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Account Type
^. i( U" _, E+ }$ u5 vAccrued interest/ c% Z% O. k5 v, q( e2 X' J9 s; a
Accumulation
( b( k7 r, p/ eAccumulation plan2 ` {! [) _2 m- o6 F
Active management. h v9 l. H, a: w- F
Aggressive growth fund
4 J1 _& p6 `1 V0 }; q9 M) v `Alpha
/ B- F; j3 n W8 XAmount recognized ! H/ F0 Q% r1 I8 m
Analyst
y/ d/ R/ }* n/ M& F' C% v5 Q* oAnnual effective yield
7 c) ?2 ?2 N8 @6 h. h: u- IAnnual Maximum Payment Amount; z! P3 }0 s. n- V! j" P
Annual Minimum Payment Amount
: k( ~" s/ Y0 [" v VAnnual report 1 x% ? W# B% Y. P F2 F8 O
Annual Return
3 q0 t/ y( n+ A4 j& DAnnualize 2 n0 ?. N! w- M- {0 ^5 I* h* ^- W
Annuitant 3 N& D$ S( C; o6 p" Z+ v" J
Annuity
3 [ H9 c7 s! BAppreciation2 n' q8 U' m( |1 n! R
Assets 4 j# K6 w' D. @, e' U% f8 F# q$ K0 @
Asset Mix
+ ]* \( {( r" W- e! QAsset allocation ' k( q: g) W7 r+ W" A
Asset allocation fund 2 h4 k7 q- r5 L N k& a i! W4 r8 F
Asset classes
1 u2 I$ i3 i: O( n9 Z; `' hAssisted Capital 2 x x- F& A6 U" k& |
Automatic Conversion
" Q J$ ~( ?$ Z% [1 C" WAutomatic reinvestment6 U0 f, _1 w! G9 N8 k
Average Annual Compound Rate of Return ' `- {5 f$ P, S2 d& B
Average Cost per Unit/Share @: A1 t/ u" k" N- ?* B' [- _
Average maturity
5 o/ H R5 R# A, D; u9 a a& IBack-end load 0 d- K% [3 V8 K/ ~
Balanced fund # x* s( F7 E: I8 N5 d0 V
Balance sheet * v% c4 n" h" X
Bank rate0 K9 q: V& k4 I' g% @0 g
Basis Point
, g3 v6 I4 r, ?2 OBear market9 e+ ?# _, H! \" f: T
Beneficiary
2 q) z5 w' O, u5 hBeta
+ E- I2 n8 \; h7 @2 gBlue Chip - q; H7 `3 W1 f( a
Bond . z& N# p: |0 a! [* t6 Z; r
Bond fund
! J6 G: s% Q: w3 DBook value & w: H5 y: V5 M; U& `
Bottom-up investing , Q; B% q" C/ I" z; I j. q
Broker8 E* H* ?# i4 j$ P( P2 o
Bull market, ?- \+ I- i$ c
Capital & e- R# Z7 G# i- A2 Z
Capital Gains& u1 G! s: {% _* X% d2 i
Capital loss . C3 ]: S' e! N/ o) E! B8 D$ N. G
Closed-end fund
4 R7 D- z1 v+ T1 w3 P$ b vCompounding 2 w& O5 t* X: G% g4 r7 b
Currency Risk
' b. X" z& X3 b3 ?& p1 t4 G; |Current yield / p+ C3 s& @. P) O' y" B$ T
Custodian 1 X9 v: _ D) k8 u
Debenture
- G# r0 A# ^% r9 d0 F; v1 w; S: QDebt
p2 [* V3 r! S2 ZDeferral7 y. N3 J9 E; @( F! ?6 J
Defined benefit pension plan
/ [% |0 }7 L* L- K {, ^Defined contribution pension plan
* @! U* n/ A5 {; J2 m. d& I4 A& fDiscount: _" b9 A2 ^; E/ }. x6 [8 V& A
Discounted Pricing for Large Accounts
