Investment Objective
The fundamental investment objective is to generate long-term capital growth while also providing the opportunity to earn some interest and dividend income. The Portfolio invests primarily in units of TD Mutual Funds, with an emphasis on mutual funds which focus on equities for greater potential capital growth. The Portfolio may also invest directly in guaranteed investment certificates, bonds issued by the Canadian or provincial governments and Strip Bonds. The fundamental investment objective may only be changed with the approval of a majority of unitholders at a meeting called for that purpose.
Benchmark Statement
43% MSCI World Index ND(C$); 40% DEX Universe Bond Index; 17% S&P/TSX Composite TR Index
Recommended For
The Portfolio may be suitable for investors who: are seeking an increased exposure to international markets; prefer to have professional managers determine the selection and composition of their investments, as well as provide ongoing monitoring services; want long term growth of capital and income; are willing to accept a low to moderate degree of risk; have a medium to long term investment time horizon.
Why Invest
Portfolio Update
Canadian equities rallied in October along with other world stock markets on better-than-expected economic data in the U.S. and signs policy makers made some progress in containing the European debt crisis. The S&P/TSX Composite Index posted a solid gain with eight of the 10 sectors rising, led by industrials, materials and energy. Canadian bonds fell in value in October as the U.S. and Canadian economies showed signs of improvement and European policy makers made some progress towards a financial package to contain the sovereign debt crisis. Corporate bonds outperformed government bonds. Demand for corporate bonds remained solid due to their higher yields and strong company balance sheets.
(October 31, 2011)
General Description - Segregated Fund
| Segregated Fund Codes:
|
TDG721,
ISC Version
TDG921,
DSC Version
|
| Minimum non-RSP Investment:
|
$ 5000.00
|
| Minimum RSP Investment:
|
$ 5000.00
|
| Minimum Subsequent Investment:
|
$ 1000.00
|
| Early Redemption:
|
Early Redemption Fee of 2.00% may be payable to Fund, if units are sold within 90 days of purchase.
|
|
Segregated Fund MER:
|
3.07% MER as of December 31, 2012
|
| Sector Class:
|
Global Neutral Balanced
|
| Inception Date:
|
Feb. 1, 2000
|
| Segregated Fund Assets:
|
$ 83.79 million as of Apr. 30, 2013.
|
| Minimum PPP Amount:
|
$50.00
|
|
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