Returns Chart

Key Stats

Net Expense Ratio Total Assets Under Management Weighted Average Dividend Yield Turnover Ratio (Generic)
0.90% 20.97M -- --
1 Year Fund Level Flows 1 Year Total Returns (Daily) Annualized Total Returns Since Inception (Daily) Max Drawdown (Since Inception)
148.66M 5.46% Upgrade Upgrade

Basic Info

Investment Strategy
The fund seeks to generate a moderate level of income with some potential for capital growth, while seeking to reduce portfolio volatility. The fund will invest mainly in units of other investment funds, including exchange-traded funds and other alternative mutual funds, managed by TDAM. The fund will use a combination of conventional and alternative investment strategies, including the use of leverage, created through exposure to derivatives, short selling and/or the use of borrowing. The fund's aggregate gross exposure to the use of leverage, calculated as the sum of the following, shall not exceed 300% of the fund's net asset value: (i) the aggregate value of outstanding indebtedness under any borrowing agreements; (ii) the aggregate market value of all securities sold short; and (iii) the aggregate notional value of the fund's specified derivatives positions excluding any specified derivatives used for hedging purposes.
General
Security Type Mutual Fund
Equity Style --
Broad Asset Class Alternative
Broad Category Alternative Strategies
Global Peer Group Alternative Multi Strategies
Peer Group Alternative Multi-Strategy
Global Macro Liquid Alternatives
US Macro --
YCharts Categorization --
YCharts Benchmark --
Prospectus Objective --
Fund Owner Firm Name TD Asset Management
Broad Asset Class Benchmark Index
^SPTSX60TR 100.0%

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Net Fund Flows Versus Peer Group

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1M
3M
6M
YTD
1Y
3Y
5Y
10Y
 
80.00B
60.00B
40.00B
20.00B
0
-20.00B
1 Month
% Rank: 49
-19.23M Peer Group Low
102.49M Peer Group High
1 Year
% Rank: 16
148.66M
-213.58M Peer Group Low
819.12M Peer Group High
3 Months
% Rank: 8
-138.12M Peer Group Low
265.55M Peer Group High
3 Years
% Rank: 21
-563.01M Peer Group Low
1.364B Peer Group High
6 Months
% Rank: 10
-155.37M Peer Group Low
793.63M Peer Group High
5 Years
% Rank: 24
-374.22M Peer Group Low
1.391B Peer Group High
YTD
% Rank: --
-48.63M Peer Group Low
686.85M Peer Group High
10 Years
% Rank: 34
-37.49M Peer Group Low
1.391B Peer Group High
Date Unavailable

Performance Versus Peer Group

 
20%
15%
10%
5%
0
Name
1M
3M
YTD
1Y
3Y
5Y
10Y
15Y
Total Return (NAV)
12.00%
12.00%
12.00%
12.00%
12.00%
12.00%
12.00%
12.00%
Peer Group Rtn. (NAV)
12.00%
12.00%
12.00%
12.00%
12.00%
12.00%
12.00%
12.00%
% Rank in Peer Group (NAV)
5.0
5.0
5.0
5.0
5.0
5.0
5.0
5.0
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Annual Total Returns Versus Peers

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Name
2018
2019
2020
2021
2022
2023
2024
2025
--
--
--
--
--
4.08%
5.34%
5.46%
-7.58%
21.93%
5.56%
28.04%
-6.24%
12.05%
21.04%
29.06%
0.00%
-0.78%
11.20%
5.71%
-1.73%
-1.32%
3.18%
4.09%
-6.09%
17.74%
10.66%
2.25%
-20.88%
3.87%
2.74%
11.54%
--
--
--
7.98%
-6.03%
10.42%
13.01%
9.01%
As of January 02, 2026.

