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Introducing the TD Diversified Bond Pool
The TD Diversified Bond Pool (the Fund) is a short-medium duration fund designed to help investors navigate today's evolving fixed income environment. Combining high-quality investment-grade corporate bonds with the measured flexibility to pursue additional income opportunities, the Fund offers a diversified, professionally managed approach to credit investing in a single solution.
Key Features
One Solution. Multiple Sleeves of Opportunity.
The Fund leverages TD Asset Management Inc's (TDAM) full fixed income toolkit and combines investment-grade corporate bonds with select specialized credit sectors within a single professionally managed solution. While investment-grade bonds can provide quality and income potential, additional allocations may be used to access other areas of the fixed income landscape to broaden diversification and enhance income opportunities.
| Core Sleeve | Income Enhancement Sleeve | Global Opportunity Sleeve | Diversification Sleeve |
| Investment Grade Corporate Bonds | High Yield Credit | Emerging Market Debt | Collateralized Loan Obligations, Mortgage Backed Securities, and other Securitized Assets |
| The Fund anchored by TDAM's corporate bond capabilities | Allows allocations of up to 25% to seek additional income potential while maintaining an overall disciplined framework | Provides access to global income opportunities beyond Canadian markets | Additional tools that can help improve Fund diversification and income characteristics |
Core & Satellite Approach
The TDAM Advantage
TDAM's Fixed Income Team consists of 70 investment professionals with expertise spanning credit research, portfolio management, portfolio analytics, trading, and risk management.
Based in Toronto and New York, our dedicated credit research team conducts independent, proprietary credit analysis to support investment decision-making. Senior team members bring decades of industry experience and are supported by a disciplined investment process and credit committee oversight.
Key Facts
| TD Diversified Bond Pool | |
| Benchmark | 70% FTSE Canada Short Term Corporate A Bond Index 30% FTSE Canada Mid Term Corporate A Bond Index |
| Management Fee (%) | Fee-Based (F) Series: 0.35% Advisor (A) Series: 0.85% D Series: 0.35% Private Series: Dealer Agreed Pricing |
| Risk Rating | Low |
| Distribution Frequency | Monthly |
| Portfolio Manager(s) | Rachana Bhat, CFA and Anthony Imbesi, CFA |
Still Holding Cash?
Canadian investors may hold significant assets in cash and cash-equivalent investments as part of their overall portfolio strategy. For those considering fixed income opportunities beyond cash, TD Target Maturity Bond solutions can offer:
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Defined maturity dates
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Exposure to investment-grade corporate bonds
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Professional portfolio management
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Interest rate sensitivity that generally declines as the bonds approach maturity
Paired with the TD Diversified Bond Pool, investors can access a broader range of fixed income opportunities through a diversified and professionally
managed approach.
To Learn More
visit the TD Target Maturity Bonds Resource Centre
The information contained herein has been provided by TD Asset Management Inc. and is for information purposes only. The information has been drawn from sources believed to be reliable. Graphs and charts are used for illustrative purposes only and do not reflect future values or future performance of any investment. The information does not provide financial, legal, tax or investment advice. Particular investment, tax, or trading strategies should be evaluated relative to each individual's objectives and risk tolerance.
Commissions, trailing commissions, management fees and expenses all may be associated with mutual fund investments. Please read the fund facts and prospectus, which contain detailed investment information, before investing. Mutual funds are not guaranteed or insured, their values change frequently and past performance may not be repeated. Mutual fund strategies and current holdings are subject to change. Investment strategies and current holdings are subject to change. Regulatory restrictions limit publishing performance returns for funds or portfolios with a history of less than one year.
No investment strategy or risk management technique can guarantee returns or eliminate risk in any market environment. Any characteristics, guidelines, constraints or other information provided for this material is representative of the investment strategy and is provided for illustrative purposes only. Any information about the holdings, asset allocation, or sector diversification is historical and is not an indication of future performance or any future portfolio composition, which will vary. Portfolio holdings are representative of the strategy, are subject to change at any time and are not a recommendation to buy or sell a security. The securities identified and described do not represent all of the securities purchased, sold or recommended for the portfolio. It should not be assumed that an investment in these securities or sectors was or will be profitable.
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