TD Canadian Equity
Globe 5-Star Rating
Fund Price: $28.07 (as at May 23, 2013) 1-day chg: $-.23 -0.81% YTD: 4.62%
Returns as at April 30, 2013
| Fund | Group Avg | Index* | |
|---|---|---|---|
| 1 Month | -0.79% | -0.44% | -2.07% |
| 3 Months | 0.00% | 1.78% | -1.03% |
| 6 Months | 3.57% | 6.68% | 1.85% |
| 1 Year | 1.96% | 7.80% | 4.53% |
| 2 Year Avg | -4.22% | -0.61% | -2.67% |
| 3 Year Avg | 1.33% | 3.31% | 3.56% |
| 4 Year Avg | 10.15% | 8.76% | 10.60% |
| 5 Year Avg | -2.11% | -0.02% | 0.73% |
| 10 Year Avg | 9.17% | 6.76% | 9.32% |
| 15 Year Avg | 6.05% | 4.72% | 5.61% |
| 20 Year Avg | 8.53% | 7.20% | 8.50% |
| Since Inception | 8.03% | - | - |
| 2012 | 3.71% | 8.02% | 7.19% |
| 2011 | -11.16% | -9.90% | -8.71% |
| 2010 | 16.90% | 11.33% | 17.61% |
| 3 year risk | 12.28 | 11.51 | 10.89 |
| 3 year beta | 1.09 | 0.95 | 1.00 |
*S&P/TSX Total Return
Growth of $10,000
Risk Measures as at April 30, 2013
Best/Worst 12 months (since inception)
| Best (ending Feb 10): | 61.17 | ||
| Worst (ending Feb 09): | -46.15 | ||
Volatility meter (Based on 3 year standard deviation from GlobeInvestor.com)
LowFund Objectives
The fundamental investment objective is to achieve long-term capital appreciation through investments in high-quality equity securities issued principally by Canadian corporations judged to offer high growth potential.
Fund Facts
| Fund Sponsor: | TD Asset Management Inc. |
| Managed by: | TD Asset Management Inc. |
| Fund Type: | MF Trust |
| Inception Date: | February 1988 |
| Asset Class: | Canadian Focused Equity |
| Quartile Rank: | 4 (3YR ending April 30, 2013) |
| Total Assets: | N/A |
| Mgmt Exp. Ratio (MER): | 2.18% |
| Management Fee: | 1.85% |
| Load Type: | No Load |
- Globe 5-Star Rating:
- RRSP Eligible:
- Canadian
- Min. Invest (initial):
- $100
- Subsequent:
- $100
- Min. Invest (initial RRSP):
- $100
- Subsequent RRSP:
- $100
- Closed:
- No
- Restricted:
- No
- Restriction:
Asset Allocation April 30, 2013
Equity Sector Weightings April 30, 2013
Fund Geography April 30, 2013
Top Holdings as at April 30, 2013
| Symbol | Company Name | Sector | Geographic Area |
Asset Type |
% of Total Assets |
Performance as at May 23, 2013 1 Year Performance (%) |
|||
|---|---|---|---|---|---|---|---|---|---|
| RY-T | Royal Bank of Canada | Banks | Canada | Stock | 7.23 | 19.36 | |||
| BNS-T | Bank of Nova Scotia | Banks | Canada | Stock | 7.08 | 14.61 | |||
| TD-T | TD Bank | Banks | Canada | Stock | 5.91 | 6.25 | |||
| SU-T | Suncor Energy | Integrated Oils | Canada | Stock | 5.07 | 13.28 | |||
| T-T | TELUS Corp. | Telephone Utilities | Canada | Stock | 4.84 | 26.37 | |||
| CM-T | CIBC | Banks | Canada | Stock | 4.46 | 12.79 | |||
| MFC-T | Manulife Financial | Insurance | Canada | Stock | 3.79 | 42.65 | |||
| BAM.A-T | Brookfield Asset Management | Management and Diversified | Canada | Stock | 3.57 | 17.47 | |||
| CVE-T | Cenovus Energy | Oil and Gas Producers | Canada | Stock | 3.29 | -4.77 | |||
| MG-T | Magna International | Automotive | Canada | Stock | 3.1 | 57.16 | |||
| TRP-T | TransCanada Corp. | Management and Diversified | Canada | Stock | 2.91 | 18.41 | |||
| CNR-T | Canadian National Railway | Transportation | Canada | Stock | 2.91 | 23.99 | |||
| ENB-T | Enbridge Inc. | Oil Pipelines | Canada | Stock | 2.78 | 17.74 | |||
| CNQ-T | Canadian Natural Resources | Oil and Gas Producers | Canada | Stock | 2.18 | -0.76 | |||
| RCI.B-T | Rogers Communications | Cable | Canada | Stock | 2.13 | 33.41 | |||
Portfolio Manager(s)
Mike O'Brien, CFA
TD Asset Management Inc.
