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Account Type
5 l0 E Y. ?( D' yAccrued interest) C8 U, r# T" j# [
Accumulation ! f" Q$ ^8 F9 {6 g/ R2 ~! W, `1 ~
Accumulation plan
8 P, L$ G1 i! R1 j8 L, [4 v% @Active management
, i% a1 M" g5 r T" m5 R! UAggressive growth fund . X0 K. `5 c! W" A! s
Alpha4 I# ^: h: s$ j. c3 @6 E1 C! Y9 R
Amount recognized 7 y5 P9 W9 }; q4 n; i4 P
Analyst
$ f& `) U* b9 Q2 U+ g' j1 CAnnual effective yield 4 j3 A5 n5 R- B5 D3 Q
Annual Maximum Payment Amount
5 b2 x' T- |8 hAnnual Minimum Payment Amount 3 R& n5 L' a8 |8 o1 C! l
Annual report
# L; S" }+ ^6 k; n9 Y: C- U* vAnnual Return
2 I/ V9 W4 O% F6 a; z5 sAnnualize
7 @: A- I% E7 z$ k; K6 qAnnuitant % u* H/ d8 S$ [) _4 d
Annuity 8 c0 p- h/ W# D9 P+ ]" u
Appreciation9 }6 J! p0 F* F3 a( ~' z; \+ F
Assets
D7 g4 q( Y, yAsset Mix - @* X6 z* \( P& h/ J" C3 Y# R
Asset allocation
2 _# ]; @, G2 ?. K$ IAsset allocation fund
* A) X5 l# E: f" b7 m0 kAsset classes
3 _0 a; S4 b& o" tAssisted Capital
" ]& o6 p5 m: _Automatic Conversion
: Z( T, K$ x- }! `Automatic reinvestment' I6 j4 Z, C$ A5 w
Average Annual Compound Rate of Return
/ X) @0 h' c0 p) [* aAverage Cost per Unit/Share; P9 `- R- e" ^* p
Average maturity( R1 ~, U9 e) D' P0 w" T
Back-end load
9 a, R' l1 {) ]& U2 @: k8 NBalanced fund 0 A! s/ F& p* K3 o2 b! T
Balance sheet
1 M% H/ K: |/ t rBank rate
* i+ T# A5 J) E/ K2 \Basis Point 3 u4 m2 g" {! A+ ~0 A; X+ U k" O
Bear market
3 f* j1 }2 Q" r0 cBeneficiary
; h6 o6 e q7 ]8 c5 A& IBeta5 c5 X. M9 F2 i( V5 T4 E% w7 n
Blue Chip
$ ^( R$ f$ T! O$ d6 {Bond
5 i6 c+ U- y- m" v" b. O |Bond fund
" |2 m; v7 ^2 u6 k. Z& L8 ZBook value
7 E3 z7 K* U! I rBottom-up investing " {9 W! n) {7 A- o ^
Broker- @3 z9 ^/ _& J- l& g9 \. N ^
Bull market+ d0 [$ b: d, B i% x1 b9 h- D
Capital & i, p ^) i$ m8 e) ]! u& P W6 T1 ^
Capital Gains. W$ ?/ Q) A5 A4 s
Capital loss * s4 O7 Q! M2 e9 | N: ?. a
Closed-end fund
) C' J3 ~ t |Compounding 8 M. |& m( ~& M* B) v6 H
Currency Risk
& R! v M* P9 [. k% vCurrent yield 0 [7 _& X+ p# E5 b
Custodian 6 S/ m' S& t/ {4 F" y$ v2 H- w+ w$ N- i
Debenture; }" A- Z Y( N/ b X- L. s" E
Debt. C: O/ P' x9 Z
Deferral
( V9 s# @8 {5 jDefined benefit pension plan
9 b' k5 s7 n$ R# [9 A) \Defined contribution pension plan
+ R. A0 @, K( @ KDiscount
