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 small or medium-
sized issuers in Canada.
Benchmark Statement
60% S&P/TSX Small Cap TR Index,
40% S&P/TSX Completion TR Index
Recommended For
The Fund may be suitable for
long-term investors who :
• are seeking to enhance the
growth potential of their
portfolio through exposure to
small and medium-sized
companies;
• 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 to high level of
risk.
Why Invest
The Fund provides you with
diversification among
different Canadian small and
medium-sized companies.
The Fund is sub-advised by
Connor, Clark and Lunn
Investment Management Limited
(CC&L), a private company that
is one of the largest and most
successful investment
management firms in Canada.
Portfolio Update
Quarterly Update
Equity markets rallied during
the third quarter of 2012 as
central banks kicked monetary
policy into high gear in
September. The European
Central Bank demonstrated its
commitment to preserving the
euro through open-ended
purchases of sovereign debt in
an effort to lower government
borrowing costs; while the
U.S. Federal Reserve Board
announced its third round of
quantitative easing. The
global injection of liquidity
lifted commodity prices,
helping the Canadian equity
market to outperform by
double-digit gains from the
energy and materials sectors.
The S&P/TSX Small Cap Index
posted a strong 8.3 percent
total return, eliminating the
negative performance from the
first half of the year.
(September 2012)
General Description
| Fund Codes:
|
TDB2260
|
| 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:
|
2.57% MER as of December 31, 2012
|
| Sector Class:
|
Canadian Small/Mid Cap Equity
|
| Inception Date:
|
Sep. 7, 2010
|
| Assets:
|
$ 1.08 million as of May 31, 2013.
|
| Minimum PPP Amount:
|
$25.00
|
|
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