TD Target Return Funds – A unique way to invest
TD Target Return Funds are unique investment products only available in Canada from TD Mutual Funds. These Funds take advantage of investment strategies that have been used by institutional investors for some time, and now mutual fund investors can access their intended benefits through the TD Target Return Conservative Fund and the TD Target Return Balanced Fund.
Why Choose the TD Target Return Funds?
These Funds aim to provide three key benefits –
- A defined target return– These Funds’ main focus is to seek to achieve a defined target return over a 5-year period.
- Reduced volatility – With the flexibility to choose among asset classes, regions and a wide range of investments, including defensive investments, the portfolio manager has the tools to potentially reduce volatility and manage risk while seeking to achieve the Funds’ target returns. The Portfolio Manager only takes on as much risk as necessary to seek to achieve the target return.
- Inflation protection – By including the Government of Canada 91-day Treasury Bill rate, which has generally reflected inflation expectations and
tracked Canadian inflation, as part of the return target, these Funds seek to provide some inflation protection.