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Account Type% z! Y% B @! _- E
Accrued interest
$ ^& p1 J5 V7 n. p9 x7 |; cAccumulation
. k, u+ p/ K5 C( b4 Z2 [6 r5 p* `3 UAccumulation plan2 P& _9 v% t& d* o6 _7 r2 O
Active management" f7 j# M* G/ X6 L9 \9 o$ E
Aggressive growth fund ( q% u1 Z) l/ ?3 h' X
Alpha& A" l9 z' n5 }) ]9 u! }2 M, _
Amount recognized
' g9 d2 }$ Z; S5 g- s* O2 R7 VAnalyst . m# c! G9 t% j7 Z7 V2 V4 u
Annual effective yield
* v; F! j- ~- W, C8 o" n3 OAnnual Maximum Payment Amount2 x! w/ |7 }, `3 [4 o
Annual Minimum Payment Amount F( O# D( w3 _7 w
Annual report
0 \4 P+ J- o$ m/ Y3 z( l, UAnnual Return
S0 H j+ Q7 `4 [+ i! ~/ UAnnualize 4 r; c. L K. e
Annuitant ! A' c& s4 k& l c4 [3 y* E
Annuity $ l$ ~! K2 g1 b
Appreciation
) }8 S- L* ~# T( \+ gAssets + d5 S7 _1 }5 F5 u
Asset Mix ' ^. v' S1 a3 Z7 x
Asset allocation
" `1 W- U% Y" a1 z2 MAsset allocation fund & T* w G5 K" L: J, R3 i5 R2 Y
Asset classes
! m9 u6 x1 p5 q6 t7 M, Q" gAssisted Capital . V# t0 [7 a$ N5 m+ ~ ?# E
Automatic Conversion # @, K' m4 b% F( f2 T
Automatic reinvestment
/ |0 w" v1 w& a+ rAverage Annual Compound Rate of Return $ y! w8 X% S4 K: u% L( M$ s- l2 z2 D+ a
Average Cost per Unit/Share
" p# Q f, A) `; b* oAverage maturity7 [0 G. a4 {, G' r
Back-end load
K* k0 [% f# xBalanced fund & o, W; w; p, N' G- ?3 ?
Balance sheet 0 ~- a9 d3 @2 F! G& {
Bank rate
; X. m7 }: t7 b+ o1 l1 V9 kBasis Point
# N* I2 A/ Y: Y& S0 _8 T( nBear market) t7 v5 z* v. o0 N
Beneficiary
( ]; ]* t& t/ O) L/ U. lBeta
3 x1 C% }0 H9 _( f% IBlue Chip
6 k0 ^- J/ ^6 K; ]Bond
; K% x* u' f5 g4 I J2 f. jBond fund
9 y; k$ D8 k d" VBook value
/ {$ R/ S- n+ L- H' w4 k) zBottom-up investing ' U7 b! i9 e" z+ {4 g1 ^
Broker$ q+ x5 C3 @- o! i& A) Y; D
Bull market+ u- I* L8 m, |4 ^' j2 X0 ]
Capital % l; e7 |7 J5 ?+ d5 Z
Capital Gains
) i8 j4 @; L. P4 h! f8 WCapital loss
$ g T: i8 m: XClosed-end fund
0 l: N- a/ e3 ?. i% \8 KCompounding ; d# ?9 v1 w% q& G4 f3 t% @
Currency Risk
3 ~3 R2 J$ W/ I k( k5 o" xCurrent yield ; x( |1 g5 }* {# @& J
Custodian . |' K0 P. n* }
Debenture
& h' ^: J3 G3 k( Z$ o: ~' {0 hDebt9 J1 ^$ l5 T# J: O
Deferral$ ~9 l% \6 G$ T& o, b5 w( S
Defined benefit pension plan( M% Z! f" c$ K! A* Q8 t
Defined contribution pension plan
3 M* L* @! K5 F4 Y7 t' gDiscount, f) t" ]( B9 v2 f; A: X
