For the 18th year in a row, certain TD Asset Management Inc. funds were recognized for providing attractive risk-adjusted returns, relative to industry peers

TORONTO, Nov. 7, 2024 /CNW/ - A number of investment funds managed by TD Asset Management Inc. ("TDAM") were recognized at the 2024 Canada LSEG Lipper Fund Awards, announced on November 7, 2024. This is the 18th year in a row that TDAM has received this recognition.

Two TD Mutual Funds – TD U.S. Monthly Income Fund (US$) and TD North American Dividend Fund – and four TD Exchange-Traded Funds (TD ETFs) – TD Select U.S. Short Term Corporate Bond Ladder ETF (TUSB), TD Q Global Dividend ETF (TQGD), TD Active Global Enhanced Dividend ETF (TGED), and TD Active Preferred Share ETF (TPRF) – received awards in their respective categories as leading funds.

"We're honoured to receive recognition again this year from LSEG Lipper Fund Awards for certain TD Mutual Funds and TD ETFs across multiple categories and time periods," said David Sykes, Senior Vice President and Chief Investment Officer, TDAM. "Being recognized consistently is a testament to the strength and stability of our investment teams and our comprehensive offerings. This is particularly true in a year which saw headwinds from an evolving macroeconomic environment, ongoing market volatility, and a cross-current of global geopolitical disruptions. These awards speak to the relentless pursuit of strong performance from our portfolio managers and investment teams, as well as their dedication in seeking to deliver value and better outcomes to help meet the diverse needs of Canadian investors."

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 period:

Canada Fund Awards

LSEG LIPPER FUND AWARDS 
CANADA 2024 WINNER

CLASSIFICATION & AWARD
PERIOD(s)

NUMBER OF
FUNDS IN
CATEGORY

TD U.S. Monthly Income Fund
(US$) - FT5 Series

Best "Global Neutral Balanced"
Fund Over 5 Years

168

TD U.S. Monthly Income Fund
(US$) – F Series

Best "Global Neutral Balanced"
Fund Over 10 Years

119

TD North American Dividend
Fund - FT8 Series

Best "North American Equity"
Fund Over 3 Years and 10 Years

22 
(3 Years) /
11
(10 Years)

Canada ETF Awards

LSEG LIPPER FUND
AWARDS 
CANADA 2024 WINNER

CLASSIFICATION & AWARD
PERIOD(s)

NUMBER
OF FUNDS
IN
CATEGORY

TD Select U.S. Short Term
Corporate Bond Ladder
ETF
 (Ticker: TUSB)

Best "Global Corporate Fixed
Income" ETF Over 3 Years

10

TD Q Global Dividend ETF 
(Ticker: TQGD)

Best "Global Dividend & Income
Equity" ETF Over 3 Years

10

TD Active Global Enhanced Dividend ETF 
(Ticker: TGED)

Best "Global Equity" ETF Over 5
Years

20

TD Active Preferred Share ETF (Ticker: TPRF)

Best "Preferred Share Fixed
Income" ETF Over 3 Years and 5
Years

18

The LSEG 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 LSEG Lipper Fund Awards are based on the Lipper Leader for Consistent Return rating, which is an objective, quantitative, risk-adjusted performance measure calculated over 36, 60 and 120 months. The highest 20% of funds in each category are named Lipper Leaders for Consistent Return and receive a rating of 5, the next 20% receive a rating of 4, the middle 20% are rated 3, the next 20% are rated 2 and the lowest 20% are rated 1. The fund with the highest Lipper Leader for Consistent Return (Effective Return) value in each eligible classification wins the LSEG Lipper Fund Award. For more information, see lipperfundawards.com. Although LSEG Lipper makes reasonable efforts to ensure the accuracy and reliability of the data used to calculate awards, the accuracy is not guaranteed. Lipper Leader ratings change monthly.

Performance for TD U.S. Monthly Income Fund (US$) - FT5 Series for the period that ended September 30, 2024 is as follows: 27.69% (1 year), 7.20% (3 years), 9.20% (5 years), N/A (10 years), and 9.06% (since inception on August 16, 2018). The corresponding Lipper Leader ratings of the fund for the period that ended July 31, 2024 are as follows: 5 (1 year), 5 (3 years), 5 (5 years), N/A (10 years).