" e i' j3 a1 d/ V, mDistribution History
1 o. g( w; c+ `Distributions
2 t: [4 x; m s/ ~& VDiversification
& v; e# L8 u0 l* [8 K0 @Dividend
( p& E2 m/ Z, K# b4 EDividend fund
+ M. z# i7 E4 H- Q: A4 p3 wDividend tax credit
( o3 G' Q$ |; u DDollar-cost averaging
2 G9 C3 T$ w3 D" C0 i/ F) lDow Jones Industrial Average (DJIA)
* C( H0 V8 Z+ f" h' e) W+ b1 I+ Z* `Downside Volatility4 {% U" r/ t" f/ @+ x8 w( F @
DPSP (Deferred Profit Sharing Plan)
4 i2 K* U9 l8 y H2 l5 r# e, VEarnings estimates
( Q6 ?7 h; W" t3 M( t3 `Earnings Per Share( F. u5 y5 F% D8 Q2 r8 }( b: \ Q* Q
Earnings statement
! Z7 e8 ^( Z# r6 |. m, g* UEducational Assistance Payment (EAP)
7 x% _6 l( S" dEducation Savings Plan
6 L/ G; R; W2 V/ U. FEmerging Markets
9 f: n, ?: ^1 q- G @Equities (Stocks)
- o% \; P/ F( D1 D: Z+ |+ C3 KEquity fund
4 f" W+ c2 }- ^! g( Z. ?Fair market value
. H) u' `6 E8 z" _% A; j$ PFamily RESP
9 ?0 A, n7 N- ?) q* S4 p3 ]$ }' g* t* @Fixed-Income Securities- G9 P6 X! T1 _* }/ H# P6 B& U
Front-end load; [# C0 C# j4 s3 v- u* N( y
Fundamental analysis% I4 }1 r9 y$ n7 G; L K" X
Fund Number
# L2 t/ [, I. {3 BFutures; x* ?& J3 i9 S' ~
GARP/ F' |! c5 e0 B% S" ]- G
Grant Contribution Room
. [( I& v8 C; K3 {" m/ }Group RESP: S' W0 [" `7 I/ u/ H
Growth funds
' K6 @: g- m! x( a" ~8 AHedge
^7 {6 r z7 z6 j0 zHRDC
8 S" m7 d' B5 |6 LHurdle Rate
$ U7 {* p# x0 _9 ]: z" g: _% LIncome Distribution/ r& {6 m8 h, M7 i
Income funds 6 |6 }8 s! O/ t( a- e. y
Index
! V2 k2 a* G3 m9 s iIndex fund+ v: |9 G& g( r$ b# h5 ?
Inflation
2 y% C% u" F( {( e. QInformation Ratio
/ Q3 |6 O" |9 s4 |2 \' S4 hInterest 0 ^9 m" {/ M1 l+ i% P: S: H C, q6 C
International fund
~4 o, m4 N) \1 _( M! I7 dInvestment advisor& j% A4 q' d. K. c2 Y/ @
Investment Funds Institute of Canada (IFIC)
4 b5 C1 L P& |Leveraging
* q* F8 X" H9 h; ~& a; ALiquid
% r; q, |# ~$ G% P4 `Load
3 g* H S: G$ p. P9 ALong Term Bond9 a: u5 L0 A8 I. X; s- u$ P/ y8 `
Low Load (LL) sales option
! Z" P. C* G$ W" t# \0 j8 nManagement expense ratio; r. ?2 x, I, R
Management Fee
& R% c n" a- M0 ?1 F4 c. Y0 @; NMarket Value of a Mutual Fund
: t8 O. y3 F9 D7 d# W f9 LMaturity
4 H& z, F, `6 T7 W1 G% L& T- ^- u7 jMid-cap
+ }, P; S8 D8 S0 y/ t6 o3 lMoney market fund
! z2 O5 M% _1 @+ F, l" |Money Market Instruments, Y0 [4 T7 \" k3 _5 C; s) S
Moving Averages* B" b+ V8 W% R9 |
Mutual Fund
! A7 e9 ]% O4 Z8 |NASDAQ
