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Account Type
h2 ?. K- G4 K1 `Accrued interest
8 g- ~$ v- ]; ~+ z- ^Accumulation
& \* n5 R% f6 L1 U* S# d, k4 {Accumulation plan2 Z# g9 H8 |+ u6 [# \
Active management
# W' z2 h" G ~& o( qAggressive growth fund ) ~" J/ }) T0 p2 x: J& P- _1 J. B
Alpha
$ W3 {% o* c+ u1 m5 ]' m6 h4 ?Amount recognized
4 @- H. U, l5 I2 r; C7 ^$ [2 QAnalyst 0 g: Y3 f3 U9 |4 @) m) {' C: l
Annual effective yield 6 Y2 {3 v$ e! c8 q$ q& m& C
Annual Maximum Payment Amount, R1 R: }' |( |0 V; [
Annual Minimum Payment Amount / |7 k5 u7 ?& b% }/ @. l3 }
Annual report
& n$ _7 H: G- b+ p1 ?Annual Return
8 ]3 G$ a( n. r5 ?2 BAnnualize
5 ]8 @% X! O# X7 {% H. MAnnuitant
, D) H8 x6 a# p5 ?- ]4 t4 h5 e/ OAnnuity
1 p, }# ~% Z# g% s; iAppreciation
4 p5 ]( U( U( u; {# rAssets & m* Y! o1 i5 S
Asset Mix ( f! \( G7 _! y( Q( O
Asset allocation , S0 S. ], m0 V" h3 c/ l% g
Asset allocation fund % z% j( h( H& g- ~0 [. E- Y& Y& j
Asset classes
+ q0 W! u( a0 g4 w6 E: [Assisted Capital , E; `. H. O5 j. K6 r
Automatic Conversion 6 ?; M8 \+ u) q" w! c' ~5 l
Automatic reinvestment8 |( {( |* [- E, v: m$ \' |% n
Average Annual Compound Rate of Return & n# B7 d; m# t+ i$ A
Average Cost per Unit/Share1 Y# t d( E; M1 R Q
Average maturity4 r( S" `; |' q# s5 N! {' T; A
Back-end load
2 U. s+ E& Y) b3 W8 D' LBalanced fund * E* D7 @$ x0 g6 O8 r
Balance sheet
# E4 l, {) d# D* b( ]7 m; DBank rate! Q' V5 X7 `3 n
Basis Point
4 T* F8 }' b0 ?( y' N [* ^7 PBear market
7 b5 C M0 w R! U8 `Beneficiary , J/ C; b7 Z8 L7 b/ B2 R/ h8 Z
Beta# n6 Q, h" ^( t
Blue Chip
* ?/ t( ]) Q3 p( e5 m Y; ]- ZBond
: g. U& X& W# q" B* `- E* R! fBond fund
4 x4 i5 ]5 |) XBook value
" v2 n: ^; Y8 r2 m6 Y, C& n. xBottom-up investing ) M* _( Z8 _7 x( r- c } ?
