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Account Type
) [0 W5 j L: B. Y, y7 iAccrued interest
5 X4 j2 Y" }& |1 @8 X9 u V8 n2 @5 DAccumulation
: k! \' e, W6 ]5 J' wAccumulation plan4 a# I9 u$ R" F; r+ L
Active management
; W8 h, o( F" F" x6 g8 CAggressive growth fund ) s% \& \& q, _$ [% O* G
Alpha$ b f, U& ~1 w8 i. m, P
Amount recognized ) X0 V* c; Q' A" F) b$ ~2 {8 e9 y" G
Analyst % |& N% B$ h6 h, t% Y
Annual effective yield
9 f- a! y' L. wAnnual Maximum Payment Amount* G/ j' k' N+ T) |5 _# [) \" ]
Annual Minimum Payment Amount
6 H/ ] X6 b$ G( Z, HAnnual report
, @" [' u, a% _- z+ L; F* OAnnual Return% B' K* a, p; `8 ]+ i, a! X7 T
Annualize ; i; N* M' k$ E
Annuitant
, j3 U7 k+ A: {$ zAnnuity & C9 `4 x% r! M, O5 K
Appreciation
6 j( Y) ~, B7 K7 FAssets
* t, K( m6 y6 ~& h8 cAsset Mix 7 `& E4 N- @( Z+ @6 g: V
Asset allocation
# h& t$ B5 v; `" IAsset allocation fund
6 [7 F- M0 ]8 K' GAsset classes ( e6 x# S! C; R& W# [
Assisted Capital
( g6 L) W0 g- T3 j3 nAutomatic Conversion
4 `9 j( b( [+ u6 @# g! xAutomatic reinvestment
) D: {9 J* m/ @4 n8 o3 ]Average Annual Compound Rate of Return
8 S: g1 \5 e* c+ U! A2 \: GAverage Cost per Unit/Share
7 m, X- y) N/ A. QAverage maturity
, z" L, {0 l6 ABack-end load
0 ^. }/ j& n: n/ d# FBalanced fund & ^) t1 T. E; {: `$ ^5 P
Balance sheet
; b, Q. b2 `. O7 ^1 g$ c2 oBank rate
% A+ x* F7 D5 F' J/ ~Basis Point
5 r2 A5 L8 \8 Y O/ g: }Bear market
( R3 H5 g, p& A+ \: ~: U# uBeneficiary
* f {6 m1 E/ `- Z5 ^# ]7 HBeta( Q, m2 I' s* e, X* B7 F" M
Blue Chip
+ q+ q# Y2 D yBond , Z% M# Q/ k3 M, H1 S
Bond fund
' H1 r. K4 Z3 y2 O, UBook value
/ U* u5 W+ S. h; g$ X3 q+ ^; NBottom-up investing ' W( ]7 E* M# n7 j
Broker1 ]2 B( m& E' e0 ~+ V+ v8 E
Bull market: g( _: G' c+ A5 d9 a& B8 U
Capital 8 u! k {, p# {2 x7 t9 U
Capital Gains
: P& A# g' c3 ?( G1 PCapital loss 6 }% b. P0 l# u5 ?& R _
Closed-end fund & j4 {4 ?5 |1 [& o; ?: r
Compounding ' j) L- y$ G* k( P4 O% S' h8 L
Currency Risk
. r! @$ N( C7 G( KCurrent yield
9 V6 d; U9 q8 r. X9 p7 @Custodian
^) x' T2 b) u8 ~% z1 B7 Q' pDebenture# q" i+ g4 U0 @5 b3 T# Y, U
Debt$ Q( Z" O8 {+ a! _) a, I* i4 i& x
Deferral
7 Q. g) J5 @4 CDefined benefit pension plan
4 s7 k4 I; j* xDefined contribution pension plan0 |& a* A, S0 p* |# |7 R0 @/ ?- H
Discount2 X% n( E/ k5 H: Z' g; M4 ]
