Investment Objective
The fundamental investment
objective is to achieve long-
term capital appreciation by
investing primarily in equity
securities of companies from
anywhere in the world.
Benchmark Statement
MSCI All Country World Index
ND(C$)
Recommended For
The Fund may be suitable for
long-term investors who are
seeking a diversified global
equity fund; want to
contribute to the growth
component of a diversified
portfolio; and are willing to
accept a moderate level of
risk.
Why Invest
Portfolio Managers are
supported by a
Global research platform
consisting of
80+ investment professionals.
The Fund offers a full range
of global
investment opportunities –
developed
and emerging markets; larger
and
smaller companies.
Portfolio Update
Quarterly Update
Overall, stock selection helped returns relative to its benchmark, the MSCI All-Country World Index (ND, C$), while group and regional allocations detracted on balance. Among sectors, stock selection in consumer staples companies was the greatest relative contributor. The industrials and business services sector also helped relative results due to solid stock picks and strong positioning. The Fund’s substantial allocation to information technology stocks detracted the most from relative returns. Regionally, stock choices in the U.S. market boosted relative results, while Chinese stocks weighed on relative performance.
(December 2012)
General Description
| Fund Codes:
|
TDB150
|
| 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:
|
1.23% MER as of December 31, 2012
|
| Sector Class:
|
Global Equity
|
| Inception Date:
|
Sep. 6, 2006
|
| Assets:
|
$ 290.75 million as of Apr. 30, 2013.
|
| Minimum PPP Amount:
|
$25.00
|
|
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