Investment Objective
The fundamental investment
objective is to seek to
generate long-term capital
growth with the potential for
earning some
dividend and/or interest
income.
The Fund invests the majority
of its assets in securities of
other mutual funds, with an
emphasis on mutual funds
investing in equities for
potential long-term capital
growth.
Benchmark Statement
20% DEX Universe Bond Index, 40%
S&P/TSX Composite Total Return,
40% MSCI World Index (C$)
Recommended For
The Fund may be suitable for
medium to long-term investors
who: 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 with only a
modest
level of income; are willing
to accept a moderate degree of
risk.
Why Invest
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:
|
TDB888
|
| 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:
|
2.13% MER as of December 31, 2012
|
| Sector Class:
|
Global Equity Balanced
|
| Inception Date:
|
Dec. 8, 2008
|
| Assets:
|
$ 1524.68 million as of Apr. 30, 2013.
|
| Minimum PPP Amount:
|
$25.00
|
|
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