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TD North American Dividend Investor Series

Ranked 115 out of 193 in - US Income over 12 months
All calculations are in USD unless stated

Managed by

Justin Flowerday

Justin Flowerday works at TD Asset Management as the lead manager of the North American Blue Chip Model and co-manager of the Canadian Blue Chip Equity Model, as well as the Private Canadian Blue Chip Equity Fund for TD Wealth Private Investment Counsel. Justin also co-manages several mutuals funds. Justin began his career at TDAM in March 2004 as an equity analyst and continues to have responsibilities for companies within Canadian financials (banks and insurers) and transportation sectors. Previously, Justin worked with TD Wealth Private Investment Counsel as a research analyst in a generalist capacity. Justin has a Bachelor of commerce degree from McGill University and an MBA from the University of London. He is a CFA charterholder.

David Sykes

David Sykes works at TD Asset Management Inc where he leads the TDAM's fundamental equities team and is also a member of the TD Wealth Asset Allocation Committee. David has a Bachelor of Commerce and a Bachelor of Arts from Saint Mary's University (1993), an MA in Politics, Philosophy and Economics from Oxford University, as well as a MSC in International Relations from the London School of Economics. He is a CFA charterholder.

Objective

The fundamental investment objective is to seek to provide income and moderate capital growth by investing primarily in income-producing securities of issuers in North America.

Showing fund performance globally. You can view performance in individual jurisdictions.

Performance

US Income over : 30/04/2017 - 30/04/2018

Total Return

Quarterly Performance

to 31/03/2018 Annual Q1 Q2 Q3 Q4
2018 -4.7%
2017 16.9% 3.9% 1.5% 4.5% 6.2%
2016 12.5% 5.0% 2.6% 1.7% 2.7%
2015 -6.1% -3.6% 0.1% -7.6% 5.4%
2014 7.2% 0.4% 5.3% -0.5% 1.9%
2013 21.7% 8.7% 0.1% 4.0% 7.5%
2012 7.0% 6.3% -2.1% 4.6% -1.7%
2011 6.1% 6.3% 1.3% -10.3% 9.9%
2010 11.5% 5.2% -10.0% 11.2% 5.9%
2009 24.7% -13.8% 20.8% 13.8% 5.3%
2008 -39.5% -7.0% -6.7% -3.1% -28.0%
2007 7.4% 0.6% 4.9% 3.8% -2.0%
2006 11.3% 3.1% -2.5% 3.6% 6.8%
2005 0.9% -3.2% -0.2% 2.9% 1.6%
2004 8.5% 1.6% 0.5% -2.2% 8.6%
2003 29.0% -4.1% 17.3% 1.9% 12.5%
2002 -26.5% -0.8% -17.2% -16.7% 7.5%
2001 -11.1% -7.1% 6.5% -18.1% 9.6%
2000 -8.5% 3.1% -3.0% -0.8% -7.7%
1999 14.4% 3.0% 6.3% -6.1% 11.3%
1998 10.0% 9.7% -1.7% -14.1% 18.8%
1997 20.2% -1.5% 14.6% 9.7% -3.0%
1996 12.7% 2.3% 1.3% 1.8% 6.8%
1995 25.6% 7.0% 9.3% 4.0% 3.3%
1994 -6.6% -5.7% -3.3% 5.4% -2.9%
1993 6.0% 3.4% 0.2% 3.8% -1.4%
1992 7.1% 2.3% -2.7% 2.7% 4.7%
1991 13.8% 10.7% 0.5% 3.5% -1.2%

Month by Month Performance

Returns Vs Risk

Registered For Sale In

  1. Canada

Fund Info

  • Launch date31/12/1990
  • Share Class size1,143Mn
  • Base currencyCAD

Purchase Info

  • Min. initial investment100
  • Min. regular additional investment25

Charges

  • Annual management1.70%
  • Initial investment1.7

Performance is for the period shown (month end to month end, bid/bid, gross income reinvested, calculated in USD).