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 by primarily
making investments in, or
gaining exposure to,
securities with a potential
for long-term capital growth.
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
25% DEX Universe Bond Index,
37.5% S&P/TSX Composite Total
Return, 37.5% 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
- All-in-one solution
that offers diversification
across asset classes and
geographic regions.
- Each Portfolio is
comprised of top quality funds
from the TD Mutual Funds line-
up.
- Managed by TD Asset
Management Inc., one of
Canada’s largest asset
managers.
- Ongoing monitoring and
adjustments made to take
advantage of market
opportunities and to manage
risk.
Portfolio Update
Quarterly Update
The S&P/TSX Composite Index
rose 7 percent over the
quarter as investor confidence
was renewed by the U.S.
Federal Reserve Board’s (the
Fed) QE3 and the European
Central Bank’s announcement of
a plan to reduce borrowing
costs in the euro zone’s
peripheral countries. All of
the Index’s ten sectors rose,
led by materials, energy and
health care. Canadian bonds
also 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.
(September 2012)
General Description
| Fund Codes:
|
TDB2121,
ISC Version
TDB2122,
DSC Version
TDB2123,
LSC Version
TDB2124,
LSC2 Version
|
| Minimum non-RSP Investment:
|
$ 2000.00
|
| Minimum RSP Investment:
|
$ 2000.00
|
| Minimum Subsequent Investment:
|
$ 100.00
|
| Early Redemption:
|
Up to 2.00% of purchase cost if redeemed within 30 days of purchase.
|
|
MER:
|
2.26% MER as of December 31, 2012
|
| Sector Class:
|
Global Equity Balanced
|
| Inception Date:
|
Sep. 15, 2009
|
| Assets:
|
$ 45.13 million as of Apr. 30, 2013.
|
| Minimum PPP Amount:
|
$25.00
|
|
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