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Epoch U.S. Blue Chip Eq Currency Neutral Fund Sr D

Ranked 144 out of 920 in - US over 12 months
All calculations are in USD unless stated

Managed by

David N. Pearl

David N. Pearl is executive vice president and co-chief investment officer of Epoch Investment Partners. He is a portfolio manager for Epoch's U.S. investment strategies. Prior to co-founding Epoch in 2004, David was a managing director and portfolio manager at Steinberg Priest & Sloane Capital Management, LLC where he was responsible for institutional and private client assets. Previously, he held senior portfolio management positions at ING Furman Selz Asset Management and Citibank Global Asset Management where he managed mutual funds and institutional accounts. Prior to Citibank, David was an officer and senior analyst of BEA Associates, predecessor to Credit Suisse Asset Management -Americas. David holds a BS in Mechanical Engineering from the University of Pennsylvania and an MBA from The Stanford University Graduate School of Business.

Adnann Syed

Adnann joined TD Asset Management in February 2012. At the synthetics division in the portfolio management group, Adnann oversees overlay mandates that extensively employ equity, interest rates and FX derivatives. He works closely with internal and external clients to devise and implement trading solutions. He is also responsible for research and development of innovative strategies. Prior to joining TDAM, Adnann worked at TD Securities as Global Macro Rates and FX strategist, analysing market risk premium and economic conditions in the developed economies. He has also managed fixed income portfolios at a leading Canadian pension fund. Adnann has an MBA degree from McGill University and is a CFA charterholder.

Michael A. Welhoelter

Michael A. Welhoelter is Epoch Investment Partner's chief risk officer and heads Epoch's quantitative research and risk management team. He is also a portfolio manager on all of Epoch's strategies. Prior to joining Epoch in 2005, he was a director and portfolio manager in the quantitative strategies group at Columbia Management Group. Prior to Columbia Management Group, he was at Credit Suisse Asset Management Group (CSAM), where he was a portfolio manager in the structured equity group, overseeing long/short market neutral and large cap core products. Before joining CSAM, he was a portfolio manager and quantitative research analyst at Chancellor/LGT Asset Management. Mike holds a BA degree in computer and information science from Colgate University. He is a member of the New York Society of Security Analysts, the Society of Quantitative Analysts and holds the CFA designation.


The fundamental investment objective is to achieve rates of total return that, over the longer term, exceed those of a broad market index, net of withholding tax, primarily comprised of large capitalization U.S. stocks. The Fund also seeks to eliminate substantally the Fund's foreign cufrency exposure. With the main focus on growth through capital appreciation as well as dividend income, the Fund invests primarily in publicly traded and readily marketable stocks of U.S. corporations that are listed on stock exchanges or trading on quotation systems in the U.S. or Canada.

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


US over : 28/02/2017 - 28/02/2018

Total Return

Quarterly Performance

to 01/01/2018 Annual Q1 Q2 Q3 Q4
2017 29.7% 7.0% 6.2% 8.0% 5.7%
2016 2.0% 1.3%

Month by Month Performance

Returns Vs Risk

Registered For Sale In

  1. Canada

Fund Info

  • Launch date26/04/2016
  • Share Class size362Mn
  • Base currencyCAD

Purchase Info

  • Min. initial investment100
  • Min. regular additional investment25


  • Annual management1.10%

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