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.

  1. 2023 awards represent the most FundGrade A+ Awards received by investment funds managed by TDAM in a single period.

  2. "This recognition from Fundata is a tremendous honour for TDAM. The awards reflect the dedication and expertise of our diverse investment teams. I also want to thank advisors, investors and clients for your continued confidence in our innovative solutions." – David Sykes, Chief Investment Officer, TD Asset Management

FUNDATA FundGrade A+® Awards (January 2024)

Classification

Number of Awards in Category

奖项年份

全球中立平衡

108

10年

美国中小型股票基金

20

10年

加拿大中立均衡基金

46

3年

欧洲股票基金

19

10年

优先股固定收入

17

3年

View the complete lineup of TD Mutual Funds


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 6% of investment fund products available in Canada receiving the FundGrade A+® rating

  1. 2022 awards represents the most FundGrade A+™ Awards received by investment funds managed by TDAM in a single period.

  2. "Being acknowledged for investment excellence is always a great honour. The awards reflect the dedication and expertise of our diverse investment teams." Bruce Cooper, Chief Executive Officer, TD Asset Management

FUNDATA FundGrade A+® Awards (January 2023)


REFINITIV LIPPER FUND AWARDS
2022 WINNER CANADA

Canada Fund Awards

Classification

Number of Awards in Category

奖项年份

全球中立平衡

106

10年

美国中小型股票基金

20

10年

优先股固定收入

18

3年

View the complete lineup of TD Mutual Funds


TD ESG funds earn top tier grades from annual Corporate Knights 2022 Responsible Funds Ranking

Only funds that have an Environmental, Social and Governance (ESG) mandate are eligible for the ranking and the following TDAM funds made their list of top scorers:

Classification

Number of Awards in Category

TD Morningstar ESG Canada Equity Index ETF (TMEC)

加拿大股票基金

226

TD Morningstar ESG U.S. Equity Index ETF (TMEU)

美国股票

309

均衡基金

50


  • Four of our six awarded funds are repeat winners in their categories
  • Bruce Cooper, Chief Executive Officer, TD Asset Management (TDAM), accepts on behalf of TDAM

REFINITIV LIPPER FUND AWARDS
2021 WINNER CANADA

Canada Fund Awards

Classification

类别中的基金数量

奖项年份

全球股票

147

10年

全球股票

147

10年

美国股票

148

3年

US Small/Mid Cap Equity

148

3年

View the complete lineup of TD Mutual Funds


  • Four of our six awarded funds are repeat winners in their categories
  • Robert Vanderhooft, CIO TDAM, accepts on behalf of TDAM

FUNDATA FundGrade A+® Awards (January 2021)

基金名称


理柏基金奖(2020年11月)

Canada Fund Awards

类别

类别中的基金数量

奖项年份

全球股票

139

10年

行业股票

16

10年

美国中小型股票基金

17

10年



理柏基金奖(2018年11月)

类别

类别中的基金数量

奖项年份

北美股票基金

10

3年

全球中立平衡

119

5年

行业股票

14

5年

行业股票

15

10年

全球股票

128

10年

美国中小型股票基金

15

10年

美国中小型股票基金

22

5年



FUNDATA FundGrade A+® Awards (January 2017)

基金名称


理柏基金奖(2016年11月)

理柏全球类别

最佳基金

北美股票基金

3年期

美国中小型股票基金

3年期

行业股票

3年期

全球股票

5年期

行业股票

5年期

全球股票

10年期

行业股票

10年期

美国中小型股票基金

10年期


FUNDATA FundGrade A+® Awards (January 2016)

基金名称


理柏基金奖(2015年11月)

理柏全球类别

最佳基金

行业股票

3年期

全球股票

5年期

行业股票

5年期

全球股票

10年期

行业股票

10年期

美国中小型股票基金

10年期


FUNDATA FundGrade A+® Awards (January 2015)

基金名称


理柏基金奖(2014年11月)

理柏全球类别

最佳基金

全球股票

3年期

行业股票

3年期

全球股票

5年期

行业股票

5年期

加拿大均衡股票基金

10年期

全球股票

10年期

行业股票

10年期

美国中小型股票基金

10年期


FUNDATA FundGrade A+® Awards (January 2014)

基金名称


理柏基金奖(2013年11月)

