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TD Global Balanced Opportunities Investor Series

Ranked 30 out of 35 in - Flexible CAD over 12 months
All calculations are in CAD unless stated

Managed by

Anna Castro

Michael Craig

Michael Craig, CFA is senior portfolio manager and a member of the Investment Committee responsible for managed funds across the senior loan complex at Invesco Senior Secured Management Inc. Along with the other four members of the Investment Committee, Michael is responsible for the decision making and review of all credit recommendations. Prior to joining the firm, he was a portfolio manager and executive director at Morgan Stanley. Michael holds a BA in Management Studies and a BA of Law.

Geoff Wilson

Geoff Wilson joined TD Asset Management in 1996. He is responsible for asset allocation strategies across many of the multi-asset class mandates. He is currently lead portfolio manager of all fund of fund portfolios for TD Mutual Funds and also co-manages several mutual funds. Geoff joined TD in 1990 in the Treasury Group where he worked in the Money Market area for six years, until joining TDAM. Geoff received his Bachelor of Commerce from McGill University in 1990. Geoff is a CFA charterholder.

Objective

The fundamental investment objective is to seek to achieve a total return that exceeds that of Government of Canada 91-day Treasury Bills over a 5-year period regardless of market conditions, through a balanced approach of capital growth and income. The Fund may invest directly in, or provide exposure to,investments including, but not limited to, any of the following: money market securities, debt and debt-like instruments, preferred shares, exchange-traded funds and/or equity and equity-like instruments of Canadian, U.S. and/or international markets.

Performance

Flexible CAD over : 31/08/2017 - 31/08/2018

Total Return

Quarterly Performance

to 30/06/2018 Annual Q1 Q2 Q3 Q4
2018 -1.1% -0.5%
2017 -0.3% -0.9% 0.5% -1.9% 2.0%
2016 11.7% 0.6% 3.7% 6.1% 1.0%
2015 -9.7% 0.6% -1.7% -5.3% -3.6%
2014 3.2% 3.8% 4.2% -1.6% -3.1%
2013 0.1% 0.8% -2.3% 0.3% 1.2%
2012 6.9% 1.7% 0.8% 1.7% 2.5%
2011 5.3%

Month by Month Performance

Returns Vs Risk

Registered For Sale In

  1. Canada

Fund Info

  • Launch date07/09/2011
  • Share Class size238Mn
  • Base currencyCAD

Purchase Info

  • Min. initial investment100
  • Min. regular additional investment25

Charges

  • Annual management2.00%
  • Initial investment0.00%

Performance is for the period shown (month end to month end, bid/bid, gross income reinvested, calculated in the currency and currencies indicated).