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Account Type+ K6 t4 t7 ]6 V8 e
Accrued interest
1 m) u% V+ U) \4 ?Accumulation + ^( {8 f& o1 p$ s
Accumulation plan8 f" {$ i0 Z% C
Active management
" z& y; S) ?. p PAggressive growth fund
' h$ o& g: O* H6 Z1 _! R( j( IAlpha
- V. `6 I- S9 CAmount recognized ' J' ?6 W5 W4 @0 n2 R3 f
Analyst 8 U4 a: F/ H! R$ A* s
Annual effective yield
0 {! P6 N. s* @# s. H8 wAnnual Maximum Payment Amount
( }$ t" Z* V# Z$ l7 pAnnual Minimum Payment Amount
; O# }$ _& P3 m6 v7 `. s( pAnnual report
- H3 O9 s: `% P, ?" W6 \Annual Return- E$ ^* R6 t8 n2 O, i
Annualize # L$ d8 j8 O3 M" q' `3 }4 X
Annuitant ; H9 o$ Z" C( [& q7 a
Annuity
; c# n9 C( j5 M! HAppreciation& g2 C- }5 x2 [' ^& F
Assets
$ E% Y' |' Z7 ~- g$ J4 tAsset Mix * X" w, _2 f" B3 g
Asset allocation
+ d2 Z3 S7 }' s* A# U' OAsset allocation fund
5 `4 I* v4 I4 eAsset classes ( U* [; j5 f' u# v! F5 q6 h. k
Assisted Capital 3 Y! m) A5 c6 ^* X. _& [
Automatic Conversion
9 T7 D+ H, |0 k' ]. }- @+ `- _Automatic reinvestment
7 n/ D8 c$ ]/ |, A6 ]$ U# SAverage Annual Compound Rate of Return 6 u. H& i1 ~: x# s( E/ n: N3 Q* I
Average Cost per Unit/Share$ r) L% x+ f! G' i) ~
Average maturity
" T8 }- ?3 F: j. h4 @ SBack-end load / r @- T# `' S8 G7 \5 q' s
Balanced fund
& R. c9 W% _7 C7 t) ZBalance sheet - K1 X( D$ F3 F
Bank rate1 u7 M) V. {3 b' L
Basis Point
* Z+ E$ ~: U# ]5 PBear market4 e# z, U2 i2 X
Beneficiary & ~& Y' {0 F" A8 w) S4 T- l
Beta
+ o. k+ ^% a/ S, t4 DBlue Chip 5 y9 z* e/ |# C; R
Bond
! [/ r; @ O% ^! o5 `1 \Bond fund R3 j, M, v- r9 N0 f; V
Book value
8 r5 Z+ g: [. }! F8 s' dBottom-up investing " q: Q$ h J8 O( p0 \# q5 k
Broker
# Q* _0 r8 w( C; E% S* D u5 o: XBull market
2 g9 U9 E+ L, p& d% |! WCapital
( C/ S- E, x+ r- Q7 c) J+ tCapital Gains
8 l5 X- |0 u0 ^+ K6 H9 UCapital loss
" M/ ?) P0 {& DClosed-end fund
0 B( n: H) I1 p& D& ECompounding
. @$ c8 }$ W: M( q& n4 E6 A! T/ RCurrency Risk
+ F! Q9 d% a! N6 BCurrent yield * J5 p" z8 a. B$ ]
Custodian " ?) j' v# M. x& s* _) @7 O; a* U4 B: h
Debenture4 z! U# ]9 W; m0 \( m8 o7 \
Debt
# V8 o7 H0 s4 a$ G/ FDeferral
3 f4 k; y$ @7 DDefined benefit pension plan
3 d: h1 T1 X% e6 w7 b/ nDefined contribution pension plan
5 s& U1 Q2 X. Z0 MDiscount
8 h3 p( R9 Q1 j ? o) D5 B/ ^& SDiscounted Pricing for Large Accounts
) P0 D4 J( W* g. E! @% hDistribution History* _! u. L" g) j0 l% s7 \. a
Distributions; f( \" f9 X3 N
Diversification
7 T% F K, e! bDividend1 Q8 j) }: T4 z+ c+ X# U$ L
Dividend fund- e& X% ?! Q4 q/ W( E/ v
Dividend tax credit
' h- u9 l1 h; _) RDollar-cost averaging0 _) N3 I% p! H/ ?
