Investment Objective
The fundamental investment objective is to generate long-term capital growth. The Portfolio invests primarily in units of TD 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
35% S&P/TSX Composite Index; 65% Morgan Stanley Capital International World Index GD(C$).
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 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
Canadian markets rebounded as concerns over European debt issues subsided, leading nine of 10 sectors into positive territory with the exception of materials. Information technology led the way as investors bought back into Research in Motion. Global equities were also ahead as all sectors, with the exception of health care, rose. On a regional basis, most countries were up, led by the United States and the United Kingdom. Emerging markets were also strong, led by South America as well as Russia. The Canadian dollar rose versus the U.S. dollar, which negatively impacted portfolio performance.
(July 31, 2010)
General Description
| Fund Codes:
|
TDB174
|
| Minimum non-RSP Investment:
|
$ 250000.00
|
| Minimum RSP Investment:
|
$ 250000.00
|
| Minimum Subsequent Investment:
|
$ 5000.00
|
| Early Redemption:
|
Up to 2.00% of purchase cost if redeemed within 30 days of purchase.
|
|
MER:
|
2.19% as of December 31, 2009.
|
| Sector Class:
|
Global Equity
|
| Inception Date:
|
Nov. 1, 2005
|
| Assets:
|
$ 136.76 million as of Aug. 31, 2010.
|
| Minimum PPP Amount:
|
$250
|
|
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