For the 16th year in a row, TD
Asset Management funds were recognized for providing
attractive risk-adjusted returns, relative to industry
peers
TORONTO, Nov. 18,
2022 /CNW/ - A selection of investment funds managed
by TD Asset Management Inc. ("TDAM") were recognized at the
Refinitiv Lipper Awards Canada 2022, announced yesterday. This is
the 16th year in a row TD has received this
recognition.
Two TD Mutual Funds – TD U.S. Monthly Income ($US) Fund and TD
U.S. Small-Cap Equity Fund – and one TD Exchange-Traded Fund – TD
Active Preferred Share ETF – received awards in their respective
categories as leading funds.
"Recognition from Lipper is always a tremendous honour for our
TDAM Team and its sub-advisors," said David
Sykes, Chief Investment Officer, TDAM and SVP, TD Bank
Group. "In a year where investors faced market headwinds from
ongoing equity volatility, high inflation and a challenging
macroeconomic environment, these awards speak to the resilience of
our portfolio managers, their pursuit of investment excellence, and
their dedication in striving to deliver value, stability and growth
to help meet the diverse needs of investors across our solution
set," added Sykes. "On behalf of our entire investment management
team at TDAM, we are extremely appreciative for this
acknowledgment."
Each of the following investment funds managed by TDAM were
recognized for providing attractive risk-adjusted returns, relative
to industry peers, across one or more performance periods:
REFINITIV LIPPER
FUND AWARD
WINNER CANADA
2022
|
COUNTRY
|
CLASSIFICATION
|
NUMBER OF
FUNDS IN
CATEGORY
|
AWARD
PERIOD
|
TD U.S. Monthly
Income (US$)
Fund - Series F
|
Canada
|
Globóal Neutral
Balanced
|
106
|
10 Years
|
TD U.S. Small
-Cap Equity Fund –
Series F*
|
Canada
|
U.S. Small/Mid
Cap Equity
|
20
|
10 Years
|
TD Active
Preferred Share
ETF (TPRF)
|
Canada
|
Preferred Share
Fixed Income
|
18
|
3 Years
|
*Sub-advised by T.
Rowe Price Associates, Inc.
|
The Refinitiv 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 Refinitiv Lipper Fund Awards are based on the Lipper
Leader for Consistent Return rating, which is a risk-adjusted
performance measure calculated over 36, 60 and 120 months. The fund
with the highest Lipper Leader for Consistent Return (Effective
Return) value in each eligible classification wins the Refinitiv
Lipper Fund Award. For more information, see
lipperfundawards.com. Although Refinitiv Lipper makes
reasonable efforts to ensure the accuracy and reliability of the
data contained herein, the accuracy is not guaranteed by Refinitiv
Lipper.
Performance for TD U.S. Monthly Income (US$) Fund - Series F for
the period that ended October 31, 2022 is as follows:
-11.94% (1 year), 4.80% (3 years), 5.94% (5 years), 6.92% (10
years) and 7.52% (since inception on August
16, 2011). The corresponding Lipper Leader ratings of the
fund for the period that ended July 31,
2022 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 - Series F for the
period ended October 31, 2022 is as follows: -13.26% (1
year), 7.86% (3 years), 9.78% (5 years), 14.98% (10 years) and
10.69% (since inception on Nov. 1,
2005). The corresponding Lipper Leader ratings of the fund for
the period that ended July 31, 2022
are as follows: N/A (1 year), 3 (3 years), 5 (5 years), 5 (10
years).
Performance for TD Active Preferred Share ETF for the period
that ended October 31, 2022 is as follows: -14.20% (1
year), 8.20% (3 years), NA (5 years), NA (10 years) and 3.28%
(since inception on November 8,
2018). The corresponding Lipper Leader ratings of the fund
for the period that ended July 31,
2022 are as follows: N/A (1 year), 5 (3 years), N/A (5
years), N/A (10 years).
About the Refinitiv Lipper Fund
Awards
For more than 30 years and in over 17 countries worldwide, the
highly respected Refinitiv Lipper Awards have honoured funds and
fund management firms that have excelled in providing consistently
strong risk-adjusted performance relative to their peers and focus
the investment world on top-funds. The merit of the winners is
based on entirely objective, quantitative criteria. This coupled
with the unmatched depth of fund data, results in a unique level of
prestige and ensures the award has lasting value. Renowned fund
data and proprietary methodology is the foundation of this
prestigious award qualification, recognizing excellence in fund
management.
About Refinitiv
Refinitiv, an LSEG (London Stock Exchange Group) business, is
one of the world's largest providers of financial markets data and
infrastructure. With $6.25 billion in
revenue, over 40,000 customers and 400,000 end users across 190
countries, Refinitiv is powering participants across the global
financial marketplace. We provide information, insights, and
technology that enable customers to execute critical investing,
trading and risk decisions with confidence. By combining a unique
open platform with best-in-class data and expertise, we connect
people to choice and opportunity - driving performance, innovation
and growth for our customers and partners.
About TD Asset Management
Inc.
TD Asset Management Inc. ("TDAM"), a member of TD Bank Group, is
a North American investment management firm. TDAM offers investment
solutions to corporations, pension funds, endowments, foundations
and individual investors. Additionally, TDAM manages assets on
behalf of almost 2 million retail investors and offers a broadly
diversified suite of investment solutions including mutual funds,
professionally managed portfolios and corporate class funds. Asset
management businesses at TD manage $398
billion in assets. Aggregate statistics are as of
September 30, 2022 for TDAM and Epoch
Investment Partners, Inc. TDAM operates in Canada and Epoch Investment Partners, Inc.
operates in the United States.
Both entities are affiliates and are wholly-owned subsidiaries of
The Toronto-Dominion Bank.
Commissions, management fees and expenses all may be associated
with mutual fund and/or exchange-traded fund ("ETF") investments
(collectively, "the Funds"). Trailing commissions may be associated
with mutual fund investments. ETF units are bought and sold at
market price on a stock exchange and brokerage commissions will
reduce returns. Please read the fund facts or ETF Facts and the
prospectus, which contain detailed investment information, before
investing in the Funds. The Funds are not covered by the Canada
Deposit Insurance Corporation or by any other government deposit
insurer and are not guaranteed or insured. Their values change
frequently. Past performance may not be repeated.
®The TD logo and other TD trademarks are the property of The
Toronto-Dominion Bank or its subsidiaries.
SOURCE TD Asset Management Inc.