Discounted Pricing for Large Accounts
+ z7 Y- C1 v. yDistribution History
( S# B. g' u0 ?Distributions4 a4 s& d' @! C* h3 a5 F
Diversification
( i4 A6 p4 }/ L; D4 @6 O. kDividend- N" @; J+ R" H, [6 A3 w
Dividend fund
7 R" a: U3 i+ P( [7 Q$ oDividend tax credit
2 O4 C X1 [# y. n' N# h, KDollar-cost averaging7 O y: V. d ~+ Y- t' x
Dow Jones Industrial Average (DJIA)
& W& \& R1 ~1 ODownside Volatility
) ?! u& a. X5 Y* E# c5 g8 |DPSP (Deferred Profit Sharing Plan)
7 _- n4 ~, C2 IEarnings estimates
! i: ~/ w% u, E; L6 u+ |Earnings Per Share
) i0 v5 A3 T/ G# _" d/ Q/ NEarnings statement/ i" w) \: R3 H; x* l8 z5 G
Educational Assistance Payment (EAP)
8 ^: ] _) |- G; l* l7 ]# wEducation Savings Plan0 x* x1 ~3 n1 k- a' ?+ e
Emerging Markets
4 [1 o' y1 |+ V9 fEquities (Stocks) : A+ c& N. u% i4 X( D
Equity fund
3 p) z6 R$ [1 KFair market value
- n8 \2 _! n7 J0 E4 r4 R9 c% Y1 K; O1 J, hFamily RESP' ], ~6 }$ v @$ v5 i1 G! |; i/ n
Fixed-Income Securities
+ h+ a z7 l" E- E2 pFront-end load
6 m D6 X5 |( `* E+ C# i h, yFundamental analysis9 h& @6 Q& v. B4 c' {
Fund Number
* j! ~' O. M6 LFutures, ?# p S/ i+ P/ O$ l1 g/ _7 @1 D" |
GARP
& ?7 ?0 Z2 J0 LGrant Contribution Room1 a; H0 _: m( g9 M" G3 ]% b
Group RESP4 `; Y7 y4 L) H9 v% c
Growth funds 2 {+ K/ o5 F( x$ ?' a* @% }
Hedge
; p* t. g, v; M6 [2 N) g# KHRDC6 m* X# E8 K7 v4 L* \
Hurdle Rate
+ r/ z9 M% Q! c0 @Income Distribution
( }$ n' m5 k9 \ o! aIncome funds * b3 x/ t; h1 \+ j, z/ t
Index$ z b+ S# K0 m! S
Index fund; @) m9 F) u; o, K* _% s% X! `
Inflation % @2 ~) F+ g- P- W! w% V9 e
Information Ratio
: }* s- W! W+ p! y. M0 D/ dInterest
$ L6 r- @% s& v& dInternational fund6 [* C! I5 M+ I. `! J
Investment advisor
. C U$ [/ h# IInvestment Funds Institute of Canada (IFIC) / H' X6 G/ C8 ^& g1 H
Leveraging# g/ ]8 e- H; x, }5 K
Liquid - i+ D7 S8 M; Q+ Z1 y
Load
, N# Q$ o3 y9 t( o3 r6 ULong Term Bond5 m b& u# z7 q* @5 [! g3 o& w
Low Load (LL) sales option T) k$ v* Y5 f; X& {. i: N7 e& x
Management expense ratio
* Y% F( g# S7 d0 E. k) eManagement Fee
# [, ^) l5 h% @. F* ?Market Value of a Mutual Fund1 ^9 ?& A# Z5 a# r# z7 H6 x. {
Maturity7 d6 l% q( K) k C' V5 Q
Mid-cap
) E$ |. C4 r0 P! IMoney market fund: w% r) A J. J1 _2 A1 J0 r) r
Money Market Instruments! m3 C3 V5 f3 K! {% u P+ Z. p
Moving Averages
