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Account Type
) ]2 i( `0 F, VAccrued interest
9 M8 q2 U2 S0 q9 L; pAccumulation * q, ` d6 i, i; T0 r6 L% k
Accumulation plan t& `, ~/ m% ]
Active management
- F. l/ M8 J( |Aggressive growth fund : e' {8 t7 {( r, v; M/ e6 }% [
Alpha
8 v X% G$ ?8 PAmount recognized
! `9 Q. ~* F' Q9 h! ~: iAnalyst
& K- A1 W; @: {+ e `7 _! \9 LAnnual effective yield & p% W2 s0 H# j: O' O
Annual Maximum Payment Amount- }' _8 @2 u. J4 T3 L: F
Annual Minimum Payment Amount ) y) H4 V- N( ~' a9 M
Annual report
9 s* A) z: D Y: D9 n$ p: z6 mAnnual Return
' ]+ ~# ^& ~ e, J. gAnnualize " x# N+ D- }& m1 [# v
Annuitant
8 N% H1 ?! s3 `; YAnnuity , b0 S5 v; b2 D% D! i6 z4 G/ \* d/ M* Q
Appreciation
) P X+ B9 w @$ r! u' J( JAssets " G: c: {, p% g7 c, d$ V$ S- w, h
Asset Mix / f& V: F; b, K- O
Asset allocation
7 J$ d) \6 s9 F: e' X$ xAsset allocation fund & x1 [% ?, W4 }5 M! ?# G0 q
Asset classes & v' D3 z' T, G
Assisted Capital 9 A( f% H5 d( ]3 r
Automatic Conversion , k9 p2 u2 D* y9 K% y- k
Automatic reinvestment
$ N* d( t. W8 U/ g; Z) B- y" s! cAverage Annual Compound Rate of Return
& N$ m' W& E, QAverage Cost per Unit/Share
3 q) v. ]0 _: Z, oAverage maturity
& }7 P; }8 ?4 y7 T9 \Back-end load 4 B9 S8 t; g) O/ L r6 [6 w8 p p
Balanced fund
) E& z2 l4 I2 h7 C, D! }4 p4 R% MBalance sheet
, R* z; T) c7 t% ]- k, fBank rate
3 F3 Q( L6 {$ N4 `6 VBasis Point 3 T y2 s& Z+ T. m; J3 ]
Bear market
+ k2 q% Q: g0 Q6 Q ?Beneficiary
. {& c9 i6 @+ K5 i* M% P; d8 TBeta- h7 S, ?3 v" M, w8 t0 B! ~9 L
Blue Chip * n& B4 p" u( q8 C% }6 `
Bond 3 [) ?) Q# f. u9 `; J+ s6 d
Bond fund
$ u3 a, i' M3 NBook value 3 {, R& |. G" J$ `9 J- g& c
Bottom-up investing $ u* s# \2 U) ]/ J
Broker! p( R4 f, Q1 x! l
Bull market; @$ @3 i/ T5 f2 a
Capital # I/ R) y: u3 m% H
Capital Gains
0 K! h2 G* r3 A V+ dCapital loss
. G9 [" h8 U' h% MClosed-end fund
) x: g5 M+ s! N0 aCompounding B! [" P: K+ L/ a
Currency Risk + D/ i* H- Z" s/ I+ ?
