TD Bank Group Newsroom
TD Asset Management expands Premium Series Offering and introduces Premium F-Series
TORONTO, Nov. 12, 2013 /CNW/ - TD Asset Management Inc. (TDAM), the manager of TD Mutual Funds, today announced additional preferential pricing options through the expansion of its Premium Series and introduction of Premium F-Series, available to fee-based accounts. The Premium Series and Premium F-Series will now be available for 22 existing funds.
The new offerings give affluent investors more choice, with reduced management fees on an extensive line-up of funds. TDAM's Premium Series and Premium F-Series meet a broad range of client needs and cover all major asset classes, investment styles and geographic regions. Funds now offering these Series also include the low volatility funds and the recently launched TD Retirement Portfolios.
"Expanding our Premium Series and introducing the new Premium F-Series gives advisors the ability to build comprehensive portfolios that meet the needs of their affluent clients," said Paul Orlander, President, TD Mutual Funds. "It also gives these investors preferential pricing on a number of our funds including some of our most innovative investment solutions."
TDAM's Premium Series and the new Premium F-Series require a minimum investment of $100,000 per fund, except for the TD Retirement Portfolios which require a minimum investment of $150,000. Subsequent investment minimums are $100 for all funds. The complete list of funds with new offerings of Premium Series and Premium F-Series can be found below.
TDAM's Expanded Offering of Premium Series and Introduction of Premium F-Series Funds
Fund Name | Series | Fund Name | Series | |
Fixed Income | U.S. Equity | |||
TD Short Term Bond Fund* | Premium F | TD U.S. Low Volatility | Premium | |
TD Canadian Bond Fund* | Premium F | Premium F | ||
TD Income Advantage Portfolio* | Premium F | TD North American Dividend Fund | Premium | |
TD Canadian Core Plus Bond Fund* | Premium F | Premium F | ||
TD High Yield Bond Fund | Premium | TD U.S. Large-Cap Value Fund | Premium | |
Premium F | Premium F | |||
Balanced | Global Equity | |||
TD Tactical Monthly Income Fund | Premium | TD Global Low Volatility Fund | Premium | |
Premium F | Premium F | |||
TD U.S. Monthly Income Fund ($US) | Premium | TD Global Dividend Fund | Premium | |
Premium F | Premium F | |||
TD U.S. Monthly Income Fund-C$ | Premium | TD Global Growth Fund | Premium | |
Premium F | Premium F | |||
TD Strategic Yield Fund | Premium | Target Return | ||
Premium F | TD Target Return Conservative Fund* | Premium F | ||
TD Dividend Income Fund | Premium | TD Target Return Balanced Fund* | Premium F | |
Premium F | Retirement Portfolios | |||
Canadian Equity | TD Retirement Conservative Portfolio | Premium | ||
TD Dividend Growth Fund | Premium | Premium F | ||
Premium F | TD Retirement Balanced Portfolio | Premium | ||
TD Canadian Equity Fund | Premium | Premium F | ||
Premium F |
*Premium Series currently available for this Fund.
For more information, please see the applicable TD Mutual Funds prospectus: https://www.tdassetmanagement.com/showFormsDocumentsHome.form?lang=en
About TD Asset Management Inc.
Under the TD Mutual Funds name, TDAM provides a diverse range of 74 mutual funds, 28 professionally managed portfolios and 20 corporate class funds. TDAM manages retail mutual fund assets on behalf of more than 1.8 million investors and TD Mutual Funds is one of the most broadly diversified fund families in Canada. Funds are available at TD Canada Trust branches (through TD Investment Services Inc. representatives), TD Direct Investing, TD Wealth Financial Planning and TD Wealth Private Investment Advice, as well as leading investment dealers, independent brokers, advisors and financial planners. As of September 30, 2013, TDAM was the fourth largest mutual fund company in Canada, with CDN$76.4 billion invested in TD Mutual Funds.
SOURCE TD Asset Management Inc.
For media inquiries, please contact:
Amanda Tran
TD Bank Group
416-983-7212
amanda.tran@td.com
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