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Account Type; t' R: M$ O2 C+ G
Accrued interest
( J" I" B1 B9 B# ?1 L5 KAccumulation
+ t: t6 ^4 h2 u# G9 F5 _' ]% Q* i$ J* o- EAccumulation plan
1 D/ v2 w/ o& _ w' NActive management7 B! h" H, D5 T$ n8 J( S) p
Aggressive growth fund
. @, O0 D: `) f# DAlpha
: ?; l8 K( ^( a' e" nAmount recognized # R3 Y$ s4 y* r1 H- S
Analyst " y/ S% ~& q6 f5 B
Annual effective yield ! f% T/ i; {; _$ J" C
Annual Maximum Payment Amount
$ I6 L* p6 Z/ L, G- z$ _Annual Minimum Payment Amount # U5 n$ l" F& z8 z6 ]
Annual report
: m% p2 }/ O1 e' N* PAnnual Return
2 r5 ^/ {! \8 y- b! ~5 y+ ^Annualize
+ |/ x$ m) v5 J$ SAnnuitant ! t: i9 z& ^ k. V
Annuity + M3 D+ E; [1 \/ e. V0 W, b
Appreciation
& h/ T9 {' ^* N: U5 c3 {Assets
" Z' x! ]$ C5 E W3 j3 |: Y, MAsset Mix
7 S6 ~$ F1 C3 V$ `& F0 s# u+ dAsset allocation
& z8 q. T' t& [Asset allocation fund 4 W/ J6 v/ _ X9 m1 R- d
Asset classes 4 Y: ^# l. X+ ^- a: P; ^: s( v
Assisted Capital 7 V/ S' d. \/ y6 ^8 O9 W* w6 v
Automatic Conversion ' f L1 U, ?! _6 [3 \
Automatic reinvestment
( E0 j, |& \6 m. fAverage Annual Compound Rate of Return ) ~* o0 x5 y5 T4 ~
Average Cost per Unit/Share
/ ]+ j9 o; r9 RAverage maturity
4 Z# x$ q7 \2 s7 r# C. UBack-end load 8 u% o2 X" X, ]. X8 {5 _6 }
Balanced fund 1 i2 I* W3 j2 r i" R: J, c
Balance sheet
& R& P$ ~# n( _: Z+ GBank rate/ w+ s, j3 M+ E
Basis Point " m2 h% w: X s6 D* C6 A$ x
Bear market2 m0 B1 X( M9 h& P6 l/ _: v
Beneficiary + W9 G, b7 }1 }, |. i+ X9 c1 j8 ~
Beta( D1 L5 m: [: [7 @: e
Blue Chip
0 ]/ s0 S/ Z* a. GBond
, O+ s& t9 L$ N, OBond fund # N! R8 K' `# q1 M& x
Book value ! C0 \7 g' K: u( n: i: ?+ Q4 X6 ~
Bottom-up investing 3 L! [' s4 U0 \& D# R& m) Z; V' V
Broker/ K ~# k5 Z5 ~' R I
Bull market
1 D1 r5 \; C0 k8 J jCapital
. \: y- R: u, M: R) L7 k3 N; n' Y( x( UCapital Gains
3 Y* Y4 c+ f# n; ~, n% Y1 f% w. vCapital loss
2 @5 R6 M2 ~ ^, t$ j, ~Closed-end fund
# G, T6 v6 o# z" U& {Compounding
0 x G4 M4 v! {, ] h. Z/ TCurrency Risk ! g5 G% u. H2 K0 M; K+ q* P
Current yield 0 B* y, k: x! d$ P
Custodian * `( ^% j, u- | `( y# e; M% |4 V5 C
Debenture& d! S/ N1 ^" v3 {0 V
Debt
/ E) w- k0 o" ?7 R& X' Q! h, x% u4 ~' {Deferral
0 B6 _4 P: V, t' T1 i% G4 aDefined benefit pension plan
5 b8 Y; H/ c6 {% c6 O6 w7 d: ]Defined contribution pension plan
8 e7 z- U$ q/ E4 SDiscount
( w$ [+ l/ w' W% q% hDiscounted Pricing for Large Accounts
3 d* V/ Q. n/ W7 N2 d! HDistribution History
4 D9 M3 a, m3 N% E+ W+ ^0 m) ~Distributions1 D" d! n5 c2 m6 H, B4 W5 g/ X
Diversification
( ~5 M+ o5 Z9 r5 D8 ?Dividend# X r: Y2 q! G# G$ l% j. a$ P+ |# J
Dividend fund! _% t p+ R# ~( V6 I7 V
Dividend tax credit5 w; E& G7 x5 I6 q& f/ ?
