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Account Type! E$ H( X9 m* \
Accrued interest$ ?; P0 ]6 }# S" v1 p
Accumulation
1 |/ G d" s! x9 H; KAccumulation plan, m. w2 k. O+ o+ l4 Y F) d }! F9 t
Active management2 w* w( u% J( X9 U% n3 W% P8 D
Aggressive growth fund
" b2 P5 x4 o t; l: C1 |Alpha
! } _( L" M" L4 LAmount recognized ) x' ~# c, n# Q
Analyst
7 \+ V0 U5 W' S" J8 QAnnual effective yield
/ ~7 i* @2 U- m; e" F7 p* @Annual Maximum Payment Amount' y5 k) }) E2 L: D
Annual Minimum Payment Amount ' U) |. Z, b7 ^6 N9 U
Annual report 1 z* Z! S$ t5 @ ]6 R1 x" \
Annual Return
; U0 V7 i# j; U. R8 e0 @7 _4 `2 NAnnualize
* i* H: H) a, L2 YAnnuitant # u' O6 |1 ]" [; C2 y4 [
Annuity # ~6 h# @- K' f* W7 O4 X
Appreciation6 v8 t' H: Y4 m4 v) @
Assets
$ Z! W0 M! P8 x+ i: `0 lAsset Mix
( y0 K6 ~8 ^: S$ }1 @6 A. w6 CAsset allocation
/ k6 f$ `" Y2 b. w! a. _Asset allocation fund
8 I* R% c Z J4 m2 ^+ o& b) J6 {1 `Asset classes & }5 k1 f/ @8 \
Assisted Capital
1 d) i, Z( }7 Z' [' _' G# d: t+ I! vAutomatic Conversion # W+ J4 s. ]9 h% _3 l
Automatic reinvestment
$ ]9 l4 m( }& m, f" @& W0 [# G8 kAverage Annual Compound Rate of Return
3 x; W6 [2 n/ U! fAverage Cost per Unit/Share$ e6 S: F+ _2 }
Average maturity
9 R/ |" q) x) O8 SBack-end load 0 F0 A4 A8 x9 d1 z7 g( K
Balanced fund
1 W6 v2 h0 w+ b9 |4 t! ABalance sheet + {8 o: P; T l& h# w
Bank rate |9 A) W+ C' [1 I) l
Basis Point 0 L) x4 B7 X( J- C
Bear market
1 [! \2 B1 \! B6 l5 O+ WBeneficiary * y8 y' R* Z& q9 [, H8 a1 b* n
Beta% d& j4 w$ j5 m" j8 \9 Q! g
Blue Chip
. X$ v$ ^+ m" [) UBond ( O8 s1 |8 H' T- E
Bond fund 9 L) t7 h7 s0 _% Y6 u
Book value
) ^ n( _# _8 O' ^1 cBottom-up investing
0 u" p' R7 c( p- `0 |' a6 X/ d- VBroker
, r0 j) {6 Z9 w# T/ ?# GBull market# I j( V9 @/ c/ P
Capital 7 n- j3 ?( N H
Capital Gains
- o" H) _ X( f8 D3 JCapital loss
8 ?, |' {( b3 W4 t' aClosed-end fund
" a1 K! E% g9 l& n6 `3 _Compounding
+ f( C) ]+ N/ a' z% k8 cCurrency Risk
% f4 U7 Y4 x B6 GCurrent yield
5 c7 S% Q, B& ?- j) Q, V. nCustodian 6 R& w1 t1 x1 L% l/ Z* p& V
Debenture
; X# L# \2 X5 W0 v% s, t5 jDebt: Q6 y l5 f" V' f; d
Deferral
W: B7 [) D; S( x- ZDefined benefit pension plan" `: s6 T" j8 }
Defined contribution pension plan
* v# j/ x) U# `% Z H" m; j- RDiscount
0 I* e) x4 f7 T1 @0 _; wDiscounted Pricing for Large Accounts
