Investment Objective
The fundamental investment
objective is to achieve long-
term capital appreciation
through investments in
securities of companies which
the portfolio adviser
determines have strong
appreciation potential that is
not reflected in the trading
price of such securities.
Benchmark Statement
100% S&P/TSX Composite Index
Recommended For
This Fund may be suitable for
medium to long-term investors
who are seeking exposure to
Canadian equities with value
characteristics and are
contributing to the growth
component of a diversified
portfolio. Investors in this
Fund should be willing to
accept a moderate level of
risk.
Why Invest
The Fund provides you with the
opportunity
to gain exposure to
established Canadian
companies that the managers
determine
are undervalued.
The Fund aims to maximize
potential returns relative to
the investment risk involved.
Portfolio Update
Quarterly Update
In the fourth quarter of 2012, the Fund was overweight information technology and consumer discretionary while underweight materials, energy and telecommunications. During the quarter, the Fund outperformed its benchmark. Stock selection within industrials, financials and materials added significant value. The Canadian market was strong during the period, as eight out of ten sectors had positive performance, led by the consumer staples, information technology and industrial sectors. With expectations of persistent volatility, the portfolio adviser retains the Fund’s modestly defensive posture with a high weighting in defensive sectors. In addition, the portfolio adviser continues to see opportunities in energy services and life insurers.
(December 2012)
General Description
| Fund Codes:
|
TDB409
|
| Minimum non-RSP Investment:
|
$ 500.00
|
| Minimum RSP Investment:
|
$ 500.00
|
| Minimum Subsequent Investment:
|
$ 100.00
|
| Early Redemption:
|
Up to 2.00% of purchase cost if redeemed within 30 days of purchase.
|
|
MER:
|
0.89% MER as of December 31, 2012
|
| Sector Class:
|
Canadian Equity
|
| Inception Date:
|
Nov. 1, 2000
|
| Assets:
|
$ 1685.87 million as of May 31, 2013.
|
| Minimum PPP Amount:
|
$25.00
|
|
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