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TD Asset Management Inc. Expands Its Lineup With the Introduction of New Mutual Funds and US$ Purchase Options

TD Asset Management Inc. Expands Its Lineup With the Introduction of New Mutual Funds and US$ Purchase Options

TD資產管理公司推出新的互惠基金和美元購買期權,擴大了其產品線
多倫多道明銀行 ·  09/17 00:00

The TD Global Disciplined Equity Alpha Fund and TD Target Maturity Bond Funds,
along with other new offerings, showcase the depth of TDAM's expertise and are
designed to help meet the evolving needs of investors.

道明全球自律股票阿爾法基金和道明目標到期債券基金,
與其他新產品一起,展示了道明資產管理有限公司專業知識的深度,而且
旨在幫助滿足投資者不斷變化的需求。

TORONTO, Sept. 17, 2024 /CNW/ - Today, TD Asset Management Inc. ("TDAM") announced the addition of new funds and US$ purchase options for certain existing series to its expanding solutions suite. Starting today, investors have access to new Mutual Funds:

多倫多,2024年9月17日 /CNW/-今天,道明資產管理有限公司(「道明資產管理公司」)宣佈在其擴展的解決方案套件中爲某些現有系列增加新基金和美元購買選項。從今天開始,投資者可以獲得新的 共同基金:

  • TD Global Disciplined Equity Alpha Fund
  • TD Target Maturity Bond Funds
  • TD Global Technology Leaders Index Fund
  • TD Preferred Share Fund
  • TD Canadian Long Term Federal Bond Fund
  • TD U.S. Long Term Treasury Bond Fund
  • 道明全球自律股票阿爾法基金
  • 道明目標到期債券基金
  • 道明全球科技領袖指數基金
  • 道明優先股基金
  • 道明加拿大長期聯邦債券基金
  • 道明美國長期國債基金

and new US$ Purchase Options for existing:

以及現有新增的美元購買期權:

  • F-Series and Advisor Series of TD U.S. Equity Focused Fund
  • F-Series of TD U.S. Index Fund
  • 道明美國股票重點基金的F系列和顧問系列
  • 道明美國指數基金F系列

"We know investors are looking for modern, advanced solutions to help meet their evolving needs. Our new offerings are built with this in mind. With a focus on quality, disciplined risk management and a commitment to investment excellence, we believe these solutions demonstrate the breadth of our capabilities and the expertise of our investment teams as we continually seek to add value and meet the diverse needs of our clients," said David Sykes, Senior Vice President and Chief Investment Officer, TDAM.

“我們知道投資者正在尋找現代、先進的解決方案來幫助滿足他們不斷變化的需求。我們的新產品就是考慮到這一點而設計的。道明資產管理高級副總裁兼首席投資官戴維·賽克斯說,這些解決方案注重質量、嚴格的風險管理和對卓越投資的承諾,在我們不斷尋求增值和滿足客戶多樣化需求的過程中,我們相信這些解決方案展現了我們能力的廣度和投資團隊的專業知識。

About the new TD Mutual Funds

關於新的道明互惠基金

TD Global Disciplined Equity Alpha Fund seeks to offer investors and advisors:

道明全球自律股票阿爾法基金旨在爲投資者和顧問提供:

  • Robust risk management: This solution relies on in-house risk modelling capabilities used to build and manage low-volatility strategies over the last decade;
  • Potential for attractive risk-adjusted returns: By deriving company factor information from many data sources, our portfolio management team can help to potentially generate more attractive risk-return profiles for clients;
  • Dynamic factor exposure: A technology-driven approach utilizes hundreds of data points for stocks in the fund's available universe to identify opportunities more effectively;
  • Style versatility: The solution provides a style-agnostic approach to sectors and market cap levels potentially providing more opportunities to capitalize on market inefficiencies.
  • 強大的風險管理:該解決方案依賴於過去十年中用於制定和管理低波動率策略的內部風險建模能力;
  • 潛在的風險調整後回報具有吸引力:通過從許多數據源中獲取公司因素信息,我們的投資組合管理團隊可以幫助潛在地爲客戶生成更具吸引力的風險回報概況;
  • 動態因素敞口:技術驅動的方法利用基金可用領域中股票的數百個數據點來更有效地發現機會;
  • 風格多功能性:該解決方案爲行業和市值水平提供了一種與風格無關的方法,有可能爲利用市場效率低下的情況提供更多機會。

