Institutional Investing
 

Institutional Funds

TD Emerald Canadian Core Plus Bond Pooled Fund Trust

Investment Strategy

The Fund uses a disciplined approach that seeks to capture the greatest compensation for a given level of risk. The strategy seeks to enhance returns beyond the defined benchmark utilizing diverse and tactical sources of added value. This strategy expands our opportunity set beyond the Canadian bond universe and allows us to access global investment and non-investment grade bonds to provide the opportunity to capture incremental excess return over the long term.

Investment Objective

The investment objective of the Fund is to outperform the FTSE TMX Canada Universe Bond Index by 1% per annum over the long-term.

Who Should Invest

The Fund is designed for institutional investors who wish to achieve long-term performance in excess of the FTSE TMX Canada Universe Bond Index through active fundamental fixed income management.

Click here to view Strategy Overview

Fund Facts
Asset ClassFixed Income
Management PhilosophyActive Fundamental
Inception DateSeptember 04, 2007
BenchmarkFTSE Canada Universe Bond Index
Details
NAV($) / Yield (%)10.3850 (As of March 20, 2019)
Distribution DateFebruary 28, 2019
Income Distribution0.0244
Capital Distribution0.0000
Total Distribution0.0244
AUM (in millions)2,485.59 (As of February 28, 2019)
Distribution FrequencyMonthly

*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
Fund0.443.282.273.862.402.821.953.446.225.73
Benchmark0.182.901.523.632.312.171.543.254.354.61

*Performance as of February 28, 2019. Year To Date - performance based on most recent month-end data.

*Benchmark is FTSE Canada Universe Bond Index

Note: Fund performance is before fees but after expenses

Yearly Performance
20182017201620152014
Fund1.112.362.983.258.38
Benchmark1.412.521.663.528.79
March 21, 2019