Investment Objective
The fundamental investment
objective is to seek to provide
income and moderate capital
growth by investing primarily in
fixed income and equity
securities of issuers in Canada.
Benchmark Statement
50% DEX Universe Bond Index;
50% S&P/TSX 60
Recommended For
This Fund may be suitable for
medium to long-term investors
who prefer the simplicity of
investing in a single Fund
that incorporates both bonds
and equities with an emphasis
on bonds. Investors in this
Fund should be willing to
accept a low to moderate level
of risk.
Why Invest
Exposure to all major asset
classes.
Simplicity of investing; ideal
solution in instances where
funds are limited.
Aim to deliver returns relative
to the investment risk involved.
Portfolio Update
Quarterly Update
Canadian bonds posted modest positive returns for the quarter. Both government and corporate bonds gained, with corporates outperforming their government counterparts. Over the quarter, government yields rose slightly while corporate yields declined, narrowing spreads. Nonetheless, corporate bonds continue to offer a yield advantage. Canadian equities also generated modestly positive returns for the quarter, with the S&P/TSX Index rising 1.7 percent. Eight of the Index’s ten sectors rose over the quarter, led by consumer staples, information technology and industrials. While China showed signs that its economic slowdown may have bottomed - which would be positive for Canadian commodities - and U.S. housing and employment data both showed improvement, investors were distracted by fiscal cliff developments.
(December 2012)
General Description
| Fund Codes:
|
TDB453
|
| 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:
|
0.90% MER as of December 31, 2012
|
| Sector Class:
|
Canadian Neutral Balanced
|
| Inception Date:
|
Nov. 1, 2005
|
| Assets:
|
$ 410.95 million as of Apr. 30, 2013.
|
| Minimum PPP Amount:
|
$25.00
|
|
News
Sorry there are no news articles available.
Downloads
Internet Security
