Investment Objective
The fundamental investment
objective is to provide long-
term capital appreciation
similar to the performance of
the Dow Jones Industrial
Average
SM Total
Return Index ("DJIA Index")by
investing primarily in the
equity securities of companies
which are included in the DJIA
Index. The DJIA Index is
comprised of 30 U.S. blue-chip
companies.
Benchmark Statement
100% DJIA Total Return Index
(US$)
Recommended For
This Fund may be suitable for
medium to long-term investors
who want to track the returns
of a of U.S. blue-chip equity
performance as measured by the
Dow Jones Industrial Average
and are contributing to the
growth component of a
diversified portfolio.
Investors in this Fund should
be willing to accept a
moderate level of risk.
Why Invest
One-step exposure to best-known
U.S. blue-chip companies.
Low MER.
Portfolio Update
Quarterly Update
While the Dow Jones Industrial Average (DJIA) generated positive returns over 2012, it declined 2.5 percent during the fourth quarter. Stocks declined as positive U.S. housing and employment data was somewhat overshadowed by weak third quarter earnings season results and by political wrangling over solutions to the fiscal cliff. The U.S. Federal Reserve Board’s (the Fed) overall policy remained little changed as it held rates in the zero to 0.25 percent range in its December 12 policy announcement. The Canadian dollar declined against its U.S. counterpart, which lead to enhanced returns in Canadian dollar terms.
(December 2012)
General Description
| Fund Codes:
|
TDB903
|
| Minimum non-RSP Investment:
|
$ 100.00
|
| Minimum RSP Investment:
|
$ 100.00
|
| Minimum Subsequent Investment:
|
$ 100.00
|
| Early Redemption:
|
Up to 2.00% of purchase cost if redeemed within 30 days of purchase.
|
|
MER:
|
0.33% MER as of December 31, 2012
|
| Sector Class:
|
U.S. Equity
|
| Inception Date:
|
Nov. 26, 1999
|
| Assets:
|
$ 94.42 million as of Apr. 30, 2013.
|
| Minimum PPP Amount:
|
$25.00
|
|
News
Sorry there are no news articles available.
Downloads