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tdam canadian equity index segregated fund

The Fund's target allocation is approximately 70% Canadian equity and 30% global sector equity*. Sun Life Financial Money Market Segregated Fund (X21) Jarislowsky Fraser Balanced Segregated Fund … All regions may not add up to 100% due to rounding. Then, on September 15, 2016, we are discontinuing the following funds currently offered under the Plan, and replacing them with alternative funds: There can be no assurances that a money market fund will be able to maintain its net asset value per unit at a constant amount or that the full amount of your investment will be returned to you. MER is the total of the fund's management fee (which includes the trailing commission), operating costs and any other expenses. Each class invests in one or more underlying mutual funds, as noted in the TD Mutual Funds Simplified Prospectus. Or looking for zero-commission ETFs? Commissions, trailing commissions, management fees and expenses all may be associated with mutual fund investments. For more information on the fund, call Access Line at 1-800-724-3402. Their values change frequently. Fund facts as at June 30, 2015 Fund code: LUSET Asset class: Foreign equity Asset category: U.S. Equity Fund inception date: April 2001 Segregated fund size: $482.0 million Underlying fund: TD Emerald U.S. Market Index Fund TDAM Canadian Equity Index Segregated Fund (X39) Beutel Goodman Global Segregated Fund (U52) TDAM International Equity Index Segregated Fund (X41) TDAM U.S. Market Index Segregated Fund (X40) Will appreciate any thoughts on strategies for balancing this portfolio through Sunlife! Canada Life and London Life Insurance Company are subsidiaries of Great-West Life. Effective on or about November 1, 2019, the Deferred Sales Charge (Back-load) (DSC), low-load (LSC) and low-load-2 (LSC2) purchase options of Advisor Series, T5 Series and T8 Series securities of TD Mutual Funds and TD Managed Assets Program portfolios will be closed to all purchases by investors, including purchases made through Pre-Authorized Contribution Plans. New to investing? The indicated fund performance refl ects changes in unit value and reinvestment of all distributions and is after deduction of all fund … All regions may not add up to 100% due to rounding. TD Mutual Funds are qualified for sale in the provinces and territories of Canada. The portfolio of the Fund is invested primarily in a group of bonds included in the Universe Index that are selected and weighted mathematically to approximate the overall return and risk characteristics of the Universe Index, subject to the investment restrictions of the Fund. {{item.profileName}}, {{item.credentials}}. On or about Sept. 6, 2019, TDAM will liquidate the holdings of the funds at fair market value, determine distributions and distribute the net assets to … Past performance may not be repeated.The S&P 500® index, the S&P 500® CAD Hedged index, the S&P EPAC Ex-Korea LargeMidCap index, the S&P EPAC Ex-Korea LargeMidCapCAD hedged index, the S&P Canada Aggregate Bond index and the S&P/TSX Capped Composite index (collectively, the "Indices") are products of S&P Dow Jones Indices LLC ("SPDJI"), and have been licensed for use by TD Asset Management Inc. ("TDAM"). Please read the fund facts and prospectus, which contains detailed investment information, before investing. Graphs and charts are used for illustrative purposes only and do not reflect future values or future performance of any fund. The number of files you can download or email may be limited. Unitholders that currently hold units of the fund or series of the fund may continue to do so but cannot purchase any additional units. Effective July 29, 2020, TD U.S. Equity Portfolio was renamed to TD U.S. Equity Pool. Please read the fund facts and prospectus, which contains detailed investment information, before investing. Unitholders that currently hold units of the fund or series of the fund may continue to do so but cannot purchase any additional units. Existing unitholders may also switch into a different fund of the same deferred sales charge option. Indexed Balanced Fund (TDAM) Canada Life and design are trademarks