The ETFs’ investment objectives and strategies, as well as TSX ticker symbols, will remain the same. Sun Life Prosperity Achiever Fund 2028 2020 20-IS. For more information, please refer to the applicable Fund Facts document. For more information, please refer to the applicable Fund Facts document.Effective on or about November 1, 2019, the Deferred Sales Charge (Back-load) (DSC), low-load (LSC) and low-load-2 (LSC2) purchase options of Advisor Series, T5 Series and T8 Series securities of TD Mutual Funds and TD Managed Assets Program portfolios will be closed to all purchases by investors, including purchases made through Pre-Authorized Contribution Plans. Unitholders that currently hold units of the fund or series of the fund may continue to do so but cannot purchase any additional units. {{item.profileName}}, {{item.credentials}}. For more information about the portfolio manager(s) of the underlying fund(s), please see the webpage or annual information form of the underlying fund(s). Effective July 29, 2020, the TD International Growth Class was renamed to TD International Stock Class. Please select your documents to download or email. Quantitative Fair Value Estimate represents Morningstar’s estimate of the per share dollar amount that a company’s equity is worth today. *TD Asset Management Inc. (TDAM) has closed the fund or series of the fund, denoted by an asterisk (*), to all purchases. For more information on the fund, call Access Line at 1-800-724-3402. Sun Life Assurance Company of Canada and Morningstar, together, are pleased to provide you this information on the investments available in your plan. Sun Life Prosperity Achiever Fund … Learn more. Sun Life Financial Money Market Segregated Fund (X21) Jarislowsky Fraser Balanced Segregated Fund (X84) Trimark Income Growth Segregated Fund (X23) Jarislowsky Fraser Canadian Equity Segregated Fund … not indicative of future performance. Select the documents you want and how you would like to receive them. The indicated rates of return do not take into account sales, redemption, distribution or optional charges or income taxes payable by any unit holder that would have reduced returns. The investment objective of the Fund … This site does not constitute an offer or solicitation to residents of the US or the UK or anyone in any other jurisdiction in which such an offer or solicitation is not authorized or to any person to whom it is unlawful to make such a solicitation.The portfolio manager of record for the classes of TD Mutual Funds Corporate Class Ltd. is Dino Vevaina. Quantitative Fair Value Estimate represents Morningstar’s estimate of the per share dollar amount that a company’s equity is worth today. Indexed Global Equity Fund (TDAM) Fund facts as at Sept. 30, 2012 Fund code: S244 Asset class: Foreign equity Asset category: Global Equity Fund inception date: August 1999 Segregated fund size: $1.6 million Underlying fund: TD Emerald Global Equity Pooled Fund Underlying fund … Sun Life of Canada Prosperity Bond Fund 2020 20-IS. Effective on or about November 1, 2019, the Deferred Sales Charge (Back-load) (DSC), low-load (LSC) and low-load-2 (LSC2) purchase options of Advisor Series, T5 Series and T8 Series securities of TD Mutual Funds and TD Managed Assets Program portfolios will be closed to all purchases by investors, including purchases made through Pre-Authorized Contribution Plans. However, the CUSIPs and ISINs for each fund … Effective July 29, 2020, TD U.S. Equity Portfolio was renamed to TD U.S. Equity Pool. For more information, please refer to the applicable Fund … The Fund aims to provide exposure to the U.S. equity market by closely matching key attributes of the S&P 500 Total Return Index ND - C$. Fund facts as at June 30, 2015 Fund code: LUSET Asset class: Foreign equity Asset category: U.S. Equity Fund inception date: April 2001 Segregated fund size: $482.0 million Underlying fund: TD Emerald U.S. Market Index Fund *TD Asset Management Inc. (TDAM) has closed the fund or series of the fund, denoted by an asterisk (*), to all purchases. This site does not constitute an offer or solicitation to residents of the US or the UK or anyone in any other jurisdiction in which such an offer or solicitation is not authorized or to any person to whom it is unlawful to make such a solicitation. Sun Life Assurance Company of Canada, a member of the Sun Life Financial group of companies, is the sole issuer of the individual variable annuity contract providing for investment in Clarica and SunWise segregated … The historical performance shown is that of the Canada Life segregated fund or the underlying third-party fund. It will take some time to update our websites, materials and forms and until that is complete, all references to Sun Life … Sun Life of Canada Prosperity Philippine Equity Fund 2020 20-IS. The Fund aims to provide long-term growth of capital through broad exposure to the international equity market by closely matching key attributes of the MSCI EAFE Total Return Index ND - C$. {{$ctrl.fundCard.fundData.merDate}}, {{$ctrl.fundCard.fundData.portfolioAdvisor}}, {{$ctrl.fundCard.fundData.minimumInvestment}}, {{$ctrl.fundCard.fundData.earlyRedemptionFee}}, Performance