道明资产管理有限公司荣获六个类别的
2024年度加拿大LSEG理柏基金奖
Published: November 7, 2024
For the 18th year in a row, certain TD Asset Management Inc. funds were recognized for providing attractive risk-adjusted returns, relative to industry peers
TORONTO, November 7, 2024 /CNW/ - A number of investment funds managed by TD Asset Management Inc. ("TDAM") were recognized at the 2024 Canada LSEG Lipper Fund Awards, announced on November 7, 2024. This is the 18th year in a row that TDAM has received this recognition.
Two TD Mutual Funds – TD U.S. Monthly Income Fund (US$) and TD North American Dividend Fund – and four TD Exchange-Traded Funds (TD ETFs) – TD Select U.S. Short Term Corporate Bond Ladder ETF (TUSB), TD Q Global Dividend ETF (TQGD), TD Active Global Enhanced Dividend ETF (TGED), and TD Active Preferred Share ETF (TPRF) – received awards in their respective categories as leading funds.
"We're honoured to receive recognition again this year from LSEG Lipper Fund Awards for certain TD Mutual Funds and TD ETFs across multiple categories and time periods," said David Sykes, Senior Vice President and Chief Investment Officer, TDAM. "Being recognized consistently is a testament to the strength and stability of our investment teams and our comprehensive offerings. This is particularly true in a year which saw headwinds from an evolving macroeconomic environment, ongoing market volatility, and a cross-current of global geopolitical disruptions. These awards speak to the relentless pursuit of strong performance from our portfolio managers and investment teams, as well as their dedication in seeking to deliver value and better outcomes to help meet the diverse needs of Canadian investors."
Each of the following investment funds managed by TDAM were recognized for providing attractive risk-adjusted returns, relative to industry peers, across one or more performance period:
加拿大基金奖
LSEG LIPPER FUND AWARDS CANADA 2024 WINNER | 类别和奖项评选期 | 类别中的基金数量 |
5年间最佳“全球中立均衡”基金 | 168 | |
10年间最佳“全球中立均衡”基金 | 119 | |
Best "North American Equity" Fund Over 3 Years and 10 Years | 22 (3 Years) / 11 (10 Years) |
加拿大ETF奖项
LSEG LIPPER FUND AWARDS CANADA 2024 WINNER | 类别和奖项评选期 | 类别中的基金数量 |
| 道明精选美国短期企业债券阶梯ETF (基金代码:TUSB) | 3年间最佳“全球企业固定收入”ETF | 10 |
| TD Q Global Dividend ETF (Ticker: TQGD) | 3年间最佳“全球股息和收益型股票”ETF | 10 |
| TD Active全球增强股息ETF (基金代码:TGED) | 5年间最佳“全球股票”ETF | 20 |
| TD Active优先股ETF (基金代码:TPRF) | 3年和5年间最佳“优先股固定收入”ETF | 18 |
LSEG理柏基金奖每年颁发一次,着重表彰一以贯之提供优于同行的风险调整表现的基金和基金公司。LSEG 理柏基金奖基于Lipper Leader持续收益评级,后者是对36、60和120个月期间风险调整表现的一种客观、定量的衡量。 The highest 20% of funds in each category are named Lipper Leaders for Consistent Return and receive a rating of 5, the next 20% receive a rating of 4, the middle 20% are rated 3, the next 20% are rated 2 and the lowest 20% are rated 1. The fund with the highest Lipper Leader for Consistent Return (Effective Return) value in each eligible classification wins the LSEG Lipper Fund Award.如需了解更多信息,请访问lipperfundawards.com。 尽管LSEG理柏会采取合理措施来确保用于计算奖项的数据的准确性和可靠性,但无法保证其准确无误。Lipper Leader评级每月计算并调整。
道明美国每月收入基金 (美元) - FT5系列在截止于2024年9月30日的期限内表现如下:27.69% (1年)、7.20% (3年)、9.20% (5年)、无 (10年)、9.06% (自2018年8月16日创立以来)。 该基金在截止于2024年7月31日的期限内所对应的Lipper Leader评级如下:5 (1年)、5 (3年)、5 (5年),无 (10年)。
道明美国每月收入基金 (美元) - F系列在截止于2024年9月30日的期限内表现如下:27.69% (1年)、7.19% (3年)、9.18% (5年)、7.98% (10年)、8.77% (自2011年8月16日创立以来)。该基金在截止于2024年7月31日的期限内所对应的Lipper Leader评级如下:5 (1年)、5 (3年)、5 (5年),5 (10年)。
Performance for TD North American Dividend Fund - FT8 Series for the period that ended September 30, 2024 is as follows: 40.31% (1 year), 14.62% (3 years), 12.44% (5 years), 11.96% (10 years) and 12.29% (since inception on April 15, 2014).该基金在截止于2024年7月31日的期限内所对应的Lipper Leader评级如下:5 (1年)、5 (3年)、5 (5年),5 (10年)。