9 k$ F& s& x3 ~" Z8 K& ^Mutual Fund
: ]; }: I* W9 C9 ?1 RNASDAQ0 s, [, Z5 M, M9 ^- e$ ^
NAVPU; D$ N7 K9 Z7 c; Z7 A4 s
Net Asset Value
" I* ~4 }' L- h* t1 u) j# TNo Load9 T: X2 a$ e* t- \ |
Open-end fund2 v9 E, C$ p5 o3 v9 i
Options
" A z8 F' ` P6 ?+ {Pension plan/ b& {% H/ J( w) Z+ s4 N
Pension adjustment
2 |3 X* d [9 g( r G+ g( ?9 A( z( XPortfolio4 m3 \1 \+ H( O4 e1 @
PortfolioPro: u M6 j- p0 L$ H9 r2 m
Post Secondary Education Payment \" v5 |0 w& y- a% J. N
Promoter
3 n/ r/ o0 ~- r. T. K: ^/ A gPremium8 }9 Y8 j7 F1 R4 _9 T( b# q
Price-Earnings Ratio2 j$ O' S# W0 A3 S. |& u8 v
Principal
- t, F4 I- Q" Y4 J) z1 w" PProspectus
, S0 U* I( U) [: IQuartile Ranking
0 R4 |' o3 e R C! gRegistered Education Savings Plan (RESP)
4 Q3 W0 r1 Y- F' RRRIF (Registered Retirement Income Fund)
- q; ?3 G& ?) C- F/ _RRSP (Registered Retirement Savings Plan) 7 d; @" s+ k7 v
Recession
/ f& a2 a! a5 r# {2 e3 ^) [- ORelative Volatility% @1 ?8 t! v% f3 S) q7 i
Return
: p1 W, X. J* F1 YRisk
/ O9 O5 p1 X) C, f4 R. D0 KRussell 2000 Index
& }1 R8 c _* Z) ]( UR-squared8 Z' I6 W# K9 E0 r$ ~9 M
Sales charge
3 _2 i5 m. |9 K; F% zSector Fund
, K+ N/ N6 b6 G# m$ r/ xSecurities
6 Y" W) h+ d5 W2 g+ [# D0 ^Securities Act$ g" L+ h! c% X; [4 S
Sharpe Ratio
4 H7 V0 r2 X& G, DSimplified prospectus5 v: r y: t& d Z6 u' F* }0 }
Sortino Ratio: R, ^5 F% z+ t v- b( G6 X; x% g. m G4 V
Specialty fund+ r2 ?1 n2 Y( U* [0 m
Standard and Poors 500 (S&P 500)
/ E+ F( Z" _) m% C( Q) U0 {Standard Deviation , B* S2 q- q, x6 T
Subscriber
* U+ w/ A* ]: E6 wTax credit+ T- Z3 p- |4 U/ K% C1 q& p# H
Tax deduction
! P/ k, o3 a8 s' F8 J& r& t5 z: |Top Holdings) G- P. e& H: m( M; \9 h j# H+ a' F
Top-down investing
& F4 X( t# ^( d* T. y7 lTransfer Fee
9 n5 f% [7 ?- h# Y L9 s) NTreasury bills (T-bills)
4 g! A6 U; p+ t. k+ vTrust 0 P( G2 ]5 N& x# V' W
Trustee
( y+ \' Y* M8 T/ S# O' K1 jTurnover ratio ( A- W% D$ N3 v4 `
Unassisted Capital' H' j0 n7 t& \: @/ Q' g$ i
Underwriter
' t8 ]/ n3 ]( `6 aUnit trust, |' H, N* j$ ]/ X
Value funds
5 q H N" e0 G3 l8 \8 j+ B( IVesting
- b5 { ^8 h0 D* D: FVolatility+ N0 u; K% B& t+ ^, u
Volume
8 H' Z$ V# ^; j" UWarrant3 q, b: r& Q4 N: n4 |( r" ^
Yield" k9 d7 ~2 G [ k
Yield curve
) Q; Q0 [- k# l# x7 n0 ^# lYield 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