Discounted Pricing for Large Accounts/ e2 { {3 p2 F; u% d' Y. D
Distribution History9 w6 _/ _; t4 l& [% p
Distributions' `0 g! q0 y! c5 H: W7 v' I8 x
Diversification
, z2 Y$ u! g/ i. hDividend
5 Y* L6 F3 Z% NDividend fund5 p' A* q* w& R+ T2 Y
Dividend tax credit
" k: f* t3 C$ r. _+ d4 n2 h1 LDollar-cost averaging* _* g+ @6 X, L1 f, z
Dow Jones Industrial Average (DJIA)
8 E* a+ \; q9 i! u$ HDownside Volatility7 g2 z* |$ g1 P2 A! H# c
DPSP (Deferred Profit Sharing Plan)+ X( |5 s5 K. r
Earnings estimates' a" \5 t0 D4 i+ J( j8 A# m
Earnings Per Share
# x0 ^6 t; b/ b7 O; N: X! _. ZEarnings statement
0 D G4 l" S6 z7 K( l9 MEducational Assistance Payment (EAP)
0 b5 Y( c- m6 I* T2 r l) D* L Z! uEducation Savings Plan
' ]/ o5 r( h6 ^* k/ z6 m1 B( P9 aEmerging Markets
; d# W) L' B3 k; @6 O% `0 \Equities (Stocks) 8 y( f" a4 c6 o" `5 y7 Z# r
Equity fund( J7 b/ m8 [6 i1 h* V
Fair market value' a* j+ L' O$ r+ A& v
Family RESP
% ~- C4 T& k% T" b3 S4 d, s1 vFixed-Income Securities3 J* A3 U' v& ?1 ?( D$ Y" O' B
Front-end load
7 ?. j. o6 M; q6 S( C% A( Z! lFundamental analysis; W/ J# ?5 f- M4 X. u+ W% v, ?6 m" c
Fund Number
6 _( R8 d$ y% Q( zFutures
# E E% K0 I- g/ t) u* x8 YGARP2 y4 {# Y4 t8 f3 K8 t2 F% C
Grant Contribution Room
9 z4 U- n% p* [9 L+ b) ZGroup RESP$ ^, E5 C; B( Y; ?* u% O3 n- O
Growth funds
( g, Z' [1 d, p9 F) zHedge% f( E/ S: j5 y) C5 s4 ?& {+ q* c- m
HRDC
8 N2 t: l' T( C% A; c/ _! k$ FHurdle Rate a' ?- F( ?7 j6 L3 V. o3 p
Income Distribution
) U1 b$ X1 ?: k3 \0 ~7 f/ N+ DIncome funds
/ ]. V5 v6 }5 B, `Index0 J- Q8 I. Y+ o! Z- ?, e
Index fund: h' B3 B7 e2 Y- U( e: _: _
Inflation 2 ]( T6 E' c3 R7 D5 d* L* U
Information Ratio 6 N8 w4 X( E, k; w
Interest % \ j+ U# L* Z, T
International fund
/ n% ]7 |4 N4 J1 |' W( }Investment advisor
- J2 i6 x7 ]8 X# K/ g3 eInvestment Funds Institute of Canada (IFIC)
( V, J- @8 E+ Q$ Q# V: qLeveraging
$ \* U$ G* w6 V( }/ e" j9 ]! ILiquid 9 H2 `! X% t5 O3 n9 n8 f' P
Load
% R: y3 m$ U. T1 `Long Term Bond
( t0 H }' { J% I" `Low Load (LL) sales option
) v6 q7 [- C0 }4 Y3 O4 a$ h- S+ QManagement expense ratio
' \0 e x2 n N* ~* i* WManagement Fee
; ~" p7 i; h: _Market Value of a Mutual Fund
0 w8 w7 C& U+ JMaturity
4 f0 \; d4 T4 @/ K4 k% V# S! D* ~Mid-cap4 x! y% V* i$ s1 M0 s$ r
Money market fund) \6 r# C( P: c+ l( W W
