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Account Type
* t2 P+ p/ Q, i+ X( wAccrued interest- Z. |& N; m7 W5 H& M6 d
Accumulation / r/ ~8 M q. C9 p- V0 B: R
Accumulation plan6 ~# z3 ]3 H' {8 P7 B9 p
Active management, k1 q# S$ |4 x6 M
Aggressive growth fund
6 u5 @# D$ s3 l5 a8 B$ }Alpha; u3 i* c$ S7 P6 p8 A4 L
Amount recognized , w2 C7 ^$ h1 [; A
Analyst 8 W. _& T% R& k, j- L& i7 @
Annual effective yield 4 \9 u0 T' d7 |/ u8 |
Annual Maximum Payment Amount
. h9 q0 T0 G3 H7 oAnnual Minimum Payment Amount 1 W3 [# q# M$ H1 @ v8 |
Annual report
* K7 [ n" y, g* G" E1 i0 TAnnual Return6 w) k6 G' g0 z
Annualize
$ }4 C( V: V4 r1 k. C2 L8 kAnnuitant - U8 B# r/ m8 _7 U" t9 z4 e
Annuity
; D3 X0 o0 k* `3 N. iAppreciation
* l1 O- u, P% ~2 n" P, {Assets
, F, s+ v; \$ t+ a: V1 a5 R# ?Asset Mix 1 |+ |) T/ P. @! X3 X: o
Asset allocation
0 y' j- K# I* tAsset allocation fund 6 y& H( l F e. S9 I7 z
Asset classes
* g! D- X+ o! x# ?9 mAssisted Capital * u( w$ i" T& x+ M8 `' F+ y
Automatic Conversion
" ~: W% L8 J/ B: G- ^5 aAutomatic reinvestment' X i7 h1 d- \
Average Annual Compound Rate of Return / L) V, ]( t& L! r4 k, Y
Average Cost per Unit/Share, \3 b, c4 N" T5 w L2 B0 D& j
Average maturity( q0 [/ S+ Z4 V8 e
Back-end load
9 J# v9 N" W) F# p/ j$ fBalanced fund
/ K# D* o, T; `' u3 UBalance sheet - C& g5 R2 v; |. M
Bank rate
. [& ?% @( x; }+ J# [Basis Point 5 c5 t. ^2 x$ n l# U! Z
Bear market
8 f/ N, n2 M4 J5 z8 ?: g0 zBeneficiary 1 D! T8 O# ?$ o& \
Beta6 d( T+ R/ d. |* x& o: j" d- z% u# X
Blue Chip
5 |$ O) y, t: B8 K' PBond ( L7 y2 J) F; Y
Bond fund
& N) z( l% h& o; X! P3 J2 sBook value
% n: z7 n8 j: u% }: ~! v# EBottom-up investing
) }6 I' F, R& p, p7 hBroker: ] ~; o l8 @! M
Bull market. h1 \8 R( n+ i" ~
Capital
, y) {& \9 V% Z4 PCapital Gains2 {- o, U9 \% o( Q' \
Capital loss 4 [, X3 `+ a# ^, y/ h
Closed-end fund
5 J% O7 e4 l+ M; n2 WCompounding
+ R/ |( @7 x }) f; v2 tCurrency Risk 3 h- Q2 J6 w! E H3 I3 i
Current yield % {) M! z- t( ]- }& [
Custodian
: E3 H, y" @5 N( r' U; TDebenture7 `$ b [, B- ?, }4 W% e, v
Debt
/ G7 \- ?8 Y0 E9 `; ^Deferral
1 }* Y) U9 x, F9 R8 o, _3 K2 q+ v, EDefined benefit pension plan
# J; y. H$ _+ ]+ H' L) aDefined contribution pension plan* q6 y/ T9 T' r! {$ D$ W
Discount
5 ^" ]1 i! M9 i8 H2 GDiscounted Pricing for Large Accounts
$ E# u7 S1 l3 YDistribution History