5 @; M: r, r2 F& ?Discounted Pricing for Large Accounts
# l! w+ M5 j: RDistribution History! ] f$ a) p6 G' \# B: M6 V
Distributions4 o0 C# P' [. _5 H9 u4 P$ C
Diversification7 X; z. k5 X3 N* u1 Z
Dividend5 J+ X0 G r2 r) T9 W
Dividend fund1 r. V* M# ]/ j' h0 ?0 c
Dividend tax credit
+ b; y6 b! z% |1 s' O. eDollar-cost averaging
" r/ y1 T" x7 H2 p; O( B% R# X, dDow Jones Industrial Average (DJIA)
0 f: V: u k3 ^9 `/ G6 ?% ?8 T/ M2 VDownside Volatility
( ], v7 r6 R% X3 Q; O, B: e/ [# ODPSP (Deferred Profit Sharing Plan)( ^/ \/ M" ~& _ i$ D
Earnings estimates
. D: C+ D6 ^9 @; k- w( y" ?7 a% eEarnings Per Share0 F ?8 z& m) b2 e
Earnings statement% c2 K; y" z9 Z \8 V6 r* [" J) j
Educational Assistance Payment (EAP)
+ j" a2 G. I x1 E/ m5 lEducation Savings Plan1 V# `! h9 N4 H" K
Emerging Markets
- W8 ?$ x% D9 F% ^: lEquities (Stocks) + }+ f' |" Z$ j
Equity fund
4 Z- c" y1 b1 f" G6 ], BFair market value
" E! l( F0 M7 D' YFamily RESP
" Q% P3 n# J2 @0 m3 ~/ kFixed-Income Securities
6 {# L# F: J/ a! cFront-end load, @3 [8 X! C, b5 Y$ U' J
Fundamental analysis) m* n8 X, X# [; `+ z
Fund Number K) }8 g0 @3 _) q( [
Futures! `- J2 B( ]1 K3 l% ^3 c, f2 n0 @0 s
GARP
% O% w" v% D0 P1 XGrant Contribution Room2 p+ |+ y! n7 @3 o9 R
Group RESP
' J5 q, t$ U' F; CGrowth funds
! y4 z. |6 j0 T( z; Q& |. J# rHedge
. _7 u1 W) t$ U' ]5 fHRDC
2 [ F0 w, T! p9 @ sHurdle Rate
% S, ^2 x$ d& r& qIncome Distribution5 N' r3 C3 @2 Y, H+ ~7 w1 h
Income funds 8 E5 Q' y+ S. L6 J: j% @% }
Index
: m- T% @) v0 G" l4 |7 U- E) H7 wIndex fund8 f& T# Z! }- z
Inflation
+ J7 U+ |5 z' q' w9 tInformation Ratio
7 z0 b4 a1 z' OInterest # a2 j' X5 U" e2 g3 S* B8 n
International fund/ Q3 ]. T: f3 Y$ ^: x- L3 ]3 {
Investment advisor8 y9 Q5 ?! l$ K' U3 i4 I1 l' f
Investment Funds Institute of Canada (IFIC) 9 ~' @; k3 G- h5 U; o. y$ B
Leveraging
+ T: A/ X# Q- v& `Liquid
4 Q; \6 C9 S! ~1 d8 b$ C' \4 L" ]. nLoad ( {6 A& j9 r4 I' ^* J) a
Long Term Bond
1 r. H6 X0 d6 A w; TLow Load (LL) sales option' `1 a" G7 E ~! Q4 U- F
Management expense ratio9 K) @( I, O/ ?$ W0 L
Management Fee! ?' w( t3 g7 A. T6 ]5 x) t+ L
Market Value of a Mutual Fund
# H+ i" @- |0 v- oMaturity3 s2 S; `% X! e" {( u" D) o
Mid-cap9 ?, B0 P. x/ d2 B
Money market fund4 s# T3 X# I) p! S! H8 q/ E! X# p
Money Market Instruments