of The Canada Life Assurance Company. The Fund aims to provide exposure to the U.S. equity market by closely matching key attributes of the S&P 500 Total Return Index ND - C$. The information has been drawn from sources believed to be reliable. Past performance may not be repeated. This figure represents the fund's total asset base, net of fees and expenses. Canadian Equity: 22.4 TDAM Cdn Equity Index Segregated Fund: Canadian Equity: 24.5 BG American Equity Segregated Fund: U.S. Equity-4.9 MB American Equity Segregated Fund: U.S. Equity-2.7 TDAM US Market Index Segregated Fund: U.S. Equity-5.0 BG International Equity Segregated Fund: International Equity: 5.1 MB International Equity Segregated Fund: International Equity: 9.7 {{$ctrl.fundCard.fundData.merDate}}, {{$ctrl.fundCard.fundData.portfolioAdvisor}}, {{$ctrl.fundCard.fundData.managementFees}}, {{$ctrl.fundCard.fundData.assetClassName}}, {{$ctrl.fundCard.fundData.distributionFrequency}}, {{$ctrl.fundCard.fundData.exDividendDate | date:'MMM d, yyyy'}}, {{$ctrl.fundCard.fundData.recordDate | date:'MMM d, yyyy'}}, {{$ctrl.fundCard.fundData.payDate | date:'MMM d, yyyy'}}, (updated daily) {{$ctrl.fundCard.fundData.dailyVolume}}, (updated daily) {{$ctrl.fundCard.fundData.unitsOutstanding}}, Performance as of The number of files you can download or email may be limited. This site does not constitute an offer or solicitation to residents of the US or the UK or anyone in any other jurisdiction in which such an offer or solicitation is not authorized or to any person to whom it is unlawful to make such a solicitation.The portfolio manager of record for the classes of TD Mutual Funds Corporate Class Ltd. is Dino Vevaina. An index fund has operating and other expenses while an index does not. As a result, while an Index fund will attempt to track the applicable index as closely as possible, it will tend to underperform the index to some degree over time. Our easy-to-use graphing tool helps you compare the performance of TD funds and solutions. TD S&P 500 Index ETF, TD S&P 500 CAD Hedged Index ETF, TD International Equity Index ETF, TD International Equity CAD Hedged Index ETF, TD Canadian Aggregate Bond Index ETF and TD S&P/TSX Capped Composite Index ETF are not sponsored, endorsed, sold or promoted by SPDJI, Dow Jones, S&P, their respective affiliates and none of such parties make any representation regarding the advisability of investing in such product(s) nor do they have any liability for any errors, omissions, or interruptions of any of the Indices.TD ETFs are managed by TD Asset Management Inc., a wholly-owned subsidiary of The Toronto-Dominion Bank.All trademarks are the property of their respective owners.® The TD logo and other trade-marks are the property of The Toronto-Dominion Bank. {{$ctrl.fundCard.histInceptionDate | date:'MMM d, yyyy'}}, {{$ctrl.fundCard.fundData.etfFormattedStockPrice}}, {{historicalvalue.value | formatNumber:$ctrl.lang}}, {{calendarvalue.value | formatNumber:$ctrl.lang}}, {{assetmixData.value | formatNumber:$ctrl.lang}}%, {{geographicmixData.value | formatNumber:$ctrl.lang}}%, {{sectormixData.value | formatNumber:$ctrl.lang}}%, {{$ctrl.fundCard.fundData.numberOfStocks}}, Weighted Avg. Particular investment or trading strategies should be evaluated relative to each individual objectives and risk tolerance.Commissions, management fees and expenses all may be associated with investments in exchange-traded funds (ETFs). TD ETFs do not seek to return any predetermined amount at maturity. Select the documents you want and how you would like to receive them. {{$ctrl.count}} Documents ready to download or email. Quantitative Fair Value Estimate represents Morningstar’s estimate of the per share dollar amount that a company’s equity is worth today. The Fund employs full replication techniques to seek to replicate the characteristics and returns of the benchmark. {{$ctrl.count}} Documents ready to download or email. The fund seeks to track the performance of the FTSE TMX Canada Universe Bond Index. {{item.profileName}}, {{item.credentials}}. In addition, TDAM will reduce the management fee for e-Series of the fund from 0.45% to 0.40%. The Fund aims to provide broad exposure to the Canadian equity