TD Target Maturity Bond Funds seek to offer investors and advisors:

道明目標到期債券基金旨在爲投資者和顧問提供:

  • Choice of Canadian or U.S. dollar exposure: Investors can choose exposure to either Canadian or U.S. dollar investment-grade corporate bonds by allocating to a respective fund and maturity year;
  • Defined maturity: TD Target Maturity Bond Funds allow investors to align their cash flow needs with the known maturity date and seek to reduce sensitivity to changes in the interest rates as each fund approaches maturity;
  • Professional management: The solution's active management allows portfolio managers to respond to market events, seek out strategic opportunities, and potentially offer a higher yield to maturity while managing declining yield risk in a fund's final year of maturity;
  • Diversification: The solution seeks to provide diversification through allocation to a basket of bonds from different issuers and sectors, which potentially contributes to a more resilient fixed income portfolio.
  • 選擇加元或美元敞口:投資者可以通過分配到相應的基金和到期年份來選擇加元或美元投資級公司債券的敞口;
  • 固定到期日:道明目標到期債券基金允許投資者將其現金流需求與已知的到期日保持一致,並在每隻基金接近到期日時努力降低對利率變化的敏感度;
  • 專業管理:該解決方案的主動管理使投資組合經理能夠應對市場事件,尋找戰略機會,並有可能提供更高的到期收益率,同時管理基金到期最後一年收益率下降的風險;
  • 多元化:該解決方案旨在通過配置來自不同發行人和行業的一攬子債券來實現多元化,這有可能爲更具彈性的固定收益投資組合做出貢獻。

TD Global Technology Leaders Index Fund is structured to help provide investors seeking exposure to the technology sector with potential for long-term capital growth by tracking the performance of a global equity index which measures the investment return of global mid- and large-cap issuers related to technology, and TD Preferred Share Fund which seeks to add value and reduce risk by investing primarily in Canadian-listed preferred shares and other income-producing securities. With the launch of these mutual funds, investors are now able to access a convenient and efficient solution benefiting from the research, experience and insights of TDAM's experienced investment team.

道明全球科技領袖指數基金的結構旨在跟蹤衡量全球科技相關中型和大型股發行人的投資回報的全球股票指數的表現,以及尋求通過主要投資於加拿大上市的優先股和其他創收證券來增加價值和降低風險的道明優先股基金的表現,爲尋求科技行業敞口的投資者提供長期資本增長的潛力。隨着這些共同基金的推出,投資者現在能夠從道明資產管理有限公司經驗豐富的投資團隊的研究、經驗和見解中獲得便捷高效的解決方案。

TD Canadian Long Term Federal Bond Fund and TD U.S. Long Term Treasury Bond Fund are now available in D-Series, making the strategies behind TD Canadian Long Term Federal Bond ETF (TCLB) and TD U.S. Long Term Treasury Bond ETF (TULB) available for discount brokerage clients in mutual fund form and allowing investors to potentially benefit from these strategies in either an ETF or Mutual Fund portfolio. Both TD Canadian Long Term Federal Bond Fund and TD U.S. Long Term Treasury Bond Fund seek to earn a high rate of interest income, with TD Canadian Long Term Federal Bond Fund focusing on longer-dated Government of Canada securities and TD U.S. Long Term Treasury Bond Fund focusing on longer-dated U.S. Treasury bonds denominated in U.S. dollars.

