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Account Type y' x- J. T, e3 ^
Accrued interest
- M0 z2 z0 f3 f, B: vAccumulation % i9 B: {" m( Z8 T) @
Accumulation plan2 X7 Y1 O% o6 ^' i4 F# ?7 G6 _+ ^
Active management
4 Z3 M! T2 f/ E: t/ YAggressive growth fund $ F. I7 C+ Z7 [" D
Alpha
8 b& u0 P, M- Q6 S& N: [* {& pAmount recognized 6 o" }5 N# F* m1 d
Analyst
: R. W0 p: d- d" e- MAnnual effective yield
5 q$ U% l' P) v" [. ^9 G/ V: \Annual Maximum Payment Amount
, n) w* N8 P1 x' tAnnual Minimum Payment Amount : r: J9 B( o$ _) C% L" v
Annual report 5 }5 m& ~! {- u* y! M
Annual Return
* y8 f# K% c% ]/ fAnnualize
# W1 T4 ^2 g/ N- R2 B2 r' EAnnuitant 3 \1 ~1 O: e( G
Annuity
- z4 h% y' L$ _7 `0 X2 FAppreciation
; {4 x0 z4 Z1 g7 V& W' GAssets
6 O0 k- l2 d5 l7 ?7 CAsset Mix
, t, w( Q8 B& T0 J; t. P; C& ?: e4 }! K M: HAsset allocation . i/ i* f# P4 c" c
Asset allocation fund
* [3 H$ @# ? h' z) C$ ]3 u+ R* K* AAsset classes
- A+ D2 Q/ ?. X. uAssisted Capital & o" p" h8 Z1 _& A
Automatic Conversion 7 G9 q' M W, Q5 z: u
Automatic reinvestment h9 ]8 c$ B j' h
Average Annual Compound Rate of Return
+ N3 v X0 b' j/ Y( Q' | gAverage Cost per Unit/Share
: d! G# C* G2 k* \( K6 z3 WAverage maturity3 J/ H! d1 o) P4 E# d( @) N
Back-end load 3 y/ r8 A Z* ^ }5 b5 I
Balanced fund 8 i9 U! g% p# @/ y5 o; L
Balance sheet
$ M6 m# Y9 U; W# |! k X5 rBank rate7 L. o$ G0 c3 @) } `( S7 C( Q
Basis Point * Y2 z! J6 k% c1 J8 x' l$ g$ y6 o
Bear market1 r0 b9 x/ x! Q! ?& p b
Beneficiary 2 a% ~# y; s$ R7 _& G
Beta
; z! N" R ^6 w3 jBlue Chip
/ |& ^, T+ j8 Z) [. C7 P4 IBond
, o) l/ @+ H: WBond fund L# Z0 j+ E" X F! M( Q
Book value
k/ m6 H4 S. `/ u3 [% \Bottom-up investing " }1 u0 h, j( M# L4 _# x# K+ F
Broker
- `5 P0 L) l p$ S1 M3 _4 H/ cBull market6 B; S& o5 |7 c* s) H1 p
Capital ; r {- ?/ Y7 v, U
Capital Gains
9 W1 S: T: T9 N0 w( h, SCapital loss G9 x5 l7 G7 Y0 r0 l
Closed-end fund
' P- w2 Q; Y! z3 U1 R/ wCompounding
0 l: ^* z b2 @' iCurrency Risk
& q: {( G5 N6 x: n" L! o t+ G( uCurrent yield
+ z2 o2 Y2 S% \" gCustodian
4 z4 K! s/ p0 D# c$ ]Debenture/ E$ v4 ~6 M2 j4 W: A6 ~# _
Debt
' Y9 L; {# R4 @! Z3 i& ~+ K s6 HDeferral- R- _) c0 C V2 v4 N$ O- P4 k
Defined benefit pension plan o, h+ H) h" W( {3 A8 V. f* p
Defined contribution pension plan) O0 Y9 e8 v1 N/ \* O S$ r
