(As of 12/31/2021)

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)
6.58 %
YTD Return 18.73 %
NAVPS
(1/20/2022)
$8.45
Change ($0.05) / -0.59 %
Growth of $10,000 (As of December 31, 2021)
MER 2.03 %
Assets ($mil) $117.60
Rank (1Yr) 632/720
Std Dev (3Yr) 13.02 %
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 December 31, 2021)
Sector Allocation
(As of December 31, 2021)
Geographic Allocation
(As of December 31, 2021)
Top 10 Holdings
NameAssetSectorGeographicPercent
TD Canadian Low Volatility Pool - OCanadian EquityMutual FundCanada101.67%
Cash and Cash EquivalentsCash and EquivalentsCash and Cash EquivalentCanada-1.67%

Performance Data (As of December 31, 2021)
  Return (%) Annualized Return (%)
Return 1 Mth 3 Mth 6 Mth YTD 1 Yr 3 Yr 5 Yr 10 Yr
Fund 5.88 7.04 9.30 18.73 18.73 10.18 6.35 -   
Benchmark 3.06 6.48 6.66 25.09 25.09 17.52 10.04 9.14
Quartile Ranking 1 2 1 4 4 4 4 -

Calendar Return (%) 2021 2020 2019 2018 2017 2016 2015 2014 2013 2012
Fund 18.73 -5.08 18.67 -6.20 8.47 13.51 -1.83 -      -      -     
Benchmark 25.09 5.60 22.88 -8.89 9.10 21.08 -8.32 10.55 12.99 7.19
Quartile Ranking 4 4 4 1 2 4 1 - - -

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