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TD Asset Management Inc. announces the intention to rename and expand its cash flow series, launch new TD Mutual Funds series options, and make changes to certain TD Mutual Funds Français


News provided by

TD Asset Management Inc.

Jul 18, 2018, 12:00 ET

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TORONTO, July 18, 2018 /CNW/ - TD Asset Management Inc. (TDAM), the manager of TD Mutual Funds, announced today its intention to rename and expand its cash flow series options, launch new TD Mutual Funds series options and make changes to certain TD Mutual Funds, subject to filing of the TD Mutual Funds Simplified Prospectus and regulatory approval.

These changes are designed to provide investors with a broader range of portfolio diversification choices and help strengthen TDAM's existing lineup of investment solutions. 

Cash flow series name changes and extensions

On or about July 26, 2018, TDAM will rename its existing suite of cash flow series options to provide better transparency and increase the ease of use of the series. This change will include the target annualized distribution rate in the series name, either 5% or 8% depending on the fund.

Additionally, on or about August 16, 2018, TDAM will launch new FT5 Series extensions to provide two payout rate options (5% and 8%) on select existing fee-based cash flow series. The table below denotes the cash flow series name changes as well as the new series extensions.

Funds

New Rebranded Cash Flow Series

Formerly

H-Series

Formerly

 T‑Series

Formerly

S-Series

H5

H8

T5

T8

FT5

FT8

Fixed Income

TD Income Advantage Portfolio

X

-

X

-

X

-

TD Global Income Fund

X

-

X

-

X

-

TD Global Core Plus Bond Fund

X

-

X

-

X

-

TD Global Unconstrained Bond Fund

X

-

X

-

X

-

TD High Yield Bond Fund

-

X

-

X

New

X

Balanced

TD Dividend Income Fund

-

X

-

X

New

X

TD Monthly Income Fund

-

X

-

X

New

X

TD Diversified Monthly Income Fund

-

X

-

X

New

X

TD U.S. Monthly Income Fund

-

X

-

X

New

X

TD U.S. Monthly Income Fund - C$

-

X

-

X

New

X

TD Tactical Monthly Income Fund

-

X

-

X

New

X

TD Strategic Yield Fund

-

X

-

X

New

X

Canadian Equity

TD Canadian Low Volatility Fund

-

X

-

X

New

X

TD Dividend Growth Fund

-

X

-

X

New

X

U.S. Equity

TD U.S. Low Volatility Fund

-

X

-

X

New

X

TD U.S. Low Volatility Currency Neutral Fund

-

X

-

X

New

X

TD North American Dividend Fund

-

X

-

X

New

X

TD U.S. Dividend Growth Fund

-

X

-

X

New

X

TD U.S. Risk Managed Equity Fund

X

-

X

-

X

-

Global Equity

TD Global Risk Managed Equity Fund

X

-

X

-

X

-

TD Global Low Volatility Fund

-

X

-

X

New

X

TD Emerging Markets Low Volatility Fund

-

X

-

X

New

X

Epoch Funds

Epoch Global Shareholder Yield Fund

-

X

-

X

New

X

Epoch Global Shareholder Yield Currency Neutral Fund

-

X

-

X

-

X

Epoch U.S. Shareholder Yield Fund

-

X

-

X

New

X

Retirement Portfolios

TD Retirement Conservative Portfolio

X

-

X

-

X

-

TD Retirement Balanced Portfolio

X

-

X

-

X

-

TD US$ Retirement Portfolio

X

-

X

-

X

-

TD Advantage Investment Portfolios

TD Advantage Balanced Income Portfolio

X

-

X

-

X

-

TD Advantage Balanced Portfolio

X

-

X

-

X

-

TD Advantage Balanced Growth Portfolio

X

-

X

-

X

-

These changes are designed to simplify and expand TDAM's cash flow series options, seeking to make it easier for investors to choose the most suitable TDAM investment product to help meet their needs.

Launch of F-Series for TD Comfort Portfolios

On or about August 16, 2018, TDAM will launch F-Series on the TD Comfort Portfolios to allow for in-kind transfers of Investor Series TD Comfort Portfolios to a fee-based platform without triggering capital gains for clients holding assets in non-registered accounts.

TD Comfort Portfolios

New Series

TD Comfort Conservative Income Portfolio

F-Series

TD Comfort Balanced Income Portfolio

F-Series

TD Comfort Balanced Portfolio

F-Series

TD Comfort Balanced Growth Portfolio

F-Series

TD Comfort Growth Portfolio

F-Series

TD Comfort Aggressive Growth Portfolio

F-Series

Addition of USD purchase options on certain F-Series of existing TD Mutual Funds

On or about August 16, 2018, TDAM will add 14 U.S. dollar purchase options on certain F-Series of existing TD Mutual Funds. These new USD purchase options are designed to provide investors with a broader spectrum of investment alternatives to help meet their portfolio needs.