Broker+ t0 b2 i" O4 f2 M5 x: g a% c) F
Bull market
, }5 B0 w7 N0 R8 SCapital
- w, J' V8 r. J) C; NCapital Gains
' s( ^5 _: T) NCapital loss
+ Z/ N: q- W, \4 HClosed-end fund
9 W1 k( ?3 h4 p* n! }Compounding $ W4 |- F6 |6 x9 y- q K# t
Currency Risk
1 a, c! O8 i6 A5 |Current yield - u$ G, G" u; j9 c( L% v6 u9 s0 {
Custodian 1 R4 H. D2 b& |
Debenture, u, o7 Z6 r( m3 { |, w
Debt9 y" \: q5 W, e8 q* B
Deferral) G5 V6 C8 F; v, y& X# Q+ u% ~
Defined benefit pension plan/ j }% e/ y+ f) Y
Defined contribution pension plan, j5 a/ S5 ]' J
Discount8 I; A. G9 s- _7 f, e) ]/ f0 B7 `
Discounted Pricing for Large Accounts6 Y$ V& m* z2 E# `7 N) O
Distribution History
% O! J; Q" k! _8 Q: _Distributions
0 r3 Z1 `- e% x% G* A# f tDiversification
5 Z+ e4 O0 C( h- BDividend
+ M/ |) s; Y- Y, @# C* U/ d9 q+ e- K: YDividend fund1 S9 [/ ]7 m1 L" P, t
Dividend tax credit9 T7 z6 p, E" b& e1 s. h" D
Dollar-cost averaging- G+ A- s* ^' h0 O' S9 E
Dow Jones Industrial Average (DJIA)
+ b9 [7 \; s: H' s9 Y% KDownside Volatility) O2 s# A7 G# c7 O. z
DPSP (Deferred Profit Sharing Plan)
! ~, y" w: \, t' |0 t% mEarnings estimates
! ^- ~& E+ @4 D5 C7 KEarnings Per Share1 W9 D+ q1 u& @' L2 z+ g ^$ M
Earnings statement
; F+ E5 G2 o, I- P$ [/ @- `% P& iEducational Assistance Payment (EAP)
$ A! L; w1 r0 i0 f) ~4 A) KEducation Savings Plan
) b+ B/ ]) X4 l3 h" d. Y6 ?% }Emerging Markets; k ]# e! y+ z& ~ J( c
Equities (Stocks)
# p' x6 T4 l* C. ZEquity fund" j+ o# T! z- v' \
Fair market value8 j& Q9 Q( c! K5 s
Family RESP! d) L' \! T. y# M8 r. [+ e4 {2 T
Fixed-Income Securities7 o! p, H5 @: ?9 Y! l% Y- n
Front-end load
) j0 T, C3 [( {3 O' U. J* uFundamental analysis+ j1 d' t2 |8 a3 G+ C' L
Fund Number( S+ S4 ~2 D2 D6 v
Futures; p, y9 R1 p! c& G; w* v& j
GARP
3 s( L' |' Z1 |Grant Contribution Room
8 L: T" v- Y) m& J3 A5 FGroup RESP
0 w- H9 X: \, A. e5 yGrowth funds
& f) a& m9 L: k3 }, B$ y. Z; ?Hedge
+ a/ b$ w7 t; ]& W5 C& g$ ]( THRDC
) O! M8 y( c9 d; a. R" sHurdle Rate
0 j% j' P, ~7 {Income Distribution
* f+ n2 k, l/ d5 \Income funds
) @3 O5 V. ^, iIndex% o2 \. V, O# o$ l, m
Index fund
( i* G4 e1 X. N q9 y3 i4 xInflation
; Z- F5 j4 B! F/ m" e4 _5 k! `Information Ratio 3 O6 m! n; Y4 e
Interest 6 }# B0 x7 A& V9 Q, r$ _
International fund
$ i% u* s# A# [9 BInvestment advisor9 k5 E7 L: V2 F
Investment Funds Institute of Canada (IFIC) * v+ }: K. {# Z2 F! j
Leveraging- j0 T7 j: T' w+ p. d! d5 z
Liquid
7 t+ z U, Q) M0 M% m7 b8 ]Load 8 k$ B4 V; P/ u) o
Long Term Bond
% T! N& k! E6 `# q0 U& b3 P8 ILow Load (LL) sales option' U8 g0 k; f% r0 e3 m, l: `
Management expense ratio9 `) K7 B! s* U0 }" ?% U5 v
