Dynamic - Family of Funds

 

Name	Category	1 Year	3 Year	5 Year	10 Year
Dynamic Premium Yield PLUS Fund Series O	Alternative Equity Focus	27.38	21.13
Dynamic Premium Yield PLUS Fund Series I	Alternative Equity Focus	27.29	21.04
Dynamic Premium Yield Fund Series O	Misc - Inc&Real Property	21.04	15.04	8.75
Dynamic Premium Yield Fund Series I	Misc - Inc&Real Property	20.95	14.96	8.66
Dynamic Premium Yield Fund Series IP	Misc - Inc&Real Property	20.94	14.96	8.67
Dynamic Premium Yield Fund Series FH U$	Misc - Inc&Real Property	20.69	14.43	8.35
Dynamic Premium Yield Fund Series F	Misc - Inc&Real Property	19.80	13.87	7.64
Dynamic Premium Yield Class - Series FT	Misc - Inc&Real Property	19.67	13.76	7.57
Dynamic Premium Yield Class - Series F	Misc - Inc&Real Property	19.63	13.72	7.52
Dynamic Premium Yield Fund Series H U$	Misc - Inc&Real Property	19.34	13.18	7.16
Dynamic Premium Yield Fund Series A	Misc - Inc&Real Property	18.48	12.62	6.45
Dynamic Premium Yield Class - Series T	Misc - Inc&Real Property	18.37	12.52	6.39
Dynamic Global Balanced Fund Series I	Global Equity Balanced	17.90	5.48	7.19
Dynamic U.S. Balanced Class Series I	Global Equity Balanced	17.78	6.66	11.04	11.70
Dynamic Alternative Managed Risk Prvt Pool Cl O	Tactical Balanced	16.86	11.55	8.44
Dynamic Alternative Managed Risk Prvt Pool Cl I	Tactical Balanced	16.75	11.44	8.40
Dynamic Alternative Managed Risk Prvt Pool Cl FHU$	Tactical Balanced	16.57	11.12	8.23
Dynamic Alternative Managed Risk Prvt Pool Cl FT	Tactical Balanced	15.76	10.51	7.48
Dynamic Alternative Managed Risk Prvt Pool Cl F	Tactical Balanced	15.76	10.52	7.50
Dynamic Alternative Managed Risk Prvt Pool Cl T	Tactical Balanced	14.50	9.38
Dynamic Alternative Managed Risk Prvt Pool Cl A	Tactical Balanced	14.47	9.27
Dynamic Blue Chip Balanced Fund Series O	Global Neutral Balanced	13.10	3.19	6.75	9.09
Dynamic Blue Chip Balanced Fund Series I	Global Neutral Balanced	13.01	3.14	6.69	9.04
Dynamic Global Fixed Income Fund O	Global Fixed Income	6.43
Dynamic Investment Grade Floating Rate Fund FH U$	Canadian Short Term Fixed Income	6.35	2.24	2.44
Dynamic Investment Grade Floating Rate Fund O	Canadian Short Term Fixed Income	6.21	2.45	2.59
Dynamic Investment Grade Floating Rate Fund I	Canadian Short Term Fixed Income	6.20	2.42	2.57
Dynamic Global Fixed Income Fund I	Global Fixed Income	6.17
Dynamic Global Fixed Income Fund FH	Global Fixed Income	6.15
Dynamic Investment Grade Floating Rate Fund F	Canadian Short Term Fixed Income	5.83	1.97	2.07
Dynamic Investment Grade Floating Rate Fund H U$	Canadian Short Term Fixed Income	5.81	1.70	1.91
Dynamic Investment Grade Floating Rate Fund A	Canadian Short Term Fixed Income	5.20	1.38	1.49
Dynamic Corporate Bond Strategies Fund Series O	Cdn Corp Fixed Income	3.13	-1.58	2.19	2.68
Dynamic Corporate Bond Strategies Fund Series O	Cdn Corp Fixed Income	3.13	-1.58	2.19	2.68
Dynamic Tactical Bond Private Pool Series O	Canadian Fixed Income	3.04	-3.15	1.16
Dynamic Corporate Bond Strategies Fund Series I	Cdn Corp Fixed Income	3.03	-1.66	2.24	2.66
Dynamic Corporate Bond Strategies Fund Series I	Cdn Corp Fixed Income	3.03	-1.66	2.24	2.66
Dynamic Total Return Bond Fund Series I	Canadian Fixed Income	3.00	-3.18	1.13	2.77
Dynamic Total Return Bond Class Series I	Canadian Fixed Income	2.97	-3.22	1.09	2.76
Dynamic Preferred Yield Class Series O	Preferred Sh Fixed Income	-7.33	5.87	1.36
Dynamic Preferred Yield Class Series I	Preferred Sh Fixed Income	-7.38	5.82	1.31	3.91

Last update: July 2023

Family of Funds

Select a company AGF Arrow EC ATBIS Beutel BlueBay BMG BMO Brandes Canada Life Canoe Energy Capital Group CC-L Chou CI CIBC Compass Counsel Desjardins Dynamic EdgePoint FERIQUE Fidelity Guardian HSBC IA IG Invesco IPC iProfile Leith Wheeler Lysander-Canso Mackenzie Manulife Mawer Middlefield NBI NCM Ninepoint Pembroke Pender PH-N Picton Purpose RBC Renaissance ROMC Russell Scotia SEI Starlight Steadyhand Sun Life TD Templeton VPI

---

Mutual Fund Categories

Select a Category 2025 Target Date Portfolio 2030 Target Date Portfolio 2035 Target Date Portfolio 2035+ Target Date Portfolio Alternative Credit Focused Alternative Equity Focused Alternative Market Neutral Alternative Multi-Strategy Alternative Other Alternative Private Debt Alternative Private Equity Asia Pacific Equity Asia Pacific ex-Japan Equity Canadian Corporate Fixed Income Canadian Dividend & Income Equity Canadian Equity Canadian Equity Balanced Canadian Fixed Income Canadian Fixed Income Balanced Canadian Focused Equity Canadian Focused Small/Mid Cap Equity Canadian Inflation Protected Fixed Income Canadian Long Term Fixed Income Canadian Money Market Canadian Neutral Balanced Canadian Short Term Fixed Income Canadian Small/Mid Cap Equity Commodity Emerging Markets Equity Emerging Markets Fixed Income Energy Equity European Equity Financial Services Equity Floating Rate Loan Geographic Equity Global Corporate Fixed Income Global Equity Global Equity Balanced Global Fixed Income Global Fixed Income Balanced Global Infrastructure Equity Global Neutral Balanced Global Small/Mid Cap Equity Greater China Equity High Yield Fixed Income International Equity Miscellaneous - Income and Real Property Miscellaneous - Other Miscellaneous - Undisclosed Holdings Natural Resources Equity North American Equity Passive Inverse/Leveraged Precious Metals Equity Preferred Share Fixed Income Real Estate Equity Retail Venture Capital Sector Equity Short Term Target Date Portfolio Tactical Balanced U.S. Equity U.S. Money Market U.S. Small/Mid Cap Equity

---

What we offer:

Mutual Funds Newsletter
Mutual Fund Review and Top 10 Funds
Free Portfolio Review
Mutual Fund Guide
Mutual Fund Book
Mutual Fund App
Mutual Fund Podcast
Mutual Fund Seminar

---

---