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Account Type
% a8 |/ I! L; b9 P. Y tAccrued interest
2 `- M8 j: `) I9 o0 U4 pAccumulation 3 O; y: O) ~ b
Accumulation plan R. y u: w/ U7 n6 I4 h4 L
Active management0 g7 _# i5 o/ b T* o6 c
Aggressive growth fund . a3 l) n# { F3 \
Alpha
" L8 {9 }- _- n2 TAmount recognized
6 K" V& @; i( o& D) M# o$ h8 oAnalyst 6 `6 y6 B. Q3 _4 A3 Q" P* I
Annual effective yield ! l# Y& S& m! W# ]9 o- _- Q
Annual Maximum Payment Amount
1 G; e" A9 w$ E N5 U" c* KAnnual Minimum Payment Amount
1 D2 p8 H1 \1 ^) Y3 Y$ @0 I) cAnnual report
" U% q; h: V+ m- M, k! KAnnual Return+ l5 p$ J* I4 K( z& J4 W$ i
Annualize
7 L. o( Z5 \$ uAnnuitant
" }2 B% \7 {5 EAnnuity
; H; \4 s2 }: Y( z) E+ xAppreciation
% R- X5 T/ k# XAssets , G6 C3 H: G, A* Q
Asset Mix $ T0 @) C( j/ n7 W1 E3 N4 v, z
Asset allocation
/ k+ p- P4 g# dAsset allocation fund
: ], T5 q3 d- ?% A vAsset classes
) }- v/ F/ S. K9 W0 vAssisted Capital
( b2 C. n! e! P3 n# K3 LAutomatic Conversion
: v: L- M6 \" M# X$ w2 d; EAutomatic reinvestment S; F! Z0 ?9 r1 L/ e" A1 ?
Average Annual Compound Rate of Return
4 L. o' V, J' L: q7 o5 mAverage Cost per Unit/Share1 @0 i7 u; l. z: ]( x# u
Average maturity% {8 J7 G; L9 H& d% G- t7 c7 o! [
Back-end load
. }) H/ \0 w2 ?; g) OBalanced fund
3 A ^3 D" N! U3 c7 ^7 X, jBalance sheet
9 n2 M4 [$ X6 m& d/ h5 t: f9 o# d6 zBank rate
6 i7 B4 H. V, L3 iBasis Point 6 G+ s! w5 O/ r* ~ Q- I
Bear market2 K& {/ P4 F/ s* u
Beneficiary
& i& J7 @& T( `5 N, oBeta
+ e8 A$ n; E( {1 QBlue Chip ! G9 z! ?1 R6 E d
Bond
: A8 J# z5 D: `# i/ l9 V) s; zBond fund
9 L/ h% o6 i8 @Book value 8 }7 b/ a" I* x3 ^
Bottom-up investing : N8 W8 P/ |- J, I- a0 R3 U
Broker/ a) j0 l9 c; a+ x' c, s7 M3 P
Bull market& o$ n0 G& _& B9 i% s
Capital ! `: V, {4 J" F) G
Capital Gains; G7 X4 W8 n3 D. h3 H- g
Capital loss . K; O% g, z2 f1 k+ w- z. p$ p) t
Closed-end fund
; U1 Z" I4 ?' U* uCompounding " T% ]. T/ M( G" k+ n! a
Currency Risk - n# r" E1 d$ n9 h) Z3 P" Z2 _
Current yield
z: H+ Q. {0 o6 ACustodian 8 i* C! @& s3 ^+ P3 ~9 Z, O
Debenture( [' v N5 ]% V, ^* ^
Debt
: } y+ N! O/ kDeferral9 o! o# @# {! m7 _; D: H" Z
Defined benefit pension plan$ ~; R( L7 @) d$ o9 Q
Defined contribution pension plan" C/ [* S, @7 J( E5 _ X
Discount9 B8 v0 K' f2 ^2 N ^1 p7 C
Discounted Pricing for Large Accounts
" K9 e. m3 t) oDistribution History K. Z+ J8 |; d0 l$ T9 i
