iMarche
TD- Balanced Growth Advantage Portfolios
Investment Outlook:
- are investing for the medium to long-term
- prefer to have professional managers determine the selection and composition of their investments, as well as provide ongoing monitoring services
- want long-term growth of capital with some income
- can handle changes in the value of their investment
- are seeking a monthly distribution that may include a return of capital
PERFORMANCE
RETURN CALCULATOR
Estimated Returns
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with 00 % annual returns
CALENDAR RETURNS
| 2013 | 2014 | 2015 | 2016 | 2017 | 2018 | 2019 |
|---|---|---|---|---|---|---|
| 14.08% | 9.00% | 3.40% | 4.35% | 6.01% | -4.81% | 10.72% |
COMPOUND RETURNS
| 1 MO | 3 MO | 6 MO | YTD | 1 YR | 2 YR | 3 YR | 5 YR | 10 YR | INCEP |
|---|---|---|---|---|---|---|---|---|---|
| 0.33% | 0.33% | 6.72% | - | 3.78% | 5.24% | 4.19% | 4.36% | 0.00% | 6.00% |
RISK RATING
ASSET MIX
| Domestic Bonds | 29.40% |
| Canadian Equity | 25.80% |
| US Equity | 21.40% |
| International Equity | 11.50% |
| Cash and Equivalents | 6.90% |
| Foreign Bonds | 4.10% |
| Income Trust Units | 0.90% |
| Other | 0.00% |
FUND GEOGRAPHY
| Canada | 62.20% |
| United States | 25.80% |
| European Union | 6.30% |
| Japan | 2.20% |
| Asia/Pacific Rim | 1.50% |
| Other European | 1.20% |
| Latin America | 0.40% |
| Other Asian | 0.40% |
| Africa and Middle East | 0.10% |
SECTOR MIX
| Fixed Income | 33.60% |
| Financial Services | 17.50% |
| Technology | 8.70% |
| Cash and Cash Equivalent | 6.30% |
| Consumer Services | 5.50% |
| Consumer Goods | 4.80% |
TOP 10 HOLDINGS
| TD Canadian Core Plus Bond Fund, O-Series | 27.60% |
| Epoch U.S. Large-Cap Value Fund, O-Series | 14.00% |
| TD Dividend Growth Fund, O-Series | 11.60% |
| TD Income Opportunities Pool, O-Series | 11.50% |
| TD Canadian Equity Fund, O-Series | 11.50% |
| Epoch Global Equity Fund, O-Series | 10.20% |
| TD Canadian Low Volatility Pool, O-Series | 7.00% |
| TD International Growth Fund, O-Series | 6.50% |
| Cash (Bank Overdraft) | 0.10% |
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 | 2.20% |
| REGISTERED PLAN ELIGIBILITY | RRSP, RESP, and TFSA |
| OTHER IMPORTANT LINKS | Click here |
Estimated Returns
0000000000
with 00 % annual returns
| 2013 | 2014 | 2015 | 2016 | 2017 | 2018 | 2019 |
|---|---|---|---|---|---|---|
| 14.08% | 9.00% | 3.40% | 4.35% | 6.01% | -4.81% | 10.72% |
| 1 MO | 3 MO | 6 MO | YTD | 1 YR | 2 YR | 3 YR | 5 YR | 10 YR | INCEP |
|---|---|---|---|---|---|---|---|---|---|
| 0.33% | 0.33% | 6.72% | - | 3.78% | 5.24% | 4.19% | 4.36% | 0.00% | 6.00% |
ASSET MIX
| Domestic Bonds | 29.40% |
| Canadian Equity | 25.80% |
| US Equity | 21.40% |
| International Equity | 11.50% |
| Cash and Equivalents | 6.90% |
| Foreign Bonds | 4.10% |
| Income Trust Units | 0.90% |
| Other | 0.00% |
FUND GEOGRAPHY
| Canada | 62.20% |
| United States | 25.80% |
| European Union | 6.30% |
| Japan | 2.20% |
| Asia/Pacific Rim | 1.50% |
| Other European | 1.20% |
| Latin America | 0.40% |
| Other Asian | 0.40% |
| Africa and Middle East | 0.10% |
SECTOR MIX
| Fixed Income | 33.60% |
| Financial Services | 17.50% |
| Technology | 8.70% |
| Cash and Cash Equivalent | 6.30% |
| Consumer Services | 5.50% |
| Consumer Goods | 4.80% |
TOP 10 HOLDINGS
| TD Canadian Core Plus Bond Fund, O-Series | 27.60% |
| Epoch U.S. Large-Cap Value Fund, O-Series | 14.00% |
| TD Dividend Growth Fund, O-Series | 11.60% |
| TD Income Opportunities Pool, O-Series | 11.50% |
| TD Canadian Equity Fund, O-Series | 11.50% |
| Epoch Global Equity Fund, O-Series | 10.20% |
| TD Canadian Low Volatility Pool, O-Series | 7.00% |
| TD International Growth Fund, O-Series | 6.50% |
| Cash (Bank Overdraft) | 0.10% |
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 | 2.20% |
| REGISTERED PLAN ELIGIBILITY | RRSP, RESP, and TFSA |
| OTHER IMPORTANT LINKS | Click here |