Institutional Investing

Institutional Funds

TD Emerald Low Volatility Global Equity Non-Taxable Investor PFT

Who Should Invest

The Fund is designed for Canadian registered pension plans, qualifying foundations, endowments and charities which are exempt from income tax in Canada and income tax in the United States in respect of dividend or interest income in the United States, who are seeking a broadly diversified portfolio with a better risk-adjusted return than the MSCI World ex-Canada Total Return Index.

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Fund Facts
Asset ClassEquity
Management PhilosophyActive Quantitative
Inception DateApril 26, 2017
BenchmarkMSCI World ex-Canada Index ND (C$)
NAV($) / Yield (%)10.1609 (As of June 30, 2020)
Distribution DateDecember 31, 2019
Income Distribution0.2857
Capital Distribution0.0801
Total Distribution0.3658
AUM (in millions)1,820.69 (As of May 31, 2020)
Distribution FrequencyAnnual

*Rates of return are time-weighted, reflecting income during the period but do not include any deduction for management fees.

1 M3 MYTD1 Y2 Y3 Y4 Y5 Y10 YSince Inception

*Performance as of May 31, 2020. Year To Date - performance based on most recent month-end data.

*Benchmark is MSCI World ex-Canada Index ND (C$)

Note: Fund performance is before fees but after expenses

Yearly Performance
July 02, 2020