20 Terms
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Funds
Industry: Financial services
Add a new termContributors in Funds
Funds
Document type
Financial services; Funds
Each kit contains various pieces of offering materials required under the private placement regulations. Each line under the document type column describes the materials presented.
Bear market
Financial services; Funds
Prolonged period of falling prices. A bear market in stocks is usually brought on by the anticipation of declining economic activity, and a bear market in bonds is caused by rising interest rates.
Annualised return
Financial services; Funds
The average annual return of an investment over a specified period of time; such as one, three, five, or ten years.
Income (investor profile)
Financial services; Funds
Objective is to obtain a continuing income stream from dependable debt and equity sources. In order to satisfy current yield requirements, an investor using this profile should be willing to absorb ...
Bid time
Financial services; Funds
The time of day that corresponds with the posting of a bid price for a security.
Annuitant
Financial services; Funds
Annuity payments may depend upon the continuation of a person's life. That person is called the annuitant.
Retirement (IRA)
Financial services; Funds
The Individual Retirement Account is Merrill Lynch's standard contributory retirement account. This account acts as a tax-deferred retirement and savings plan.
