Seeking the optimal combination

Balanced Funds

We bring together one of the broadest investment platforms to meet client-specific investment objectives. Our turnkey balanced funds allow clients to access style-specific active, passive, or best ideas multi-asset mixes in a single solution.

TD Greystone Balanced Fund features

  • Core-growth equity style with high conviction actively managed components
  • Top-down active fixed income that integrates duration management and sector allocation
  • Active asset allocation from portfolio managers who monitor the asset mix daily for tactical opportunities and optimal rebalancing

TD Greystone Balanced Fund Plus features

  • Our best investment ideas integrated into a single, comprehensive balanced portfolio
  • Equity, fixed income and alternative allocations to enhance the expected risk-return profile versus traditional balanced programs
  • Administrative ease for investors looking to add alternatives in a single turnkey investment solution

TD Emerald Balanced Fund features

  • Consensus asset mix reflects the average asset mix of a survey of institutional balanced fund managers
  • Quarterly rebalancing. The asset mix is adjusted quarterly to reflect the average asset mix of pooled pension funds in Canada
  • Cost effective. The fund’s passive investment approach results in cost-effective exposure to global investment opportunities

TD Greystone Target Date Plus Fund Family

We believe in improving retirement outcomes for Canadian Capital Accumulation Plan (CAP) members. We believe that alternative investments have the potential to improve the probability of better savings/retirement outcomes, as well as increasing importance for plan members in a low-interest rate world.

Seeking superior long-term investment returns

We tested a wide spectrum of different asset mixes and glide paths. The result is a family of target date funds that:

  • Manage risk rather than simply managing equity exposure, designed to take account of all the risks facing plan members
  • Incorporate direct alternative investments through pooled fund investments
  • Use multiple styles of equity and fixed income investing, managed over time through both an equity and fixed income sub-glide path

TD Emerald Retirement Target Date Fund Family

Following a fund of funds approach, this family of funds invests in units of other TD Emerald Funds. The funds include substantial allocations to equities and seek to reduce the expected volatility of this equity exposure.

Utilizing low volatility equity funds

This family of funds seek to provide market-like returns over the long term, with lower volatility than the market.

Key Features

  • Downside protection
  • Improved risk-adjusted returns
  • Dynamic asset mix
  • Lower investment management fees when compared to traditional active investment management
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