As of July 20, 2020, Sun Life Global Investments (Canada) Inc. changed its name to SLGI Asset Management Inc. Equity Index Fund Underlying fund size: $5,566.5 million Total fund operating expenses 2014 2013 2012 0.048% 0.046% 0.051% Volatility meter Risk within all asset classes Low High Risk within fund asset class Investment advisor TD Asset Management Inc. Who is TD Asset Management Inc.? {{$ctrl.count}} Documents ready to download or email. The indicated rates of return for each money market fund is an annualized historical yield based on the seven-day period ended as indicated and annualized in the case of effective yield by compounding the seven day return and does not represent an actual one year return. The S&P/TSX Composite Index is comprised of Canadian issuers traded on the Toronto Stock Exchange (TSX). TORONTO, Nov. 22, 2018 /CNW/ - TD Asset Management Inc. (TDAM), the manager of TD Mutual Funds, announced today changes to the risk rating on the TD Nasdaq® Index Fund, TD Advantage Balanced Income Portfolio and TD Comfort Balanced Income Portfolio.. TDAM received the requisite regulatory and unitholder approval to merge TD Balanced Income Fund into TD Diversified Monthly Income Fund. *TD Asset Management Inc. (TDAM) has closed the fund or series of the fund, denoted by an asterisk (*), to all purchases. Passive Management . All regions may not add up to 100% due to rounding. The changes include fund mergers, investment objectives and risk rating updates and other changes as described below. Existing unitholders may still hold or redeem their securities of the Capped Funds and/or back-end load options of impacted funds. {{$ctCtrl.data[$ctCtrl.choosen].columnLabels.year1}}, {{$ctCtrl.data[$ctCtrl.choosen].columnLabels.year2}}, {{$ctCtrl.data[$ctCtrl.choosen].columnLabels.year3}}, {{$ctCtrl.data[$ctCtrl.choosen].columnLabels.year4}}, {{$ctCtrl.data[$ctCtrl.choosen].columnLabels.year5}}, {{$ctCtrl.data[$ctCtrl.choosen].columnLabels.year6}}, {{$ctCtrl.data[$ctCtrl.choosen].columnLabels.year7}}, {{$ctCtrl.data[$ctCtrl.choosen].columnLabels.year8}}, as of {{neededData.priceDate | date:'MMM d, yyyy'}}, {{fund.navNumF | formatNumber : $ctCtrl.lang}}, {{fund.formattedyeildPercentageNumF | formatNumber : $ctCtrl.lang}}%, {{fund.merNumF | formatNumber : $ctCtrl.lang}}, as of {{neededData.perfDate | date:'MMM d, yyyy'}}. Unitholders that currently hold units of the fund or series of the fund may continue to do so but cannot purchase any additional units. There can be no assurances that a money market fund will be able to maintain its net asset value per unit at a constant amount or that the full amount of your investment will be returned to you. TD Mutual Funds are qualified for sale in the provinces and territories of Canada. *TD Asset Management Inc. (TDAM) has closed the fund or series of the fund, denoted by an asterisk (*), to all purchases. Please read the fund facts and prospectus, which contains detailed investment information, before investing. Unitholders that currently hold units of the fund or series of the fund may continue to do so but cannot purchase any additional units. The Fund also invests in Government of Canada T-bills and other Canadian money market instruments, and options, futures, and forward contracts - based on the Index. (II)TDAM is the manager, portfolio adviser and trustee of the Fund. This Fund’s objective is to achieve a balance between high dividend income and capital growth by investing mainly in a diversified portfolio of blue-chip Canadian common stocks. Each class invests in one or more underlying mutual funds, as noted in the TD Mutual Funds Simplified Prospectus. The indicated rates of return (other than for each money market fund) are the historical annual compounded total returns for the period indicated including changes in unit value and reinvestment of distributions. The Fund aims to provide broad exposure to the Canadian equity market by closely matching key attributes of the S&P/TSX Composite Total Return Index. The Toronto-based firm intends to merge three funds, it said Thursday in a news release.On or about Oct. 25, the TD Balanced Income Fund will be discontinued and merged into the TD Diversified Monthly Income Fund, the TD Advantage Balanced Income Portfolio will be merged into the TD Managed Income Portfolio … The risk ratings for the following funds will be changing as indicated below. Past performance may not be repeated. Effective July 29, 2020, TD U.S. Equity Portfolio was renamed to TD U.S. Equity Pool. The fund invests mainly in a balanced mix of index mutual funds managed by TDAM. Please read the fund facts and prospectus, which contains detailed investment information, before investing. Managed by TDAM for details represents the Fund Facts document download or email the number of files you can or. Trailing commissions, trailing commissions, Management of equities and bonds, 2019 to merge TD Balanced income.... 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