TORONTO, Nov. 12, 2013 /CNW/ - TD Asset Management Inc. (TDAM), the
manager of TD Mutual Funds, today announced additional preferential
pricing options through the expansion of its Premium Series and
introduction of Premium F-Series, available to fee-based accounts. The
Premium Series and Premium F-Series will now be available for 22
existing funds.
The new offerings give affluent investors more choice, with reduced
management fees on an extensive line-up of funds. TDAM's Premium Series
and Premium F-Series meet a broad range of client needs and cover all
major asset classes, investment styles and geographic regions. Funds
now offering these Series also include the low volatility funds and the
recently launched TD Retirement Portfolios.
"Expanding our Premium Series and introducing the new Premium F-Series
gives advisors the ability to build comprehensive portfolios that meet
the needs of their affluent clients," said Paul Orlander, President, TD
Mutual Funds. "It also gives these investors preferential pricing on a
number of our funds including some of our most innovative investment
solutions."
TDAM's Premium Series and the new Premium F-Series require a minimum
investment of $100,000 per fund, except for the TD Retirement
Portfolios which require a minimum investment of $150,000. Subsequent
investment minimums are $100 for all funds. The complete list of funds
with new offerings of Premium Series and Premium F-Series can be found
below.
TDAM's Expanded Offering of Premium Series and Introduction of Premium
F-Series Funds
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Fund Name
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Series
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Fund Name
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Series
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Fixed Income
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U.S. Equity
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TD Short Term Bond Fund*
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Premium F
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TD U.S. Low Volatility
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Premium
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TD Canadian Bond Fund*
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Premium F
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Premium F
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TD Income Advantage Portfolio*
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Premium F
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TD North American Dividend Fund
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Premium
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TD Canadian Core Plus Bond Fund*
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Premium F
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Premium F
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TD High Yield Bond Fund
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Premium
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TD U.S. Large-Cap Value Fund
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Premium
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Premium F
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Premium F
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Balanced
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Global Equity
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TD Tactical Monthly Income Fund
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Premium
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TD Global Low Volatility Fund
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Premium
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Premium F
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Premium F
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TD U.S. Monthly Income Fund ($US)
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Premium
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TD Global Dividend Fund
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Premium
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Premium F
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Premium F
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TD U.S. Monthly Income Fund-C$
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Premium
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TD Global Growth Fund
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Premium
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Premium F
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Premium F
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TD Strategic Yield Fund
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Premium
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Target Return
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Premium F
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TD Target Return Conservative Fund*
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Premium F
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TD Dividend Income Fund
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Premium
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TD Target Return Balanced Fund*
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Premium F
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Premium F
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Retirement Portfolios
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Canadian Equity
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TD Retirement Conservative Portfolio
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Premium
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TD Dividend Growth Fund
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Premium
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Premium F
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Premium F
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TD Retirement Balanced Portfolio
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Premium
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TD Canadian Equity Fund
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Premium
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Premium F
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Premium F
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*Premium Series currently available for this Fund.
For more information, please see the applicable TD Mutual Funds
prospectus: https://www.tdassetmanagement.com/showFormsDocumentsHome.form?lang=en
About TD Asset Management Inc.
Under the TD Mutual Funds name, TDAM provides a diverse range of 74
mutual funds, 28 professionally managed portfolios and 20 corporate
class funds. TDAM manages retail mutual fund assets on behalf of more
than 1.8 million investors and TD Mutual Funds is one of the most
broadly diversified fund families in Canada. Funds are available at TD
Canada Trust branches (through TD Investment Services Inc.
representatives), TD Direct Investing, TD Wealth Financial Planning and
TD Wealth Private Investment Advice, as well as leading investment
dealers, independent brokers, advisors and financial planners. As of
September 30, 2013, TDAM was the fourth largest mutual fund company in
Canada, with CDN$76.4 billion invested in TD Mutual Funds.
SOURCE TD Asset Management Inc.
