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TD Advantage Aggressive Growth Portfolio Adv Sr

Ranked 2592 out of 3213 in - Global over 12 months
All calculations are in USD unless stated

Managed by

Xin Chen

Xin Chen works at TD Asset Management as a senior portfolio manager for TDAM's Active Asset Allocation team where she is responsible for multi-asset research and strategies. She also co-manages a range of active fund of funds solutions. Prior to joining TDAM in October 2007, she worked on structured credit products and risk management at a major Canadian bank. Xin holds a Master's Degree in financial risk management and a Bachelor of Science Degree in actuarial science from Simon Fraser University. She is a CFA charterholder.

David McCulla

David McCulla is a senior portfolio manager on the asset allocation team at TD Asset Management, responsible for asset allocation strategies across many of the multi-asset class mandates. In addition to managing domestic and global fixed income mandates, David has managed currency overlay, international equity derivatives, balanced and global active allocation funds. David joined Canada Trust in 1995 and held various positions within the bank before joining TD Asset Management in 2000, when TD Bank merged with Canada Trust. He received his Honours Bachelor of Arts (business) from Brock University and is a CFA charterholder.

Geoff Wilson

Geoff Wilson joined TD Asset Management in 1996. He is responsible for asset allocation strategies across many of the multi-asset class mandates. He is currently lead portfolio manager of all fund of fund portfolios for TD Mutual Funds and also co-manages several mutual funds. Geoff joined TD in 1990 in the Treasury Group where he worked in the Money Market area for six years, until joining TDAM. Geoff received his Bachelor of Commerce from McGill University in 1990. Geoff is a CFA charterholder.

Objective

The fundamental investment objective is to seek to generate long-term capital growth by primarily making investments in, or gaining exposure to, securities with a potential for long-term capital growth. The fundamental investment objective may only be changed with the approval of a majority of unitholders at a meeting called for that purpose.

Showing fund performance globally. You can view performance in individual jurisdictions.

Performance

Global over : 31/10/2016 - 31/10/2017
  • Rank 2592/3213 Total Return
  • Rank 518/3213 Standard Deviation
  • Rank 880/3213 Max Drawdown
Fund Name Currency Return
2591 Monte Rosa-Monte Rosa 2011-P USD

16.2%

2592 TD Advantage Aggressive Growth Portfolio Adv Sr USD

16.2%

2592 Nordlux Pro Fondsmanagement - NordLux Pro 100 USD

16.2%

2594 JOHCM Global Select B GBP USD

16.1%

2594 Barometer Disciplined Leadership Equity USD

16.1%

2594 Evans & Partners Intl Fd Hedged

Currency exposure is hedged

Currency exposure is hedged

AUD

16.1%

Fund Name Currency Risk
518 TD Advantage Aggressive Growth Portfolio Adv Sr USD

3.6

518 Generali Global Equity A EUR

Currency exposure is hedged

Currency exposure is hedged

EUR

3.6

518 Candriam SRI Equity World - C EUR Cap USD

3.6

518 LBPAM Actions Monde C USD

3.6

518 W&W Dachfonds GlobalPlus EUR USD

3.6

518 Candriam Sustainable World C Cap USD

3.6

518 Swedbank Robur Aktiefond Pension USD

3.6

518 IG AGF Global Equity Series C USD

3.6

Total Return

Quarterly Performance

to 29/09/2017 Annual Q1 Q2 Q3 Q4
2017 3.7% 2.5% 5.2%
2016 10.4% 5.6% 0.6% 2.9% 1.1%
2015 -13.3% -3.3% -0.9% -9.8% 0.4%
2014 0.9% -0.3% 6.1% -3.3% -1.4%
2013 15.1% 4.1% -3.2% 8.2% 5.7%
2012 12.1% 9.8% -7.3% 7.5% 2.4%
2011 -7.6% 6.4% -1.9% -17.2% 7.0%
2010 13.6% 5.2% -12.4% 13.9% 8.2%
2009 5.6%

Month by Month Performance

Returns Vs Risk

Registered For Sale In

  1. Canada

Fund Info

  • Launch date15/09/2009
  • Share Class size20Mn
  • Base currencyCAD

Purchase Info

  • Min. initial investment2,000
  • Min. regular additional investment25

Charges

  • Annual management2.00%

Performance is for the period shown (month end to month end, bid/bid, gross income reinvested, calculated in the currency and currencies indicated).