Money Market Instruments& [2 o I/ M- f
Moving Averages
' ^ s$ T3 J! yMutual Fund$ M k3 w0 p1 T6 W2 j! _
NASDAQ; D2 y4 N" _1 [% f9 M, |
NAVPU
2 d& I$ ` {) | I! O% [% yNet Asset Value2 x( ~7 u- }0 N$ i
No Load$ c. C/ i# T1 y1 I
Open-end fund5 K4 r/ q5 e& J
Options
5 P5 Q0 ^- ?6 oPension plan t2 l* c' Y# a0 L
Pension adjustment
! K! D8 F, Y0 M) |# n) U0 j" IPortfolio( H5 y1 G: c6 f2 N$ Q% r
PortfolioPro0 \7 O" N; ~( h& f
Post Secondary Education Payment
# e( A* u4 p& a9 c FPromoter% D0 ~) p0 g' q4 U5 e b U& x+ M
Premium4 s6 ~/ x6 l _% Q' k/ n
Price-Earnings Ratio& Y" N9 J" e4 |+ z
Principal! T" M$ t s* ^
Prospectus
2 C2 J u: q4 QQuartile Ranking
" |# I; p/ K3 g5 Q+ U2 I! p1 G3 NRegistered Education Savings Plan (RESP)
' |: r5 a; G7 p7 J- S P3 uRRIF (Registered Retirement Income Fund)
8 y0 w h5 d6 \3 }RRSP (Registered Retirement Savings Plan) 1 B2 @) I/ F& H" X
Recession
B( Z5 @- h! Y5 J6 RRelative Volatility- K2 |5 c$ O& N+ }; E1 c" Q R9 D( O
Return! Z, X( H5 K. j; _) d
Risk P. G4 @/ T- z8 c' H
Russell 2000 Index
, D: m ^2 Z* \7 WR-squared! V1 G0 p/ s2 F- }( T3 x
Sales charge
* |, x4 K. m7 `" Q [5 h* RSector Fund . P- X& Z. M' i- H" W
Securities7 O, Q: J `* {$ O) H9 N
Securities Act& h9 \% E$ O! D/ m( h* `6 Z
Sharpe Ratio
' f4 a3 U- {5 n5 t, CSimplified prospectus
) C& f( o1 u' m, K6 ^% p, m) N, ]Sortino Ratio
) ?! P7 e! m# b+ H6 nSpecialty fund
8 O: F6 J8 V; {1 YStandard and Poors 500 (S&P 500)
5 M! l q U" L- b$ e8 z% @Standard Deviation
( E9 s3 v9 T, b6 tSubscriber4 J" L2 U F) b, D! X1 ~: A
Tax credit
7 u2 q4 L, Y, M6 z5 W" |Tax deduction, r* j% H, Z" d! q8 ~
Top Holdings
( v; Q6 _& ?: F% gTop-down investing `% x% t9 V, C4 ?8 _2 Y; |
Transfer Fee
9 {$ J' A: n, Q N5 m; \; aTreasury bills (T-bills) 3 g+ c3 }8 l& R+ T. N
Trust
2 q( |6 @! Z# B- Y- }0 K* DTrustee
- S# j9 c0 H) l3 K' STurnover ratio ; g1 A3 p e& v# S2 a
Unassisted Capital
I# G& E% W9 c% x# I. O6 p; zUnderwriter
% ~+ Z7 p* E: f. s5 zUnit trust' e/ c" g; C r
Value funds
2 |" O& v" k& d( P* L% B$ _9 jVesting' x* J- B! n' i" {
Volatility
1 e% ~. E7 C7 p# hVolume - s) S" ^! v3 M" N3 t4 y" T% |( Y, v
Warrant
$ {0 S* ]( `- a4 ~8 [Yield/ o4 g4 c% I& N( I% @) H4 _, z
Yield curve& [( F6 N5 E3 ?( ^
Yield to maturity |
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