Investment Objective
The fundamental investment
objective is to seek to
achieve long-term capital
appreciation by investing
primarily in, or gaining
exposure to, equity securities
of companies from anywhere in
the world, including companies
considered to be global
leaders in their respective
industries.
Benchmark Statement
MSCI World (N.D., C$)
Recommended For
The Fund may be suitable for
medium to long-term investors
who:
• are seeking a core global
equity fund with wide
geographic diversification and
some foreign currency
exposure;
• 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 invest in North
American and international
equities of leading global
companies in various
industries.
The Fund provides exposure to
four major investment themes –
Mass Affluence, New
Technologies, Restructuring
and Aging - that the portfolio
manager believes will be the
driving forces of global
equity growth over the next 20
years.
The Fund aims to deliver
superior returns relative to
the investment risk involved.
Portfolio Update
Quarterly Update
The enhanced monetary policy
measures announced by the
world’s leading central banks
were sufficient to drown out
some, but not all, of the
underwhelming economic news in
both developed and emerging
regions. Fund performance was
attributable to strong stock
selection in the energy and
industrials sectors, as well
as to the strength of
telecommunications and health
care holdings. Opposing forces
of policymaking and debt
repayment in the major
economies make it necessary to
balance the impact of near-
term policymaking and the more
enduring forces shaping the
investment landscape. In a
world increasingly preoccupied
with the short term,
opportunities should continue
to arise for those attentive
to the long term.
(September 2012)
General Description
| Fund Codes:
|
TDB2320
|
| 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:
|
2.59% MER as of December 31, 2012
|
| Sector Class:
|
Global Equity
|
| Inception Date:
|
Sep. 7, 2010
|
| Assets:
|
$ 1.37 million as of Apr. 30, 2013.
|
| Minimum PPP Amount:
|
$25.00
|
|
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