(As of 8/31/2021)

TD Canadian Low Volatility Fund - Investor Series

(Canadian Equity)






FundGrade A+® Rating recipient
For more information about
FundGrade click here
Inception Return
(4/15/2014)
6.42 %
YTD Return 14.96 %
NAVPS
(9/27/2021)
$8.30
Change ($0.06) / -0.72 %
Growth of $10,000 (As of August 31, 2021)
MER 2.03 %
Assets ($mil) $133.00
Rank (1Yr) 757/789
Std Dev (3Yr) 13.15 %
Volatility Ranking (3Yr) 6/10
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.
Fund Manager

TD Asset Management Inc.

Portfolio Manager

Jean Masson, TD Asset Management Inc.

Julien Palardy, TD Asset Management Inc.

Laurie-Anne Davison, TD Asset Management Inc.

Emin Baghramyan, TD Asset Management Inc.

Louis-Philippe Roy, TD Asset Management Inc.

Sub-Advisor
Data not available
 
Asset Allocation
(As of August 31, 2021)
Sector Allocation
(As of August 31, 2021)
Geographic Allocation
(As of August 31, 2021)
Top 10 Holdings
NameAssetSectorGeographicPercent
TD Canadian Low Volatility Pool - OCanadian EquityMutual FundCanada99.87%
Cash and Cash EquivalentsCash and EquivalentsCash and Cash EquivalentCanada0.13%

Performance Data (As of August 31, 2021)
  Return (%) Annualized Return (%)
Return 1 Mth 3 Mth 6 Mth YTD 1 Yr 3 Yr 5 Yr 10 Yr
Fund 2.03 7.84 19.47 14.96 19.18 6.02 6.24 -   
Benchmark 1.63 4.99 15.50 20.16 28.24 11.58 10.40 8.10
Quartile Ranking 2 1 1 4 4 4 4 -

Calendar Return (%) 2020 2019 2018 2017 2016 2015 2014 2013 2012 2011
Fund -5.08 18.67 -6.20 8.47 13.51 -1.83 -      -      -      -     
Benchmark 5.60 22.88 -8.89 9.10 21.08 -8.32 10.55 12.99 7.19 -8.71
Quartile Ranking 4 4 1 2 4 1 - - - -

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