, F6 K% a, Y, X7 G: D" {NAVPU! p& G7 o3 A, z% Y* x% a
Net Asset Value
?3 }+ C# a# ?* ^" S( p K" `No Load
* ~! |( l; f* W2 d: |! e3 G/ S {Open-end fund" ~" H, g& |/ B1 H! P
Options: j$ o+ c, ^+ |) t, M' w
Pension plan
5 t- @- i" r& b% h9 YPension adjustment
* H5 H) a! K, |8 Y' @% t! \: xPortfolio
2 N2 O% ]/ T2 W9 d! FPortfolioPro& K( n* u1 w/ F
Post Secondary Education Payment2 M3 ~# A, B9 l# v2 K
Promoter& d% r0 z& @, }
Premium
" X* s/ y5 v( v0 z2 SPrice-Earnings Ratio' t. l+ a8 Z A6 B/ x; I3 ]/ ^4 T
Principal
6 D7 A; r( Y3 G- q/ W# aProspectus$ L6 |0 Z* N* T) h
Quartile Ranking9 G5 O9 V7 {7 N3 W; n4 {- w
Registered Education Savings Plan (RESP)& H; s/ r2 p, u6 V) p# H% `
RRIF (Registered Retirement Income Fund)
- T8 J. k' I4 }' c8 ARRSP (Registered Retirement Savings Plan)
$ z/ L3 C: V# i: C3 ?Recession ]6 Q4 g S. G n
Relative Volatility/ T0 @* G( S8 ?
Return! A# V% f$ i5 W" i
Risk # E) V: e8 I# J: u5 X" x9 K
Russell 2000 Index
# {$ q8 t0 s- }- }R-squared& n" g6 Q: A6 }0 |
Sales charge
5 I8 \$ { z4 |+ w ~! OSector Fund
, f& L. z2 S( w2 r' PSecurities2 o p' i' { X% c/ Q5 Q5 L
Securities Act
. g! j: [. t1 Y mSharpe Ratio
6 i i! i7 _! A; E' p, [Simplified prospectus
* G) v3 I' t4 s6 x7 Q ?Sortino Ratio
4 M& R) C) F. h7 h. M1 vSpecialty fund
& X, ~3 z9 N$ D4 I+ p# ?" {3 g$ s. uStandard and Poors 500 (S&P 500)
! }1 z6 C$ u! n) l( `5 rStandard Deviation 6 j6 x" v% r8 N' g, t0 m! F3 v
Subscriber* ~5 q$ J6 h& n4 D& i( W2 V+ | a& ]& b. ?
Tax credit
$ K8 t9 n/ e3 |( q# ~Tax deduction
( y- Y2 I3 V1 h: PTop Holdings0 ?: v% i3 j) K1 w' f6 R
Top-down investing0 W( _( `5 V$ z4 }3 r4 m( T, W( R
Transfer Fee
& g, x0 L% h* q! q; J# L; `, l3 ITreasury bills (T-bills)
& H& Q( V( D$ e1 u" q( A7 BTrust
( ?5 n& C. {$ S' VTrustee$ V7 E- P7 R7 B2 O" n
Turnover ratio
' m, N( Q. _& k; i+ e% q, O* ZUnassisted Capital) M' _4 ?7 C7 Z* a2 o" j) j4 Q4 f
Underwriter
5 W. u* t1 y- C. _+ `Unit trust
4 i0 G/ [* E: l: g: U& O7 h" o. G' M, B% l8 tValue funds . U4 f# O/ A! D9 K0 c
Vesting
0 b0 |$ a A3 X# @6 u+ M0 AVolatility
) l7 c2 m: `! q4 sVolume
- ^( Q# k# o- O8 e9 ?Warrant" o9 w, y" u' B
Yield6 `; n' U9 u Q5 z- o' V7 x
Yield curve
) f- N. c6 V4 K6 K8 pYield to maturity |
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狗仔卡
发表于 2008-9-22 21:19
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发表于 2008-9-23 23:22
