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

Global Corporate Fixed Income

10

3 Years

TD Q Global Dividend ETF (Ticker: TQGD) 

Global Dividend & Income Equity

10

3 Years

Global Equity

20

5 Years

Preferred Share Fixed Income

18

3 Years and 5 Years 

View the complete lineup of TD Mutual Funds



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

  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

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


  • 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

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


  • 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)

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 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


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).