TORONTO, Feb. 2, 2024
/CNW/ - For the twelfth 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 18 TD Mutual Funds, TD
Managed Assets Program portfolios and TD Exchange-Traded Funds (TD
ETFs) won in their respective categories at the 2023 awards,
announced Thursday, February 1, 2024.
This represents the most FundGrade A+™ Awards received by
investment funds managed by TDAM in a single period.
"On behalf of our entire investment management team, I would
like to thank Fundata for recognizing multiple TD Mutual Funds, TD
Managed Assets Program portfolios and TD ETFs, across several
categories, at the 2023 FundGrade A+ Awards," said David
Sykes, SVP TDBG: Chief Investment Officer, Head of
Investments, TD Asset Management Inc. "This recognition from
Fundata is a tremendous honour for TDAM. The awards reflect the
dedication and expertise of our diverse investment teams," Sykes
added. "I also want to thank advisors, investors and clients for
your continued confidence in our innovative solutions."
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 per cent 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
Category
|
Fund
Count
|
FundGrade
Start Date
|
FundGrade
Calculation
Date
|
TD Active Global
Enhanced
Dividend ETF (TGED)
|
Global
Equity
|
1095
|
2020-01-31
|
2023-12-31
|
TD Active Global Equity
Growth
ETF (TGGR)
|
Global
Equity
|
1095
|
2021-01-31
|
2023-12-31
|
TD Global Equity
Focused Fund
(TDB3455)
|
Global
Equity
|
1095
|
2019-01-31
|
2023-12-31
|
TD Q Global
DividendETF
(TQGD)
|
Global
Equity
|
1095
|
2020-01-31
|
2023-12-31
|
TD Growth ETF
Portfolio
(TGRO)
|
Global
Equity
|
1095
|
2021-01-31
|
2023-12-31
|
TD International Equity
CAD
Hedged Index ETF (THE)
|
International
Equity
|
370
|
2017-01-31
|
2023-12-31
|
TD International Index
Currency
Neutral Fund (TDB444)
|
International
Equity
|
370
|
2014-01-31
|
2023-12-31
|
TD Conservative ETF
Portfolio
(TCON)
|
Global Fixed
Income Balanced
|
488
|
2021-01-31
|
2023-12-31
|
TD Managed Aggressive
Growth
ETF Portfolio (TDB3560)
|
Global Equity
Balanced
|
704
|
2018-01-31
|
2023-12-31
|
TD Managed Balanced
Growth
ETF Portfolio (TDB3559)
|
Global Neutral
Balanced
|
888
|
2018-01-31
|
2023-12-31
|
TD U.S. Monthly Income
Fund
(TDB2785)
|
Global Neutral
Balanced
|
888
|
2014-01-31
|
2023-12-31
|
TD Canadian Blue
Chip
Dividend Fund (TDB3105)
|
Canadian
Dividend & Income
Equity
|
258
|
2017-01-31
|
2023-12-31
|
TD Q Canadian
DividendETF
(TQCD)
|
Canadian
Dividend & Income
Equity
|
258
|
2020-01-31
|
2023-12-31
|
TD Canadian Diversified
Yield
Fund (TDB3106)
|
Canadian Neutral
Balanced
|
250
|
2017-01-31
|
2023-12-31
|
TD Select Short Term
Corporate
Bond Ladder ETF (TCSB)
|
Canadian Short
Term Fixed
Income
|
161
|
2019-01-31
|
2023-12-31
|
TD Active Preferred
Share ETF
(TPRF)
|
Preferred Share
Fixed Income
|
45
|
2019-01-31
|
2023-12-31
|
TD U.S. Quantitative
Equity
Fund (TDB3173 )
|
U.S. Equity
|
794
|
2014-01-31
|
2023-12-31
|
TD Q U.S.
Small-Mid-Cap
Equity ETF (TQSM)
|
U.S. Small/Mid
Cap Equity
|
153
|
2020-01-31
|
2023-12-31
|
Note: Standard Performance Data can be found by clicking on the
funds listed above or by visiting TDAssetManagement.com.
The FundGrade A+® rating is used with permission
from Fundata Canada Inc., all rights reserved. Fundata is a leading
provider of market and investment funds data to the Canadian
financial services industry and business media. The FundGrade
A+® rating identifies funds that have consistently
demonstrated the best risk-adjusted returns throughout an entire
calendar year. For more information on the rating system, please
visit www.Fundata.com/ProductsServices/FundGrade.aspx.
TD Active Global Enhanced Dividend ETF was awarded the FundGrade
A+™ Award in the Global Equity category for the 12-month period
ending December 31, 2023 out of a
total of 1095 funds.
TD Active Global Equity Growth ETF was awarded the FundGrade A+™
Award in the Global Equity category for the 12-month period ending
December 31, 2023 out of a total of
1095 funds.
TD Active Preferred Share ETF was awarded the FundGrade A+™
Award in the Preferred Share Fixed Income category for the 12-month
period ending December 31, 2023 out
of a total of 45 funds.
TD Growth ETF Portfolio (formerly, TD One-Click Aggressive ETF
Portfolio) was awarded the FundGrade A+™ Award in the Global
Equity category for the 12-month period ending December 31, 2023 out of a total of 1095
funds.
