TD- Balanced Advantage Portfolio

TD- Balanced Advantage Portfolio

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



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
10.26% 8.53% 3.23% 3.26% 4.63% -3.71% 9.81%

COMPOUND RETURNS

1 MO 3 MO 6 MO YTD 1 YR 2 YR 3 YR 5 YR 10 YR INCEP
0.32% 0.92% 6.40% - 4.76% 4.94% 3.41% 3.91% 0.00% 5.50%

RISK RATING

Low   Medium   High

ASSET MIX


Domestic Bonds 41.80%
Canadian Equity 18.90%
US Equity 17.00%
International Equity 8.20%
Cash and Equivalents 6.90%
Foreign Bonds 6.30%
Income Trust Units 0.70%
Other 0.00%

FUND GEOGRAPHY


Canada 67.70%
United States 23.60%
European Union 4.70%
Japan 1.50%
Asia/Pacific Rim 1.00%
Other European 0.80%
Latin America 0.40%
Other Asian 0.30%
Africa and Middle East 0.00%

SECTOR MIX


Fixed Income 48.40%
Financial Services 12.60%
Cash and Cash Equivalent 6.80%
Technology 6.70%
Consumer Services 4.30%
Consumer Goods 3.70%

TOP 10 HOLDINGS

TD Canadian Core Plus Bond Fund, O-Series 42.60%
TD Income Opportunities Pool, O-Series 11.50%
Epoch U.S. Large-Cap Value Fund, O-Series 11.00%
Epoch Global Equity Fund, O-Series 8.00%
TD Dividend Growth Fund, O-Series 7.80%
TD Canadian Equity Fund, O-Series 7.70%
TD Canadian Low Volatility Pool, O-Series 7.00%
TD International Growth Fund, O-Series 4.30%
Cash (Bank Overdraft) 0.00%

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 2.09%
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
10.26% 8.53% 3.23% 3.26% 4.63% -3.71% 9.81%
1 MO 3 MO 6 MO YTD 1 YR 2 YR 3 YR 5 YR 10 YR INCEP
0.32% 0.92% 6.40% - 4.76% 4.94% 3.41% 3.91% 0.00% 5.50%
> Low >   > Medium >   > High

ASSET MIX


Domestic Bonds 41.80%
Canadian Equity 18.90%
US Equity 17.00%
International Equity 8.20%
Cash and Equivalents 6.90%
Foreign Bonds 6.30%
Income Trust Units 0.70%
Other 0.00%

FUND GEOGRAPHY


Canada 67.70%
United States 23.60%
European Union 4.70%
Japan 1.50%
Asia/Pacific Rim 1.00%
Other European 0.80%
Latin America 0.40%
Other Asian 0.30%
Africa and Middle East 0.00%

SECTOR MIX


Fixed Income 48.40%
Financial Services 12.60%
Cash and Cash Equivalent 6.80%
Technology 6.70%
Consumer Services 4.30%
Consumer Goods 3.70%

TOP 10 HOLDINGS

TD Canadian Core Plus Bond Fund, O-Series 42.60%
TD Income Opportunities Pool, O-Series 11.50%
Epoch U.S. Large-Cap Value Fund, O-Series 11.00%
Epoch Global Equity Fund, O-Series 8.00%
TD Dividend Growth Fund, O-Series 7.80%
TD Canadian Equity Fund, O-Series 7.70%
TD Canadian Low Volatility Pool, O-Series 7.00%
TD International Growth Fund, O-Series 4.30%
Cash (Bank Overdraft) 0.00%

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 2.09%
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.