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.
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SOURCE TD Asset Management Inc.