TD-Balanced  Income Portfolio

TD-Balanced Income Portfolio

Investment Outlook:

  • are investing for the medium-term
  • prefer to have professional managers determine the selection and composition of their investments, as well as provide ongoing monitoring services
  • want mostly income combined with a moderate amount of capital growth
  • can handle small changes in the value of their investment

PERFORMANCE

RETURN CALCULATOR



Min. Investment amount 100
if 000000 invested every month for 0 year

Estimated Returns
0000000000

with 00 % annual returns

CALENDAR RETURNS

2013 2014 2015 2016 2017 2018 2019
6.32% 6.68% 1.07% 4.60% 2.94% -2.84% 7.56%

COMPOUND RETURNS

1 MO 3 MO 6 MO YTD 1 YR 2 YR 3 YR 5 YR 10 YR INCEP
1.48% 2.33% 7.56% - 4.67% 3.06% 3.14% 3.01% 5.06% 5.90%

RISK RATING

Low   Medium   High

ASSET MIX


Domestic Bonds 47.40%
Foreign Bonds 16.70%
US Equity 13.60%
International Equity 11.40%
Canadian Equity 7.40%
Cash and Equivalents 3.00%
Income Trust Units 0.60%
Other 0.00%

FUND GEOGRAPHY


Canada 57.70%
United States 29.70%
European Union 5.70%
Asia/Pacific Rim 2.50%
Japan 2.10%
Other European 1.30%
Latin America 0.50%
Other Asian 0.30%
Africa and Middle East 0.10%

SECTOR MIX


Fixed Income 64.60%
Financial Services 7.20%
Technology 4.30%
Consumer Goods 3.80%
Consumer Services 3.10%
Healthcare 2.60%

TOP 10 HOLDINGS

TD Canadian Core Plus Bond Fund, O-Series 41.40%
TD Global Conservative Opportunities Fund, O-Series 11.60%
TD Short Term Bond Fund, O-Series 7.50%
TD Global Low Volatility Fund, O-Series 6.00%
Epoch Global Equity Fund, O-Series 5.80%
TD Global Unconstrained Bond Fund, O-Series 5.10%
TD Global Income Fund, O-Series 5.10%
TD International Growth Fund, O-Series 4.90%
TD U.S. Risk Managed Equity Fund, O-Series 4.90%
TD Canadian Low Volatility Pool, O-Series 3.90%

TAX IMPLICATIONS

In general, you'll have to pay income tax on any money you make on a fund. How much you pay depends on the tax laws where you live and whether or not you hold the fund in a registered plan, such as a Registered Retirement Savings Plan or a Tax-Free Savings Account. This plan can be held in the following registered plans- RRSP, TFSA, RESP, besides any other non-registered accounts.

Keep in mind that if you hold your fund in a non-registered account, fund distributions are included in your taxable income for each year that you hold the fund, whether you get them in cash or have them reinvested.

We recommend that you talk to your tax advisor to get an in-depth idea of your tax liability.

Other Details

MER 1.75%
REGISTERED PLAN ELIGIBILITY RRSP, RESP, and TFSA
OTHER IMPORTANT LINKS Click here


Min. Investment amount 100
if 000000 invested every month for 0 year

Estimated Returns
0000000000

with 00 % annual returns

2013 2014 2015 2016 2017 2018 2019
6.32% 6.68% 1.07% 4.60% 2.94% -2.84% 7.56%
1 MO 3 MO 6 MO YTD 1 YR 2 YR 3 YR 5 YR 10 YR INCEP
1.48% 2.33% 7.56% - 4.67% 3.06% 3.14% 3.01% 5.06% 5.90%
> Low >   > Medium >   > High

ASSET MIX


Domestic Bonds 47.40%
Foreign Bonds 16.70%
US Equity 13.60%
International Equity 11.40%
Canadian Equity 7.40%
Cash and Equivalents 3.00%
Income Trust Units 0.60%
Other 0.00%

FUND GEOGRAPHY


Canada 57.70%
United States 29.70%
European Union 5.70%
Asia/Pacific Rim 2.50%
Japan 2.10%
Other European 1.30%
Latin America 0.50%
Other Asian 0.30%
Africa and Middle East 0.10%

SECTOR MIX


Fixed Income 64.60%
Financial Services 7.20%
Technology 4.30%
Consumer Goods 3.80%
Consumer Services 3.10%
Healthcare 2.60%

TOP 10 HOLDINGS

TD Canadian Core Plus Bond Fund, O-Series 41.40%
TD Global Conservative Opportunities Fund, O-Series 11.60%
TD Short Term Bond Fund, O-Series 7.50%
TD Global Low Volatility Fund, O-Series 6.00%
Epoch Global Equity Fund, O-Series 5.80%
TD Global Unconstrained Bond Fund, O-Series 5.10%
TD Global Income Fund, O-Series 5.10%
TD International Growth Fund, O-Series 4.90%
TD U.S. Risk Managed Equity Fund, O-Series 4.90%
TD Canadian Low Volatility Pool, O-Series 3.90%

In general, you'll have to pay income tax on any money you make on a fund. How much you pay depends on the tax laws where you live and whether or not you hold the fund in a registered plan, such as a Registered Retirement Savings Plan or a Tax-Free Savings Account. This plan can be held in the following registered plans- RRSP, TFSA, RESP, besides any other non-registered accounts.

Keep in mind that if you hold your fund in a non-registered account, fund distributions are included in your taxable income for each year that you hold the fund, whether you get them in cash or have them reinvested.

We recommend that you talk to your tax advisor to get an in-depth idea of your tax liability.

MER 1.75%
REGISTERED PLAN ELIGIBILITY RRSP, RESP, and TFSA
OTHER IMPORTANT LINKS Click here

About iMarche and iMarche Learn: The content is provided for informational purposes only, is not intended as investment advice, and is not meant to suggest that a particular investment or strategy is suitable for any particular investor. If you’re unsure about an investment, you may wish to obtain advice from a qualified professional. Nothing herein should be considered an offer, solicitation of an offer, or advice to buy or sell securities. It’s also important to remember that past performance is no guarantee of future results.

IMarche and/or iMarche Learn shall assume no liability in case of any financial loss.