TD Asset Management Inc. (TDAM) launches two new equity solutions
Updated: November 21, 2017

TDAM has launched two new global fixed income funds: TD Global Income Fund and TD Global Unconstrained Bond Fund.

In addition, TDAM expanded the series options for the existing TD Global Core Plus Bond Fund. The launch of the new funds and the addition of the series options, gives investors more choice in the fixed income space and strengthens TDAM's existing offering of investment solutions.

 
This fund may be suitable for investors seeking higher yield opportunities available in the global fixed income market. It is designed to earn income while offering global diversification and can be a core holding or a good complement to Canadian-focused fixed income portfolio.

Characteristics:

  • Global diversification to seek opportunities and help reduce risk
  • Use of derivatives to help manage currency and interest rate risk
  • Can complement domestic core fixed income holdings for investors seeking stable income

Additional Resources:

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This global bond solution may be suitable for investors who are seeking to maximize total return within the fixed income portion of an investment portfolio.

Characteristics:

  • Flexible mandate without benchmark constraints to seek total return 
  • Active management of currency and interest rate exposure to both seek opportunity and reduce risk
  • Can add diversification to core domestic fixed income holdings for investors seeking to maximize total return

Additional Resources:

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The TD Global Core Plus Bond Fund is a global solution that provides access to an active fixed income strategy, designed to exploit the opportunities that exist within the fixed income universe. This fund may be suitable as a core bond holding within an investment portfolio. On November 21, 2017, TDAM offered additional purchase options of the fund, with target distribution rates of 5%.

Characteristics:

  • Diversified exposure to global investment-grade corporate, government, high yield, and emerging market bonds 
  • Active management of currency exposure
  • Now available in H-Series, T-Series, and S-Series

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Updated: September 12, 2017

TDAM has introduced a new U.S. equity dividend growth fund and a North American small-cap equity fund, providing investors with more portfolio diversification options and opportunities to enhance potential returns.

Find out more about our new TD U.S Dividend Growth Fund and TD North American Small-Cap Equity Fund:

 
TD U.S. Dividend Growth Fund led by David Sykes will use the same dividend equity strategy utilized by the TD North American Dividend Fund and TD U.S. Monthly Income Fund. The Fund offers investors exposure to U.S. companies and will complement TDAM's existing suite of dividend solutions.

Highlights:

  • Seeks high-quality U.S. equities that have solid balance sheets and a sustainable competitive advantage
  • The Fund's reinvested dividends can add to returns and potentially provide a buffer when markets are volatile
  • Can serve as a core stand-alone U.S. dividend equity building block for portfolio construction

Additional Resources:

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The TD North American Small-Cap Equity Fund, led by Portfolio Manager, Jean Masson, offers investors access to small and medium-sized North American companies. Building on the success and popularity of Jean's low volatility and U.S. quantitative equity funds, he and his team will apply a similar quantitative strategy to the new Fund.

Highlights:

  • The Fund will strive to deliver the upside potential of small-cap stocks without taking on more risk than the broad market index
  • The Fund will analyze hundreds of small-cap companies and generally selects those with a history of growth, sustainable levels of leverage, and that are making efficient use of their capital
  • The Fund's quantitative approach helps to identify quality companies that are potentially undervalued by the market

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