Eighteen Mutual Funds and ETFs Managed by TD Asset Management Inc. Recognized at the Fundata FundGrade A+® Awards

Published: February 2, 2024

TORONTO, February 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:

CIFSC类别

基金数

FundGrade Start Date

FundGrade Calculation Date

全球股票

1095

2020-01-31

2023-12-31

全球股票

1095

2021-01-31

2023-12-31

全球股票

1095

2019-01-31

2023-12-31

全球股票

1095

2020-01-31

2023-12-31

全球股票

1095

2021-01-31

2023-12-31

国际股票

370

2017-01-31

2023-12-31

国际股票

370

2014-01-31

2023-12-31

全球固定收入平衡型基金

488

2021-01-31

2023-12-31

全球股票均衡基金

704

2018-01-31

2023-12-31

全球中立平衡

888

2018-01-31

2023-12-31

全球中立平衡

888

2014-01-31

2023-12-31

加拿大股息和收益型股票

258

2017-01-31

2023-12-31

加拿大股息和收益型股票

258

2020-01-31

2023-12-31

加拿大中立均衡基金

250

2017-01-31

2023-12-31

加拿大短期固定收入基金

161

2019-01-31

2023-12-31

优先股固定收入

45

2019-01-31

2023-12-31

美国股票

794

2014-01-31

2023-12-31

美国中小型股票基金

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.

2TD 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. Disciplined Equity Alpha 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. 年度FundGrade A+®奖项由Fundata Canada Inc.授予,旨在表彰表现最佳的加拿大投资基金。FundGrade A+®计算是FundGrade每月评级的补充,并在每个日历年结束时进行计算。

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.然后在计算每月FundGrade时将分数加权平均。 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.FundGrade A+®使用GPA式计算,从“A”到“E”的每月FundGrade评级分别获得4到0分。基金全年的平均分数将决定其GPA。 Any fund with a GPA of 3.5 or greater is awarded a FundGrade A+® Award. For more information, see www.FundGradeAwards.com.尽管Fundata尽一切努力确保本页面所含数据的准确性和可靠性,但Fundata并不保证其准确性。

进行互惠基金和/或交易所买卖基金(“ETF”)投资(统称“基金”)可能会产生相关的佣金、管理费和支出。进行互惠基金投资可能会产生相关的尾随佣金。交易所买卖基金单位在证券交易所按市场价格进行买卖,因此收益会因经纪人佣金的支付而减少。在进行基金投资之前,请参阅基金概况或摘要文件及招股章程,其中包含了详细的投资信息。此类基金不在加拿大存款保险局 (Canada Deposit Insurance Corporation) 或任何其他政府存款保险机构的承保范围内,并且无担保或保险。互惠基金价值经常变动。货币市场基金的每单位资产净值不获保证会维持不变,您的投资本金亦不获保证全数归还。过往表现未必会重现。

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会尽一切努力确保指数计算正确。 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 ETF由道明银行全资子公司道明资产管理有限公司管理。

道明银行集团 (TD Bank Group) 是指道明银行及旗下提供存款、投资、贷款、证券、信托、保险、 其他产品或服务的附属机构。

® TD标志和其他TD商标为道明银行或其子公司的产权。

道明资产管理有限公司

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.

For further information: Julie Bellissimo, TD Bank Group, julie.bellissimo@td.com