Institutional Investing
 

Institutional Funds

TD Emerald Canadian Long Corporate Bond Pooled Fund Trust

Investment Strategy

The TD Emerald Canadian Long Corporate Bond Pooled Fund Trust (the "Fund") strategy is to employ an active fundamental management approach focused on independent analysis of corporate credit research, as well as credit curve analysis to invest in investment-grade corporate fixed income securities with a term to maturity predominately being greater than 10 years.

Investment Objective

The Fund aims to deliver yields similar to those of the FTSE TMX Canada Long Term Corporate Bond Index but with better portfolio diversification

Who Should Invest

The Fund is designed for investors seeking broad exposure to the Canadian long-term corporate bond market.

Click here to view Strategy Overview

Fund Facts
Asset ClassFixed Income
Management PhilosophyActive Fundamental
Inception DateApril 11, 2016
BenchmarkFTSE Canada Long Term Corporate Bond Index
Details
NAV($) / Yield (%)10.0343 (As of January 21, 2019)
Distribution DateDecember 31, 2018
Income Distribution0.4226
Capital Distribution0.0000
Total Distribution0.4226
AUM (in millions)405.19 (As of December 31, 2018)
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
Fund1.43-0.08-0.90-0.903.63----3.41
Benchmark1.540.30-0.40-0.404.10----3.78

*Performance as of December 31, 2018. Year To Date - performance based on most recent month-end data.

*Benchmark is FTSE Canada Long Term Corporate Bond Index

Note: Fund performance is before fees but after expenses

Yearly Performance
20172016201520142013
Fund8.37----
Benchmark8.80----
January 22, 2019