Awards & Industry Recognition

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The FundGrade A+® Awards recognize Canadian investment fund products that have maintained an exceptional performance rating over the entire previous calendar year, with only around 6% of investment fund products available in Canada receiving the FundGrade A+® rating

• 2022 awards represents the most FundGrade A+™ Awards received by investment funds managed by TDAM in a single period.
• "Being acknowledged for investment excellence is always a great honour. The awards reflect the dedication and expertise of our diverse investment teams." Bruce Cooper, Chief Executive Officer, TD Asset Management

FUNDATA FundGrade A+® Awards (January 2023)

FundGrade A+® is used with permission from Fundata Canada Inc., all rights reserved. The annual FundGrade A+® Awards are presented by Fundata Canada Inc. to recognize the “best of the best” among Canadian investment funds. The FundGrade A+® calculation is supplemental to the monthly FundGrade ratings and is calculated at the end of each calendar year. The FundGrade rating system evaluates funds based on their risk-adjusted performance, measured by Sharpe Ratio, Sortino Ratio, and Information Ratio. The score for each ratio is calculated individually, covering all time periods from 2 to 10 years. The scores are then weighted equally in calculating a monthly FundGrade. The top 10% of funds earn an A Grade; the next 20% of funds earn a B Grade; the next 40% of funds earn a C Grade; the next 20% of funds receive a D Grade; and the lowest 10% of funds receive an E Grade. To be eligible, a fund must have received a FundGrade rating every month in the previous year. The FundGrade A+® uses a GPA-style calculation, where each monthly FundGrade from “A” to “E” receives a score from 4 to 0, respectively. A fund’s average score for the year determines its GPA. Any fund with a GPA of 3.5 or greater is awarded a FundGrade A+® Award. For more information, see www.FundGradeAwards.com. Although Fundata makes every effort to ensure the accuracy and reliability of the data contained herein, the accuracy is not guaranteed by Fundata.

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.

TD Global Entertainment & Communications Fund – Investor Series was awarded the 2020 Lipper Fund Award in the Global Equity category for the year ending July 31, 2020 out of a total of 139 funds.

TD Science & Technology Fund – Investor Series was awarded the 2020 Lipper Fund Award in the Sector Equity category for the year ending July 31, 2020 out of a total of 16 funds.

TD U.S. Mid-Cap Growth Fund – Investor Series was awarded the 2020 Lipper Fund Award in the U.S. Small/Mid Cap Equity category for the year ending July 31, 2020 out of a total of 17 funds.

Performance for TD Global Entertainment & Communications Fund – Investor Series for the period that ended Oct. 31, 2020 is as follows: 44.75% (1 year), 21.26% (3 years), 18.44% (5 years), 19.17% (10 years) and 13.33% (since inception on Nov. 28, 1997). The corresponding Lipper Leader ratings of the fund for the period that ended July 31, 2020 are as follows: N/A (1 year), 5 (3 years), 5 (5 years), 5 (10 years).

Performance for TD Science & Technology Fund – Investor Series for the period that ended Oct. 31, 2020 is as follows: 55.28% (1 year), 19.13% (3 years), 21% (5 years), 23.22% (10 years) and 11.08% (since inception on Jan. 4, 1994). The corresponding Lipper Leader ratings of the fund for the period that ended July 31, 2020 are as follows: N/A (1 year), 4 (3 years), 4 (5 years), 5 (10 years).

Performance for TD U.S. Mid-Cap Growth Fund – Investor Series for the period ended Oct. 31, 2020 is as follows: 11.46% (1 year), 11.05% (3 years), 11.12% (5 years), 15.30% (10 years) and 10.54% (since inception on Jan. 4, 1994). The corresponding Lipper Leader ratings of the fund for the period that ended July 31, 2020 are as follows: N/A (1 year), 5 (3 years), 5 (5 years), 5 (10 years).