Institutional Investing
 

Institutional Funds

TD Emerald Active Canadian Corporate Bond Pooled Fund Trust

Investment Strategy

The Fund’s strategy is to employ active fundamental management based on extensive independent credit research, as well as yield and credit curve analysis to invest predominantly in investment-grade corporate fixed income securities.

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 TMX Canada All Corporate Bond Index through active fundamental fixed income management.

Click here to view Strategy Overview 

Fund Facts
Asset ClassFixed Income
Management PhilosophyActive Fundamental
Inception DateAugust 05, 2010
BenchmarkFTSE Canada All Corporate Bond Index
Details
NAV($) / Yield (%)10.2565 (As of March 20, 2019)
Distribution DateFebruary 28, 2019
Income Distribution0.0268
Capital Distribution0.0000
Total Distribution0.0268
AUM (in millions)120.05 (As of February 28, 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
Fund0.353.272.153.202.203.262.073.28-4.26
Benchmark0.313.082.003.352.533.442.313.51-4.38

*Performance as of February 28, 2019. 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
20182017201620152014
Fund0.762.783.672.667.28
Benchmark1.103.383.732.717.58
March 21, 2019