0 W4 N# _& p" SDistribution History# S. r6 f4 m$ }" Q& w& N8 k1 \; F
Distributions
# E/ ?& s, e; o, y4 B$ N: dDiversification- q8 j3 `. F8 w7 G
Dividend0 o6 Q G# M4 |) P- G) Y
Dividend fund
! H8 S6 \. @$ o" V) T3 KDividend tax credit
9 g' ]0 Q& O2 c0 e$ }- XDollar-cost averaging
3 c/ q0 w/ ], i `9 Q: G! T: C) bDow Jones Industrial Average (DJIA)
3 ?! b9 T: \2 y2 J6 p* D T4 j1 ^Downside Volatility. o+ w X$ }* [: s- \- l
DPSP (Deferred Profit Sharing Plan)
6 P0 B" K9 S1 t0 D" N: PEarnings estimates; e4 |8 K& I d( T
Earnings Per Share
$ s9 g5 k+ f5 G8 bEarnings statement
' F: W x" W3 b- v/ j1 sEducational Assistance Payment (EAP)
. H0 E9 w: n {& |2 bEducation Savings Plan# ~1 N$ s4 }3 j
Emerging Markets
4 L9 {/ Z* K, z% F/ \8 ^Equities (Stocks) 5 P4 q! v' L1 m
Equity fund
% y5 S! j0 A& _% c# V0 q1 KFair market value- |: F! V4 d" e0 z9 p. ?8 H
Family RESP/ h: {1 M4 o7 f s$ K& C
Fixed-Income Securities" i2 E0 R+ a/ b; X+ t8 o
Front-end load( G; n' K. {7 }; T% F( i
Fundamental analysis# X& G' D3 v# L: N5 ]& a' C
Fund Number3 H$ E8 m0 P5 w" K
Futures
8 G8 X" ^7 @& X5 H8 NGARP
- E2 o' H0 I* o- B7 kGrant Contribution Room2 x. s/ E, R# L1 D: y3 H; ?
Group RESP% z# M! A0 n' }0 ], }" T& }3 e
Growth funds
% q* Q) ]/ g iHedge9 }+ L, k9 V6 O" ?0 I
HRDC
: o5 l9 n+ t) w8 u/ R; T& hHurdle Rate$ w" v; i4 _7 t" g
Income Distribution- ~$ F! U: C. Q+ D Y! S
Income funds
1 a+ G2 m( l' k; z( r1 PIndex
$ B' _0 `2 X% iIndex fund
8 Q- G, I/ H; {! ~: G; eInflation
* D) r' z9 ?! fInformation Ratio
( [' m) g* O, z" z1 }/ HInterest : |2 \9 |8 F: j# Q. B! x
International fund
, E( Q1 K7 G% C2 P4 s5 `- yInvestment advisor& c- y7 P- U% q) n7 M" B3 r2 L6 l& w
Investment Funds Institute of Canada (IFIC)
3 L1 v' e- j) ]$ }, \! [Leveraging
& v& E7 m% p4 ]+ R y g: `/ PLiquid $ I9 q3 f7 W3 Z" ~$ _$ Z
Load
3 ?# F% v8 l' L" O% PLong Term Bond0 r5 E, w# C6 t8 m) F! T, a
Low Load (LL) sales option' x# P6 b0 l% o2 y- s& L+ h
Management expense ratio
. ]5 Q0 x; u+ F5 K1 k1 PManagement Fee" L- p# x, P5 C4 Z+ W
Market Value of a Mutual Fund
# C1 g& R/ M& N) `Maturity0 D+ s, N& l0 [( A$ s
Mid-cap& k6 r- v0 h* H$ ?0 U. h5 h
Money market fund1 v8 z" I; S4 s1 p
Money Market Instruments+ s+ C/ \9 [# b
Moving Averages
6 A9 t4 ~6 K7 z& S. @Mutual Fund