2 TD Conservative ETF Portfolio, (formerly, TD
One-Click Conservative ETF Portfolio) was awarded the FundGrade A+™
Award in the Global Fixed Income Balanced category for the 12-month
period ending December 31, 2023 out
of a total of 488 funds.
TD International Equity CAD Hedged Index ETF was awarded the
FundGrade A+™ Award in the International Equity category for the
12-month period ending December 31,
2023 out of a total of 370 funds.
TD Q Canadian Dividend ETF was awarded the FundGrade A+™ Award
in the Canadian Dividend & Income Equity category for the
12-month period ending December 31,
2023 out of a total of 258 funds.
TD Q Global Dividend ETF was awarded the FundGrade A+™ Award in
the Global Equity category for the 12-month period ending
December 31, 2023 out of a total of
1095 funds.
TD Q U.S. Small-Mid-Cap Equity ETF was awarded the FundGrade A+™
Award in the U.S. Small/Mid Cap Equity category for the 12-month
period ending December 31, 2023 out
of a total of 153 funds.
TD Select Short Term Corporate Bond Ladder ETF was awarded the
FundGrade A+™ Award in the Canadian Short Term Fixed Income
category for the 12-month period ending December 31, 2023 out of a total of 161
funds.
TD Canadian Blue Chip Dividend Fund was awarded the FundGrade
A+™ Award in Canadian Dividend & Income Equity category for the
12-month period ending December 31,
2023 out of a total of 258 funds.
TD Canadian Diversified Yield Fund was awarded the FundGrade A+™
Award in the Canadian Neutral Balanced category for the 12-month
period ending December 31, 2023 out
of a total of 250 funds.
TD Global Equity Focused Fund was awarded the FundGrade A+™
Award in the Global Equity category for the 12-month period ending
December 31, 2023 out of a total of
1095 funds.
TD International Index Currency Neutral Fund was awarded the
FundGrade A+™ Award in the International Equity category for the
12-month period ending December 31,
2023 out of a total of 370 funds.
TD Managed Aggressive Growth ETF Portfolio was awarded the
FundGrade A+™ Award in the Global Equity Balanced category for the
12-month period ending December 31,
2023 out of a total of 704 funds.
TD Managed Balanced Growth ETF Portfolio was awarded the
FundGrade A+™ Award in the Global Neutral Balanced category for the
12-month period ending December 31,
2023 out of a total of 888 funds.
TD U.S. Monthly Income Fund was awarded the FundGrade A+™ Award
in the Global Neutral Balanced category for the 12-month period
ending December 31, 2023 out of a
total of 888 funds.
TD U.S. Quantitative Equity Fund was awarded the FundGrade A+™
Award in the U.S. Equity category for the 12-month period ending
December 31, 2023 out of a total of
794 funds.
The 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 two to 10 years. The
scores are then weighted equally in calculating a monthly
FundGrade. The top 10 per cent of funds earn an A Grade; the next
20 per cent of funds earn a B Grade; the next 40 per cent of funds
earn a C Grade; the next 20 per cent of funds receive a D Grade;
and the lowest 10 per cent 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.
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.
The TD International Equity CAD Hedged 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 Index and/or Index trade mark or the Index Price 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 Index is calculated correctly.
Irrespective of its obligations towards the Issuer, Solactive AG
has no obligation to point out errors in the Index to third parties
including but not limited to investors and/or financial
intermediaries of the TD International Equity CAD Hedged Index ETF.
Neither publication of the Index by Solactive AG nor the licensing
of the Index or Index trade mark for the purpose of use in
connection with the TD International Equity CAD Hedged Index ETF
constitutes a recommendation by Solactive AG to invest capital in
said TD International Equity CAD Hedged Index ETF nor does it in
any way represent an assurance or opinion of Solactive AG with
regard to any investment in this TD International Equity CAD Hedged
Index ETF.
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. Irrespective of its obligations towards TDAM,
Solactive AG has no obligation to point out errors in the Solactive
GBS Developed Markets ex North America Large & Mid Cap Hedged
to CAD Index (CA NTR) to third parties including but not limited to
investors and/or financial intermediaries of the Fund. Neither
publication of the Solactive GBS Developed Markets ex North America
Large & Mid Cap Hedged to CAD Index (CA NTR) by Solactive AG
nor the licensing of the Solactive GBS Developed Markets ex North
America Large & Mid Cap Hedged to CAD Index (CA NTR) or any
trade mark(s) associated with the Solactive GBS Developed Markets
ex North America Large & Mid Cap Hedged to CAD Index (CA NTR)
for the purpose of use in connection with the Fund constitutes a
recommendation by Solactive AG to invest capital in said Fund nor
does it in any way represent an assurance or opinion of Solactive
AG with regard to any investment in the Fund.]TD Mutual Funds 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.
TD ETFs are managed by TD Asset Management Inc., a wholly-owned
subsidiary of The Toronto- Dominion Bank.
TD Bank Group means The Toronto-Dominion Bank and its
affiliates, who provide deposit, investment, loan, securities,
trust, insurance and other products or services.
® The TD logo and other TD trademarks are the property of
The Toronto-Dominion Bank or its subsidiaries.
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 $437
billion in assets. Aggregate statistics under management as
of December 31, 2023 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.