Investment Objective
The fundamental investment
objective of the Fund is to
emphasize income with some
potential for capital
appreciation. TD Income
Advantage Portfolio invests
primarily in units of TD
Mutual Funds and may include
other mutual funds managed by
parties other than TDAM from
time to time, emphasizing
mutual funds with income
generating potential.
Benchmark Statement
DEX Universe Bond Index
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; are seeking a flow
of income with a moderate
degree of capital growth; are
willing to accept a low level
of risk.
Why Invest
Diversification across a
number of
income-generating funds may
reduce your
risk and help maintain a
regular stream
of income.
The Portfolio’s potential for
capital
gains and dividend income
could provide
tax-efficient income as both
are taxed
at a lower rate than interest
income.
The Portfolio is rebalanced to
help eliminate asset mix
shifts over time.
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. The
Bank of Canada (BoC) held the
overnight interest rate at
1.00 percent in September. It
noted that global economic
growth is slowing, as it
predicted, and that economic
growth in major emerging
markets, including China, is
slowing more rapidly than
expected. Although dampened by
global headwinds, Canadian
economic growth continues and
is expected to improve during
2013.
(September 2012)
General Description
| Fund Codes:
|
TDB390,
ISC Version
TDB391,
DSC Version
TDB392,
LSC Version
TDB296,
LSC2 Version
|
| 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:
|
1.82% MER as of December 31, 2012
|
| Sector Class:
|
Canadian Fixed Income Balanced
|
| Inception Date:
|
Jan. 9, 2006
|
| Assets:
|
$ 7549.35 million as of Apr. 30, 2013.
|
| Minimum PPP Amount:
|
$25.00
|
|
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