aSales charge8 D5 E% \* i: R' k4 I z
Sector Fund
( S4 V0 Y: l+ W1 U. l4 XSecurities8 _' p0 E5 H" \9 H* j5 y* H
Securities Act
3 \3 T# A1 `$ w( Q* O+ d5 g" KSharpe Ratio6 c+ e- C$ a. Q0 t3 c
Simplified prospectus/ r7 ~* k5 y% j1 l5 N
Sortino Ratio+ C! g: i' E" _6 e* ]5 d: {3 _
Specialty fund* g n2 {+ y' s' z+ _
Standard and Poors 500 (S&P 500)
/ B* a% r% S& Y8 q0 yStandard Deviation ' b+ W* q3 [5 d5 K! t% S- M o1 C
Subscriber
6 Q; y) Y( Y5 C4 y. S% ~; y( eTax credit
j/ O5 ?/ {* C% {; K; Z0 oTax deduction
: G! L8 K2 f( M5 w' [Top Holdings; K2 W- |( ]. V3 {6 r* t
Top-down investing% T% }. u j8 q" t% y
Transfer Fee
; W/ N1 V: G+ J7 ~0 N4 {Treasury bills (T-bills)
! r* b5 o+ ~8 k3 f# DTrust ) u$ q- v5 H- C* d# h
Trustee9 r/ U" V: K6 i; i- U' g" I
Turnover ratio
' v5 E/ B4 }# r! i5 G" dUnassisted Capital
# [1 c0 _4 g3 |# @) dUnderwriter
7 J, a# [3 G* k/ R# }8 F) GUnit trust
+ M; m6 O7 T5 SValue funds
7 \0 X0 d1 u o1 N0 W$ G9 q. AVesting" E7 j9 O; ]8 Q9 [% u1 \
Volatility
0 u! k Z2 p3 |$ v/ MVolume ' b, y7 E+ r: o
Warrant
3 A) k& T# ^) ^- C' XYield
1 P; V5 [8 e; h0 w4 L9 P$ ~! K4 [1 zYield curve
# M% G3 ^* _7 y9 e& O2 tYield 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