道明加拿大長期聯邦債券基金和道明美國長期國債基金現已推出D系列,這使得道明加拿大長期聯邦債券ETF(TCLB)和道明美國長期國債ETF(TULB)背後的策略可供折扣經紀客戶使用 共同基金 形成並允許投資者在ETF或共同基金投資組合中潛在地從這些策略中受益。道明加拿大長期聯邦債券基金和道明美國長期國債基金均尋求賺取高利息收入,道明加拿大長期聯邦債券基金專注於加拿大政府長期債券基金,道明美國長期國債基金專注於以美元計價的長期美國國債基金。

US$ Purchase Options

美元購買期權

To help investors build tailored portfolios to reach their financial goals, F-Series and Advisor Series of TD U.S. Equity Focused Fund and F-Series of TD U.S. Index Fund are now available in U.S. dollars.

爲了幫助投資者建立量身定製的投資組合以實現其財務目標,道明美國股票重點基金的F系列和顧問系列以及道明美國指數基金的F系列現已以美元推出。

Additional information about TD Mutual Funds, including the Simplified Prospectus and Fund Facts, can be found at TDAssetManagement.com.

有關道明互惠基金的更多信息,包括簡化的招股說明書和基金概況,可在TDassetManagement.com上找到。

Commissions, trailing commissions, management fees and expenses all may be associated with mutual fund investments. Please read the fund facts and prospectus, which contain detailed investment information, before investing. Mutual 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. Mutual fund strategies and current holdings are subject to change.

佣金、追蹤佣金、管理費和支出都可能與共同基金投資有關。在投資之前,請閱讀基金概況和招股說明書,其中包含詳細的投資信息。共同基金不在加拿大存款保險公司或任何其他政府存款保險公司的承保範圍內,也沒有擔保或保險。它們的價值經常變化。無法保證貨幣市場基金能夠將其每單位淨資產價值維持在恒定水平,也無法保證您的投資會全額返還給您。過去的表現可能不會重演。共同基金策略和當前持倉量可能會發生變化。

TD Global Technology Leaders Index Fund and TD U.S. Index Fund are not sponsored, promoted, sold or supported in any other manner by Solactive AG nor does Solactive AG offer any express or implicit guarantee or assurance either with regard to the results of using the Solactive indexes (the "Indexes") and/or any trade mark(s) associated with the Indexes or the price of the Indexes at any time or in any other respect. The Indexes are calculated and published by Solactive AG. Solactive AG uses its best efforts to ensure that the Indexes are calculated correctly.

道明全球科技領袖指數基金和道明美國指數基金不由Solactive AG以任何其他方式贊助、推廣、出售或支持,Solactive AG在任何時候或任何其他方面對Solactive指數(「指數」)和/或與指數相關的任何商標或指數價格的使用結果提供任何明示或隱含的擔保或保證。這些指數由Solactive AG計算和發佈。Solactive AG盡最大努力確保指數的計算正確無誤。

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

道明互惠基金和道明管理資產計劃投資組合由道明資產管理公司管理,道明資產管理公司是多倫多道明銀行的全資子公司,可通過授權交易商購買。

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

道明徽標和其他道明商標是多倫多道明銀行或其子公司的財產。

About TD Asset Management Inc.

道明資產管理公司簡介

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 $434 billion in assets. Aggregate statistics are as of June 30, 2024 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.

道明資產管理公司(「TDAM」)是道明銀行集團的成員,是一家北美投資管理公司。道明資產管理有限公司爲企業、養老基金、捐贈基金、基金會和個人投資者提供投資解決方案。此外,道明資產管理有限公司代表近200萬散戶投資者管理資產,並提供廣泛多樣化的投資解決方案,包括共同基金、專業管理的投資組合和企業級基金。道明的資產管理業務管理着4,340億美元的資產。道明資產管理有限公司和Epoch Investment Partners, Inc.的總體統計數據截至2024年6月30日。道明資產管理公司在加拿大開展業務,Epoch Investment Partners, Inc.在美國開展業務。這兩個實體都是關聯公司,是多倫多道明銀行的全資子公司。

SOURCE TD Asset Management Inc.

來源:道明資產管理公司

声明:本內容僅用作提供資訊及教育之目的,不構成對任何特定投資或投資策略的推薦或認可。 更多信息
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