Mutual Fund Resource Centre

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What's New: TDAM Expands its U.S. Equity and Currency Neutral Mutual Funds Line-up

TD Asset Management Inc. (TDAM) continues to refine its mutual fund line-up to provide investors with more features and flexibility, including two new currency neutral offerings, as well as series extensions and a new U.S. dollar purchase option for certain existing mutual funds. These options build upon our line-up of U.S. investment solutions, providing more opportunities and ways to help investors reach their financial goals.

  • TD U.S. Equity Focused Fund – Series Extension

    Offered previously only in D-Series and Private Series, TD U.S. Equity Focused Fund is now available in Fee-Based Series (F), Advisor Series (A), and Investor Series (I).

    TD U.S. Equity Focused Fund seeks to achieve rates of total return that, over the longer term, exceed those of its benchmark index by investing in large-capitalization U.S. stocks. The strategy aims to primarily generate returns through capital appreciation.

    Key Features Include:

    • Focused on growth: Gain exposure to U.S. companies in growing industries with strong business models and competitive positioning that may allow them to grow faster than their peers
    • Concentrated Portfolio of Quality Compounders: Invests in companies that are generally well-established, high-quality firms with large market capitalizations demonstrating a history of growing free cash flows and sound capital management
    • Potential to increase risk adjusted returns over time: Seeks to outperform its benchmark on a risk-adjusted basis over a full market cycle

    Invests in U.S. blue chip companies that typically exhibit a long-term track record of growing free cash flows and efficient capital management, which may help to achieve long-term outperformance

  • New Currency Neutral Mutual Fund

    TDAM is expanding its currency neutral mutual fund line-up with the additions of:

    The New Currency Neutral Funds follow the same investments objectives, investment strategies, and holdings of the standard unhedged versions of their respective underlying funds (i.e., TD U.S. Mid Cap Growth Fund and TD U.S. Equity Focused Fund, respectively), but with the addition of currency derivative contracts.

    The New Currency Neutral Funds seek to eliminate their respective underlying funds' direct and indirect foreign currency exposure. As such, these solutions are designed for investors looking to reduce the risk of currency fluctuations.

    TDAM's currency neutral solution set also includes TD U.S. Index Currency Neutral Fund and TD International Index Currency Neutral Fund.

  • TD U.S. Disciplined Equity Alpha Fund – New U.S. Dollar Purchase Option

    Further enhancing investor choices, TDAM has expanded its U.S. dollar currency purchase options with the introduction of the TD U.S. Disciplined Equity Alpha Fund (US$) in a Fee-Based Series (F).

    The investment objective is to seek to achieve long-term capital growth by investing primarily in equity securities of issuers in the U.S., and the TD U.S. Disciplined Equity Alpha Fund utilizes a quantitative equity strategy with models that evaluate multiple factors to optimize exposure to stocks which, in the Portfolio Managers' view, are expected to outperform the overall market.

TDAM offers over 30 U.S. Dollar solutions including mutual funds and exchange-traded funds (ETFs).

To find out more on how TDAM’s U.S. investment solutions may be suitable for you, please contact your investment professional.

The information contained herein has been provided by TD Asset Management Inc. and is for information purposes only. The information has been drawn from sources believed to be reliable. The information does not provide financial, legal, tax or investment advice. Particular investment, tax, or trading strategies should be evaluated relative to each individual's objectives and risk tolerance. Commissions, management fees and expenses all may be associated with mutual fund and/or exchange-traded fund ("ETF") investments (collectively, "the Funds"). Trailing commissions may be associated with mutual fund investments. ETF units are bought and sold at market price on a stock exchange and brokerage commissions will reduce returns. Please read the fund facts or summary documents and the prospectus, which contain detailed investment information, before investing in the Funds. The Funds are not covered by the Canada Deposit Insurance Corporation or by any other government deposit insurer and are not guaranteed or insured. Their values change frequently. 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. Past performance may not be repeated. Mutual fund strategies and current holdings are subject to change. TD Mutual Funds are managed by TD Asset Management Inc., a wholly-owned subsidiary of The Toronto-Dominion Bank and are available through authorized dealers. TD ETFs are managed by TD Asset Management Inc., a wholly-owned subsidiary of The Toronto Dominion Bank. The TD U.S. Index Currency Neutral Fund (the "Fund") is not sponsored, promoted, sold or supported in any other manner by Solactive AG nor does Solactive AG offer any express or implicit guarantee or assurance either with regard to the results of using the Solactive US Large Cap Hedged to CAD Index (CA NTR) and/or any trademark(s) associated with the Solactive US Large Cap Hedged to CAD Index (CA NTR) or the prices of the Solactive US Large Cap Hedged to CAD Index (CA NTR) at any time or in any other respect. The Solactive US Large Cap Hedged to CAD Index (CA NTR) is calculated and published by Solactive AG. Solactive AG uses its best efforts to ensure that the Solactive US Large Cap Hedged to CAD Index (CA NTR) is calculated correctly. The TD International Index Currency Neutral (the "Fund") is not sponsored, promoted, sold or supported in any other manner by Solactive AG nor does Solactive AG offer any express or implicit guarantee or assurance either with regard to the results of using the Solactive GBS Developed Markets ex North America Large & Mid Cap Hedged to CAD Index (CA NTR) and/or any trade mark(s) associated with the Solactive GBS Developed Markets ex North America Large & Mid Cap Hedged to CAD Index (CA NTR) or the prices of the Solactive GBS Developed Markets ex North America Large & Mid Cap Hedged to CAD Index (CA NTR) at any time or in any other respect. The Solactive GBS Developed Markets ex North America Large & Mid Cap Hedged to CAD Index (CA NTR) is calculated and published by Solactive AG. Solactive AG uses its best efforts to ensure that the Solactive GBS Developed Markets ex North America Large & Mid Cap Hedged to CAD Index (CA NTR) is calculated correctly. Certain statements in this document may contain forward-looking statements (“FLS”) that are predictive in nature and may include words such as “expects”, “anticipates”, “intends”, “believes”, “estimates” and similar forward-looking expressions or negative versions thereof. FLS are based on current expectations and projections about future general economic, political and relevant market factors, such as interest and foreign exchange rates, equity and capital markets, the general business environment, assuming no changes to tax or other laws or government regulation or catastrophic events. Expectations and projections about future events are inherently subject to risks and uncertainties, which may be unforeseeable. Such expectations and projections may be incorrect in the future. FLS are not guarantees of future performance. Actual events could differ materially from those expressed or implied in any FLS. A number of important factors including those factors set out above can contribute to these digressions. You should avoid placing any reliance on FLS. Epoch Investment Partners, Inc. operates in the United States and is an affiliate of TD Asset Management Inc. TD Asset Management Inc. operates in Canada. Both are wholly-owned subsidiaries of The Toronto-Dominion Bank. ® The TD logo and other TD trademarks are the property of The Toronto-Dominion Bank or its subsidiaries.