Investment Objective
The fundamental investment
objective is to seek to provide
monthly income with capital
appreciation as a secondary
objective, by investing
primarily in income-producing
securities.
Benchmark Statement
50% S&P/TSX Composite Index; 40%
DEX All Corporate Bond Index;
10% MSCI World High Dividend
Yield Index (C$, ND)
Recommended For
This Fund may be suitable for
medium to long-term investors
who are: seeking income with a
moderate degree of capital
growth; willing to accept a low
to moderate level of risk.
Why Invest
The Fund aims to deliver
superior returns
relative to the investment
risk involved
Focus on generating a high and
consistent
level of monthly income.
Investors can achieve
diversification across
all major domestic asset
classes and some
foreign exposure with this one
Fund.
Portfolio Update
Quarterly Update
Canadian equities rose over the quarter as investor confidence continued to be buoyed by strong policy responses from the U.S. Federal Reserve Board and the European Central Bank. The Fund’s performance was helped significantly by an underweight position in materials, overweight exposure to financials and good stock selection in industrials. Energy stocks in the Fund performed positively and good stock selection boosted returns. Consumer staples detracted from relative performance. The portfolio adviser anticipates that equities will outperform bonds and companies that can grow dividends alongside earnings will continue to do well as interest rates remain low.
(December 2012)
General Description
| Fund Codes:
|
TDB614
|
| 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:
|
0.90% MER as of December 31, 2012
|
| Sector Class:
|
Canadian Equity Balanced
|
| Inception Date:
|
Sep. 4, 2007
|
| Assets:
|
$ 573.84 million as of Apr. 30, 2013.
|
| Minimum PPP Amount:
|
$25.00
|
|
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