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TD Asset Management Inc. Funds Recognized in Four Categories at the 2021 Refinitiv Lipper Fund Awards for the 15th Year
TORONTO, Nov. 18, 2021 /CNW/ - For the 15th year in a row, several TD Mutual Funds, managed by TD Asset Management Inc. (TDAM), were recognized in the Refinitiv Lipper Awards, with four TD Mutual Funds winning in their respective categories at the 2021 awards, announced yesterday.
Four TD Mutual Funds – TD Global Entertainment & Communications Fund, TD Science & Technology Fund, TD U.S. Small-Cap Equity Fund, and TD NASDAQ® Index Fund – received awards in their respective categories as leading funds.
"Being recognized by Lipper is always a great honour for TDAM and its sub-advisors," said Robert Vanderhooft, Chief Investment Officer, TDAM. "These awards reflect TDAM's continuing commitment to deliver a broad range of innovative, compelling solutions that drive value for clients and advisors alike," added Vanderhooft. "On behalf of our entire investment management team at TDAM, we are extremely appreciative for this acknowledgment."
Each of the following TD Mutual Funds was recognized for providing attractive risk-adjusted returns relative to industry peers, across one or more performance periods:
WINNER | CLASSIFICATION | NUMBER OF FUNDS IN CATEGORY | AWARD PERIOD |
Global Equity | 147 | 10 Years | |
Sector Equity | 15 | 10 Years | |
U.S. Small/Mid | 18 | 10 Years | |
U.S. Equity | 148 | 3 Years |
The 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 Lipper Fund Awards are based on the Lipper Leader for Consistent Return rating, which is a risk-adjusted performance measure calculated over 36, 60 and 120 months. The fund with the highest Lipper Leader for Consistent Return (Effective Return) value in each eligible classification per award universe wins the Lipper Fund Award. For more information, see lipperfundawards.com. Although Lipper makes reasonable efforts to ensure the accuracy and reliability of the data contained herein, the accuracy is not guaranteed by Lipper.
Performance for TD Global Entertainment & Communications Fund –F Series for the period that ended Oct. 31, 2021 is as follows: 18.74% (1 year), 27.94% (3 years), 22.07% (5 years), 22.51% (10 years) and 12.32% (since inception on Nov. 28, 1997). The corresponding Lipper Leader ratings of the fund for the period that ended July 31, 2021 are as follows: N/A (1 year), 5 (3 years), 5 (5 years), 5 (10 years).
Performance for TD Science & Technology Fund – F Series for the period that ended Oct. 31, 2021 is as follows: 39.37% (1 year), 39.16% (3 years), 27.34% (5 years), 27.76% (10 years) and 8.42% (since inception on Jan. 4, 1994). The corresponding Lipper Leader ratings of the fund for the period that ended July 31, 2021 are as follows: N/A (1 year), 4 (3 years), 4 (5 years), 5 (10 years).
Performance for TD U.S. Small-Cap Equity Fund – F Series for the period ended Oct. 31, 2021 is as follows: 31.19% (1 year), 18.80% (3 years), 17.24% (5 years), 18.22% (10 years) and 12.39% (since inception on Nov. 1, 2005). The corresponding Lipper Leader ratings of the fund for the period that ended July 31, 2021 are as follows: N/A (1 year), 5 (3 years), 5 (5 years), 5 (10 years).
Performance for TD NASDAQ® Index Fund - E Series for the period ended Oct. 31, 2021 is as follows: 42.29% (1 year), 29.96% (3 years), 25.92% (5 years), 20.89% (10 years) and 7.00% (since inception on Nov. 26, 1999). The corresponding Lipper Leader ratings of the fund for the period that ended July 31, 2021 are as follows: N/A (1 year), 5 (3 years), 5 (5 years), 5 (10 years).
About the Refinitiv Lipper Fund Awards
For more than 30 years and in over 17 countries worldwide, the highly-respected Refinitiv 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. These factors, coupled with the unmatched depth of fund data, result in a unique level of prestige and ensure the award has lasting value. Renowned fund data and proprietary methodology are the foundation of this prestigious award qualification, recognizing excellence in fund management.
About Refinitiv
Refinitiv, an LSEG (London Stock Exchange Group) business, is one of the world's largest providers of financial markets data and infrastructure. With $6.25 billion in revenue, over 40,000 customers and 400,000 end users across 190 countries, Refinitiv is powering participants across the global financial marketplace. We provide information, insights, and technology that enable customers to execute critical investing, trading and risk decisions with confidence. By combining a unique open platform with best-in-class data and expertise, we connect people to choice and opportunity – driving performance, innovation and growth for our customers and partners.
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 $431 billion in assets as at September 30, 2021. Assets under management include TD Asset Management Inc., TDAM USA Inc., and Epoch Investment Partners Inc. (Epoch). All entities are wholly-owned subsidiaries of The Toronto-Dominion Bank. Commissions, trailing commissions, management fees and expenses all may be associated with mutual fund investments. Please read the fund facts and prospectus, which contains detailed investment information, before investing. The indicated rates of return are the historical annual compounded total returns for the period indicated including changes in unit value and reinvestment of distributions. The indicated rates of return do not take into account sales, redemption, distribution or optional charges or income taxes payable by any unitholder that would have reduced returns. Mutual funds are not guaranteed. Their values change frequently. Past performance may not be repeated.
Nasdaq® and NASDAQ-100 Index®, are registered trademarks of Nasdaq, Inc. (which with its affiliates is referred to as the "Corporations") and are licensed for use by TDAM. The fund has not been passed on by the Corporations as to its legality or suitability. The fund is not issued, endorsed, sold, or promoted by the Corporations. THE CORPORATIONS MAKE NO WARRANTIES AND BEAR NO LIABILITY WITH RESPECT TO THE FUND.
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TD Asset Management Inc. is a wholly-owned subsidiary of The Toronto-Dominion Bank.
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SOURCE TD Asset Management Inc.
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