Investment Objective
The fundamental investment
objective is to generate long-
term capital growth. The
Portfolio invests primarily
in units of TD Index Mutual
Funds, with an emphasis on
mutual funds investing 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
65% MSCI World Index (N.D.,C$);
35% 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; are
willing to accept a moderate
degree of risk; have a medium
to long term investment time
horizon.
Why Invest
Crafted to find potential
opportunities throughout the
world with up to 100% equity
exposure, the TD Managed Index
Maximum Equity Growth
Portfolio provides long-term
capital appreciation
potential.
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
Global equity markets rose
over the quarter in spite of
continued weak economic data,
as investors anticipated
strong policy responses from
key central banks. Those
responses arrived in September
as the U.S. Federal Reserve
Board (the Fed) launched its
QE3 program and pledged to
offer further stimulus
measures as needed to improve
employment, and the European
Central Bank announced a bond-
purchasing program aimed at
reducing borrowing costs in
the euro zone’s peripheral
countries. The Canadian dollar
was strong relative to most
major currencies, leading to
reduced returns in Canadian
dollar terms.
(September 2012)
General Description
| Fund Codes:
|
TDB304
|
| 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:
|
1.70% MER as of December 31, 2012
|
| Sector Class:
|
Global Equity
|
| Inception Date:
|
Nov. 12, 1998
|
| Assets:
|
$ 9.31 million as of Apr. 30, 2013.
|
| Minimum PPP Amount:
|
$25.00
|
|
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