TORONTO, Feb. 7, 2025
/CNW/ - For the thirteenth consecutive year, several mutual funds
managed by TD Asset Management Inc. (TDAM) were recognized at the
annual Fundata Canada Inc. (Fundata) FundGrade A+®
Awards. A combination of 24 TD Mutual Funds, TD Managed Assets
Program portfolios and TD Exchange-Traded Funds (TD ETFs) won in
their respective categories at the 2024 awards, announced
Thursday, February 6, 2025. This
represents the most FundGrade A+® Awards received by
investment funds managed by TDAM in a single period.
"We're honoured to receive recognition again this year from
Fundata for multiple TD Mutual Funds, TD Managed Assets Program
portfolios and TD ETFs across several categories," said
David Sykes, Chief Investment
Officer, TDAM. "These awards speak to the relentless pursuit of
strong performance, focus on quality, and a commitment to
investment excellence from our diverse portfolio managers and
investment teams, as well as their dedication in seeking to add
value and meet the diverse needs of Canadian investors."
The FundGrade A+® Awards recognize Canadian
investment fund products that have maintained an exceptional
performance rating over the entire previous calendar year, with
only around six percent of investment fund products available in
Canada receiving the FundGrade
A+® rating.
The following TD Mutual Funds, TD Managed Assets Program
portfolios and TD ETFs were recognized for providing strong
risk-adjusted returns relative to industry peers across one or more
performance periods:
Fund
Name
|
CIFSC
Category1
|
Fund
Count2
|
FundGrade
Start Date3
|
Funds with 10 years of
performance history
|
TD Canadian
Small-Cap
Equity Fund (TDB454)
|
Canadian Small/Mid
Cap
Equity
|
40
|
2014-12-31
|
TD Global Tactical
Monthly
Income Fund (TDB2605)
|
Global Neutral
Balanced
|
224
|
2014-12-31
|
TD International
Index
Currency Neutral Fund
(TDB444)
(winner 2nd
consecutive year)
|
International
Equity
|
154
|
2014-12-31
|
TD North American
Dividend
Fund (TDB688)
|
North American
Equity
|
32
|
2014-12-31
|
TD U.S. Disciplined
Equity
Alpha Fund (TDB3173)
(winner 3rd
consecutive year)
|
U.S. Equity
|
237
|
2014-12-31
|
TD U.S. Monthly
Income
Fund (TDB2785)
(winner 6th
consecutive year)
|
Global Neutral
Balanced
|
224
|
2014-12-31
|
Funds with 8 years of
performance history
|
TD Canadian Blue
Chip
Dividend Fund (TDB3105)
(winner 3rd
consecutive year)
|
Canadian Dividend
&
Income Equity
|
83
|
2016-12-31
|
TD Canadian
Diversified
Yield Fund (TDB3106)
(winner 3rd
consecutive year)
|
Canadian Neutral
Balanced
|
55
|
2016-12-31
|
TD International Equity
CAD
Hedged Index ETF (THE)
(winner 3rd
consecutive year)
|
International
Equity
|
154
|
2016-12-31
|
TD U.S. Equity Index
ETF
(TPU)
|
U.S. Equity
|
237
|
2016-12-31
|
Funds with 7 years of
performance history
|
TD Managed
Aggressive
Growth ETF Portfolio
(TDB3560)
(winner 3rd
consecutive year)
|
Global Equity
Balanced
|
187
|
2017-12-31
|
TD Managed Balanced
Growth ETF Portfolio
(TDB3559)
(winner 2nd
consecutive year)
|
Global Neutral
Balanced
|
224
|
2017-12-31
|
TD Managed Income
ETF
Portfolio (TDB3557)
|
Canadian Fixed
Income
Balanced
|
73
|
2017-12-31
|
Funds with 6 years of
performance history
|
TD Active Preferred
Share
ETF (TPRF)
(winner 3rd
consecutive year)
|
Preferred Share
Fixed
Income
|
28
|
2018-12-31
|
TD Global Equity
Focused
Fund (TDB3455)
(winner 3rd
consecutive year)
|
Global
Equity
|
306
|
2018-12-31
|
TD Select Short
Term
Corporate Bond Ladder ETF
(TCSB)
(winner 3rd
consecutive year)
|
Canadian Short Term
Fixed Income
|
86
|
2018-12-31
|
Funds with 5 years of
performance history
|
TD Active Global
Enhanced
Dividend ETF (TGED)
(winner 2nd
consecutive year)
|
Global
Equity
|
306
|
2019-12-31
|
TD Q Canadian
Dividend
ETF (TQCD)
|
Canadian Dividend
&
Income Equity
|
83
|
2019-12-31
|
TD Q Global
Dividend
ETF (TQGD)
|
Global Dividend
&
Income Equity
|
39
|
2019-12-31
|
TD Q U.S. Small-Mid-Cap
Equity
ETF (TQSM)
(winner 2nd
consecutive year)
|
U.S. Small/Mid Cap
Equity
|
42
|
2019-12-31
|
Funds with 4 years of
performance history
|
TD Active Global
Equity
Growth ETF (TGGR)
(winner 2nd
consecutive year)
|
Global
Equity
|
306
|
2020-12-31
|
TD
Active Global
Infrastructure Equity ETF
(TINF)
|
Global
Infrastructure
Equity
|
27
|
2020-12-31
|
TD Active U.S.
