Mutual Fund Resource Centre

Our Mutual Fund Resource Centre provides valuable educational information and answers to frequently asked questions. Take advantage of these resources to help gain a better understanding of Mutual Funds and how they may help you achieve your investing goals.

What's New: TDAM Expands its Line-up

TD Asset Management Inc. (TDAM) continues to refine its mutual fund line-up to provide investors with more features and flexibility, including:

  • TD Global Disciplined Equity Alpha Fund

    A global extension of our TD U.S. Disciplined Equity Alpha Fund(1) (formerly TD U.S. Quantitative Equity Fund). The TD Global Disciplined Equity Alpha Fund seeks to achieve long term capital growth by investing primarily in equities across the world.

    Key Features Include:

    • Leveraging technology: The TD Global Disciplined Equity Alpha Fund (the Fund) utilizes a quantitative investing strategy, focusing on data-driven analysis to evaluate broad stock universes.
    • Consistency of returns: By deriving company factor information from many data sources, our portfolio management team can help generate more attractive risk-return profiles for clients.
    • Robust risk management: This solution makes full use of the in-house risk modelling capabilities used to build and manage low-volatility strategies over the last decade.

    Available in both Canadian and U.S. Dollar Versions, in Fee-Based Series (F), Advisor Series (A), Investor Series (I) and Direct Investing Series (D).

    Learn More:

  • TD Target Maturity Bond Funds

    The TD TMB Funds invest in a portfolio of investment-grade corporate bonds which are hand-picked by the Fixed Income Investment Team at TD Asset Management Inc. (TDAM), offering increased diversification and the chance to generate higher yields. Each Fund matures in successive years from 2025 to 2027 and is available in both Canadian and U.S. dollar versions.

    Key Features Include:

    • Aligning investment time horizons – TD TMB Funds offer the ability to match the time horizon of the investor with the maturity date of the Fund, which allows investors to save for specific financial goals or needs.
    • Build laddered portfolios – TD TMB Funds are an efficient way to help build a laddered portfolio to manage interest rate and/or reinvestment risk. While a traditional bond fund will typically buy and sell individual bonds to maintain an average maturity, a target maturity bond Fund has a fixed target date, and when the Fund closes, investors should receive their principal, similar to individual bond investments.

    Each fund may invest up to 100% of its asset value in the units of the corresponding TD Target Maturity Bond ETFs.

    • TD Target 2025 Investment Grade Bond Fund
    • TD Target 2026 Investment Grade Bond Fund
    • TD Target 2027 Investment Grade Bond Fund

    Learn More:

  • TD Global Technology Leaders Index Fund

    The TD Global Technology Leaders Index Fund is designed for investors who want to maximize their participation in the technology trends of today + emerging themes of tomorrow.

    Key Features Include:

    • Convenience - Single Fund that provides access to global companies related to technology, but not limited to the technology sector.
    • Growth - Opportunity to benefit from one of the fastest growing area in the overall economy.

    The fund may invest up to 100% of its asset value in the units of the corresponding TD Global Technology Leaders Index ETF (TEC).

    TEC is invested in over 200 leading technology-related companies in a wide range of sectors across the globe. This can help with portfolio diversification providing access to new and emerging technology themes as well as investment in quality large and mid-cap companies. While TEC holds established technology companies such as Apple Inc., Microsoft Corporation, Alphabet Inc. (Google), NVIDIA, and more, it also seeks to add value by including emerging technologies across diverse themes such as cybersecurity, automobile innovation, blockchain technologies, among others.

    Learn More:

  • TD Preferred Share Fund

    The  Preferred Share Fund aims to earn a high level of income by investing primarily in Canadian-listed preferred equities and seeks to take advantage of preferred equity market pricing and valuation inefficiencies to add value.

    Key Features Include:

    • Tax Advantaged Income, Attractive after-tax income stream that is not available from most public securities
    • Portfolio Diversification, Preferred shares can benefit from today's interest rates
    • Reduce Complexity, Repeatable investment process that helps identify best value in a complex asset class

    Each fund may invest up to 100% of its asset value in the units of the corresponding TD Active Preferred Share ETF (TPRF).