TORONTO, April 5, 2012 /CNW/ - Dynamic Funds ("Dynamic"), managed by GCIC Ltd. (the "Manager"), today announces the addition of Marquis Balanced Class Portfolio and Marquis Balanced Growth Class Portfolio to its line-up of managed portfolios - Marquis Portfolio Solutions.
Marquis Balanced Class and Balanced Growth Class Portfolios are each a class of Dynamic Global Fund Corporation ("the Corporation"). The class structure allows investors to switch between any of the vast number of other Dynamic class funds within the Corporation on a tax-deferred basis and is structured to provide tax-efficient distributions to investors.
Marquis Portfolio Solutions offer one-ticket access to funds with complementary styles from six leading Canadian companies. The Marquis Portfolio Solutions line-up now includes six core portfolios, with two offered in corporate class versions, and one income-oriented portfolio.
Marquis Portfolio Solutions | Asset Allocation |
Marquis Balanced Portfolio Marquis Balanced Class Portfolio |
50% Equities 50% Fixed Income |
Marquis Balanced Growth Portfolio Marquis Balanced Growth Class Portfolio |
65% Equities 35% Fixed Income |
Marquis Growth Portfolio | 80% Equities 20% Fixed Income |
Marquis Equity Portfolio | 100% Equities |
Marquis Balanced Income Portfolio | 50% Income-oriented equities 50% Fixed Income |
Marquis Portfolio Solutions are diversified by asset class, geographic region, investment style, and market capitalization. Each portfolio generally invests in funds with complementary investment styles to seek to control volatility while enhancing returns. The portfolios of Marquis Portfolio Solutions are reviewed quarterly by the Manager's Portfolio Solutions Oversight Committee and its dedicated team of analysts.
About Dynamic Funds
Dynamic Funds is a division of GCIC Ltd., which is a subsidiary of DundeeWealth Inc. and the manager of the funds mentioned above. GCIC Ltd. offers a wide range of wealth management solutions through financial advisors. These include the mutual funds and hedge funds of Dynamic Funds, the portfolio solutions of the Marquis Investment Program and the high net worth investment counsel of DundeeWealth Investment Counsel. DundeeWealth Inc. is a wholly-owned subsidiary of Scotiabank.
The above is for informational purposes only and is not, and under no circumstances shall be construed as an offering of the portfolios mentioned herein or any other securities or as investment advice. Investors should read the simplified prospectus of the portfolios for information about the portfolios' investment objectives, strategies and the risks associated with an investment in the portfolios before investing. Investors should discuss the suitability of the portfolios with their investment advisor before making any investment decisions.
Commissions, trailing commissions, management fees and expenses all may be associated with mutual fund investments. Please read the simplified prospectus before investing. Mutual funds are not guaranteed, their values change frequently and past performance may not be repeated.
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www.dynamic.ca
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Diana Hart
416-866-7238
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