理柏全球类别

最佳基金

全球股票

3年期

行业股票

3年期

美国股票

3年期

全球股票

5年期

美国中小型股票基金

5年期

全球股票

10年期

行业股票

10年期

美国中小型股票基金

10年期


FUNDATA FundGrade A+® Awards (January 2013)

基金名称


理柏基金奖(2012年11月)

理柏全球类别

最佳基金

行业股票

1年期

全球股票

3年期

行业股票

3年期

美国股票

3年期

全球股票

5年期

行业股票

5年期

美国中小型股票基金

5年期

TD Pacific Rim Investor Series

Asia Pacific Equity

10年期

加拿大均衡股票基金

10年期


FundGrade A+®经Fundata Canada Inc.许可使用,保留所有权利。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。FundGrade评级系统根据基金的风险调整表现对其进行评估,以夏普比率、索提诺比率和信息比率衡量。每个比率的得分单独计算,涵盖2至10年的所有时间段。然后在计算每月FundGrade时将分数加权平均。前10%的基金获得A级,下一个20%的基金获得B级,接下来40%的基金获得C级,接下来20%的基金获得D级,最低的10%的基金获得E级。要想符合条件,基金必须在上一年每月都获得FundGrade评级。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。任何GPA为3.5或以上的基金将被授予FundGrade A+®奖。如需了解更多信息,请参阅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。

The LSEG Lipper Fund Awards, granted annually, highlight funds and fund companies that have excelled in delivering consistently strong risk-adjusted performance relative to their peers. The LSEG Lipper Fund Awards are based on the Lipper Leader for Consistent Return rating, which is an objective, quantitative, risk-adjusted performance measure calculated over 36, 60 and 120 months. The highest 20% of funds in each category are named Lipper Leaders for Consistent Return and receive a rating of 5, the next 20% receive a rating of 4, the middle 20% are rated 3, the next 20% are rated 2 and the lowest 20% are rated 1. The fund with the highest Lipper Leader for Consistent Return (Effective Return) value in each eligible classification wins the LSEG Lipper Fund Award. For more information, see lipperfundawards.com. Although LSEG Lipper makes reasonable efforts to ensure the accuracy and reliability of the data used to calculate awards, the accuracy is not guaranteed.

Performance for TD U.S. Monthly Income (US$) Fund - F-Series for the period that ended September 30, 2023 is as follows: 9.64% (1 year), 3.75% (3 years), 5.51% (5 years), 6.47% (10 years) and 7.35% (since inception on August 16, 2011). The corresponding Lipper Leader ratings of the fund for the period that ended July 31, 2023 are as follows: N/A (1 year), 5 (3 years), 5 (5 years), 5 (10 years). Performance for TD U.S. Small-Cap Equity Fund - F-Series for the period that ended September 30, 2023 is as follows: 4.14% (1 year), 4.77% (3 years), 5.69% (5 years), 11.14% (10 years) and 9.95% (since inception on Nov. 1, 2005). The corresponding Lipper Leader ratings of the fund for the period that ended July 31, 2023 are as follows: N/A (1 year), 3 (3 years), 5 (5 years), 5 (10 years). Performance for TD Canadian Diversified Yield Fund - D-Series for the period that ended September 30, 2023 is as follows: -1.38% (1 year), 12.28% (3 years), 4.59% (5 years), NA (10 years) and 6.42% (since inception on April 26, 2016). The corresponding Lipper Leader ratings of the fund for the period that ended July 31, 2023 are as follows: N/A (1 year), 5 (3 years), 1 (5 years), N/A (10 years). Performance for TD European Index Fund - e-Series for the period that ended September 30, 2023 is as follows: 26.88% (1 year), 7.50% (3 years), 4.66% (5 years), 6.41 (10 years) and 3.20% (since inception on November 26, 1999). The corresponding Lipper Leader ratings of the fund for the period that ended July 31, 2023 are as follows: N/A (1 year), 5 (3 years), 5 (5 years), 5 (10 years). Performance for TD Active Preferred Share ETF for the period that ended September 30, 2023 is as follows: -3.66% (1 year), 7.57% (3 years), NA (5 years), NA (10 years) and 1.92% (since inception on November 8, 2018). The corresponding Lipper Leader ratings of the fund for the period that ended July 31, 2023 are as follows: N/A (1 year), 5 (3 years), N/A (5 years), N/A (10 years).