Performance for TD Select U.S. Short Term Corporate Bond Ladder ETF for the period that ended September 30, 2024 is as follows: 9.82% (1 year), 4.59% (3 years), 2.50% (5 years), NA (10 years), and 3.31% (since inception on November 8, 2018).该基金在截止于2023年7月31日的期限内所对应的Lipper Leader评级如下:4 (1年)、3 (3年)、3 (5年),无 (10年)。
Performance for TD Q Global Dividend ETF for the period that ended September 30, 2024 is as follows: 28.77% (1 year), 13.72% (3 years), NA (5 years), NA (10 years) and 10.10% (since inception on November 20, 2019).该基金在截止于2024年7月31日的期限内所对应的Lipper Leader评级如下:5 (1年)、5 (3年)、无 (5年),无 (10年)。
Performance for TD Active Global Enhanced Dividend ETF for the period that ended September 30, 2024 is as follows: 41.72% (1 year), 14.12% (3 years), 15.54 (5 years), NA (10 years) and 14.75% (since inception on May 3, 2019).该基金在截止于2024年7月31日的期限内所对应的Lipper Leader评级如下:5 (1年)、5 (3年)、5 (5年),无 (10年)。
Performance for TD Active Preferred Share ETF for the period that ended September 30, 2024 is as follows: 32.14% (1 year), 4.06% (3 years), 10.03% (5 years), NA (10 years) and 6.51% (since inception on November 8, 2018).该基金在截止于2024年7月31日的期限内所对应的Lipper Leader评级如下:5 (1年)、5 (3年)、5 (5年),无 (10年)。
关于LSEG理柏基金奖
30多年来,备受推崇的LSEG理柏奖在全球超过17个国家对一以贯之提供优于同行的风险调整表现的基金和基金管理公司给予表彰,使投资界的目光聚焦于顶尖基金。获奖者的评选完全基于客观、量化的标准, 结合无与伦比的基金数据深度,使该奖项拥有独一无二的权威性,并确保其具有持久价值。这一久负盛名的奖项依托广受认可的基金数据和专有评选方法,对卓越的基金管理予以表彰。请访问www.lipperfundawards.com了解更多信息。
关于LSEG理柏
借助50多年来不断积累的独立内容,LSEG理柏率先开发出按同类别进行划分的基金分类方法。LSEG理柏的数据涵盖超过80个国家的380,000多个股票类别。Lipper Leader评级面向在47个市场注册销售的互惠基金。LSEG理柏针对全球集体投资提供独立见解,涉及互惠基金、退休基金、对冲基金以及基金费用和开销。LSEG理柏通过专业化的产品提供优质数据、基金评级、分析工具和全球评论。50年来备受投资专业人士信赖,LSEG理柏为基金行业提供无与伦比的专业知识和见解。
About TD Asset Management Inc.
TD Asset Management Inc. ("TDAM"), a member of TD Bank Group, is a North American investment management firm. TDAM offers investment solutions to corporations, pension funds, endowments, foundations and individual investors. Additionally, TDAM manages assets on behalf of almost 2 million retail investors and offers a broadly diversified suite of investment solutions including mutual funds, professionally managed portfolios and corporate class funds. Asset management businesses at TD manage $479 billion in assets. Aggregate statistics are as of September 30, 2024 for TDAM and Epoch Investment Partners, Inc. TDAM operates in Canada and through Epoch Investment Partners, Inc. in the United States. Both entities are affiliates and are wholly-owned subsidiaries of The Toronto-Dominion Bank.
Commissions, management fees and expenses all may be associated with mutual fund and/or exchange-traded fund ("ETF") investments (collectively, the "Funds").进行互惠基金投资可能会产生相关的尾随佣金。交易所买卖基金单位在证券交易所按市场价格进行买卖,因此收益会因经纪人佣金的支付而减少。在投资基金之前,请阅读基金概况或ETF概况及招股章程,其中包含详细的投资信息。所显示的回报率 (货币市场基金除外) 为互惠基金在相应时期内按复利计算的历史总回报率,包括单位价值变动和分红再投资。指数回报不代表道明交易所买卖基金的回报。所显示的回报率并未考虑任何证券持有人的销售、赎回、佣金费用、分红或可选收费(如适用)或所得税,这些部分会降低回报。此类基金不在加拿大存款保险局 (Canada Deposit Insurance Corporation) 或任何其他政府存款保险机构的承保范围内,并且无担保或保险。互惠基金价值经常变动。货币市场基金的每单位资产净值不获保证会维持不变,您的投资本金亦不获保证全数归还。过往表现未必会重现。
道明互惠基金由道明银行(Toronto-Dominion Bank)全资子公司道明资产管理有限公司(TD Asset Management Inc.)管理,并通过授权经销商销售。道明交易所买卖基金由道明银行(Toronto-Dominion Bank)全资子公司道明资产管理有限公司(TD Asset Management Inc.)管理。
道明银行集团 (TD Bank Group) 是指道明银行及旗下提供存款、投资、贷款、证券、信托、保险、 其他产品或服务的附属机构。
® TD标志和其他TD商标为道明银行或其子公司的产权。
SOURCE TD Asset Management Inc.
For further information: Alicia Skrinjar, TD Bank Group, alicia.skrinjar@td.com
