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TD Asset Management Inc. Recognized in Six Categories at the 2024 Canada LSEG Lipper Fund Awards
For the 18th year in a row, certain TD Asset Management Inc. funds were recognized for providing attractive risk-adjusted returns, relative to industry peers
Classification |
Number of Awards in Category |
Award Period |
|
---|---|---|---|
Global Neutral Balanced |
168 |
5 Years |
|
Global Neutral Balanced |
119 |
10 Years |
|
North American Equity |
22 (3 Years) / 11 (10 Years) |
3 Years and 10 Years |
|
TD Select U.S. Short Term Corporate Bond Ladder ETF (Ticker: TUSB) |
Global Corporate Fixed Income |
10 |
3 Years |
TD Q Global Dividend ETF (Ticker: TQGD) |
Global Dividend & Income Equity |
10 |
3 Years |
TD Active Global Enhanced Dividend ETF (Ticker: TGED) |
Global Equity |
20 |
5 Years |
TD Active Preferred Share ETF (Ticker: TPRF) |
Preferred Share Fixed Income |
18 |
3 Years and 5 Years |
View the complete lineup of TD Mutual Funds
FUNDATA FundGrade A+® Awards (January 2024)
Classification |
Number of Awards in Category |
Award Period |
|
---|---|---|---|
Global Neutral Balanced |
108 |
10 Years |
|
U.S. Small/Mid Cap Equity |
20 |
10 Years |
|
Canadian Neutral Balanced |
46 |
3 Years |
|
European Equity |
19 |
10 Years |
|
Preferred Share Fixed Income |
17 |
3 Years |
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
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2022 awards represents the most FundGrade A+™ Awards received by investment funds managed by TDAM in a single period.
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"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 |
Award Period |
|
---|---|---|---|
Global Neutral Balanced |
106 |
10 Years |
|
U.S. Small/Mid Cap Equity |
20 |
10 Years |
|
Preferred Share Fixed Income |
18 |
3 Years |
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) |
Canadian Equity |
226 |
TD Morningstar ESG U.S. Equity Index ETF (TMEU) |
U.S. Equity |
309 |
Balanced |
50 |
REFINITIV LIPPER FUND AWARDS
2021 WINNER CANADA
Canada Fund Awards
Classification |
Number of Funds in Category |
Award Period |
|
---|---|---|---|
Global Equity |
147 |
10 Years |
|
Global Equity |
147 |
10 Years |
|
US Equity |
148 |
3 Years |
|
US Small/Mid Cap Equity |
148 |
3 Years |
View the complete lineup of TD Mutual Funds
FUNDATA FundGrade A+® Awards (January 2021)
Fund Name
Lipper Fund Awards (November 2020)
Canada Fund Awards
Category |
Number of Funds in Category |
Award Period |
|
---|---|---|---|
Global Equity |
139 |
10 Years |
|
Sector Equity |
16 |
10 Years |
|
U.S. Small/Mid Cap Equity |
17 |
10 Years |
FUNDATA FundGrade A+® Awards (January 2020)
Fund Name
Lipper Fund Awards (November 2019)
Canada Fund Awards
Category |
Number of Funds in Category |
Award Period |
|
---|---|---|---|
Global Equity |
131 |
10 Years |
|
Global Neutral Balanced |
134 |
5 Years |
|
High Yield Fixed Income |
22 |
10 Years |
|
Sector Equity |
16 |
10 Years |
|
Tactical Balanced |
31 |
5 Years |
|
U.S. Small/Mid Cap Equity |
16 |
10 Years |
Lipper Fund Awards (November 2018)
Category |
Number of Funds in Category |
Award Period |
|
---|---|---|---|
North American Equity |
10 |
3 Years |
|
Global Neutral Balanced |
119 |
5 Years |
|
Sector Equity |
14 |
5 Years |
|
Sector Equity |
15 |
10 Years |
|
Global Equity |
128 |
10 Years |
|
U.S. Small/Mid Cap Equity |
15 |
10 Years |
|
U.S. Small/Mid Cap Equity |
22 |
5 Years |
FUNDATA FundGrade A+® Awards (January 2018)
Fund Name
Lipper Fund Awards (November 2017)
Lipper Global Classification |
Best Fund |
|
---|---|---|
North American Equity |
3 Year |
|
Sector Equity |
3 Year |
|
Sector Equity |
5 Year |
|
U.S. Small/Mid Cap Equity |
5 Year |
|
Sector Equity |
10 Year |
|
U.S. Small/Mid Cap Equity |
10 Year |
FUNDATA FundGrade A+® Awards (January 2017)
Fund Name
Lipper Fund Awards (November 2016)
Lipper Global Classification |
Best Fund |
|
---|---|---|
North American Equity |
3 Year |
|
U.S. Small/Mid Cap Equity |
3 Year |
|
Sector Equity |
3 Year |
|
Global Equity |
5 Year |
|
Sector Equity |
5 Year |
|
Global Equity |
10 Year |
|
Sector Equity |
10 Year |
|
U.S. Small/Mid Cap Equity |
10 Year |
FUNDATA FundGrade A+® Awards (January 2016)
Fund Name
Lipper Fund Awards (November 2015)
Lipper Global Classification |
Best Fund |
|
---|---|---|
Sector Equity |
3 Year |
|
Global Equity |
5 Year |
|
Sector Equity |
5 Year |
|
Global Equity |
10 Year |
|
Sector Equity |
10 Year |
|
U.S. Small/Mid Cap Equity |
10 Year |
FUNDATA FundGrade A+® Awards (January 2015)
Fund Name
Lipper Fund Awards (November 2014)
Lipper Global Classification |
Best Fund |
|
---|---|---|
Global Equity |
3 Year |
|
Sector Equity |
3 Year |
|
Global Equity |
5 Year |
|
Sector Equity |
5 Year |
|
Canadian Equity Balanced |
10 Year |
|
Global Equity |
10 Year |
|
Sector Equity |
10 Year |
|
U.S. Small/Mid Cap Equity |
10 Year |
FUNDATA FundGrade A+® Awards (January 2014)
Fund Name
Lipper Fund Awards (November 2013)
Lipper Global Classification |
Best Fund |
|
---|---|---|
Global Equity |
3 Year |
|
Sector Equity |
3 Year |
|
US Equity |
3 Year |
|
Global Equity |
5 Year |
|
U.S. Small/Mid Cap Equity |
5 Year |
|
Global Equity |
10 Year |
|
Sector Equity |
10 Year |
|
U.S. Small/Mid Cap Equity |
10 Year |
FUNDATA FundGrade A+® Awards (January 2013)
Fund Name
-
TD Entertainment and Communications GIF
-
TD Health Sciences GIF
Lipper Fund Awards (November 2012)
Lipper Global Classification |
Best Fund |
|
---|---|---|
Sector Equity |
1 Year |
|
Global Equity |
3 Year |
|
Sector Equity |
3 Year |
|
US Equity |
3 Year |
|
Global Equity |
5 Year |
|
Sector Equity |
5 Year |
|
U.S. Small/Mid Cap Equity |
5 Year |
|
TD Pacific Rim Investor Series |
Asia Pacific Equity |
10 Year |
Canadian Equity Balanced |
10 Year |
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.
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).