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29/11 - Delayed Data. Currency in USD
- Morningstar Rating:
- Total Assets: 44.84K
TD Target Return Fund Advisor Class
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- Overview
- Profile
- Historical Data
TD Target Return Fund Advisor Class Overview
On this page you'll find an in-depth profile of TD Target Return Fund Advisor Class. Learn about the key management, total assets, investment strategy and contact information of TDTRX among other information.
Investment Strategy
The investment seeks to achieve total return that exceeds the rate of return of the 1-month Treasury bill by 300 basis points (or 3%) on an annualized basis over a 5 year period regardless of market conditions. The fund seeks to achieve its investment objective by investing in various asset classes, such as equities, fixed income, and real estate. The fund may seek to gain exposure to such asset classes both by investing in securities or other financial instruments from such asset classes or by investing in mutual funds or exchange-traded funds ("ETFs") that provide exposure to such asset classes.
Contact Information
Top Executives
| Name | Title | Since | Until |
|---|---|---|---|
| Anna Castro | Portfolio Manager | 2017 | 2017 |
| Biography | Anna Castro joined TD Asset Management Inc. (TDAM) in 2008 and is a Senior Manager of the TD Global Opportunities funds. Previously, Anna was a member of the portfolio management and research teams of various investment strategies including Global Absolute Return, Core Canadian Equity, Value and Hedge fund mandates. She was a key contributor to the development of the fundamental equity research platform and was the lead equity analyst on the Consumer, Industrials and Real Estate sectors while assisting with covering the Banks. | ||
| Geoff Wilson | Other Executives | 2017 | 2017 |
| Biography | Geoff Wilson joined TD Asset Management in 1996. He is responsible for asset allocation strategies across many of the multi-asset class mandates. Geoff is currently lead portfolio manager of all fund of fund portfolios for TD Mutual Funds. He also has lead/co-manager responsibilities for several fixed income funds. Geoff received his Bachelor of Commerce from McGill University in 1990 and is a CFA charterholder. | ||
| Anish Chopra | lead Manager | 2013 | 2017 |
| Biography | Anish Chopra joined TD Asset Management Inc. in 1998. He is lead manager of the TD Canadian Value and TD Target Return funds for TD Mutual Funds. Anish has over 11 years experience managing proprietary funds within TDAM, including numerous absolute return strategies. Anish holds both a Masters of Accounting and an honours BA from the University of Waterloo, and is a Chartered Accountant as well as a CFA charterholder. | ||
| Jonathan Shui | Portfolio Manager | 2013 | 2017 |
| Biography | Jonathan joined TD Asset Management Inc. in June 2003. He has primary analyst responsibilities for the technology and industrials sectors of the Canadian equities market. Since 2003, Jonathan has supported the Canadian Value mandates through fundamental analysis and portfolio management responsibilities. Jonathan graduated from the University of Waterloo in 2003 with a B.A. Sc. degree in Mechanical Engineering along with a Minor in Economics. He was awarded the CFA designation in 2006 and completed the Columbia Business School Executive Education Program in Value Investing in 2007. | ||
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