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
| Name | Asset | Sector | Geographic | Percent |
| TD Canadian Low Volatility Pool - O | Canadian Equity | Mutual Fund | Canada | 101.67% |
| Cash and Cash Equivalents | Cash and Equivalents | Cash and Cash Equivalent | Canada | -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
|
-
|
-
|
-
|