Current yield # W: b" Z' u; x! ^8 h
Custodian
1 J; [* Y+ r" {8 ~Debenture
: O; C+ |: c5 E1 E6 c) VDebt" P8 o+ g( Z, G9 r
Deferral) y4 }, V! w/ l G! U: I: o
Defined benefit pension plan
; W/ A2 `3 e/ e: c& O# VDefined contribution pension plan1 W# M0 Y) Q; }& b: M
Discount1 j) ~" j* r# H- o- \' A
Discounted Pricing for Large Accounts
+ H+ N- S) o) gDistribution History8 i# q! i+ W W6 R
Distributions
. X8 Q: C I6 s" l7 K% w; JDiversification
R; h" a/ l+ y% Z$ ^Dividend6 @" E( o" G* Z6 S% a
Dividend fund
" x; G/ ?+ M G9 R$ ~ b2 xDividend tax credit
4 `( M) r+ R+ l7 nDollar-cost averaging4 p/ G* C3 u' Y9 t: g& S$ a
Dow Jones Industrial Average (DJIA)6 z. @% L9 q, D
Downside Volatility
: u4 i. q) Y+ F( ?DPSP (Deferred Profit Sharing Plan)
) R4 F: j) e9 h2 pEarnings estimates ~* {3 b* Q* A1 G
Earnings Per Share1 T5 s8 M ]) \4 z8 w9 L! T! B4 [* x
Earnings statement
$ R5 b* t# y* l- CEducational Assistance Payment (EAP)# D, q. w1 K# \% h
Education Savings Plan
9 Y& C2 F- ?0 eEmerging Markets
7 m4 z) i) B$ r2 c, r. v fEquities (Stocks) 1 g, E6 n( Q6 a0 F; M" T
Equity fund
5 P' h$ p2 q; ~0 p: ], o* YFair market value) w* p! ^5 g. X& X$ Z: {5 W
Family RESP. ~: V. N: ?9 z0 d& h( [0 b
Fixed-Income Securities3 A* L, K% l$ y( W- L9 `# v" G
Front-end load5 @. F9 n" X9 H5 b* r$ Q
Fundamental analysis0 b/ Z% x2 U2 R; \& v
Fund Number% |; t* E: W/ N9 {$ Y
Futures
& X8 B% P: K+ a2 Q4 wGARP
! s$ Y$ U6 L. {8 P: ?$ cGrant Contribution Room
9 _2 ]) e+ v o& {/ g$ A! T% DGroup RESP. p/ |+ p! \6 [$ ]% f
Growth funds
1 e$ J' a! z9 X) \- z2 JHedge# ]" \- |! F5 U, Y- T6 F
HRDC
5 j3 T/ V6 ~: |1 g% qHurdle Rate. w% s4 O, Z9 n! [# K9 Q# c
Income Distribution; K* ]" W6 s0 c- G' s: } Z8 N
Income funds # ?; @8 w8 }, r0 W. P$ T
Index* @+ a% k* f- x
Index fund* B r* `2 C5 Q9 V5 p6 \; [ o" ]9 Z
Inflation
5 ~( [4 p Q! L/ o2 JInformation Ratio . d& ~3 d) _9 Q' n6 V
Interest $ T. ]( k3 F" v; b
International fund
; z1 H; G# _' ~4 L/ M1 j$ c3 VInvestment advisor
* @5 Z9 ~3 a. p: P" uInvestment Funds Institute of Canada (IFIC)
7 y8 _1 L" U/ I% a0 H6 cLeveraging3 r/ `" R0 W% \& t: `$ Q- g9 x% k
Liquid . |* S, f% N; u* V" o" C# x( {$ g
Load 1 ]& p. O' `) x
Long Term Bond- `2 n* W9 w: n
Low Load (LL) sales option5 X$ R9 |, Y+ u* F8 N9 \$ c
Management expense ratio: u& D M1 R r6 d" R) O4 N& e
Management Fee
& w+ E" w8 ?8 \Market Value of a Mutual Fund
% Y4 D& x: t# z9 U' \Maturity
- v: `& ^3 P4 iMid-cap# f4 w7 f& @+ m: V$ J/ R; o
