Institutional Investing
 

Institutional Funds

TD Emerald Low Volatility Canadian Equity Pooled Fund Trust

Investment Strategy

The Fund intends to achieve its objective by investing primarily in Canadian securities which are included in the S&P/TSX Index, subject to investment restrictions of the Fund. The Fund is broadly diversified and invests in a large number of securities but is not expected to include all securities in the S&P/TSX Index. As a result, the tracking error relative to the Index is expected to be relatively high even though the standard deviation of return is expected to be less than that of the Index.

Investment Objective

The investment objective of the Fund is to provide a better risk adjusted total return than a capitalization weighted market index such as the S&P/TSX Composite Total Return Index, used to track the performance of Canadian equity securities over a full market cycle.

Who Should Invest

The Fund is designed for institutional investors seeking a broadly diversified portfolio with a better risk adjusted return than the S&P/TSX Composite Total Return Index.

Click here to view Strategy Overview

Update on the TD Emerald Low Volatility Canadian Equity Pooled Fund Trust

Fund Facts
Asset ClassEquity
Management PhilosophyActive Quantitative
Inception DateSeptember 11, 2009
BenchmarkS&P/TSX Composite TRI
Details
NAV($) / Yield (%)18.3456 (As of January 16, 2020)
Distribution DateDecember 31, 2019
Income Distribution0.5864
Capital Distribution0.3726
Total Distribution0.9590
AUM (in millions)3,923.48 (As of December 31, 2019)
Distribution FrequencyAnnual

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

Performance
1 M3 MYTD1 Y2 Y3 Y4 Y5 Y10 YSince Inception
Fund-1.070.7821.8721.877.847.8410.287.1711.6112.34
Benchmark0.453.1722.8822.885.816.8910.286.286.907.23

*Performance as of December 31, 2019. Year To Date - performance based on most recent month-end data.

*Benchmark is S&P/TSX Composite TRI

Note: Fund performance is before fees but after expenses

Yearly Performance
20182017201620152014
Fund-4.587.8517.93-4.4220.85
Benchmark-8.899.1021.08-8.3210.55
January 19, 2020