Investment Objective
The fundamental investment
objective is to generate long-
term capital growth. The
Portfolio invests primarily in
securities of other 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.
Benchmark Statement
10% DEX Universe Bond Index, 60%
MSCI World Index (ND, C$), 30%
S&P/TSX Composite Total Return
Index
Recommended For
The Portfolio is recommended
for investors who: are seeking
an increased exposure to
equity 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 FundSmart
Managed 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
Overall, global equities rose over the quarter as investors were encouraged by continuing accommodative monetary policies and by improving U.S. housing and employment data. In addition, the risk of a euro zone breakup seemed to recede when leaders put forward a banking union proposal and restructured Greece’s bailout loans. In Asia, China showed signs that its economic slowdown may have bottomed, and Japanese equities posted positive returns amid prospects of more accommodative monetary policy following the election. In North America, positive economic data was somewhat overshadowed by weak third quarter earnings season results and by concern over the fiscal cliff. The Canadian dollar weakened against most major currencies, except the Japanese yen. This weakness led to enhanced returns in Canadian dollar terms.
(December 2012)
General Description
| Fund Codes:
|
TDB364
|
| 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:
|
3.01% MER as of December 31, 2012
|
| Sector Class:
|
Global Equity
|
| Inception Date:
|
Nov. 12, 1998
|
| Assets:
|
$ 19.15 million as of Apr. 30, 2013.
|
| Minimum PPP Amount:
|
$25.00
|
|
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