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Account Type, C, D! j8 f4 s( Z+ o' _
Accrued interest
: z: _& l/ i- t) C& eAccumulation
4 z* y! {, ^% A* Y. S8 XAccumulation plan c9 U3 g" Q) q% C, @8 M
Active management3 I7 Y2 a3 X" Q! y, m6 o
Aggressive growth fund - _* y8 }1 N! [3 ~ `
Alpha$ P" A, [$ z1 L9 g9 h2 j# n
Amount recognized $ d! d# C2 O! G" }8 n X' i: ~6 e
Analyst
" p! N/ p) ^* N! S) v/ `/ AAnnual effective yield 9 u3 B7 ^9 _6 g7 _' O! d! G. K
Annual Maximum Payment Amount
7 Y6 [; C6 a: g* C; X% eAnnual Minimum Payment Amount + \' L" N% f7 w, u0 @: U- K
Annual report / g! m3 g- b i t
Annual Return
* c# E& l. c4 O* WAnnualize * o5 r5 X7 Y! C! j# c
Annuitant
. T- v1 Z" a5 G( s8 L& j8 [. kAnnuity
5 Y$ }, a, X+ `1 pAppreciation
1 P" B% q$ g5 @7 \" t: E/ u GAssets 7 m4 B8 A" r+ ?& y
Asset Mix : R& u3 p" U2 }3 j' r7 h+ _
Asset allocation
) U" V$ [: H4 j1 u' `! T9 F4 @Asset allocation fund - c4 g! v# k' B! Z8 P% t' Z
Asset classes
2 P, |- z% l) `' {9 wAssisted Capital
8 n# g4 G% V; z! L+ a- D* _" W- WAutomatic Conversion
4 P6 b; w) o9 I# A9 YAutomatic reinvestment
: k. e8 e. u9 kAverage Annual Compound Rate of Return
4 X5 C2 B7 h0 j0 rAverage Cost per Unit/Share" C% c" g0 C5 M! {2 v" G
Average maturity
9 ?: R! C, ^" t, t2 y q) \& @+ EBack-end load 4 g& c2 d1 [& |6 _$ E
Balanced fund
: U3 t7 e7 @9 JBalance sheet
6 ~$ q7 }7 C( R+ q( H6 nBank rate
+ {9 H {% S) l1 G' IBasis Point
0 r. ^) P- ]) b' y' |Bear market
( O# x7 x% @- n0 D2 E8 ]3 |! SBeneficiary
; ?- |4 C1 M+ ]5 Q" jBeta
o4 `% a V3 H2 s( h: X5 o& JBlue Chip
+ Q2 H& _. Y3 a) l% \Bond
% e4 r0 v( k9 v$ pBond fund & j$ E2 B$ y9 F! S* h
Book value
; ?2 |# l- n6 ~Bottom-up investing
7 }3 _4 h5 ]# f) R6 j+ @' K4 oBroker; y$ c4 a- L0 `! c3 b
Bull market
6 i! x# T8 q3 [2 f1 QCapital
$ Y2 B7 S% C0 C: PCapital Gains
. c( M* O; { a4 t+ T& D# A% ~Capital loss 2 Y8 V h, X+ P
Closed-end fund " k: z# ]+ g% g5 T4 o A+ ^% I
Compounding 0 S* j" j# f) C" _0 r
Currency Risk
2 P/ m q: r! A. e- o2 F* `Current yield
9 l. O; q7 Y" m4 j- F3 m# p1 f# [" FCustodian
7 [# B4 W+ T* M" e5 KDebenture1 I1 ]. C1 @/ |7 A
Debt
8 z6 h; X( v" x* o9 G# `Deferral8 y6 A& R& n# p# l( z {) _! H9 V
Defined benefit pension plan1 {( X' i. C) R
Defined contribution pension plan
$ ?0 k0 O* g% j$ [Discount
& Z, U! O/ T8 y, R" H/ w, z% zDiscounted Pricing for Large Accounts
, S$ s J# [' E4 J; v0 h. y) RDistribution History
% y7 r# V0 u2 t. L9 v% ?Distributions. a _1 \. r( H& o8 Y
Diversification
z0 b0 L* I) U9 HDividend6 O0 D+ [3 Q" A8 ^
Dividend fund8 U2 u8 P t, y* f( q6 P
Dividend tax credit
& v. @ a; z$ ?0 wDollar-cost averaging! B X' @! j/ I4 G( g: A" N, ?