Dow Jones Industrial Average (DJIA)
8 Y: S, ^. S! `/ Q0 @) o' Y7 S# JDownside Volatility$ X3 O" i3 P+ V2 }
DPSP (Deferred Profit Sharing Plan)3 _6 X7 @& q4 ^7 t
Earnings estimates, Z& d: K: t" X9 \. W7 U+ u
Earnings Per Share2 d. n, I! v) g# c0 }5 ~
Earnings statement" Y1 Q; b- u' K' V1 N' v1 w
Educational Assistance Payment (EAP)
1 H* w! c" v s) ^7 P! dEducation Savings Plan- N# j3 X/ L) a4 c+ J, q
Emerging Markets
5 t" p3 Q. `+ @" O7 w' [) ~Equities (Stocks)
6 D, V7 ?& y d, zEquity fund
7 u$ m. Q+ g* K% o# H+ M. g0 M% dFair market value
" V, v! k2 g) q5 r4 KFamily RESP
: R: E. f6 a- u# ?# ]: F3 [+ tFixed-Income Securities. S" M. h' }7 d3 g
Front-end load
" U/ f9 y/ N& Y. x5 O7 QFundamental analysis/ w8 U4 t7 w; g* @8 c0 d
Fund Number
) H5 o# o1 Q- l! D5 G6 \Futures6 t; @9 r# I9 C% c1 o# }# c
GARP1 W! q, s D t* l5 K; R0 s4 H4 y- X/ v
Grant Contribution Room( f# ~3 O: ~- R' \" D; [- n; v) a
Group RESP
& y/ H7 Y8 ?4 c: P L% d8 r8 YGrowth funds 5 q% H' [$ a* b, s
Hedge
! x' V \$ Y; l& n: DHRDC2 ~( n9 Z7 w5 S" R7 s9 h: G, F6 v
Hurdle Rate
1 F* R, X7 H( a, GIncome Distribution
; L- T" g ~3 z5 o& {, G! u qIncome funds
- i1 u9 m/ Y* AIndex
1 ?9 a! J- L7 ~Index fund) m# O F4 m( [( v% L" x: }
Inflation ! w2 V& {+ i8 |. @) f5 a
Information Ratio
' [& j. n& w: W* f6 UInterest : X! Q6 _8 I9 _9 U
International fund
3 i* Y5 m: p* Q( x: GInvestment advisor$ w/ P% N+ f5 l. L; w
Investment Funds Institute of Canada (IFIC) " v- i7 c! Y, [( r8 }
Leveraging- d3 G5 s5 J8 ~& A
Liquid
8 r3 W, J" h3 l% n! a& bLoad
9 `: c# }" ]* Y1 K& N/ K& RLong Term Bond
% [' j7 Z+ |1 B3 eLow Load (LL) sales option; V# U9 \, Y/ s
Management expense ratio+ u& `: S& P! P# d2 k4 L4 u7 v
Management Fee6 I, i* @) s2 c$ D" A
Market Value of a Mutual Fund2 s( l# o5 S$ }# t" i
Maturity0 Q+ {" a: c! t/ x
Mid-cap
8 l$ @& m9 X' u- z8 a- B: LMoney market fund
/ b0 g# ^/ M0 M9 L/ y0 x. Q' |3 MMoney Market Instruments
2 |/ n% B& `3 D. ZMoving Averages
+ x Q- d, A9 S( H! B- KMutual Fund3 }) u2 J# s/ J9 }
NASDAQ) i3 X; y8 a. h% f) z: p8 [1 |
NAVPU" w3 P8 k' c9 c9 g: q- j$ T
Net Asset Value
3 D9 @% B/ V" \: N) g% |No Load# h) t: w: }( s. ]# I
Open-end fund3 N9 e, q2 D3 i9 ~% m
Options
+ i& z1 M4 F3 [Pension plan
. j) y# V- B9 K; z3 uPension adjustment
2 f, F- K/ v; h' WPortfolio" I7 K7 e: t1 Z2 _" H9 z4 |
PortfolioPro
) K; k# r/ C) ?% ePost Secondary Education Payment2 o. ], [& U- B4 J+ x
Promoter
, n/ M( p+ Y- N3 ]Premium1 N% S1 y3 l3 G) ~) g0 y6 s
Price-Earnings Ratio: _+ |1 X, M: Y: x3 n
Principal. f" X5 A% S+ T0 n* B3 [) I. Y: y
Prospectus( ]7 d, y6 ~+ d+ h( m5 A3 X
Quartile Ranking1 t2 d/ K7 E; R! r: Q
Registered Education Savings Plan (RESP)2 _ v: ~; H# j" }8 I7 [1 F$ I% y. G
RRIF (Registered Retirement Income Fund)
6 N2 |" O+ g) {) u3 S+ dRRSP (Registered Retirement Savings Plan)
. G. M0 I. U* {" IRecession+ E" _1 G/ j/ X
Relative Volatility
4 t! S4 L! A6 r; IReturn- {; ]. ~! Q6 p( v" U
Risk
9 D$ _$ P5 [+ U+ {) QRussell 2000 Index $ q/ f' W- x" L& N' F
R-squared
6 p& g! b6 }3 bSales charge5 i" j5 z* B: i; ~/ w
Sector Fund
8 B. G8 p) \1 Y% ?Securities
7 u+ g3 \$ H1 X% s) K- ?* r/ NSecurities Act: E) q9 F. H w( H- s/ V( X
Sharpe Ratio( p0 U; ?7 t& _; b2 ]
Simplified prospectus2 p8 l6 D; s% [* P' O
Sortino Ratio
6 ~& Q$ `! l3 D( w% ]) q$ y) SSpecialty fund% i T) Y+ o0 ~. M
Standard and Poors 500 (S&P 500)/ y9 w! a$ {) R
Standard Deviation / X% r# ^" I+ ?6 f$ k
Subscriber
$ |! i7 W8 p! i4 g. l; Z8 vTax credit' C3 n6 F1 B w( T. ^
Tax deduction- s* j- \8 Y/ `! J' l2 W$ h
Top Holdings
$ B* O5 M; T+ t" x5 o2 CTop-down investing) R5 v/ r W( _6 I& z6 U
Transfer Fee) F: v. ~& n, n! q! w/ m
Treasury bills (T-bills) 4 M2 r% R% S3 H) ~, E
Trust 9 r' v9 i1 K' J: v2 `- Y$ w7 A* E
Trustee& b% v* d) r" Y
Turnover ratio
4 {- m+ c3 T$ l2 [Unassisted Capital" k5 ]: j @( L; ]- I+ n
Underwriter
) n% G/ w* `9 {# AUnit trust
R! G8 ?3 [: T0 r% _Value funds
# y9 _; ?1 W0 PVesting0 L, o$ T/ s! {/ ~5 W
Volatility
# `0 T8 w1 Z% ]+ _' U9 J9 hVolume
+ z5 @- n' x: V$ a% E7 ]Warrant
' \: P) N2 l1 M* e: ~Yield
4 `6 z& ]8 \0 N4 i6 sYield curve
- H8 b f; W8 g, F& n2 oYield to maturity |
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