as of Effective July 29, 2020, TD U.S. Equity Portfolio was renamed to TD U.S. Equity Pool.TD Mutual Funds are qualified for sale in the provinces and territories of Canada. Talk to your Advisor or find a TD Advisor. Name Change to the T. Rowe Price International Concentrated Equity Segregated Fund – January 21, 2019. This document contains key information you should know about TD International Equity Index ETF. All amounts allocated … TD S&P 500 Index ETF will be called TD U.S. Equity Index ETF (TPU); and; TD S&P 500 CAD Hedged Index ETF will be renamed TD U.S. Equity CAD Hedged Index ETF (THU). The number of files you can download or email may be limited. For more information about the portfolio manager(s) of the underlying fund(s), please see the webpage or annual information form of the underlying fund(s).Commissions, trailing commissions, management fees and expenses all may be associated with mutual fund investments. Each class invests in one or more underlying mutual funds, as noted in the TD Mutual Funds Simplified Prospectus. Sun Life Assurance Company of Canada – Segregated Fund … Fund facts as at December 31, 2016 Fund code: S119 Asset class: Foreign equity Asset category: U.S. Equity Fund inception date: October 1997 Segregated fund size: $10.0 million Underlying fund: TD Emerald U.S. Market Index Fund Underlying fund size: $2,020.4 million Volatility meter Risk within all asset classes Low High Risk within fund … Unitholders that currently hold units of the fund or series of the fund may continue to do so but cannot purchase any additional units. Visit a Branch to talk to a Mutual Fund Representative Mutual Fund Representatives with TD Investment Services Inc. offer mutual funds at TD Canada Trust. To reduce duplication of mutual fund offerings that have similar investment objectives across its product lineup, TDAM plans to merge the following TD Private Funds and TD Mutual Funds: ... TD Private International Equity Fund … The indicated rates of return do not take into account sales, redemption, distribution or optional charges or income taxes payable by any unit holder that would have reduced returns. As of July 20, 2020, Sun Life Global Investments (Canada) Inc. changed its name to SLGI Asset Management Inc. The Quantitative Fair Value Estimate is based on a statistical model derived from the Fair Value Estimate Morningstar’s equity … Sun Life Prosperity Achiever Fund 2038 2020 20-IS. Sun Life also offers segregated funds through financial advisors. Unitholders that currently hold units of the fund or series of the fund may continue to do so but cannot purchase any additional units. The MER is higher than what I can get in any of my DIY accounts (I think it's 0.14% + HST vs. … as of {{$ctrl.fundCard.fundData.navPriceDate | date:'MMM d, yyyy'}}, as of {{$ctrl.fundCard.fundData.merDate}}, Growth of 10k Chart : Line Graph displaying the Growth of $10k, Performance as of {{$ctrl.fundCard.histPerfDate | date:'MMM d, yyyy'}}, Inception Date: {{$ctrl.fundCard.histInceptionDate | date:'MMM d, yyyy'}}, {{item.value | formatNumber:$ctrl.lang}}%, as of 1 Management expense ratio (“MER”) is based on total expenses for the stated period and is expressed as an annualized percentage of daily average net assets during the period. The Quantitative Fair Value Estimate is based on a statistical model derived from the Fair Value Estimate Morningstar’s equity … New names for FTSE TMX Canada indices – January 21, 2019. TDAM International Equity Index Segregated Fund (X41) TDAM U.S. Market Index Segregated Fund (X40) Actively managed funds. Chief Investment Officer Eric Bushell was named Morningstar Fund Manager of the Decade in 2010. Existing unitholders may also switch into a different fund of the same deferred sales charge option. *TD Asset Management Inc. (TDAM) has closed the fund or series of the fund, denoted by an asterisk (*), to all purchases. The indicated rates of return (other than for each money market fund) are the historical annual compounded total returns for the period indicated including changes in unit value and reinvestment of distributions. Fund category Fund name FMF* Money market TDAM Emerald Canadian Short-Term Investment Fund 0.33% Bond (fixed income) PH&N Bond Segregated Fund 0.31% Canadian Equity TDAM Low Volatility Canadian Equity Fund 0.21% US Equity TDAM US Market Index Segregated Fund 0.21% International Equity TDAM International Equity Index Segregated Fund … {{$ctrl.fundCard.histInceptionDate | date:'MMM d, yyyy'}}, {{$ctrl.fundCard.fundData.formattedNav}}%, {{$ctrl.fundCard.fundData.minimumSubsequentInves}}, {{historicalvalue.value | formatNumber:$ctrl.lang}}, {{calendarvalue.value | formatNumber:$ctrl.lang}}, {{assetmixData.value | formatNumber:$ctrl.lang}}%, {{geographicmixData.value | formatNumber:$ctrl.lang}}%, {{sectormixData.value | formatNumber:$ctrl.lang}}%. And territories of Canada – segregated fund … sun Life Assurance Company of Canada Prosperity Equity! 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