Dollar-cost averaging4 B( Z6 x7 B9 F: {! C8 s. z
Dow Jones Industrial Average (DJIA)
9 [& F! g( z9 E+ G$ E% JDownside Volatility/ `3 t. y% }, j" W$ r
DPSP (Deferred Profit Sharing Plan), }; T; R. [, `/ v
Earnings estimates( B/ p; t4 A6 D+ a9 A
Earnings Per Share
& |% E7 ?0 t( K5 SEarnings statement: G6 N5 W; B5 j! |/ `& @" W# W
Educational Assistance Payment (EAP)+ Q& B7 ]4 u: O K" A' W* b- m7 F
Education Savings Plan
+ N0 O# q6 E1 m* @- vEmerging Markets
+ R/ H$ P- \4 h9 p- S9 H# AEquities (Stocks)
; U9 O5 L9 [+ D2 f+ J6 kEquity fund
9 J' x" {' [& |& mFair market value0 \' ]5 F" ]# }2 e4 F) a) }
Family RESP% Z# J0 k: w {5 L( ]
Fixed-Income Securities
' D/ M5 [, o% m8 q' J- f$ r0 IFront-end load
- b) x( _0 |0 q6 `; ZFundamental analysis4 k9 J! l* f: J; C
Fund Number
: _: z% ]" S# R# M+ T/ ZFutures
X8 n! }! h5 D/ eGARP
! v& w6 a% E/ l' f Z8 d& @Grant Contribution Room8 h. z' [$ ~* u5 H5 E* H4 {$ d: y& I
Group RESP
# x$ \; d# k u! h8 MGrowth funds ) i* d* s0 X! h0 q+ W8 ~
Hedge# W7 _" H" H8 I7 Y: I7 @
HRDC* [! b" [3 J7 f4 [3 w8 Z: R2 j2 j& X
Hurdle Rate5 M2 U* v' d: e) b, E2 Q# i
Income Distribution
/ _% a" D' L3 g, ZIncome funds 1 F) t: s7 E6 c2 G0 k R7 H( Z% _
Index
d( f9 c$ Q' u2 x+ {2 A( yIndex fund0 W. `! b. m1 ?7 ~1 u
Inflation 5 D, f3 i0 P5 [* }
Information Ratio
+ r. _3 v: e7 O8 E8 c$ bInterest ; A b) g& q* L! d! n
International fund5 N9 E. t& `- y' O }) Z
Investment advisor# \# H M8 {1 T. M
Investment Funds Institute of Canada (IFIC)
" L4 f- l; O9 a+ y' q, q; ELeveraging
3 n# I) J8 A# l+ g+ |% Q5 ELiquid
! j) p h& P X& O" I% d, w. ZLoad
& N s. G9 l& H& S+ k$ R6 RLong Term Bond
) S+ F* k8 O1 c# ?$ L2 N" PLow Load (LL) sales option/ f0 u8 v. i) ?/ P6 n
Management expense ratio* @& f u# L ]8 G( w
Management Fee
; s5 Y- u" s6 a0 dMarket Value of a Mutual Fund
, S' n8 m3 v3 {+ D1 A% u2 Q6 ~. F4 tMaturity
, G. a5 T4 t7 T' ^Mid-cap- X- _9 Y. \/ p- a
Money market fund
( N) Z# n0 ~8 X1 J$ n8 m" h: IMoney Market Instruments
2 c, Y$ C4 R4 W6 O: A1 T1 `$ HMoving Averages
: z3 ]: g4 S$ ]9 \5 } K( _/ |+ gMutual Fund
+ {6 R, f7 {9 n- {! K. GNASDAQ3 S5 z1 G( i t$ x% u% [
NAVPU1 v2 X8 N0 j. a0 p: t! V$ ~2 W
Net Asset Value