New USD Purchase Options

Series

Fixed Income

TD Global Core Plus Bond Fund

F-Series

TD High Yield Fund

F-Series

U.S. Equity

TD North American Dividend Fund

F-Series

TD U.S. Small-Cap Equity Fund

F-Series

Global Equity

TD Global Risk Managed Equity Fund

F-Series

TD Global Low Volatility Fund

F-Series

Epoch Global Equity Fund

F-Series

Epoch International Equity Fund

F-Series

TD International Growth Fund

F-Series

TD Emerging Markets Low Volatility Fund

F-Series

TD Emerging Markets Fund

F-Series

Sector Funds

TD Global Entertainment & Communications Fund

F-Series

TD Science & Technology Fund

F-Series

TD Health Sciences Fund

F-Series

Fee reductions for TD U.S. Equity Portfolio and Epoch Global Shareholder Yield Fund

On or about July 26, 2018, TDAM will lower the administration fee for the TD U.S. Equity Portfolio as set out in the TD Mutual Funds Simplified Prospectus – reducing the administration fee from 0.30% to 0.08% on Investor and D-Series units of the funds. This change is not expected to result in a material reduction in the management fees which have been charged in respect to the affected series of the fund.

Series

Old Administration Fee

New Administration Fee

Investor Series (C$)

0.30%

0.08%

D-Series (C$)

0.30%

0.08%

Advisor Series (C$)

N/A

N/A

F-Series (C$)

N/A

N/A

In addition, TDAM will reduce the management fee on Institutional Series of the Epoch Global Shareholder Yield Fund – from 1.00% to 0.95%, in an effort to help provide better value for institutional investors.

TD Entertainment & Communications Fund name change

Effective on or about July 26, 2018, TDAM will change the name of the TD Entertainment & Communications Fund to TD Global Entertainment & Communications Fund.

TDAM is changing the name of the TD Entertainment & Communications Fund to better reflect the underlying geographic asset allocation of the fund. The investment objectives and investment strategies of the fund will remain the same. 

Risk rating changes to certain TD Mutual Funds

On or about July 26, 2018, the following TD Mutual Funds will be changing their risk ratings as indicated below. These changes will be reflected in the funds' Simplified Prospectus and Fund Facts that will be filed on or about July 26, 2018.

TD Mutual Fund

Previous Risk Rating

New Risk Rating

Risk Rating Decreases

TD Fixed Income Pool

Low to Medium

Low

TD U.S. Mid-Cap Growth Fund

Medium to High

Medium

TD U.S. Mid-Cap Growth Class

Medium to High

Medium

TD Emerging Markets Low Volatility Fund

Medium to High

Medium

TD Asian Growth Fund

High

Medium to High

TD Emerging Markets Fund

High

Medium to High

TD Emerging Markets Class

High

Medium to High

TD Global Entertainment & Communications Fund

High

Medium to High

TD Science & Technology Fund

High

Medium to High

TD Health Sciences Fund

High

Medium to High

The risk rating changes are based on the methodology mandated by the Canadian Securities Administrators (the CSA) and the related annual review by TDAM to determine the risk level of publicly-offered mutual funds. The changes are not a result of any modifications made to the investment objectives, strategies or management of the Funds.

A summary of the CSA's risk classification methodology and the investment objectives and strategies can be found in the applicable TD Mutual Fund Simplified Prospectus available at tdassetmanagement.com.

For more information or to see the applicable TD Mutual Funds Simplified Prospectus for the any of the funds discussed in this release, please visit https://www.tdassetmanagement.com/

About TD Asset Management Inc.

TD Asset Management (TDAM), a member of TD Bank Group, is a North American investment management firm. Operating through TD Asset Management Inc. in Canada and TDAM USA Inc. in the U.S., TDAM brings new thinking to investors' most important challenges. 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 $357 billion in assets as at June 30, 2018. Assets under management include TD Asset Management Inc., TDAM USA Inc. and Epoch Investment Partners Inc. (Epoch). Epoch is a wholly owned subsidiary of The Toronto-Dominion Bank and an affiliate of TD Asset Management Inc.

SOURCE TD Asset Management Inc.

Emily Vear, TD Bank Group, 416-983-2132, [email protected]

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Organization Profile

TD Asset Management Inc.

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