market by closely matching key attributes of the S&P/TSX Composite Total Return Index. Effective July 29, 2020, TD U.S. Equity Portfolio was renamed to TD U.S. Equity Pool.TD Mutual Funds are qualified for sale in the provinces and territories of Canada. *TD Asset Management Inc. (TDAM) has closed the fund or series of the fund, denoted by an asterisk (*), to all purchases. not indicative of future performance. ETF units are bought and sold at market price on a stock exchange and brokerage commissions will reduce returns. The investment objective is to track the performance of the FTSE Canada Universe Bond Index (the “Universe Index”). Please select your documents to download or email. {{$ctrl.fundCard.fundData.merDate}}, {{$ctrl.fundCard.fundData.portfolioAdvisor}}, {{$ctrl.fundCard.fundData.minimumInvestment}}, {{$ctrl.fundCard.fundData.earlyRedemptionFee}}, Performance as of Existing unitholders may also switch into a different fund of the same deferred sales charge option.Effective July 29, 2020, the TD International Growth Class was renamed to TD International Stock Class. The indicated rates of return (other than for each money market fund) are the historical annual compounded total returns for the period indicated including changes in unit value and reinvestment of distributions. For more information, please refer to the applicable Fund Facts document. The fund operating expenses shown do not include applicable taxes. TDAM Canadian Equity Index Segregated Fund (X39) BlackRock Global Equity Index Segregated Fund (QNU) TDAM Hedged Synthetic U.S. Equity Index Segregated Fund (X42) TDAM International Equity Index Segregated Fund (X41) TDAM U.S. Market Index Segregated Fund (X40) Actively managed funds. Canada's Largest online brokerage, with industry leading research tools and market research insights. Below are some options to invest in TD ETFs within TD. *TD Asset Management Inc. (TDAM) has closed the fund or series of the fund, denoted by an asterisk (*), to all purchases. {{$ctrl.fundCard.histPerfDate | date:'MMM d, yyyy'}}, Inception Date: For more information, please refer to the applicable Fund Facts document. CANADIAN EQUITY FUNDS SLF Sun GIF Solutions CI Cambridge Canadian Equity CI Investments Inc. 3.09 SI101 SI201 SI301 SI701 1.97 SI601 medium Sun GIF Solutions Fidelity True North® Fidelity Investments Canada ULC 3.10 SI113 SI213 SI313 SI713 1.92 SI613 medium TD S&P 500 Index ETF, TD S&P 500 CAD Hedged Index ETF, TD International Equity Index ETF, TD International Equity CAD Hedged Index ETF, TD Canadian Aggregate Bond Index ETF and TD S&P/TSX Capped Composite Index ETF are not sponsored, endorsed, sold or promoted by SPDJI, Dow Jones, S&P, their respective affiliates and none of such parties make any representation regarding the advisability … The indicated rates of return for each money market fund is an annualized historical yield based on the seven-day period ended as indicated and annualized in the case of effective yield by compounding the seven day return and does not represent an actual one year return. Printed on {{$ctrl.fundCard.currentDate}}. BalancedSun Life Financial Balanced Value Segregated Fund Beutel Goodman Balanced Segregated Fund 1.70% Sun Life Financial Balanced Growth Segregated Fund TD Greystone Balanced … Net Asset Value (NAV) per unit is calculated at the end of each trading day. Quantitative Fair Value Estimate represents Morningstar’s estimate of the per share dollar amount that a company’s equity is worth today. Mutual funds are not covered by the Canada Deposit Insurance Corporation or by any other government deposit insurer and are not guaranteed or insured. Please read the prospectus or the summary document(s) before investing. Past performance may not be repeated. *TD Asset Management Inc. (TDAM) has closed the fund or series of the fund, denoted by an asterisk (*), to all purchases. TDAM says it will not charge securityholders any short-term trading fees, switch fees, sales charges or other fees related to the fund terminations. Standard & Poor's® and S&P® are registered trademarks of Standard & Poor's Financial Services LLC ("S&P"); Dow Jones® is a registered trademark of Dow Jones Trademark Holdings LLC ("Dow Jones");TSX