Institutional Investing
 

Institutional Funds

TD Emerald Active Canadian Corporate Bond Pooled Fund Trust

Investment Strategy
The Fund seeks to deliver a high rate of interest income with a focus on controlling risk through TD Asset Management Inc.'s (TDAM) active fundamental fixed income approach. The Fund maintains a diversified portfolio by investing predominantly in Canadian investment-grade corporate fixed income securities.

TDAM's active fundamental fixed income philosophy is grounded in guiding principles that stress independent credit research and sound yield and credit curve analysis. TDAM believes that applying these principles through a highly disciplined portfolio construction methodology is the most predictable way to generate competitive risk-adjusted returns when measured against any given benchmark.

Investment Objective

The investment objective of the Fund is to modestly outperform the FTSE TMX Canada Universe All Corporate Bond Index while seeking to mitigate the risks over the long-term.

Who Should Invest
The Fund is designed for institutional investors who wish to earn income and seek to achieve long-term performance in excess of the FTSE Canada All Corporate Bond Index through active fundamental fixed income management.
Fund Facts
Asset ClassMid Fixed Income
Management PhilosophyActive Fundamental
Inception DateAugust 05, 2010
BenchmarkFTSE Canada All Corporate Bond Index
Details
NAV($) / Yield (%)10.8004 (As of January 20, 2021)
Distribution DateDecember 31, 2020
Income Distribution0.0332
Capital Distribution0.1934
Total Distribution0.2265
AUM (in millions)118.84 (As of December 31, 2020)
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
Fund0.872.049.189.188.806.055.234.915.084.97
Benchmark0.731.808.748.748.395.905.274.965.025.01

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

*Benchmark is FTSE Canada All Corporate Bond Index

Note: Fund performance is before fees but after expenses

Yearly Performance
20192018201720162015
Fund8.420.762.783.672.66
Benchmark8.051.103.383.732.71
January 21, 2021