TD Asset Management Inc. (TDAM), the manager of TD Mutual Funds, Tuesday announced additional preferential pricing options through the expansion of its Premium Series and introduction of Premium F-Series, available to fee-based accounts.
The Premium Series and Premium F-Series will now be available for 22 existing funds.
The new offerings give affluent investors more choice, with reduced management fees on an extensive line-up of funds. TDAM’s Premium Series and Premium F-Series meet a broad range of client needs and cover all major asset classes, investment styles and geographic regions.
Funds now offering these Series also include the low volatility funds and the recently launched TD Retirement Portfolios.
“Expanding our Premium Series and introducing the new Premium F-Series gives advisors the ability to build comprehensive portfolios that meet the needs of their affluent clients,” said Paul Orlander, [resident, TD Mutual Funds, in a release.
“It also gives these investors preferential pricing on a number of our funds including some of our most innovative investment solutions.”
TDAM’s Premium Series and the new Premium F-Series require a minimum investment of $100,000 per fund, except for the TD Retirement Portfolios, which require a minimum investment of $150,000.
Subsequent investment minimums are $100 for all funds. The complete list of funds with new offerings of Premium Series and Premium F-Series can be found here.