Investment Objective
The fundamental investment
objective is to seek to earn
interest and/or dividend
income while also providing
the opportunity for moderate
long-term capital growth by
primarily making investments
in, or gaining exposure to,
securities with income-
generating potential. 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
55% DEX Universe Bond Index,
22.5% S&P/TSX Composite Total
Return, 22.5% MSCI World Index
(C$)
Recommended For
The Fund may be suitable for
medium-term investors who:
- prefer to have
professional managers
determine the selection and
composition of their
investments, as well as
provide ongoing monitoring
services
- want moderate growth of
capital combined with some
income
- are willing to accept a
low to moderate degree of
risk
Why Invest
- All-in-one solution
that offers diversification
across asset classes and
geographic regions.
- Each Portfolio is
comprised of top quality funds
from the TD Mutual Funds line-
up.
- Managed by TD Asset
Management Inc., one of
Canada’s largest asset
managers.
- Ongoing monitoring and
adjustments made to take
advantage of market
opportunities and to manage
risk.
Portfolio Update
Quarterly Update
Canadian bonds posted positive
returns for the quarter. Both
government and corporate bonds
gained, with corporates
outperforming their government
counterparts. Corporate bonds
continued to benefit from
higher relative yields and
strong company balance sheets,
while government bonds
benefitted from lingering
concerns over European
sovereign debt problems and
slowing growth in the U.S.
Canadian equities were also
positive over the quarter. The
Bank of Canada (BoC) held the
overnight interest rate at
1.00 percent in September. It
noted that although dampened
by global headwinds, Canadian
economic growth continues and
is expected to improve during
2013.
(September 2012)
General Description
| Fund Codes:
|
TDB2086
|
| Minimum non-RSP Investment:
|
$ 5000.00
|
| Minimum RSP Investment:
|
$ 5000.00
|
| Minimum Subsequent Investment:
|
$ 100.00
|
| Early Redemption:
|
Up to 2.00% of purchase cost if redeemed within 30 days of purchase.
|
|
MER:
|
2.07% MER as of December 31, 2012
|
| Sector Class:
|
Global Neutral Balanced
|
| Inception Date:
|
Sep. 15, 2009
|
| Assets:
|
$ 193.66 million as of Apr. 30, 2013.
|
| Minimum PPP Amount:
|
$25.00
|
|
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