Performance for TD U.S. Monthly Income Fund (US$) – F Series for the period that ended September 30, 2024 is as follows: 27.69% (1 year), 7.19% (3 years), 9.18% (5 years), 7.98% (10 years), and 8.77% (since inception on August 16, 2011). The corresponding Lipper Leader ratings of the fund for the period that ended July 31, 2024 are as follows: 5 (1 year), 5 (3 years), 5 (5 years), 5 (10 years). 

Performance for TD North American Dividend Fund - FT8 Series for the period that ended September 30, 2024 is as follows: 40.31% (1 year), 14.62% (3 years), 12.44% (5 years), 11.96% (10 years) and 12.29% (since inception on April 15, 2014). The corresponding Lipper Leader ratings of the fund for the period that ended July 31, 2024 are as follows: 5 (1 year), 5 (3 years), 5 (5 years), 5 (10 years).

Performance for TD Select U.S. Short Term Corporate Bond Ladder ETF for the period that ended September 30, 2024 is as follows: 9.82% (1 year), 4.59% (3 years), 2.50% (5 years), NA (10 years), and 3.31% (since inception on November 8, 2018). The corresponding Lipper Leader ratings of the fund for the period that ended July 31, 2023 are as follows: 4 (1 year), 3 (3 years), 3 (5 years), N/A (10 years).

Performance for TD Q Global Dividend ETF for the period that ended September 30, 2024 is as follows: 28.77% (1 year), 13.72% (3 years), NA (5 years), NA (10 years) and 10.10% (since inception on November 20, 2019). The corresponding Lipper Leader ratings of the fund for the period that ended July 31, 2024 are as follows: 5 (1 year), 5 (3 years), N/A (5 years), N/A (10 years).

Performance for TD Active Global Enhanced Dividend ETF for the period that ended September 30, 2024 is as follows: 41.72% (1 year), 14.12% (3 years), 15.54 (5 years), NA (10 years) and 14.75% (since inception on May 3, 2019). The corresponding Lipper Leader ratings of the fund for the period that ended July 31, 2024 are as follows: 5 (1 year), 5 (3 years), 5 (5 years), N/A (10 years).

Performance for TD Active Preferred Share ETF for the period that ended September 30, 2024 is as follows: 32.14% (1 year), 4.06% (3 years), 10.03% (5 years), NA (10 years) and 6.51% (since inception on November 8, 2018). The corresponding Lipper Leader ratings of the fund for the period that ended July 31, 2024 are as follows: 5 (1 year), 5 (3 years), 5 (5 years), N/A (10 years).

About LSEG Lipper Fund Awards 
For more than 30 years and in over 17 countries worldwide, the highly respected LSEG 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. Find out more at www.lipperfundawards.com.

About LSEG Lipper
With a track record of over 50 years of independent content, LSEG Lipper was the first to develop fund classifications that place funds in their respective peer group. LSEG Lipper data covers more than 380,000+ share classes in over 80 countries. The Lipper Leader ratings are available for mutual funds registered for sale in 47 markets. LSEG Lipper provides independent insight on global collective investments, including mutual funds, retirement funds, hedge funds and fund fees and expenses. LSEG Lipper offers premium-quality data, fund ratings, analytical tools and global commentary through specialized product offerings. Trusted by investment professionals for 50 years, LSEG Lipper provides unparalleled expertise and insight to the funds industry.

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 $479 billion in assets. Aggregate statistics are as of September 30, 2024 for TDAM and Epoch Investment Partners, Inc. TDAM operates in Canada and through Epoch Investment Partners, Inc. 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 indicated rates of return (other than for money market funds) are the historical total returns for the period, compounded for mutual funds, including changes in unit value and reinvestment of distributions. Index returns do not represent ETF returns. The indicated rates of return do not take into account sales, redemption, commission charges, distribution or optional charges, as applicable, or income taxes payable by any securityholder that would have reduced returns. 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. There can be no assurances that a money market fund will be able to maintain its net asset value per unit at a constant amount or that the full amount of your investment will be returned to you. Past performance may not be repeated. 

TD Mutual Funds are managed by TD Asset Management Inc., a wholly-owned subsidiary of The Toronto-Dominion Bank and are available through authorized dealers. TD ETFs are managed by TD Asset Management Inc., a wholly-owned subsidiary of The Toronto-Dominion Bank.

TD Bank Group means The Toronto-Dominion Bank and its affiliates, who provide deposit, investment, loan, securities, trust, insurance and other products or services.

® The TD logo and other TD trademarks are the property of The Toronto-Dominion Bank or its subsidiaries.

SOURCE TD Asset Management Inc.

Copyright 2024 Canada NewsWire

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