Institutional Investing
 

Institutional Funds

TD Emerald Core Canadian Equity Pooled Fund Trust

Investment Strategy

The TD Emerald Core Canadian Equity Pooled Fund Trust intends to achieve its objective by investing primarily in Canadian securities which are included in the S&P/TSX Composite Total Return Index, subject to the investment restrictions of the Fund. The Fund provides focused Canadian exposure to companies with strong management, an earnings track record and limited financial leverage.

Investment Objective

The Fund seeks to outperform the benchmark by 2% per annum over the long term.

Who Should Invest

The Fund is designed for institutional investors who seek long-term capital appreciation through exposure to high quality Canadian equities that exhibit a blend of value and growth characteristics using active, fundamental equity portfolio management.

Click here to view Strategy Overview

Note: The performance data provided on the next tab (Price & Performance) is for a period of less than 12 consecutive months and may not be representative of the fund’s long-term performance.

Fund Facts
Asset ClassEquity
Management PhilosophyActive Fundamental
Inception DateDecember 23, 2013
BenchmarkS&P/TSX Composite Total Return Index
Details
NAV($) / Yield (%)9.9580 (As of -)
Distribution DateDecember 31, 2018
Income Distribution0.1906
Capital Distribution0.0953
Total Distribution0.2858
AUM (in millions)14.07 (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
Fund3.505.8211.637.905.8711.495.686.41-7.15
Benchmark3.156.1012.166.865.0310.784.315.48-6.52

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

*Benchmark is S&P/TSX Composite Total Return Index

Note: Fund performance is before fees but after expenses

Yearly Performance
20182017201620152014
Fund-7.138.1722.35-6.269.90
Benchmark-8.899.1021.08-8.3210.55
March 21, 2019