Enhanced
Dividend ETF (TUED)
|
U.S. Equity
|
237
|
2020-12-31
|
TD Conservative ETF
Portfolio (TCON)
(winner 2nd
consecutive year)
|
Global Fixed Income
Balanced
|
126
|
2020-12-31
|
1 The Canadian Investment Funds Standards
Committee (CIFSC) is a Canadian independent organization that
defines the categories of funds. 2 Fund Count
indicates the number of funds in the category the particular fund
is being compared with. 3 The end date for the
FundGrade calculation is December 31, 2024.
FundGrade A+® is used with permission from
Fundata Canada Inc., all rights reserved. The annual FundGrade A+®
Awards are presented by Fundata Canada Inc. to recognize the "best
of the best" among Canadian investment funds. The FundGrade A+®
calculation is supplemental to the monthly FundGrade ratings and is
calculated at the end of each calendar year. The FundGrade rating
system evaluates funds based on their risk-adjusted performance,
measured by Sharpe Ratio, Sortino Ratio, and Information Ratio. The
score for each ratio is calculated individually, covering all time
periods from 2 to 10 years. The scores are then weighted equally in
calculating a monthly FundGrade. The top 10% of funds earn an A
Grade; the next 20% of funds earn a B Grade; the next 40% of funds
earn a C Grade; the next 20% of funds receive a D Grade; and the
lowest 10% of funds receive an E Grade. To be eligible, a fund must
have received a FundGrade rating every month in the previous year.
The FundGrade A+® uses a GPA-style calculation, where each monthly
FundGrade from "A" to "E" receives a score from 4 to 0,
respectively. A fund's average score for the year determines its
GPA. Any fund with a GPA of 3.5 or greater is awarded a FundGrade
A+® Award. For more information, see www.FundGradeAwards.com.
Although Fundata makes every effort to ensure the accuracy and
reliability of the data contained herein, the accuracy is not
guaranteed by Fundata.
Performance for TD Canadian Small-Cap
Equity Fund for the period that ended December 31, 2024, is as follows: 26.43% (1
year), 10.44% (3 years), 15.21% (5 years), 9.22% (10 years), and
9.74% (since inception on November 1, 2005). Performance
for TD Global Tactical Monthly Income Fund for the period that
ended December 31, 2024, is as
follows: 20.91% (1 year), 6.05% (3 years), 8.82% (5 years), 7.44
(10 years), and 8.00% (since inception on
September 12, 2012). Performance for TD International
Index Currency Neutral Fund for the period that ended December 31, 2024, is as follows: 13.24% (1
year), 8.01% (3 years), 8.50% (5 years), 7.62% (10 years), and
3.65% (since inception on November 1, 2000). Performance
for TD North American Dividend Fund for the period that ended
December 31, 2024, is as follows:
38.94% (1 year), 13.35% (3 years), 13.40% (5 years), 11.99% (10
years), and 8.91% (since inception on January 8, 2007).
Performance for TD U.S. Disciplined Equity Alpha Fund for the
period that ended December 31, 2024,
is as follows: 31.10% (1 year), 13.67% (3 years), 16.71% (5 years),
N/A (10 years), and 15.51% (since inception on
September 13, 2016). Performance for TD U.S. Monthly
Income Fund for the period that ended December 31, 2024, is as follows: 27.80% (1
year), 9.26% (3 years), 10.55% (5 years), 9.96% (10 years), and
11.15% (since inception on September 10, 2013).
Performance for TD Canadian Blue Chip Dividend Fund for the period
that ended December 31, 2024, is as
follows: 17.02% (1 year), 8.81% (3 years), 10.23% (5 years), N/A
(10 years), and 9.65% (since inception on
April 26, 2016). Performance for TD Canadian Diversified
Yield Fund for the period that ended December 31, 2024, is as follows: 24.32% (1
year), 7.26% (3 years), 10.23% (5 years), N/A (10 years), and 9.00%
(since inception on April 26, 2016). Performance for TD
International Equity CAD Hedged Index ETF for the period that ended
December 31, 2024, is as follows:
12.76% (1 year), 7.94% (3 years), 8.45% (5 years), N/A (10 years),
and 9.15% (since inception on March 22, 2016).
Performance for TD U.S. Equity Index ETF for the period that ended
December 31, 2024, is as follows:
35.77% (1 year), 13.06% (3 years), 16.63% (5 years), N/A (10
years), and 15.71% (since inception on March 22, 2016).
