TORONTO, Jan. 26, 2022 /CNW/ - Dynamic Funds announced today that it won 30 awards at the annual FundGrade A+ Awards across multiple mutual fund and ETF categories. These awards are presented by Fundata Canada Inc. to investment funds and their managers who have shown consistent, outstanding, risk-adjusted performance throughout the year.
"We are honoured to be recognized at the FundGrade A+ Awards again this year. More importantly, we are pleased to provide our clients with a broad choice of actively managed, award-winning funds and ETFs to address their needs. Congratulations to our Investment Management Team for these outstanding results," says Mark Brisley, Managing Director, Dynamic Funds.D
Dynamic Funds' award-winning funds for 2021 are:
FundGrade A+ Winner |
CIFSC category |
Number of |
FundGrade Start Date |
Mutual funds |
|||
Dynamic Alternative Managed Risk Private Pool |
Tactical Balanced |
179 |
1/31/2019 |
Dynamic Asia Pacific Equity Fund |
Asia Pacific Equity |
44 |
1/31/2012 |
Dynamic Asset Allocation Private Pool |
Tactical Balanced |
179 |
1/31/2016 |
Dynamic Blue Chip Balanced Fund |
Global Neutral Balanced |
893 |
1/31/2012 |
Dynamic Blue Chip Equity Fund |
Global Equity |
1127 |
1/31/2012 |
Dynamic Canadian Dividend Fund |
Canadian Dividend & Income Equity |
277 |
1/31/2012 |
Dynamic Conservative Yield Private Pool |
Global Fixed Income Balanced |
415 |
1/31/2016 |
Dynamic Dividend Fund |
Canadian Dividend & Income Equity |
277 |
1/31/2012 |
Dynamic Financial Services Fund |
Financial Services Equity |
50 |
1/31/2012 |
Dynamic Global Asset Allocation Fund |
Global Equity Balanced |
722 |
1/31/2012 |
Dynamic Global Balanced Fund |
Global Equity Balanced |
722 |
1/31/2014 |
Dynamic Global Equity Fund |
Global Equity |
1127 |
1/31/2014 |
Dynamic Global Equity Private Pool |
Global Equity |
1127 |
1/31/2016 |
Dynamic International Dividend Private Pool |
International Equity |
382 |
1/31/2017 |
Dynamic International Equity Fund |
International Equity |
382 |
1/31/2012 |
Dynamic Power Global Balanced Class |
Global Neutral Balanced |
893 |
1/31/2012 |
Dynamic Power Global Navigator Class |
Global Equity |
1127 |
1/31/2012 |
Dynamic Precious Metals Fund |
Precious Metals Equity |
45 |
1/31/2012 |
Dynamic Preferred Yield Class |
Preferred Share Fixed Income |
50 |
1/31/2014 |
Dynamic U.S. Balanced Class |
Global Equity Balanced |
722 |
1/31/2012 |
Dynamic U.S. Equity Private Pool |
U.S. Equity |
833 |
1/31/2016 |
DynamicEdge Conservative Class Portfolio |
Global Fixed Income Balanced |
415 |
1/31/2013 |
DynamicEdge Balanced Growth Portfolio |
Global Equity Balanced |
722 |
1/31/2012 |
DynamicEdge Growth Portfolio |
Global Equity Balanced |
722 |
1/31/2012 |
Marquis Institutional Growth Portfolio |
Global Equity Balanced |
722 |
1/31/2012 |
Active ETFs* |
|||
Dynamic Active Canadian Dividend ETF (DXC) |
Canadian Dividend & Income Equity |
277 |
1/31/2018 |
Dynamic Active Crossover Bond ETF (DXO) |
High Yield Fixed Income |
242 |
1/31/2018 |
Dynamic Active Global Dividend ETF (DXG) |
Global Equity |
1127 |
1/31/2018 |
Dynamic Active Global Financial Services ETF (DXF) |
Financial Services Equity |
50 |
1/31/2018 |
Dynamic Active Preferred Shares ETF (DXP) |
Preferred Share Fixed Income |
50 |
1/31/2018 |
The FundGrade calculation date for the awards is December 31, 2021.
*1832 Asset Management L.P., of which Dynamic Funds is a division, assumed full operational and investment management responsibilities of these Dynamic Active ETFs from BlackRock Asset Management Canada Limited (BlackRock Canada) on December 3, 2021. Prior to that time, they were managed by BlackRock Canada and invested in selected Dynamic Funds.
About Dynamic Funds
Dynamic Funds is a division of 1832 Asset Management L.P., which offers a range of wealth management solutions, including mutual funds, ETFs, and investment solutions for private clients, institutions and managed asset programs. 1832 Asset Management L.P. is a limited partnership, the general partner of which is wholly owned by Scotiabank. ® Dynamic Funds is a registered trademark of its owner, used under license.
About the Fundata FundGrade A+® Awards
FundGrade A+® is used with permission from Fundata Canada Inc., all rights reserved. The annual FundGrade A+® Awards are presented by Fundata Canada Inc. to recognize the "best of the best" among Canadian investment funds. The FundGrade A+® calculation is supplemental to the monthly FundGrade ratings and is calculated at the end of each calendar year. The FundGrade rating system evaluates funds based on their risk-adjusted performance, measured by Sharpe Ratio, Sortino Ratio, and Information Ratio. The score for each ratio is calculated individually, covering all time periods from 2 to 10 years. The scores are then weighted equally in calculating a monthly FundGrade. The top 10% of funds earn an A Grade; the next 20% of funds earn a B Grade; the next 40% of funds earn a C Grade; the next 20% of funds receive a D Grade; and the lowest 10% of funds receive an E Grade. To be eligible, a fund must have received a FundGrade rating every month in the previous year. The FundGrade A+® uses a GPA-style calculation, where each monthly FundGrade from "A" to "E" receives a score from 4 to 0, respectively. A fund's average score for the year determines its GPA. Any fund with a GPA of 3.5 or greater is awarded a FundGrade A+® Award. For more information, see www.FundGradeAwards.com. Although Fundata makes every effort to ensure the accuracy and reliability of the data contained herein, the accuracy is not guaranteed by Fundata. FundGrade ratings are subject to change every month.
For standard performance data of the funds listed above, click here.
Commissions, trailing commissions, management fees and expenses all may be associated with mutual fund investments, including ETFs. Please read the prospectus before investing. The indicated rates of return are the historical annual compounded total returns including changes in unit value and reinvestment of all distributions and do not take into account sales, redemption, distribution or optional charges or income taxes payable by any unitholder that would have reduced returns. Mutual funds and ETFs are not guaranteed, their values change frequently and past performance may not be repeated.
SOURCE Dynamic Funds
For media enquiries: Alexandra Mathias, Global Wealth Management Communications, [email protected], 416-448-7044
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