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Td Retirement Balanced Portfolio H Series (0P0000ZN8A)

Toronto

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11.640 -0.010 -0.09%

03/12 - Delayed Data. Currency in CAD

Morningstar Rating:
Total Assets: 4.39B

Type: Fund

Market: Canada

Issuer: TD Asset Management Inc

Asset Class: Equity

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0P0000ZN8A Overview

On this page you'll find an in-depth profile of Td Retirement Balanced Portfolio H Series. Learn about the key management, total assets, investment strategy and contact information of 0P0000ZN8A among other information.

Investment Strategy

The fundamental investment objective is to seek to generate capital growth and income while seeking to reduce portfolio volatility.

Contact Information

Address 66 Wellington Street West
Toronto,ON M5K 1G8
Canada

Phone 1-800-588-8054

Fax 866-782-3167

Web www.tdam.com

Top Executives

Name	Title	Since	Until
Jing Roy	Portfolio Manager	2023	Now
Christian Medeiros	Portfolio Manager	2023	Now
Michael Craig	Managing Director	2019	Now
Biography	Michael Craig, Managing Director, started his career in 2000 and re-joined TD Asset Management (TDAM) in 2015. Michael is Head of the Asset Allocation & Derivatives Team and serves as Lead Portfolio Manager for all Fund of Fund solutions at TDAM. Previously, he gained experience as a Portfolio Manager at an alternative asset management firm responsible for unconstrained fixed income mandates. A CFA Charterholder, Michael holds a B. Comm. from the University of British Columbia and a M.A. from Simon Fraser University.
Anna Castro	Portfolio Manager	2019	Now
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.
Jimmy Xu	Portfolio Manager	2019	2023
Biography	Jimmy Xu joined TDAM in May 2011. As a Senior Portfolio Manager on the Asset Allocation team, he is responsible for trading across the fund-of-fund mandates and implementing various derivatives-based strategies. Previously, Jimmy was responsible for trading on the Synthetics Portfolio Management team. Prior to joining TDAM, he was an Associate with TD Securities with experience in equity, equity derivatives and credit derivatives. Jimmy holds a Bachelor of Applied Sciences in Systems Design Engineering from University of Waterloo. He is a CFA charterholder and a Commodity Trading Manager.
Kumail Taqvi	Vice President	2021	2023
Biography	Kumail Taqvi has over 15 years of experience in financial markets, most recently as a portfolio manager at TD Asset Management. Kumail has played a leading role in the development and execution of protected equity funds. He has implemented institutional trading strategies using complex derivative trades with a focus on operational excellence. His knowledge and experience in the option markets enables him to efficiently execute a strategy built from a global macroeconomic perspective.
Amol Sodhi	Senior Portfolio Manager	2015	2021
Biography	Amol Sodhi joined TD Asset Management Inc. (TDAM) in 2010 and is a Senior Portfolio Manager on TDAM's Asset Allocation and Fund of Funds team. Amol co-manages the TD Comfort Portfolios, TD Retirement Portfolios, TD Strategically Managed Portfolios, and provides guidance with the management of all other Fund of Funds strategies. Amol holds an MBA in Finance and a Computer Engineering degree from University of Toronto. Amol is a certified Canadian Investment Manager and is a CFA charterholder.
David McCulla	lead Manager	2015	2019
Biography	David McCulla joined TD Asset Management (TDAM) in 2000 and is currently a Senior Portfolio Manager on the Asset Allocation team. He leads the Fund of Funds portfolio management team and is responsible for tactical management across all fund-of-fund mandates with the goal of achieving better risk-adjusted returns. David is also a member of the TD Wealth Asset Allocation Committee, whose mandate is to provide broad asset allocation guidance to all of TD Wealth. David brings to the team a breadth of portfolio management experience.
Geoff Wilson	Other Executives	2013	2019
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.

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Recent Quotes

	Name	Price	Chg.	Chg. %
	TD Retirement Bal.	11.640	-0.010	-0.09%