3 n& f- S% i6 t/ |9 KNASDAQ% X+ U, n, u1 S% A) i2 Q
NAVPU
0 f& w9 K3 u: v. k& r0 z- W8 h! _& |Net Asset Value
" e/ q# o6 V9 h! [5 y% {No Load
$ g d& H# Q1 c5 p% [Open-end fund
; ]' I; U$ n+ t4 L- }/ Y! z6 C. Z+ TOptions- q. k5 D! S, h: d" g& f
Pension plan4 T" b2 `" I: A. z
Pension adjustment9 Z o" j0 Z& h$ l' _1 L8 n2 o( v, X
Portfolio# g: C0 V$ N+ u- S x
PortfolioPro `4 k1 X# A1 r- c/ k/ R* X
Post Secondary Education Payment0 |; R7 P% w2 M- C9 r
Promoter
" ? Q. s" C, B6 bPremium) ~" t+ f! Z: l' R4 o6 z# z, H
Price-Earnings Ratio+ h$ P' J' O" Q$ M; L
Principal1 r1 z& a# T: {& s& K
Prospectus% F7 c7 j, H) L7 Z
Quartile Ranking
9 o" L7 V1 m# g" R/ T& W: }9 r S8 YRegistered Education Savings Plan (RESP), P$ |* D5 k+ s7 P
RRIF (Registered Retirement Income Fund) ( u7 q0 q+ j: j$ X e& P6 ~
RRSP (Registered Retirement Savings Plan) , ?0 d$ n& |- y7 s6 C7 E* k
Recession
" |* @2 a1 l1 T% }& x+ m' uRelative Volatility3 A, r! a8 r% H7 t
Return" E8 E& }0 r% c, l$ N: h+ T, }
Risk
9 T3 @. ^& e- d- Z% _) k2 B2 ~, {# {- {Russell 2000 Index % C6 S0 L- h* i/ ] O! ^* m
R-squared
* c/ W. L2 x' b5 N gSales charge4 g* b: x, a$ @; h4 F' i+ |
Sector Fund
* ~ D5 {, @, i! T8 H; B9 ~) GSecurities
+ U6 J' V- i( q5 V/ t" S" c6 VSecurities Act% p& y4 k( H7 l5 H, X4 Q* ^2 B0 ^
Sharpe Ratio
) {( Y$ \5 ]& W0 A& KSimplified prospectus! F/ D! t) w7 W# o
Sortino Ratio' I5 a- z. o' s. g$ e( ~
Specialty fund& V" {2 b/ S- y2 o4 b9 P
Standard and Poors 500 (S&P 500)& x$ E/ A) i9 e r( y1 e5 j3 v# v
Standard Deviation / t6 B; J7 H8 o7 F2 h$ h, L3 _
Subscriber" b7 C h; _1 k# m
Tax credit$ w+ P i: e0 t2 G4 A9 O! o1 P! f2 ?
Tax deduction
! ]( o5 r1 o2 L; T; DTop Holdings7 R' k! m$ ~$ I# ]
Top-down investing
# }4 s1 O( `) {9 p8 M! p* ?# GTransfer Fee3 f U9 b6 M% |2 y
Treasury bills (T-bills) # D' {& P6 ]. t! \* R
Trust 3 H u/ ^" h2 C& t( E3 ?
Trustee
" |% U2 U6 f" @( E1 W' r$ t( QTurnover ratio ' k$ H7 J/ B4 k4 j R% O7 T: U
Unassisted Capital7 I; U( x* R( ^1 l* Z
Underwriter
# a8 f/ S# K3 V5 `Unit trust8 F S2 I3 N# T( `
Value funds
: s7 c: N) m x& s$ Z# F/ YVesting
. b6 l" ^! _" i9 F# i, n WVolatility4 Y J0 b) S7 H2 U/ r2 R
Volume
; B; X* Z0 g$ O& h) }2 w+ [Warrant+ _5 z, C1 T, q9 c0 B
Yield
. i( N# V7 Z& m% S/ LYield curve
- v' q) |0 T) d7 p1 h7 BYield 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