Dow Jones Industrial Average (DJIA), s+ }: B+ p0 p( c' h
Downside Volatility
: u, C% z: L1 U. Y3 J6 VDPSP (Deferred Profit Sharing Plan) D) o& F6 u# Q+ g. V; f6 Y
Earnings estimates4 J. A8 v6 E2 H0 L6 X+ y; {; B
Earnings Per Share
# B6 D2 V! @# B3 X1 e! {+ hEarnings statement6 h& h; V2 `' [. I# ?- b4 }9 ^
Educational Assistance Payment (EAP) }2 H* F( J- x
Education Savings Plan
" ?5 w. X" o. P/ tEmerging Markets) r7 I/ j0 D" q+ }& u4 s9 [- d% l$ F" q
Equities (Stocks) 6 p/ z0 c3 y8 F3 i
Equity fund
( [& a3 [$ `% Y% TFair market value
7 A6 D V/ |% ]% jFamily RESP6 Q2 N' E" F# g& d6 E& c- ~
Fixed-Income Securities
% @: ]; Y3 t! VFront-end load* e1 E% D3 p1 r) [5 O; ]
Fundamental analysis0 p" m" a M; _# p1 q D
Fund Number- a! j3 n/ O5 i
Futures1 Z+ T+ Q$ {" p8 H& F8 o8 ?
GARP
4 s* Y) h5 L& s0 d9 E7 `Grant Contribution Room
x8 U8 }+ p( {/ w- b8 j0 d+ F+ ZGroup RESP
& I* \) X2 d& m+ [# lGrowth funds
1 |/ h& k, w& o$ ^+ dHedge
6 |$ J* p, [) m4 G- z( mHRDC
' F- K Z0 z/ B4 Z5 M* x+ LHurdle Rate# b8 J$ f$ ^# h. ?5 a8 z
Income Distribution0 p2 l% ~- A' S+ g
Income funds
. M ` N7 _5 SIndex
( a. V, D! m% `/ k- b5 bIndex fund$ q8 E$ y1 E/ n5 V z3 S* _
Inflation
. Y- r7 y. E3 e nInformation Ratio
2 S* c* Q" I$ K# S7 l% _Interest 0 S0 Y9 ^- [- n8 ~3 }
International fund+ C2 n0 I6 ^6 t
Investment advisor7 D3 P* k+ X6 Q! g" k
Investment Funds Institute of Canada (IFIC)
8 B8 d& w2 |( u& h. I4 TLeveraging- v( ?* d4 x, i% M
Liquid - r; Y* ^5 k; Q5 M- d7 e
Load
( B: C8 S' h/ e O2 KLong Term Bond0 S# L+ D- s" r4 O' f( z. ?3 [
Low Load (LL) sales option- u, _2 P; F2 g! O8 N0 ~
Management expense ratio
2 ^" l# a0 E5 [+ ^Management Fee
, P& g% Q. ~' H' B* KMarket Value of a Mutual Fund" _6 @: S; s7 K& v. j7 n. a. o
Maturity
: u P/ j6 }9 y- e# OMid-cap @2 t# w6 }7 e( K+ s
Money market fund
% Q: u$ X5 E. `% A8 DMoney Market Instruments# H7 L: @- z( v, ^( }" k$ O+ n
Moving Averages% w: n9 o* ]# o5 H" }
Mutual Fund/ E! O5 Z" x' X- }6 s
NASDAQ; _6 j! \6 j) x$ O, U
NAVPU/ Z7 v$ b" B( M% v6 a
Net Asset Value
& r8 N2 q2 g/ Y" T4 r/ ANo Load6 ^9 S* s. z& |+ l- ?
