Investment Objective
The fundamental investment
objective is to generate a
moderate level of income while
preserving investment capital
and liquidity and providing
some potential for capital
growth. The Portfolio invests
primarily in units of TD Index
Mutual Funds, with an emphasis
on mutual funds with income
generating potential. 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
65% DEX Universe Bond Index, 23%
MSCI World Index (ND, C$), 12%
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 mostly income
combined with a moderate
amount of capital growth; are
willing to accept a low to
moderate degree of risk; have
a medium term investment time
horizon.
Why Invest
Constructed with an emphasis
on fixed income over equities,
the TD Managed Index Income
Portfolio provides a balance
between a moderate income
stream, capital preservation
and liquidity.
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
Overall, Canadian bonds generated modestly 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 as some investors continued to seek safe havens for their capital. The Bank of Canada (BoC) held the overnight rate at 1.00 percent in its December 4 policy announcement. It noted that third quarter economic activity was weak, but it continues to expect that economic growth, driven by consumption and business investment, will improve during 2013.
(December 2012)
General Description
| Fund Codes:
|
TDB850
|
| 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:
|
1.20% MER as of December 31, 2012
|
| Sector Class:
|
Canadian Fixed Income Balanced
|
| Inception Date:
|
Nov. 26, 1999
|
| Assets:
|
$ 5.69 million as of Apr. 30, 2013.
|
| Minimum PPP Amount:
|
$25.00
|
|
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