Discount7 X9 i- X# ~) c, J! L9 G# Z
Discounted Pricing for Large Accounts
* z' J) U' i _9 \- J( J- Q1 B, {Distribution History- F. [! d- h' U; P: {! C
Distributions6 V+ u& z: l6 n+ O6 i2 ~3 B
Diversification( x; f2 z) ]7 Y" i
Dividend+ w5 J0 B- p) M- E) q* N. f8 s/ k
Dividend fund
& C' l5 W1 @" _( f- NDividend tax credit+ \; M# R# i K9 a1 H# z
Dollar-cost averaging
* c% J9 e) [' V4 M) n& v+ wDow Jones Industrial Average (DJIA)( w* _' T" V, \/ N% P( Q
Downside Volatility+ Q: ~8 q, j5 a$ S+ q$ u4 |
DPSP (Deferred Profit Sharing Plan)6 G% ~7 w6 L' @( G; ~
Earnings estimates2 ~/ o! C/ |. D
Earnings Per Share- M' N5 ]& h6 w0 P: j T) b0 s
Earnings statement
3 R$ r, E6 l; \+ IEducational Assistance Payment (EAP)
% ?9 u N; a" ?6 Z2 C6 w9 BEducation Savings Plan
. O* _% g; o7 y O6 u2 A2 FEmerging Markets5 [" E+ l- L3 @4 t% f
Equities (Stocks)
2 O6 A) Q4 r& u, REquity fund5 n/ N! V" m* }7 T# R7 [
Fair market value
0 y) e+ K0 x! v" V7 bFamily RESP' S8 R4 g% r! l% e. S
Fixed-Income Securities
& `0 r. r f. }7 JFront-end load
+ {5 v' \& D6 c' ]' ^: CFundamental analysis
* }: p- a1 X4 t/ W$ d3 X5 UFund Number! u3 R' z' g2 A' P' z: H
Futures
) c/ H. | W# ]6 W) B. m+ AGARP1 z5 s6 I0 q T+ U6 a/ r
Grant Contribution Room
! U+ Z& x2 J+ l3 S4 y: c3 pGroup RESP
& b5 ~% p) t. `* t$ T/ v: KGrowth funds . X H0 y8 F2 r3 w( n) B5 G5 v5 q
Hedge6 Z- `7 P6 q: g: n5 o$ c4 v
HRDC8 b; I% {# ]1 b; b0 e. ~
Hurdle Rate' F4 F! G/ t9 ^
Income Distribution) @$ g5 o$ @2 C, r
Income funds 9 ]% e( z( T; f# f5 _4 I; L
Index' b) l1 }; q+ f% R) u
Index fund) A: x- a$ l8 Z8 L; G
Inflation
6 i$ E F5 u7 S6 E) P( e% fInformation Ratio . h$ e- p1 } p) q6 Y0 h0 M
Interest
# f3 s$ ^( }, _1 A+ B* R2 V# rInternational fund
4 H0 b2 C* v# s8 D! AInvestment advisor
- t8 a9 a* X/ H7 EInvestment Funds Institute of Canada (IFIC)
8 h) Y' k: ~( G; p9 B; h0 LLeveraging
8 f+ V; V: O4 CLiquid $ c$ X" f0 G4 h1 u- w
Load 1 L& S- ?. E8 V$ N1 _
Long Term Bond
; {9 e* c) s" O- pLow Load (LL) sales option, M# Y& c/ q: E, S2 f& x9 j) N
Management expense ratio
4 o( z; J9 w7 g! x% A; F' q1 \Management Fee3 k- U) [. g/ ]% P( I! r/ V8 T
Market Value of a Mutual Fund
/ \; ^' E" J8 c9 iMaturity
' _# j8 P5 N, U1 Q1 E2 j+ ~* I& UMid-cap) O- I1 r0 z6 `1 w( o" `# J1 J5 O
Money market fund
5 h* T& i* G4 E+ o7 uMoney Market Instruments