Fundamentals

General
Distribution Yield --
Dividend Yield TTM (12-31-25) 3.22%
30-Day SEC Yield --
7-Day SEC Yield --
Number of Holdings 10
Bond
Yield to Maturity (11-30-25) 4.07%
Effective Duration --
Average Coupon 5.26%
Calculated Average Quality 4.207
Effective Maturity 5.558
Nominal Maturity 5.735
Number of Bond Holdings 7
As of November 30, 2025

Asset Allocation

As of November 30, 2025.
Type % Net
Cash 3.20%
Stock 0.61%
Bond 92.06%
Convertible 0.00%
Preferred 0.00%
Other 4.13%
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Top 10 Holdings

Name % Weight Price % Change
CANADA (GOVERNMENT) 0% 08-APR-2026
28.19% -- --
10Y TNOTES MAR26
7.59% -- --
Canada CAN 3.25 11/01/2026 FIX CAD Government 3.58% 100.71 -0.01%
Canada CAN 2.5 11/01/2027 FIX CAD Government 3.56% -- --
CAD CASH
2.91% -- --
OTHER ASSETS LESS LIABILITIES
1.75% -- --
Regions Financial Corporation RGNF 5.502 09/06/2035 FLT USD Corporate '34 1.29% 103.22 0.01%
Capital One Financial Corporation COF 5.463 07/26/2030 FLT USD Corporate '29 1.17% 103.67 -0.01%
Capital Power Corporation CAPPOW 5.973 01/25/2034 FIX CAD Corporate RegS 1.13% 109.74 -0.00%
HSBC HOLDINGS plc HSBC 5.741 09/10/2036 FLT USD Corporate '35 1.05% -- --

Fees & Availability

Fees
Actual 12B-1 Fee --
Actual Management Fee --
Administration Fee --
Maximum Front Load --
Maximum Deferred Load --
Maximum Redemption Fee --
General Availability
Available for Insurance Product No
Available for RRSP Yes
Purchase Details
Open to New Investors Yes
Minimum Initial Investment 5000.00 None
Minimum Subsequent Investment 0.00 None

Basic Info

Investment Strategy
The fund seeks to generate a moderate level of income with some potential for capital growth, while seeking to reduce portfolio volatility. The fund will invest mainly in units of other investment funds, including exchange-traded funds and other alternative mutual funds, managed by TDAM. The fund will use a combination of conventional and alternative investment strategies, including the use of leverage, created through exposure to derivatives, short selling and/or the use of borrowing. The fund's aggregate gross exposure to the use of leverage, calculated as the sum of the following, shall not exceed 300% of the fund's net asset value: (i) the aggregate value of outstanding indebtedness under any borrowing agreements; (ii) the aggregate market value of all securities sold short; and (iii) the aggregate notional value of the fund's specified derivatives positions excluding any specified derivatives used for hedging purposes.
General
Security Type Mutual Fund
Equity Style --
Broad Asset Class Alternative
Broad Category Alternative Strategies
Global Peer Group Alternative Multi Strategies
Peer Group Alternative Multi-Strategy
Global Macro Liquid Alternatives
US Macro --
YCharts Categorization --
YCharts Benchmark --
Prospectus Objective --
Fund Owner Firm Name TD Asset Management
Broad Asset Class Benchmark Index
^SPTSX60TR 100.0%

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Fundamentals

General
Distribution Yield --
Dividend Yield TTM (12-31-25) 3.22%
30-Day SEC Yield --
7-Day SEC Yield --
Number of Holdings 10
Bond
Yield to Maturity (11-30-25) 4.07%
Effective Duration --
Average Coupon 5.26%
Calculated Average Quality 4.207
Effective Maturity 5.558
Nominal Maturity 5.735
Number of Bond Holdings 7
As of November 30, 2025

Fund Details

Key Dates
Inception Date --
Share Classes
TDB2356 Commission-based Advice
TDB2357 Fee-based Advice
TDB2358 Commission-based Advice
TDB2370 Commission-based Advice
TDB2371 Fee-based Advice
TDB2372 Commission-based Advice
TDB2373 Commission-based Advice
TDB2374 Fee-based Advice
Attributes
Inverse Fund No
Leveraged Fund --
Currency Hedged Fund --
Socially Responsible Fund No

Top Portfolio Holders

Name % Weight
Portfolio A 5.00%
Portfolio B 3.50%
Portfolio C 2.25%
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Excel Add-In Codes

Name: =YCI("M:TDB2375.TO", "name")
Broad Asset Class: =YCI("M:TDB2375.TO", "broad_asset_class")
Broad Category: =YCI("M:TDB2375.TO", "broad_category_group")
Prospectus Objective: =YCI("M:TDB2375.TO", "prospectus_objective")
To find the codes for any of our securities and financial metrics, see our Complete Excel Reference.
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