is a registered Trademark of TSX Inc.; and These trademarks have been licensed for use by SPDJI and sublicensed for certain purposes by TDAM. as of {{$ctrl.fundCard.fundData.navPriceDate | date:'MMM d, yyyy'}}, as of {{$ctrl.fundCard.fundData.merDate}}, Growth of 10k Chart : Line Graph displaying the Growth of $10k, Performance as of {{$ctrl.fundCard.histPerfDate | date:'MMM d, yyyy'}}, Inception Date: {{$ctrl.fundCard.histInceptionDate | date:'MMM d, yyyy'}}, {{item.value | formatNumber:$ctrl.lang}}%, as of Please select your documents to download or email. ETFs are not guaranteed, their values change frequently and past performance may not be repeated. Indexed Balanced Fund (TDAM) Fund facts as at Sept. 30, 2012 Fund code: S080 Asset class: Balanced Asset category: Canadian Balanced Fund inception date: October 1997 Segregated fund size: $7.1 million Underlying fund: Emerald Canadian Balanced Fund Underlying fund size: $640.0 million Volatility meter Low Risk within all asset classes Fund code: S120 Asset class: Canadian equity Asset category: Canadian Equity Fund inception date: October 1997 Segregated fund size: $13.6 million Underlying fund: Emerald Canadian Equity Fund Underlying fund size: $4,763.8 million Volatility meter Risk within all asset classes Low High Risk within fund asset class Investment advisor TD Asset Management Inc. Learn more. If you are not a client of TD or already work with an investment professional, feel free to ask them about our ETF lineup. The Fund's investment objective is to provide above-average investment returns through a … {{$ctrl.fundCard.histInceptionDate | date:'MMM d, yyyy'}}, {{$ctrl.fundCard.fundData.formattedNav}}%, {{$ctrl.fundCard.fundData.minimumSubsequentInves}}, {{historicalvalue.value | formatNumber:$ctrl.lang}}, {{calendarvalue.value | formatNumber:$ctrl.lang}}, {{assetmixData.value | formatNumber:$ctrl.lang}}%, {{geographicmixData.value | formatNumber:$ctrl.lang}}%, {{sectormixData.value | formatNumber:$ctrl.lang}}%. It's based on the closing market prices of the securities in the fund's portfolio divided by the units outstanding. This site does not constitute an offer or solicitation to residents of the US or the UK or anyone in any other jurisdiction in which such an offer or solicitation is not authorized or to any person to whom it is unlawful to make such a solicitation. For more information, please refer to the applicable Fund Facts document.Effective on or about November 1, 2019, the Deferred Sales Charge (Back-load) (DSC), low-load (LSC) and low-load-2 (LSC2) purchase options of Advisor Series, T5 Series and T8 Series securities of TD Mutual Funds and TD Managed Assets Program portfolios will be closed to all purchases by investors, including purchases made through Pre-Authorized Contribution Plans. The indicated rates of return for each money market fund is an annualized historical yield based on the seven-day period ended as indicated and annualized in the case of effective yield by compounding the seven day return and does not represent an actual one year return. The indicated rates of return (other than for each money market fund) are the historical annual compounded total returns for the period indicated including changes in unit value and reinvestment of distributions. Each class invests in one or more underlying mutual funds, as noted in the TD Mutual Funds Simplified Prospectus. As of July 20, 2020, Sun Life Global Investments (Canada) Inc. changed its name to SLGI Asset Management Inc. TD offers a one-to-one relationship with a dedicated TD Wealth advisor. On July 6, 2016, we are adding new funds – the Beutel Goodman Fundamental Canadian Equity Segregated Fund and the TDAM U.S. Market Index Segregated Fund (Registered) – to the Plan. The group retirement savings and payout annuity products are issued by Canada Life. See less documents and forms. The information has been drawn from sources believed to be reliable. Effective October 31, 2019, the fund's benchmark index will change as described below under "What does the fund invest in?". More information on the fund Facts and prospectus, which contains detailed investment information, refer. 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