Open-end fund
6 a8 U8 P- B- ?1 x$ n* gOptions
2 p8 R2 W: `' F9 _$ M* y% yPension plan
& c9 Z8 k$ ]. ?' q \* g+ X) s* f1 jPension adjustment
+ z; y7 L: m) a3 NPortfolio
; J7 ?; j. J+ ]PortfolioPro
% ` |2 l9 e1 U/ K5 UPost Secondary Education Payment
$ L. ]) _2 T. F/ N, R4 z( wPromoter0 a( c1 O' Q6 |" M+ H5 r9 L
Premium
0 E( w8 S( i. c! H. t" w( oPrice-Earnings Ratio- e- _* Y W+ s) P8 [4 U# v
Principal
. G% {! G! b0 q8 uProspectus
* }1 b* q: M9 `) ]6 ]! gQuartile Ranking0 U+ O% b' ?) a4 i* U
Registered Education Savings Plan (RESP)" m2 s) C9 c; x4 O
RRIF (Registered Retirement Income Fund)
3 e$ w. Z- P- m) zRRSP (Registered Retirement Savings Plan)
" Y5 K; Z1 \+ z6 |! e. i0 e6 cRecession
+ B; R% w9 o% t! |; A' HRelative Volatility
2 S8 T2 ~7 g" X$ PReturn
3 u7 n* L8 R( d" k& B- YRisk
* B- D. U% d; s% ?! Z. K. v0 \% nRussell 2000 Index
& F& a4 U, E* J) ^5 a$ jR-squared
" p+ } R9 S% ?5 L( P7 RSales charge& ~' O" Q6 Y& }/ r1 K4 s- Q! z
Sector Fund - u* z( _+ k- ]# z. I8 N- P- W
Securities3 Z& J& G. t) H6 b! L$ K) o
Securities Act
# G* r, G+ A9 ^. K9 hSharpe Ratio
* _+ t5 j% R8 KSimplified prospectus% F: w k4 N2 ]/ `! {5 N: x9 Y# R
Sortino Ratio$ x. p2 D2 m' o" }; I( }0 D7 m
Specialty fund
( o" P, b" d2 r9 N& L8 \' z! L# {Standard and Poors 500 (S&P 500)
# H- N) B' w1 E& UStandard Deviation 2 t9 s! q- w2 j+ Y9 b
Subscriber
- |* C* M$ @+ f7 J7 i5 M$ I, d8 {Tax credit( m, {8 [2 `4 \
Tax deduction3 c8 q8 M1 U0 O/ }$ I. }( p6 H7 E
Top Holdings6 n& ]) `; [8 y. L! w5 T& }
Top-down investing
9 |6 \" W, E0 k( w/ S% ]Transfer Fee
2 z1 f: E) x2 S4 U! ETreasury bills (T-bills) + K8 q& ]) Q: g. l0 ?
Trust ! i( i% T9 }6 f+ I( ~
Trustee& p% M) p. W9 D3 K' a4 j& ]
Turnover ratio
, h% ?' e$ j, n' jUnassisted Capital
- t* s/ U1 J' V% S; F6 O1 [! L0 `Underwriter, n: u/ v! _% G! c7 a2 U
Unit trust
# u+ ^1 R! n S8 cValue funds
% a# E& B+ l* E5 Z) oVesting! b$ J' v" ]7 U1 ?
Volatility4 f3 l0 X5 F, b- {7 O
Volume
, L& m! E* D, p- Y) s+ k) AWarrant
8 Y2 M/ Q+ x4 P8 {' W6 |Yield
1 p ^' s' f/ R- S/ g# J( VYield curve' z& @6 \2 _5 D% Z& L# z
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
