(As of 5/31/2024)

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)
5.06 %
YTD Return 4.83 %
NAVPS
(6/11/2024)
$7.63
Change ($0.04) / -0.52 %
Growth of $10,000 (As of May 31, 2024)
MER 2.04 %
Assets ($mil) $79.10
Rank (1Yr) 692/701
Std Dev (3Yr) 12.93 %
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. The fundamental investment objective may only be changed with the approval of a majority of unitholders, given at a meeting called for that purpose.
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 May 31, 2024)
Sector Allocation
(As of May 31, 2024)
Geographic Allocation
(As of May 31, 2024)
Top 10 Holdings
NameAssetSectorGeographicPercent
TD Canadian Low Volatility Pool - OCanadian EquityMutual FundCanada99.94%
Cash and Cash EquivalentsCash and EquivalentsCash and Cash EquivalentCanada0.06%

Performance Data (As of May 31, 2024)
  Return (%) Annualized Return (%)
Return 1 Mth 3 Mth 6 Mth YTD 1 Yr 3 Yr 5 Yr 10 Yr
Fund 2.70 1.74 7.85 4.83 4.52 3.94 3.61 4.91
Benchmark 2.77 5.07 11.79 7.58 17.55 7.35 10.14 7.53
Quartile Ranking 2 4 4 4 4 4 4 4

Calendar Return (%) 2023 2022 2021 2020 2019 2018 2017 2016 2015 2014
Fund -0.43 -3.40 18.72 -5.08 18.67 -6.20 8.47 13.51 -1.83 -     
Benchmark 11.75 -5.84 25.09 5.60 22.88 -8.89 9.10 21.08 -8.32 10.55
Quartile Ranking 4 2 4 4 3 1 2 4 1 -

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