Investment Objective
The fundamental investment
objective is to seek to
achieve long-term capital
appreciation by investing
primarily in, or gaining
exposure to, securities of
mostly Canadian companies
which the portfolio adviser
determines have strong
appreciation potential that is
not reflected in the trading
price of such securities.
Benchmark Statement
S&P/TSX Composite TR Index
Recommended For
The Fund may be suitable for
medium to long-term investors
who :
• are seeking exposure to
Canadian equities with value
characteristics;
• 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
The Fund provides you with the
opportunity to gain exposure
to established Canadian
companies that the managers
determine are undervalued.
The Fund aims to maximize
potential returns relative to
the investment risk involved.
Portfolio Update
Quarterly Update
In the third quarter of 2012,
the Fund was overweight
information technology and
consumer discretionary while
underweight materials, energy
and telecommunications. During
the quarter, the Fund
performed in line with the
benchmark. Stock selection
within energy and financials
added significant value.
However, this was offset by
the negative added-value of
the allocation to cash and the
holdings in information
technology. The Canadian
market was strong as all 10
sectors had positive
performance, led by the
materials, energy and health
care sectors. The portfolio
adviser continues to see
opportunities in energy
services and select materials
names as they remain valued
near 2008 levels.
(September 2012)
General Description
| Fund Codes:
|
TDB2242,
DSC Version
TDB2241,
ISC Version
TDB2243,
LSC Version
TDB2244,
LSC2 Version
|
| 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:
|
2.18% MER as of December 31, 2012
|
| Sector Class:
|
Canadian Equity
|
| Inception Date:
|
Sep. 7, 2010
|
| Assets:
|
$ 1.31 million as of Apr. 30, 2013.
|
| Minimum PPP Amount:
|
$25.00
|
|
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