Investment Objective
The fundamental investment
objective is to seek to
achieve long-term capital
appreciation by investing
primarily in, or gaining
exposure to, equity securities
of companies around the globe
that are viewed as
contributing to the world’s
future sustainability.
Benchmark Statement
MSCI World (C$, ND)
Recommended For
The Fund may be suitable for
long-term investors who:
• want to invest in companies
whose business activities
reflect an interest in the
world’s future sustainability;
• are contributing to the
growth component of a
diversified portfolio;
• want the flexibility to
switch to other Classes of TD
Mutual Funds Corporate Class
Ltd. on a tax deferred basis;
• are willing to accept a
moderate level of risk
Why Invest
The Fund provides you with the
opportunity to gain exposure
to leading companies that have
a sustainable approach to
business.
The Fund aims to deliver
superior long-term returns by
pursuing growth through
emerging leaders that are
developing innovative
environmental solutions.
Portfolio Update
Quarterly Update
Global equities had a strong
quarter, driven by continued
monetary easing from European
and U.S. central banks.
Commodities rallied strongly,
driven by monetary stimulus,
drought conditions and
geopolitical tensions. The
Fund remains structurally
underweight European
financials, and it has a 10
percent weight dedicated to
clean technology (water,
resource efficiency and
alternative energy) to protect
against environmental tail
risks (drought, resource
scarcity).
The portfolio adviser favour
strong global franchises with
solid environmental, social
and governance fundamentals.
They seek global stocks with
sustainable competitive
advantages in a world that is
increasingly scarce of natural
resources
(September 2012)
General Description
| Fund Codes:
|
TDB2365
|
| 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:
|
1.24% MER as of December 31, 2012
|
| Sector Class:
|
Global Equity
|
| Inception Date:
|
Sep. 7, 2010
|
| Assets:
|
$ 0.38 million as of Apr. 30, 2013.
|
| Minimum PPP Amount:
|
$25.00
|
|
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