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 Index 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
40% DEX Universe Bond Index; 40%
MSCI World Index (N.D, C$); 20%
S&P/TSX Composite 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
Constructed using a blend of
equities and fixed income, the
TD Managed Index Balanced
Growth Portfolio provides a
balance between long-term
capital appreciation and the
opportunity 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
Quarterly Update
The S&P/TSX Composite Index
rose 7 percent over the
quarter as investor confidence
was renewed by the U.S.
Federal Reserve Board’s (the
Fed) QE3 and the European
Central Bank’s announcement of
a plan to reduce borrowing
costs in the euro zone’s
peripheral countries. All of
the Index’s ten sectors rose,
led by materials, energy and
health care. Canadian bonds
also posted positive returns
for the quarter. Both
government and corporate bonds
gained, with corporates
outperforming their government
counterparts. Corporate bonds
continued to benefit from
higher relative yields and
strong company balance sheets,
while government bonds
benefitted from lingering
concerns over European
sovereign debt problems and
slowing growth in the U.S.
(September 2012)
General Description
| Fund Codes:
|
TDB852
|
| 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:
|
1.29% MER as of December 31, 2012
|
| Sector Class:
|
Global Neutral Balanced
|
| Inception Date:
|
Nov. 26, 1999
|
| Assets:
|
$ 32.39 million as of May 31, 2013.
|
| Minimum PPP Amount:
|
$25.00
|
|
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