4 [/ f! J9 J4 u7 f9 X' h3 DNo Load! r. b3 Y/ r1 X2 _5 n
Open-end fund( q! N' a" S- h3 j
Options. W6 x" i& D2 K2 s
Pension plan* T9 @% Q+ p2 ^' P% a' Q4 @
Pension adjustment% H1 ~. p: @1 u0 |) f: _. x3 s& [
Portfolio
) b8 M3 m. B; n5 ]2 F; SPortfolioPro* O& }, R) Y1 I' X
Post Secondary Education Payment
, Y: P8 Q* S- g1 Q+ }! G: |Promoter
9 E6 ~8 H+ J# d7 J+ _% JPremium
8 O8 b0 C) |) s0 c2 S6 q0 T2 hPrice-Earnings Ratio
+ @& u! m* n% Y0 i* c2 ~( sPrincipal& H" V3 Y1 P, e a6 }$ |
Prospectus
|; `3 v6 \: ZQuartile Ranking
6 {9 ]' V/ d7 }) \( e+ mRegistered Education Savings Plan (RESP), q- J, r# @9 d0 i( G1 F( @& Q
RRIF (Registered Retirement Income Fund)
1 R, ?, N) z# w; bRRSP (Registered Retirement Savings Plan) B1 v+ ^6 G% O. k1 P+ L" k* @
Recession5 m+ ?& j. A& Q' T; \6 Y/ ~
Relative Volatility
( i$ ^" j1 }& S2 Z" BReturn
! U+ ?( A( l6 g+ L b. k. RRisk # ^3 h- }& Q3 j
Russell 2000 Index - O2 ^! W" t+ B/ {
R-squared
! Z, _! X2 L z) g+ w& ?Sales charge+ b: F* _! Y! T. T+ \/ i5 U
Sector Fund
3 J, ]1 k5 s+ l4 p/ [Securities
$ h+ X; `/ k u+ ?2 DSecurities Act+ h! a, b8 A2 K0 L9 C' r" k' [: x" q
Sharpe Ratio2 ~2 x7 `& h" _6 ~+ \6 q
Simplified prospectus
# M3 ?. G t* U6 [7 w9 dSortino Ratio) f' n0 a% h N2 b) T8 a( P
Specialty fund+ h, w m/ Y; y1 x, E2 S
Standard and Poors 500 (S&P 500)- T3 u+ X0 D. ]4 q9 G
Standard Deviation . y* @+ q r2 P2 t9 a6 v' @; o [; m
Subscriber5 c6 j: S$ n; ^( C* [4 H* s$ V
Tax credit
7 E$ [ [7 K) j8 _ F' H7 ?+ kTax deduction
" M3 V' L1 \6 Z8 l- xTop Holdings
/ {# Q! P4 T. fTop-down investing/ l) e( _: Q) k1 u4 T" T
Transfer Fee
1 @, V2 Y0 I% \Treasury bills (T-bills) E h: T6 y) \1 T% N6 V
Trust
l* f( O0 d- J4 [5 ~% x! y7 o0 dTrustee5 J3 z2 P6 [) I0 s k ?0 c
Turnover ratio 2 R: E8 k/ G2 f) I" _
Unassisted Capital2 v) @# W# K9 M3 l( L8 N
Underwriter* V9 ]: C% u) K6 m% e3 S
Unit trust
$ i" {( a* b6 G2 b- u* @) O% e! [Value funds
# Q3 y- @' A/ _. j3 Y/ [Vesting
: r3 m" D# k/ fVolatility! I& I, g1 n2 j$ a. |* a
Volume 7 ]4 _; D$ v% M2 g( A/ |7 W5 z
Warrant* { r/ L$ Z1 S+ q* e
Yield
, G1 Q1 f' g( U. E& `Yield curve
' P3 x3 c; D4 {* f1 Q3 ^Yield 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