Distributions
0 z" B4 r- l0 m& n& L( SDiversification
* r& R4 A- y. N! g' {Dividend
: P* E1 D7 J# y7 PDividend fund
! c U6 q8 A7 H2 _7 ?: o9 CDividend tax credit
2 J5 w7 ^# X8 @Dollar-cost averaging- ?' g$ r* ?' a& P3 ~& l2 N
Dow Jones Industrial Average (DJIA)8 I1 a- ?7 H' U6 m" m$ ^; {9 f- ]/ y+ V
Downside Volatility
( T3 }8 ~( w3 lDPSP (Deferred Profit Sharing Plan)
5 y- L$ Q4 Z6 n& Y* MEarnings estimates* C! M6 d% z/ g/ s3 x) w; G& \
Earnings Per Share( k. |" I0 D4 ]0 K" S
Earnings statement
P4 `) K/ T7 Y! Y/ }6 qEducational Assistance Payment (EAP)" G* p1 C8 v' a$ D" `9 A: Z T
Education Savings Plan5 c2 ]5 F4 G. i- G, W5 f; U! q$ ~3 l
Emerging Markets
% a- W. p. ?, ]" n- n' hEquities (Stocks)
/ A+ Z4 H3 ~9 w9 |, Q) ^! g6 P+ r& iEquity fund
1 y0 [$ D7 s8 `: U) IFair market value
) @! `: I. p) d' K! M5 PFamily RESP
: X" w1 {" i8 ~3 `Fixed-Income Securities% e$ c; d2 x( ?6 t" C
Front-end load
) z* K8 Q8 J! i5 }Fundamental analysis
* G$ ]% S' T3 R* aFund Number- [2 m7 m% |! N A
Futures
, q( @9 N+ w4 w/ G0 YGARP
# R6 S$ |" J, K# K& O8 W/ L! GGrant Contribution Room
7 K, v; l/ ]- v aGroup RESP
4 c3 Y! m% v% e/ q+ HGrowth funds
6 X# { R! n$ \ G9 g: GHedge% y% `( u/ ?/ P' @! q* K
HRDC" I* n) ? {- {( M P- z' c
Hurdle Rate% Z G/ Q2 F. M" C
Income Distribution
' s2 i3 t5 a1 f. ^& S) a7 J1 U9 p8 k2 |Income funds $ |$ Y% |) M$ L( H- V* R
Index
2 C+ `3 O( \7 |5 w6 E7 rIndex fund
) g. R7 ]# ~; V5 K' f0 y- wInflation
! u/ X3 A, J$ |Information Ratio
4 ^: ?, c# k/ _. }Interest 8 \* ?1 F, m8 o
International fund
4 v* W$ ]/ f: Q- ^' DInvestment advisor( ]/ E+ ]1 M9 F* P( c
Investment Funds Institute of Canada (IFIC)
# g: _9 A3 b! x. E1 D# kLeveraging
# h' G+ B6 z& B7 XLiquid
; @& s L7 d5 g5 G0 L1 p! LLoad
/ r9 v5 q8 |/ `. RLong Term Bond+ y$ b3 e# p: J
Low Load (LL) sales option
, k. D. @( {3 A3 z/ r! P5 q! x/ @' EManagement expense ratio% k# _1 m7 P: {# l
Management Fee
) D, p$ x; m( C1 |* h' {2 x% c% HMarket Value of a Mutual Fund
3 T9 a3 N+ w3 n9 kMaturity7 i6 h$ T8 N( O+ }% Q! ]6 s
Mid-cap1 U) t# ~4 [' p2 l
Money market fund
- H$ _& [. J# I4 z% Y- Z& f" NMoney Market Instruments
( d# F" v; z$ i% `+ \0 } ^Moving Averages9 p$ r' a+ h8 S% p
Mutual Fund
/ A: y; {' f2 x' JNASDAQ
1 x+ L/ H0 E5 u' q* CNAVPU) }$ t1 j8 i0 S, [4 i. i
Net Asset Value
, r4 s1 \* a) X3 g$ kNo Load
" `& \% `9 }+ r3 u; q( O$ qOpen-end fund& S4 d/ i1 A" s! S' F3 ?