" ?3 z) @% N! G! X& ^& eDistributions
* n" @! b3 j% ]7 D% V4 h/ `Diversification
. H7 j! X, H8 S; b! l7 ^Dividend
$ _6 W5 u2 g" p) T7 A2 tDividend fund h0 N; C( I/ G! Z4 g
Dividend tax credit
* l7 n y! G7 x4 e3 @1 wDollar-cost averaging
! J" N: i) R* P6 u2 O& I/ @, b, lDow Jones Industrial Average (DJIA)$ O; @, @' l8 y6 k* P0 u0 W G9 ]
Downside Volatility
) u: e- Z& T4 ]- j% sDPSP (Deferred Profit Sharing Plan)+ [5 G, {5 c0 z* [( z4 i
Earnings estimates
3 _3 g, V9 q7 O) P& REarnings Per Share
' N7 q! r: {; |# W- kEarnings statement
$ f& k4 O: H, n3 AEducational Assistance Payment (EAP)
; Y4 P+ H* f8 l( m0 ~+ C. OEducation Savings Plan( v& e. ?9 D+ s- d
Emerging Markets
& F% r! `; W7 g A% DEquities (Stocks)
+ [7 t) D" E& \) ^Equity fund
8 ^8 G' V2 q( V4 i- hFair market value
1 s1 _0 |1 P7 _7 FFamily RESP
' t6 r! J& |% Q1 ]Fixed-Income Securities) [) ~( {* \9 S; w: h. f+ l. N0 t
Front-end load
6 g3 m! z8 |. h( ?5 b5 R: f( I9 N4 ^& @# ZFundamental analysis
# X# `) C2 N. t; G+ IFund Number% ?" Q0 f; d; q
Futures1 Z( j, N- D+ C) x, U
GARP+ r0 u: w/ ] Y5 m* z7 l
Grant Contribution Room8 l2 r$ }, @3 G+ D5 w- `
Group RESP& w! T! t2 X7 N# B6 k
Growth funds 5 e, o U# |* I% t1 S' I* w4 U5 E
Hedge) C- W( K; ?: I
HRDC
k- A( F g% L, _Hurdle Rate
. h* B7 g$ S2 M; `- IIncome Distribution; t; q1 k6 @4 _! L
Income funds
" u o3 R" o3 Z; o+ ^4 \Index
7 h# ^ t6 G2 P7 i7 s. wIndex fund r! A8 Y1 m9 D3 R" e2 y* h
Inflation
' t2 K$ i9 Q. b3 r# iInformation Ratio 9 \* a* W+ v" j* Q2 R
Interest
1 N! U6 S5 x+ F7 O2 {) _International fund
! g- k6 W4 R# y8 h" wInvestment advisor% d! i. m+ D6 x' K7 ^4 o
Investment Funds Institute of Canada (IFIC) : }' u0 |1 B8 D$ M# }4 X0 X; {
Leveraging8 S% R, l9 O, {) O. J4 }
Liquid 4 @2 [- q$ x, r, e. W D" O8 h
Load : ]" P8 C, N' x
Long Term Bond2 C- d% ?6 y) g. Q: h5 m
Low Load (LL) sales option/ v/ n' x3 ? y) C* R" m/ A
Management expense ratio/ m3 ]6 ~" X+ K) U; G& G8 C+ r
Management Fee
& L- b7 `/ M& p7 G. m' o2 i6 H( tMarket Value of a Mutual Fund
& P8 }9 ^( b+ E" ^0 t( U4 sMaturity( e$ n, c! Q" k
Mid-cap
) E' N1 U* n s: T& fMoney market fund$ B6 k4 u1 ?. U1 v; k4 F
Money Market Instruments
7 \, B7 t U2 I DMoving Averages
/ h; g. w6 ^$ xMutual Fund
. m" [: g3 i; W- `" f9 Z3 ?3 c! iNASDAQ
Y* G2 l$ u. C2 j) T" h7 m! tNAVPU
8 n E' ] i& x/ @+ c/ v$ lNet Asset Value9 O1 u/ C1 V8 P* T% j
No Load0 k6 T! O0 K9 v: ?
