Investment Objective
The fundamental investment
objective is to generate long-
term capital growth while also
providing the opportunity to
earn some interest and
dividend income. The
Portfolio invests primarily in
units of TD Mutual Funds, with
an emphasis on mutual funds
which focus on equities for
greater potential capital
growth. The Portfolio may also
invest directly in guaranteed
investment certificates, bonds
issued by the Canadian or
provincial governments and
Strip Bonds. The fundamental
investment objective may only
be changed with the approval
of a majority of unitholders
at a meeting called for that
purpose.
Benchmark Statement
40% DEX Universe Bond Index, 40%
MSCI World Index (ND, C$), 20%
S&P/TSX Composite Total Return
Index
Recommended For
The Portfolio may be suitable
for investors who: are seeking
an increased exposure to
international markets; prefer
to have professional managers
determine the selection and
composition of their
investments, as well as
provide ongoing monitoring
services; want long term
growth of capital and income;
are willing to accept a low to
moderate degree of risk; have
a medium to long term
investment time horizon.
Why Invest
Constructed using a blend of
equities and fixed income, the
TD Managed Balanced Growth
Portfolio provides a balance
between long-term capital
appreciation and the
opportunity for income.
The TD Managed Assets Program
is a professionally
constructed, managed and
monitored solution, designed
to moderate the effect of
market volatility through
multi-facet diversification.
Portfolio Update
Quarterly Update
Canadian equities rose over the quarter amid positive economic news from China and improvements in U.S. housing and employment data. However, gains were moderated somewhat as political wrangling over solutions to the fiscal cliff distracted investors. The S&P/TSX Composite Index rose 1.7 percent over the quarter. Eight of the Index’s ten sectors rose, led by consumer staples, information technology and industrials. Overall, Canadian bonds generated modestly 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.
(December 2012)
General Description
| Fund Codes:
|
TDB736
|
| 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:
|
2.45% MER as of December 31, 2012
|
| Sector Class:
|
Global Neutral Balanced
|
| Inception Date:
|
Nov. 5, 2007
|
| Assets:
|
$ 2559.26 million as of Apr. 30, 2013.
|
| Minimum PPP Amount:
|
$25.00
|
|
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