; u7 S+ T1 T& g# w' y6 FMoving Averages
# |, ^8 e% w) Q, ?/ `4 R' `Mutual Fund! ~7 m' V6 P" X, R& I
NASDAQ
Q. h, u- B7 V: I( {4 Y# xNAVPU
# P3 n |( W$ ]) K) o% jNet Asset Value
2 R/ q1 l" e! w M& J% tNo Load
; B8 t a- Q7 C+ x1 E# m. b; iOpen-end fund
& T# x& ^0 v( ?) G. \/ vOptions1 d. g: f, r( l o# f) r+ p, |
Pension plan
- o! A) Q5 c/ T4 z. j& qPension adjustment2 B- J/ _, n6 w7 g, u; S4 d
Portfolio
7 X5 W3 T0 T# l# H6 ~0 |* H+ \PortfolioPro$ n" `/ C- m6 u7 T S
Post Secondary Education Payment. w( e4 j6 u( `. f4 S# ^
Promoter
: X7 \% l9 J+ u- i3 i5 V7 G' jPremium
h* C# {& A. {; z) p& E' T- K8 ?Price-Earnings Ratio
, ?2 V; c; v* k* _! M* rPrincipal
2 d3 J3 i7 ]1 w, YProspectus
! B# V$ s" A0 \5 P+ w) e% L: ^Quartile Ranking1 l" e% D1 W" A, k3 U+ \! a) M
Registered Education Savings Plan (RESP)) N- a+ x9 E% c) j/ u8 G
RRIF (Registered Retirement Income Fund) * n3 G8 Q2 k$ P
RRSP (Registered Retirement Savings Plan)
1 ^# Q* H! x# O7 z/ E; DRecession1 R! O I6 {7 e5 D& g0 G
Relative Volatility
% S* e# [+ W* W2 |Return
2 G& g& g; H5 URisk
7 f* w& }9 K3 e) qRussell 2000 Index 5 m7 o. E& i1 [: f4 A
R-squared4 ^( o8 P1 a l( F
Sales charge
7 B4 l. P; `% w1 |Sector Fund
2 @& G, M. a7 [6 |0 f, p, _Securities
3 M3 W4 G: w4 n; V" h4 P; \3 uSecurities Act
" |3 t0 T8 C* [! oSharpe Ratio
. I3 n4 U& D8 H, KSimplified prospectus. L& R. O. s1 M( R3 L
Sortino Ratio$ s0 J5 S0 ]9 E% |
Specialty fund: Q- K6 ^ s, C) a
Standard and Poors 500 (S&P 500)
% U) U' Q. y+ y% J( bStandard Deviation / e1 F2 h& w: A
Subscriber' p; j5 J) c; r3 C; K" E. L
Tax credit
( W3 }3 }0 Y. t4 K+ h3 |Tax deduction
& A4 T f7 v: w1 L; w6 pTop Holdings; P5 z, D2 D5 \2 a: B: n
Top-down investing
5 C" g- b9 G% [ g' D7 U4 o% r% T7 TTransfer Fee
# S8 T/ T4 X9 wTreasury bills (T-bills) , z7 D8 W; [/ q* \
Trust 9 `% f6 U0 e! r# O! p
Trustee
& u% l0 E ]$ m m8 _& {Turnover ratio * m: m4 g+ q( J$ Y& O A% c( {
Unassisted Capital
" T, T3 R0 M& `* Q1 O/ ?) m# p7 YUnderwriter
' V0 e4 k* b/ H# j! r: DUnit trust
, \- p G6 X; B, S1 aValue funds
8 R% K h' c) T0 o5 J1 [Vesting: o2 V8 B) k8 o3 T- e' \2 n
Volatility
) @" p+ F" u, i( @Volume
! i/ s/ S9 `- F) v, B z7 OWarrant
6 e' Q5 M3 N, W# QYield1 Q) r Y% S$ v' P0 g
Yield curve7 p0 ?6 X5 e& r* I" P) m
Yield 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
