Download TD Emerging Markets Low Volatility Fund

TD Emerging Markets Low Volatility Fund
Investment Objectives
Seek to achieve long-term capital appreciation by investing
primarily in, or gaining exposure to, equity securities of issuers
in emerging market countries, while seeking to reduce volatility.
Features
Fund Type: Emerging Markets Equity
Benchmark:
What is a Low Volatility Fund?
TD Asset Management Inc. (TDAM) uses proprietary risk
models to review and identify emerging market stocks which
have demonstrated lower long-term volatility. The model is
then extended to assess correlations between stocks and sector
concentrations with the aim of achieving an optimized portfolio.
The result is a diversified and actively managed portfolio of
emerging market stocks that seeks to exhibit consistently
lower volatility than typical emerging market equity funds.
Fund Highlights
• Over a market cycle, seek to deliver similar returns to that
of the MSCI Emerging Markets Index C$ with less volatility
• Generally will have more exposure to defensive sectors such
as telecoms and consumer staples; and will generally hold
less than 20% of the holdings in the MSCI Emerging
Markets Index
• Managed from the standpoint of a Canadian investor with stock selections factoring the expected volatilities of global currencies versus the Canadian Dollar
• As the first manager to launch low volatility funds in Canada and one of the largest managers of low volatility strategies globally, TDAM has the breadth of offerings and experience to manage Canada’s first emerging markets low volatility fund
Target Audience
The Fund may be suitable for medium to long-term
investors who:
• are seeking exposure to a diversified portfolio of emerging market securities with less volatility
• are contributing to the growth component of a
diversified portfolio
• can handle the ups and downs of the stock market
533918(0813)
MSCI Emerging Markets Index C$
Risk Rating
Low
Medium
High
Distribution Policy: Annually (if any)
2013 Capped MER1
Advisor
Series
2.66%
F-Series
1.13%
Series
Fund Code
ISC
DSC
LSC
LSC2
FeeBased
Advisor
Series
TDB2841
TDB2842
TDB2843
TDB2844
-
F-Series
-
-
-
-
TDB2845
TD Emerging Markets Low Volatility Fund
Portfolio Managers
Jean Masson, PhD
Managing Director, TDAM
Yuriy Bodjov, CFA
Vice President & Director, TDAM
• Leads TDAM’s quantitative research and development
efforts for low volatility, enhanced equities and market
neutral strategies
• Portfolio Manager of TD U.S. Low Volatility and
Global Low Volatility Funds
• Portfolio Manager of TD U.S. Low Volatility and Global
Low Volatility Funds
• Previous positions include Portfolio Manager for tactical asset allocation, U.S and international equities and fixed income strategies
• Industry Experience: 27 years; joined TDAM in 1997
• Previous positions: Spent 10 years teaching at the University of Ottawa and Washington University in St. Louis
• Industry Experience: 21 years; joined TDAM in 2008
•Education: Master Economics (Université du Québec à Montréal) and (University of National and World Economy, Bulgaria)
• Education: B.A. & M.A. Economics (Simon Fraser University); PhD Finance (University of Rochester)
Wilcox Chan, CFA
Vice President & Director, TDAM
• Portfolio Manager of TD U.S. Low Volatility and
Global Low Volatility Funds
• Industry Experience: 14 years; joined TDAM in 2003
• Previous positions include risk management and simulation software
• Education: MBA (York University); Master of Engineering (University of London)
TDAM has agreed to waive or absorb expenses such that the MER (including HST but excluding brokerage commissions) in respect of all Series of TD Emerging Markets Low Volatility
Fund for the financial year ending on December 31, 2013 and will not exceed the capped MER as stated in the Fund’s prospectus. The statements contained herein are based on material
believed to be reliable. Where such statements are based in whole or in part on information provided by third parties, they are not guaranteed to be accurate or complete. The Product
Overview document does not provide individual financial, legal, tax or investment advice and is for information purposes only. Particular investment or trading strategies should be evaluated
relative to each individual’s objectives and risk tolerance. TD Asset Management Inc. (“TDAM”), The Toronto-Dominion Bank and its affiliates and related entities are not liable for any
errors or omissions in the information or for any loss or damage suffered. Commissions, trailing commissions, management fees and expenses all may be associated with mutual fund
investments. Please read the prospectus, which contains detailed investment information, before investing. Mutual funds are not guaranteed or insured, their values change frequently and
past performance may not be repeated. TD Mutual Funds are managed by TDAM, a wholly-owned subsidiary of The Toronto-Dominion Bank and are available through authorized dealers.
All trademarks are the property of their respective owners. ®/ The TD logo and other trade-marks are the property of The Toronto-Dominion Bank or a wholly-owned subsidiary, in Canada
and/or other countries.
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533918(0813)