Investment Objective
The fundamental investment
objective is to seek to
achieve long-term capital
growth by investing primarily
in, or gaining exposure to,
equity securities of large-
capitalization issuers, a
majority of which will be
issuers in Canada.
Benchmark Statement
100% S&P/TSX 60 Index
Recommended For
The Fund may be suitable for
medium to long-term investors
who:
• are seeking a high-quality,
large-cap equity investment;
• are seeking some exposure to
foreign equities;
• are contributing to the
growth component of a
diversified portfolio;
• want the flexibility to
switch to other Classes of TD
Mutual Funds Corporate Class
Ltd. on a tax deferred basis;
• are willing to accept a
moderate level of risk.
Why Invest
Invest in large-cap stocks of
companies that have the size
and stability to better
withstand economic downturns.
Portfolio Advisers are
committed to a strategy of
minimizing volatility while
preserving growth
opportunities.
Aim to deliver returns
relative to the investment
risk involved.
Portfolio Update
Quarterly Update
Equities rose during the third
quarter as investors gained
confidence from the U.S.
Federal Reserve Board’s
announcement of an open-ended
QE3 program and the European
Central Bank’s announcement
that it would buy bonds from
peripheral euro zone
countries. The S&P/TSX
Composite Index rose 7 percent
over the quarter, led by
materials, energy and health
Care. The Fund benefitted in
September as the commodity
complex, particularly gold
stocks, generated strong
returns. While recent policy
interventions have been an
unambiguous positive for
investors, the fundamental
outlook for the global economy
is less clear cut. As we enter
the final quarter of 2012, we
continue to expect volatile,
policy-driven financial
markets.
(September 2012)
General Description
| Fund Codes:
|
TDB2205
|
| Minimum non-RSP Investment:
|
$ 500.00
|
| Minimum RSP Investment:
|
$ 500.00
|
| Minimum Subsequent Investment:
|
$ 100.00
|
| Early Redemption:
|
Up to 2.00% of purchase cost if redeemed within 30 days of purchase.
|
|
MER:
|
0.89% MER as of December 31, 2012
|
| Sector Class:
|
Canadian Focused Equity
|
| Inception Date:
|
Sep. 7, 2010
|
| Assets:
|
$ 2.37 million as of Apr. 30, 2013.
|
| Minimum PPP Amount:
|
$25.00
|
|
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