: c3 q! ]/ T/ w. ~" aMoving Averages
, o Q! P0 N8 o! h( i# m; t4 NMutual Fund
9 ^& ?- T5 g4 u" I JNASDAQ, t/ C* ?; _6 @' f$ e
NAVPU
1 C1 g1 N8 A5 j9 hNet Asset Value
4 u, M. z ]1 J# h- ANo Load
: R* @; N8 |# h7 }" _2 jOpen-end fund9 V) f& b: N5 o- }: p: T
Options
! F! L" j- b; ?4 e$ bPension plan3 c# r2 L1 C1 A4 k# ~0 l
Pension adjustment+ s. }, m' ^. {& Z9 s& X. G
Portfolio2 X/ ^! l3 B/ g2 Y" m5 D5 Z
PortfolioPro8 q, p f* Q" I. R
Post Secondary Education Payment, r6 [- Q# p+ ]6 y0 I% E
Promoter: A& X$ f3 d O2 s7 z8 v5 _5 {% F! v
Premium( t+ D9 _, `1 w0 @
Price-Earnings Ratio: _! l1 Z& P- d+ U! E
Principal: ~) S! u* R& R$ o
Prospectus
4 J9 V( J7 w# Q8 GQuartile Ranking
5 B( ~) |8 ]% VRegistered Education Savings Plan (RESP)
. J! [7 p% i# x& g6 O; D' aRRIF (Registered Retirement Income Fund)
4 \7 X$ m+ p7 R0 m, x( p0 P* }- [RRSP (Registered Retirement Savings Plan)
4 f2 _! `! j# S0 U' H4 }" jRecession
' z; U L2 r5 j9 nRelative Volatility
. a! S0 w9 p$ C! D* ?* i9 vReturn
: \, l: `# c# ^4 U4 T. s' gRisk J2 E4 c- {( ]- S
Russell 2000 Index
- f9 Q; W' `) VR-squared
! o3 J$ k) F/ l% n( F1 uSales charge
8 @( b6 V5 M1 L) i3 j! u- D- ISector Fund 8 ]! y+ x% S/ s' i1 D9 d' w' D
Securities0 b+ w1 `" g1 D0 ]/ r8 ?8 Y: ]
Securities Act
: K% f# t1 _- W) r. r0 q& k, ~Sharpe Ratio
6 x- ]# c- j7 l& ySimplified prospectus2 ?( ~9 X2 e8 R, L, y3 ^! V
Sortino Ratio5 ]! `* n2 X; w% Y6 b
Specialty fund
3 x. F) e$ `9 Y, E$ t1 YStandard and Poors 500 (S&P 500)
8 k# C5 Q* m+ ^8 x. P; f4 c3 LStandard Deviation
2 H, \0 ?7 C; |2 d3 gSubscriber
1 Q: T& T5 ~9 k3 D6 N' ^' }Tax credit7 j" n3 P8 N, z" D: g9 f
Tax deduction
" k" [2 \3 T; c1 sTop Holdings
9 Y- g; W' K+ A+ M( DTop-down investing: U' F+ G5 _/ @5 N3 W
Transfer Fee' U$ h, o9 x# p5 J1 M- v4 l0 h
Treasury bills (T-bills) 1 |, n: ?" T4 T
Trust . V6 u8 w0 }& t+ O: y8 I1 z6 h
Trustee4 \9 D$ [$ B* l+ H2 t8 H
Turnover ratio
& `. H5 M; `3 [% b+ X, g$ zUnassisted Capital
3 `! K8 |1 n7 Q' h+ w( KUnderwriter) k+ o; g+ x# d8 ]$ _+ A
Unit trust: c7 z2 L" b( }
Value funds . y! t8 m! I$ U! p
Vesting9 `% @2 H- o7 f: X& P
Volatility7 ^9 R ~: o5 J S. n2 {
Volume
3 T0 n( Z# A( V& d5 P: D; dWarrant: m$ M3 Z( M3 _
Yield
) s2 P/ Q8 N' ~" IYield curve' @! g( L$ A3 K- D" E
Yield to maturity |
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