(As of 2/29/2020)

Sun GIF Solutions TD Dividend Income Estate Ser A

(Canadian Equity Balanced)






FundGrade A+® Rating recipient
For more information about
FundGrade click here
Inception Return
(5/4/2015)
3.07 %
YTD Return -2.90 %
NAVPS
(4/2/2020)
$9.62
Change $0.13 / 1.38 %
Growth of $10,000 (As of February 29, 2020)
MER -
Assets ($mil) -
Rank (1Yr) 391/497
Std Dev (3Yr) 8.32 %
Volatility Ranking (3Yr) 5/10
RRSP Eligibility Yes
Load Choice of Front or Back
Max Front End 5.00 %
Max Back End 5.50 %
Sales Status Open
 
Objective
The fundamental investment objective is to seek to provide income with capital appreciation as a secondary objective, by investing primarily in income- producing securities.
Management Co.
TD Asset Management Inc.
Managers
Sun Life Global Investments (Canada) Inc.
 
Asset Allocation
(As of January 31, 2020)
Sector Allocation
(As of January 31, 2020)
Geographic Allocation
(As of January 31, 2020)
Top 10 Holdings
NameAssetSectorGeographicPercent
TD Dividend Income Fund - Investor SeriesOtherMutual FundCanada100.00%

Performance Data (As of February 29, 2020)
  Return (%) Annualized Return (%)
Return 1 Mth 3 Mth 6 Mth YTD 1 Yr 3 Yr 5 Yr 10 Yr
Fund -4.71 -4.30 0.83 -2.90 1.85 1.80 -    -   
Benchmark -4.20 -2.05 0.93 -2.20 6.17 5.02 4.18 6.13
Quartile Ranking 3 4 1 3 4 3 - -

Calendar Return (%) 2019 2018 2017 2016 2015 2014 2013 2012 2011 2010
Fund 14.47 -9.72 7.31 16.20 -      -      -      -      -      -     
Benchmark 18.83 -6.34 7.50 15.95 -5.39 10.25 9.26 6.43 -4.14 15.07
Quartile Ranking 2 4 1 1 - - - - - -

Website powered by © Fundata Canada Inc.
Mutual Fund Data provided by Fundata. | View Terms and Conditions of Use .
BofA Merill Lynch Indices used with permission.
© 2014 Fundata Canada Inc. All rights reserved. | View Privacy Policy | Contact Us .