Performance for TD Managed Aggressive Growth ETF Portfolio for the
period that ended December 31, 2024,
is as follows: 21.69% (1 year), 8.23% (3 years), N/A (5 years), N/A
(10 years), and 9.32% (since inception on
January 30, 2020). Performance for TD Managed Balanced
Growth ETF Portfolio for the period that ended December 31, 2024, is as follows: 17.14% (1
year), 6.14% (3 years), N/A (5 years), N/A (10 years), and 7.04%
(since inception on January 30, 2020). Performance for TD
Managed Income ETF Portfolio for the period that ended December 31, 2024, is as follows: 10.74% (1
year), 3.14% (3 years), N/A (5 years), N/A (10 years), and 3.96%
(since inception on January 30, 2020). Performance for TD
Active Preferred Share ETF for the period that ended December 31, 2024, is as follows: 28.41% (1
year), 4.72% (3 years), 9.66% (5 years), N/A (10 years), and 6.94%
(since inception on November 8, 2018). Performance for TD
Global Equity Focused Fund for the period that ended December 31, 2024, is as follows: 32.39% (1
year), 10.98% (3 years), 15.82% (5 years), N/A (10 years), and
14.55% (since inception on September 13,
2018). Performance for TD Select Short Term Corporate Bond
Ladder ETF for the period that ended December 31, 2024, is as follows: 6.72% (1 year),
2.97% (3 years), 2.84% (5 years), N/A (10 years), and 3.30% (since
inception on November 8, 2018). Performance for TD Active
Global Enhanced Dividend ETF for the period that ended December 31, 2024, is as follows: 39.26% (1
year), 13.72% (3 years), 16.06% (5 years), N/A (10 years), and
15.55% (since inception on May 3, 2019). Performance for
TD Q Canadian Dividend ETF for the period that ended December 31, 2024, is as follows: 25.64% (1
year), 12.77% (3 years), 9.52% (5 years), N/A (10 years), and
10.00% (since inception on November 20, 2019).
Performance for TD Q Global Dividend ETF for the period that ended
December 31, 2024, is as follows:
23.09% (1 year), 13.20% (3 years), 10.29% (5 years), N/A (10
years), and 10.28% (since inception on
November 20, 2019). Performance for TD Q U.S.
Small-Mid-Cap Equity ETF for the period that ended December 31, 2024, is as follows: 20.65% (1
year), 12.93% (3 years), 12.17% (5 years), N/A (10 years), and
11.69% (since inception on November 20, 2019).
Performance for TD Active Global Equity Growth ETF for the period
that ended December 31, 2024, is as
follows: 23.87% (1 year), 9.11% (3 years), N/A (5 years), N/A (10
years), and 15.26% (since inception on May 26, 2020).
Performance for TD Active Global Infrastructure Equity ETF for the
period that ended December 31, 2024,
is as follows: 22.79% (1 year), 10.09% (3 years), N/A (5 years),
N/A (10 years), and 10.66% (since inception on
May 26, 2020). Performance for TD Active U.S. Enhanced
Dividend ETF for the period that ended December 31, 2024, is as follows: 46.86% (1
year), 16.36% (3 years), N/A (5 years), N/A (10 years), and 20.42%
(since inception on May 26, 2020). Performance for TD
Conservative ETF Portfolio for the period that ended December 31, 2024, is as follows: 9.67% (1 year),
2.48% (3 years), N/A (5 years), N/A (10 years), and 3.65% (since
inception on August 11, 2020).
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 ETF facts 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.
The TD International 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 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. TD U.S. Equity Index ETF 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
AG Indices and/or any trade mark(s) associated with the Solactive
AG Indices or the prices of the Solactive AG Indices at any time or
in any other respect. The Solactive AG Indices are calculated and
published by Solactive AG. Solactive AG uses its best efforts to
ensure that the Solactive AG Indices are calculated
correctly.
TD Mutual Funds, TD ETFs and the TD Managed
Assets Program portfolios are managed by TD Asset Management Inc.,
a wholly-owned subsidiary of The Toronto-Dominion Bank, and are
available through authorized dealers.
® The TD logo and other TD trademarks
are the property of The Toronto-Dominion Bank or its
subsidiaries.
About TD Asset Management Inc.
TD Asset Management Inc. ("TDAM"), a member of TD Bank Group, is
a North American investment management firm. TDAM offers investment
solutions to corporations, pension funds, endowments, foundations
and individual investors. Additionally, TDAM manages assets on
behalf of almost 2 million retail investors and offers a broadly
diversified suite of investment solutions including mutual funds,
professionally managed portfolios and corporate class funds. Asset
management businesses at TD manage $487
billion in assets. Aggregate statistics under management as
of December 31, 2024 for TDAM and
Epoch Investment Partners, Inc. TDAM operates in Canada and Epoch Investment Partners, Inc.
operates in the United States.
Both entities are affiliates and are wholly-owned subsidiaries of
The Toronto-Dominion Bank.
SOURCE TD Asset Management Inc.