Open-end fund
9 S' O; F0 X& t. Q7 KOptions# X7 U# X! D: A m- X3 V
Pension plan
( M( A c( a; S% f, k: [& q7 \* mPension adjustment
( X# F2 B# `: i4 k) LPortfolio
$ X9 f; Q3 F* s1 SPortfolioPro. b: L! d, Q3 t- q* Z- z
Post Secondary Education Payment
5 E( t0 O( i. d' K1 OPromoter
3 l( q' D( S' APremium2 X) V8 W4 _, J
Price-Earnings Ratio9 G8 L- j6 J6 n- w3 U& O/ i$ |
Principal
$ a1 g# b1 h0 f4 vProspectus( b4 K" D1 D) s! d2 T7 @
Quartile Ranking5 p, a: K0 q0 Y7 x6 o
Registered Education Savings Plan (RESP)% I8 j6 B/ X% h1 g
RRIF (Registered Retirement Income Fund)
4 V+ s8 g# r. |) F* g1 VRRSP (Registered Retirement Savings Plan) ) u2 W9 p2 }0 ~ V* ]9 ]7 j+ Z" l
Recession3 G" h, r! V/ m* k* |, c
Relative Volatility! `- J; K, p5 P2 S! a% y) {" `
Return7 @# r, K# b: R! {7 l4 y- n# a
Risk 9 ~& a- c- _# E: K/ B
Russell 2000 Index
4 N' k$ _. s# y4 J4 W xR-squared* \ K' a& X+ h5 Y
Sales charge9 J9 I U0 S M4 a9 Q3 \
Sector Fund " h; ]; o. u' ]- j
Securities
5 p& {0 |8 b' ?% A5 l: z. `Securities Act5 `; @% m# j3 Z$ ]
Sharpe Ratio3 ^' a1 c* e3 y6 G
Simplified prospectus
$ G g3 Y2 ~4 z/ R" ~) ~, RSortino Ratio
; r/ L! [- z5 n7 V# PSpecialty fund
) l4 W- Z9 R, i5 j! Y" BStandard and Poors 500 (S&P 500) b+ H) H- V0 d* F7 I
Standard Deviation
( o: c* S% p3 M# r) pSubscriber @) [0 l z2 D9 f' p% v/ z
Tax credit
# l2 ^6 |1 ?1 U$ [" HTax deduction1 t: N" k3 a: ~. i( l
Top Holdings& I5 Y6 K4 u! `
Top-down investing
+ P$ h$ F! ~! n2 l' RTransfer Fee
+ p, n5 R3 m( K! eTreasury bills (T-bills)
3 E' a, Q& M, R/ N& r. h! _7 dTrust 1 D% Y& d; l0 a- X9 D, B# c9 G
Trustee
7 J( }( U; V4 N! D9 [Turnover ratio
4 D9 v2 g7 P9 e$ t0 E4 ^* yUnassisted Capital( A- i4 w8 Q6 a; n2 M4 c7 c7 p
Underwriter
' S% J& {, u. ?7 qUnit trust
$ t- f2 \4 ]/ D" C# p# \Value funds
9 @6 j$ ^3 v) Q, eVesting0 y7 g7 H6 x* k) t
Volatility
6 i6 b/ }6 K/ w( c7 [Volume
l- j: R0 N; F3 c+ _Warrant
/ W) {2 J$ i d- ~Yield
) D# L! Y) g2 h. ?( vYield curve
& Y; z$ `$ x, A" p9 @* s2 lYield to maturity |
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狗仔卡
发表于 2008-9-22 21:19
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发表于 2008-9-23 23:22
