Investment Objective
The fundamental investment
objective is to seek to
generate long-term capital
growth 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
10% DEX Universe Bond Index, 45%
S&P/TSX Composite Total Return,
45% 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
- 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
Global equity markets rose
over the quarter in spite of
continued weak economic data,
as investors anticipated
strong policy responses from
key central banks. Those
responses arrived in September
as the U.S. Federal Reserve
Board (the Fed) launched its
QE3 program and pledged to
offer further stimulus
measures as needed to improve
employment, and the European
Central Bank announced a bond-
purchasing program aimed at
reducing borrowing costs in
the euro zone’s peripheral
countries. The Canadian dollar
was strong relative to most
major currencies, leading to
reduced returns in Canadian
dollar terms.
(September 2012)
General Description
| Fund Codes:
|
TDB2141,
ISC Version
TDB2142,
DSC Version
TDB2143,
LSC Version
TDB2144,
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
|
| Inception Date:
|
Sep. 15, 2009
|
| Assets:
|
$ 12.90 million as of Apr. 30, 2013.
|
| Minimum PPP Amount:
|
$25.00
|
|
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