Dynamic Funds(R) launches DynamicEdge Defensive Portfolio and DynamicEdge Conservative Class Portfolio Français
TORONTO, Feb. 28, 2012 /CNW/ - Dynamic Funds ("Dynamic"), managed by GCIC Ltd., today announces the addition of DynamicEdge Defensive Portfolio and DynamicEdge Conservative Class Portfolio to the DynamicEdge line-up of managed portfolios. The two new DynamicEdge Portfolios have a higher fixed-income allocation than existing DynamicEdge Portfolios and are intended to provide financial advisors with broader asset allocation choices for their clients.
DynamicEdge Portfolios offer one ticket access to a broad range of Dynamic mutual funds, diversified by asset class, geographic region, investment style, and market capitalization. Today's fund launch coincides with a further diversification of the fixed-income component of certain existing DynamicEdge Portfolios to allow them to take better advantage of Dynamic's comprehensive line-up of fixed-income funds.
In addition to providing product options for investors who prefer a fixed mix of equities and fixed-income securities, the DynamicEdge line-up includes DynamicEdge Progressive Portfolios (previously DynamicEdge Target Date Portfolios) for those seeking investments that become more conservative over time. The DynamicEdge Portfolio line-up includes:
DynamicEdge Portfolios | Fixed Asset Allocation |
DynamicEdge Defensive Portfolio | 20% Equities 80% Fixed Income |
DynamicEdge Conservative Class Portfolio | 35% Equities 65% Fixed Income |
DynamicEdge Balanced Portfolio DynamicEdge Balanced Class Portfolio |
50% Equities 50% Fixed Income |
DynamicEdge Balanced Growth Portfolio DynamicEdge Balanced Growth Class Portfolio |
65% Equities 35% Fixed Income |
DynamicEdge Growth Portfolio DynamicEdge Growth Class Portfolio |
80% Equities 20% Fixed Income |
DynamicEdge Equity Portfolio DynamicEdge Equity Class Portfolio |
100% Equity |
DynamicEdge Progressive Portfolios | Current Allocation | Final Asset Allocation |
DynamicEdge 2020 Portfolio DynamicEdge 2020 Class Portfolio |
44% Equities 56% Fixed Income |
|
DynamicEdge 2025 Portfolio DynamicEdge 2025 Portfolio |
59% Equities 41% Fixed Income |
20% Equities 80% Fixed Income |
DynamicEdge 2030 Portfolio DynamicEdge 2030 Class Portfolio |
74% Equities 26% Fixed Income |
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 and part of the Bank's Global Wealth Management business line.
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.
® Dynamic Funds is a registered trademark of its owner, used under license.
Media Relations
Diana Hart
416-866-7238
Customer Relations Centre
1-800-268-8186
www.dynamic.ca
Share this article