Inception Return
(4/15/2014)
|
7.08 %
|
|
YTD Return
|
2.52 %
|
|
NAVPS
(2/27/2020)
|
$7.82
|
|
Change
|
($0.24) / -3.07 %
|
|
|
Growth of $10,000
(As of January 31, 2020)
|
|
MER
|
2.03 %
|
|
Assets ($mil)
|
$233.82
|
|
Rank (1Yr)
|
95/583
|
|
Std Dev (3Yr)
|
7.30 %
|
|
Volatility Ranking (3Yr)
|
5/10
|
|
RRSP Eligibility
|
Yes
|
|
Load
|
No Load
|
|
Max Front End
|
-
|
|
Max Back End
|
-
|
|
Sales Status
|
Open
|
|
|
Objective
The fundamental investment objective is to seek to achieve long-term capital appreciation by investing primarily in, or gaining exposure to, Canadian equity securities, while seeking to reduce volatility.
|
Management Co.
TD Asset Management Inc.
Managers
Jean Masson, Julien Palardy, Laurie-Anne Davison, Emin Baghramyan, Louis-Philippe Roy
|
|
Asset Allocation
(As of January 31, 2020)
|
Sector Allocation
(As of January 31, 2020)
|
Geographic Allocation
(As of January 31, 2020)
|
Top 10 Holdings
| Name | Asset | Sector | Geographic | Percent |
| TD Canadian Low Volatility Pool | Canadian Equity | Mutual Fund | Canada | 99.84% |
| Cash and Cash Equivalents | Cash and Equivalents | Cash and Cash Equivalent | Canada | 0.16% |
Performance Data
(As of January 31, 2020)
|
|
Return (%)
|
Annualized Return (%)
|
|
Return
|
1
Mth
|
3
Mth
|
6
Mth
|
YTD
|
1
Yr
|
3
Yr
|
5
Yr
|
10
Yr
|
|
Fund
|
2.52
|
4.60
|
5.63
|
2.52
|
15.75
|
7.42
|
6.16
|
-
|
|
Benchmark
|
1.74
|
5.88
|
7.20
|
1.74
|
14.98
|
7.21
|
6.53
|
7.68
|
|
Quartile Ranking
|
1
|
3
|
3
|
1
|
1
|
1
|
1
|
-
|
|
Calendar Return (%)
|
2019
|
2018
|
2017
|
2016
|
2015
|
2014
|
2013
|
2012
|
2011
|
2010
|
|
Fund
|
18.67
|
-6.20
|
8.47
|
13.51
|
-1.83
|
-
|
-
|
-
|
-
|
-
|
|
Benchmark
|
22.88
|
-8.89
|
9.10
|
21.08
|
-8.32
|
10.55
|
12.99
|
7.19
|
-8.71
|
17.61
|
|
Quartile Ranking
|
2
|
1
|
1
|
3
|
1
|
-
|
-
|
-
|
-
|
-
|