Investment Objective
The fundamental investment objective is to generate long-term capital growth with the added potential for earning a modest level of interest and dividend income. The Portfolio invests primarily in securities of TD Mutual Funds, with an emphasis on mutual funds which focus in 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
20% DEX Universe Bond Index; 28% S&P/TSX Composite Index; 52% Morgan Stanley Capital International World Index GD(CA$).
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 with only a modest level of income; are willing to accept a moderate degree of risk; have a medium to long term investment time horizon.
Why Invest
Engineered with a greater emphasis on equities and some exposure to fixed income, the TD Managed Aggressive Growth Portfolio provides a balance between long-term capital appreciation and the potential for income.
The TD Managed Assets Program is a professionally constructed, managed and monitored solution, designed to moderate the effect of market volatility through multi-facet diversification.
Portfolio Update
Canadian markets rebounded as concerns over European debt issues subsided, leading nine of 10 sectors into positive territory with the exception of materials. Information technology led the way as investors bought back into Research in Motion. Global equities were also ahead as all major regions rose, led by the United States and the United Kingdom. Bonds rose as well on concerns that the economic recovery may be stalling. Most bonds, with the exception of long-term federal issues, rose slightly. Lower-quality high-yield issues, in particular, showed strong performance. The Canadian dollar rose versus the U.S. dollar, which negatively impacted portfolio performance.
(July 31, 2010)
General Description
| Fund Codes:
|
TDB333
|
| Minimum non-RSP Investment:
|
$ 2000.00
|
| Minimum RSP Investment:
|
$ 2000.00
|
| Minimum Subsequent Investment:
|
$ 100.00
|
| Early Redemption:
|
Up to 2.00% of purchase cost if redeemed within 30 days of purchase.
|
|
MER:
|
2.50% as of December 31, 2009.
|
| Sector Class:
|
Global Equity Balanced
|
| Inception Date:
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Nov. 12, 1998
|
| Assets:
|
$ 2086.58 million as of Aug. 31, 2010.
|
| Minimum PPP Amount:
|
$25.00
|
|
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