Management Fee
4 Y& o/ ^1 @1 n/ c' {Market Value of a Mutual Fund
x/ E4 U% S+ C& G4 n/ |Maturity
n4 h6 S* q% J) e/ BMid-cap* U6 ^& f1 c. A9 {
Money market fund% d; Q; s5 k6 I% j8 v. ^- }% [
Money Market Instruments; {# i4 E( c7 ]: X' G0 \
Moving Averages* x& t" [& g3 @8 B( c. F# Y
Mutual Fund
# T! w( i# w7 ?NASDAQ
+ ^' s/ @5 q' B( u% q0 zNAVPU
3 ?0 G" G' A" MNet Asset Value
2 |% f, F( k5 t, C" k1 V( fNo Load' Q) x9 {8 o- @+ z( d g$ v
Open-end fund
7 n* p& H% [7 N' n, A& E' ~Options
2 G4 a; T j; f+ PPension plan! o2 I: r( V! {8 T
Pension adjustment0 L) H' p* j4 a' A+ o
Portfolio& b9 k" j" {' m. e. N
PortfolioPro1 }8 S" b9 n- w, y
Post Secondary Education Payment6 j* Z( G6 ?2 i, d0 Z, G' L
Promoter
5 Z% v. ~0 s* p8 QPremium
8 i. j+ e; \ d# [5 WPrice-Earnings Ratio) b/ Y+ z6 O6 E, k' _( E! m
Principal& s& _) n/ J0 _9 M4 V
Prospectus
0 }, S4 n* Q0 Z9 W$ NQuartile Ranking6 i) K8 H4 R. I) z
Registered Education Savings Plan (RESP)$ @8 n1 }# I; V N9 `! x P/ u
RRIF (Registered Retirement Income Fund)
, l+ \$ ]. D# ERRSP (Registered Retirement Savings Plan)
+ i2 }/ c' ^7 \ TRecession
% w, Z/ y. d* K0 ORelative Volatility
2 a* S+ O( b4 X/ |* x+ vReturn
3 A$ b7 d' B; tRisk
7 D- J) E+ v6 CRussell 2000 Index 7 t6 d( F5 Y( M: F0 E+ i
R-squared
9 Z+ t3 C" _$ z3 t6 I& bSales charge5 E$ s. F$ l6 F% ^; ?- d+ l% M
Sector Fund
$ K9 J" z) b; Y% X. X) xSecurities8 ]* e2 d/ |' ^& H4 O% J
Securities Act
" r% ~! r {) P2 {. y" ?: s; E& @Sharpe Ratio* I- T! _9 |& v# J& o. P' O% c1 X7 ~
Simplified prospectus
: r1 s, \( X+ m, fSortino Ratio& @& A8 _- y6 v# { S! |6 P
Specialty fund, k% G* `* {' v! C3 T
Standard and Poors 500 (S&P 500) s3 [) \ u/ }8 c
Standard Deviation # \$ E4 d4 i) G" H7 U$ k" q
Subscriber0 R1 ]" n4 z8 q, S# a+ K
Tax credit- x/ B: M' W9 N
Tax deduction
8 U/ }+ P" S1 j+ E; `* ?9 h3 [Top Holdings
2 }) j& s$ x. z& h/ c+ n: uTop-down investing
: e/ x& V4 @/ Y2 R- a1 cTransfer Fee3 j2 p y2 l. G/ ?) i! o8 U
Treasury bills (T-bills) ' S( b0 l J7 J! a; w
Trust ' [( ?0 p) t, }: @. z; K" R
Trustee
& ~2 G) Y' S% b4 vTurnover ratio . l1 B+ q# v; ?, Q# l& A, C
Unassisted Capital5 K8 j; c& T% f- h" B) w
Underwriter1 C8 D# K$ h3 y1 U8 ^
Unit trust( x5 H1 w6 o9 Q1 d# j! N
Value funds ' h3 p, L0 n$ r) g
Vesting
0 O2 c( k; I8 a1 ~) E3 YVolatility
# \2 C! O( l' ^# i* [1 @7 P4 aVolume
- W; t& P3 c# u/ fWarrant2 ^* o- X$ e# j9 d7 V
Yield
' B7 o. `9 U: N/ AYield curve
6 [. v4 E8 c1 a; H) d/ C+ _2 MYield to maturity |
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狗仔卡
发表于 2008-9-22 21:19
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显身卡
发表于 2008-9-23 23:22