Options
2 W; s* R0 k* B5 U( d ^Pension plan
) X2 d; L) A( @+ ^Pension adjustment5 R4 D+ [+ ~: {& \
Portfolio9 ]5 Q0 Q8 ~3 _) N
PortfolioPro
* d* \/ R& X8 i: {7 X' tPost Secondary Education Payment: ^ O2 x6 \4 k' R, K6 E8 W
Promoter
' ~* c, q3 ]: v9 s ~" B: oPremium% }% _" @" d, C1 c
Price-Earnings Ratio
9 H C l5 r& {3 s2 X* wPrincipal
9 e1 R$ ~0 H0 Z9 t/ |, x# mProspectus
! u( n( Y+ M, x6 sQuartile Ranking! |% G3 c. o' w7 f$ }/ N+ ]3 h
Registered Education Savings Plan (RESP)% z# Z" s" T+ f0 t0 n) h' w
RRIF (Registered Retirement Income Fund)
5 m/ Z! u$ _$ F5 c" pRRSP (Registered Retirement Savings Plan) " H! C( o$ a# Y8 r8 _. d
Recession
6 v$ y) H& T$ q1 wRelative Volatility, n) z2 `8 l) ]8 z& i
Return
~; L( t4 v% j3 Y% ~0 qRisk 0 }2 D0 j- F/ _( Y. ?
Russell 2000 Index
8 A' E& d. }* a' JR-squared
. M9 U( R: Q& n' c5 [1 m2 W; [Sales charge
* `7 o2 }& i: p5 f' hSector Fund
* W9 T6 l4 N. BSecurities2 }2 O4 \% D6 a% g
Securities Act& X( y9 Q& q) [/ } b
Sharpe Ratio; j& W5 {1 r- T3 w5 F& Q
Simplified prospectus6 y- |) r/ S4 ~2 B2 r
Sortino Ratio" V2 o$ {% L6 O+ W
Specialty fund
3 _2 J8 [/ N# X/ I" o. N3 XStandard and Poors 500 (S&P 500)3 k; w8 [8 F$ P- K
Standard Deviation ' {* O" O" Y# l
Subscriber
$ m2 h6 S- h' ?( }$ j) J) N; hTax credit0 y6 u% E6 m" L% i7 `
Tax deduction
- Z' g8 \5 {# F: ?Top Holdings* t; O& X) c4 u: P. c& n3 y
Top-down investing
, g0 ?: h8 ^3 h2 yTransfer Fee
4 N2 y) N% P$ W( ~) \Treasury bills (T-bills)
% Z* I8 `1 N0 I4 s- n' e$ h; v# bTrust 6 q2 D9 x( B" N1 |" E
Trustee
) X# f7 Y4 f8 W8 Q* YTurnover ratio + E$ _/ K2 p3 _6 X1 ^) d: x
Unassisted Capital
( x$ u8 p, M; m% t3 z: V; T- gUnderwriter
- @, Z, E7 D+ I F$ M) tUnit trust
) Z9 P+ w3 e. ]! g! OValue funds
+ p3 K1 n* S8 ~7 uVesting8 Z) X8 S' h: z
Volatility$ R1 v: s3 H( M2 E+ r
Volume : Y- h. v/ h, w7 `! w* `/ a D8 Z
Warrant
1 L- w4 S$ q3 ]Yield% O' _9 t% \+ W
Yield curve
; S0 K2 V& L. |0 V2 v* B UYield 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
