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TD Emerald Balanced Fund - C$ (630/1629)
Overview Prices & Performance
Investment Strategy
The TD Emerald Balanced Fund invests in money market instruments and securities included in the DEX Universe Bond Index, the S&P/TSX Composite Index, the Standard and Poor's 500 Composite Stock Price Index and the MSCI Europe, Australasia, and Far East (EAFE) Index. The Fund invests primarily in units of our other Emerald Pooled Funds, including the Canadian Equity Fund, Canadian Bond Fund, Pooled U.S. Equity Fund, International Equity Fund and Short Term Investment Fund. The asset mix is adjusted quarterly to reflect the average asset mix of pooled pension funds in Canada. The fixed income and equity portions pursue an indexed strategy while the short term monies are actively managed.
Investment Objective
The Fund is designed to earn a reasonable rate of interest and dividend income and moderate capital appreciation. A secondary objective is to achieve above median returns as compared to a universe of similar pooled funds.
Who Should Invest
This Fund is suitable for investors seeking:
  • steady current income and moderate long-term growth of capital.
  • a simple, low-cost way to own a broadly diversified portfolio of stocks and bonds.
  • Fund Facts
    Inception Date: Apr. 30, 1992 
    Asset Class: Balanced 
    Benchmark: Combination of Indices (C$) 
    Risk Level: Neutral to the Market 
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