Start Date: February, 2013
Fund Return: -0.07%
Mike joined TD Asset Management in 1997 and is currently lead manager of the TD Private Canadian Equity Fund and TD Private Canadian Blue Chip Equity Model for TD Waterhouse Private Investment Counsel and the TD Canadian Blue Chip Equity and TD Balanced Income Funds for TD Mutual Funds. He is also co-manager of the TD Private Canadian Blue Chip Dividend Model and TD Private Canadian Blue Chip Dividend Fund. Mike started at TDAM as an assistant to the Economist responsible for macro-economic and strategic analysis. In February 2000, he was reassigned to the equity analyst role, covering numerous industries over an 8-year period with a primary focus on North American Consumer Discretionary, Consumer Staple, Media and Cable companies. Mike holds a B.A. in Political Science from Yale University (1992) and an M.A. in Political Science from Dalhousie University (1993). Mike also belonged to the Parliamentary Internship Program in Ottawa from 1993¿1994 and was Executive Assistant to MP Ray Speaker from 1994¿1997. Michael is a CFA charterholder.
Also manages:TD Balanced Growth, TD Balanced Income, TD Canadian Blue Chip Equity
View fund manager performance report
Ari Levy, CFA
TD Asset Management Inc.
Start Date: July, 2009
Fund Return: 8.90%
"15 years experience Ari Levy joined TD Asset Management Inc. in February 2002. He is lead manager of the TD Energy, TD Resource and TD Precious Metals Funds and is co-manager of the TD Canadian Equity Fund. His primary research responsibilities include coverage of numerous sectors, including the global energy, mining and fertilizer products sectors. For several years prior to 2011, Ari had additional responsibilities on the institutional side as the Product Specialist for TD Asset Management¿s active equity products. Ari spent several years as the Global Energy, Industrials and Autos Analyst for Goodman & Co. Investment Counsel and was the co-lead analyst on several of their sector funds before joining TDAM. Prior to this, he was senior analyst, Canadian Equities for a major Canadian pension fund. He sits on the Board of Directors of several non-profit organizations including a community daycare centre and Rethink Breast Cancer. Ari was also named one of the Top 50 Top Gun Portfolio Managers in Canada in 2009, 2010 and 2011, and was one of the Top 50 Top Gun Investment Minds in the World of Oil and Gas in 2011 by Brendan Wood International. He is a graduate of the combined Law/MBA program (BCL, LL.B. and MBA) and has a BA (Economics) all from McGill University. He is a CFA charterholder and is also a member in good standing of the Law Society of Upper Canada.
Also manages:TD Energy, TD Resource
View fund manager performance report
Craig Bethune
TD Asset Management Inc.
Start Date: February, 2013
Fund Return: -0.07%
Craig joined TDAM in March 2006. He has primary analyst responsibilities for the telecom and healthcare sectors of the Canadian equities market, and a supporting role in Canadian financial services. He is also the associate portfolio manager of the TD Canadian Value Fund. Prior to joining TDAM, Craig was a Portfolio Manager in active equities at the Ontario Municipal Employee Retirement System for three years and an Associate Portfolio Manager for three years. He also spent three years in Credit Suisse First Boston's Equity Research department as an associate in the Canadian Telecom and Communications group. Craig has an MBA from the University of Toronto and is a CFA charterholder.
