Institutional Investing
 

Institutional Funds

TD Emerald Canadian Long 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. The Fund also primarily invests in Canadian investment grade bonds with a term to maturity greater than ten years and is designed to consistently add incremental value over the long term.

Investment Objective

The Fund's performance objective is to outperform the FTSE TMX Canada Long Term Overall Bond Index by 0.75% 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 Long Term Overall Bond Index through active fundamental fixed income management.

Click here to view Strategy Overview

Fund Facts
Asset ClassFixed Income
Management PhilosophyActive Fundamental
Inception DateSeptember 24, 2015
BenchmarkFTSE Canada Long Term Overall Bond Index
Details
NAV($) / Yield (%)10.5272 (As of March 20, 2019)
Distribution DateDecember 31, 2018
Income Distribution0.2803
Capital Distribution0.0000
Total Distribution0.2803
AUM (in millions)645.91 (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
Fund0.314.593.043.934.114.16---4.32
Benchmark0.154.252.344.364.353.60---3.91

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

*Benchmark is FTSE Canada Long Term Overall Bond Index

Note: Fund performance is before fees but after expenses

Yearly Performance
20182017201620152014
Fund-0.506.594.61--
Benchmark0.317.032.47--
March 21, 2019