Money market fund
3 j2 F9 j: s/ x$ \/ BMoney Market Instruments5 O+ B' a" M* a0 ?2 w! L3 N
Moving Averages) }- c% ?. j: j8 a' W: h
Mutual Fund6 e5 T1 a* b# s# A
NASDAQ
( L w3 x& p" Q' R$ W& b; _/ LNAVPU' a. u2 n2 ~9 I1 W1 u( }+ v t/ L5 d/ W2 T8 J
Net Asset Value
6 U! f' T' y' r" kNo Load4 u1 j1 G# K, H- T+ V) j
Open-end fund
# s' r7 S: N% |Options
. q, A. \# K u1 wPension plan, f$ H. s3 Y$ a8 V! B9 ]
Pension adjustment; j1 a; Q& q( v+ y) n
Portfolio; o/ t; }1 S2 _ X
PortfolioPro. w% q$ s5 x; S& g0 w4 U6 z9 K+ h
Post Secondary Education Payment: I6 [' a7 r4 N! R: M! A9 H5 C
Promoter# j9 _' v( g& N8 }( K6 ?# e% q' a1 E) B
Premium
$ L7 o. K) G/ l8 \- G! VPrice-Earnings Ratio
$ F l9 Q/ m! i* A3 O! K( NPrincipal
. I% V3 [5 v" \Prospectus
a9 j* @2 N$ g: D* O0 {3 sQuartile Ranking
8 G3 G3 k" j7 T: `3 c; }$ |: t+ WRegistered Education Savings Plan (RESP)% U; c% b' o+ m$ b0 R& Y8 ?
RRIF (Registered Retirement Income Fund)
' ~ ^- v8 C2 vRRSP (Registered Retirement Savings Plan)
' B! X. C: E" @1 nRecession
9 b* m! e4 j- |* B# [; cRelative Volatility# Z6 {5 M# \+ U/ o
Return
! Y9 Y9 z- o1 g0 ]1 |; aRisk $ [. Q3 H# X0 g4 a! H# f" z9 u
Russell 2000 Index
2 m& _, D) i% \5 Q# U' |5 D; x, jR-squared2 n( ~, Z. I: w$ C
Sales charge
9 K9 z/ y# b. ? H* \& k9 y _Sector Fund + c- |# |( M8 \" m# V+ c* E
Securities
6 B x9 h) O* MSecurities Act
* g% D4 ]3 l: n8 MSharpe Ratio
K- x. [& ^' x6 ^- SSimplified prospectus; ?9 I" X$ k4 o# I; u9 L% o+ C
Sortino Ratio) y" L% m0 W" _' J, k4 {1 {, s
Specialty fund
3 [ l! i8 s6 y5 S- _; m0 C$ nStandard and Poors 500 (S&P 500)6 h% Q+ B, Y1 j% _0 S! K+ `
Standard Deviation : T% J, ^$ e5 L/ I7 y
Subscriber
7 j$ S C4 N6 p/ T$ Q1 s# xTax credit
% @$ N6 {$ D% C1 G8 I$ l p# }Tax deduction! T2 |/ `* T$ x
Top Holdings
6 r; h: R( F$ `8 `Top-down investing
1 H& T& b8 V0 WTransfer Fee3 j* d9 N; P1 `
Treasury bills (T-bills)
! {% Q8 [3 X0 x) p6 Y9 gTrust # |- a1 M r" `' L( l
Trustee
- ^% V& d, k9 WTurnover ratio
- B) A5 k, q3 x4 h3 e8 HUnassisted Capital
* ?1 Y; d( _; N7 h, n* XUnderwriter
; S/ {6 e& L; S- E" i$ mUnit trust4 V/ L2 `) V) b6 G# N
Value funds
+ @% U% _9 q9 O: x. e3 b# bVesting+ W2 F) f5 D$ z; P7 \+ ^
Volatility
- C- Z0 ]1 N2 A3 V: SVolume 3 d6 B0 u. N* e+ g& ~# { L# I* t
Warrant
/ R. w O% e9 uYield$ U: p9 i" }3 }4 |3 E0 O) E. L' _
Yield curve
0 T& _9 P) i4 L, l0 r5 NYield 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
