Fund Profile
Dynamic Global Growth Opp - Sr A

Fund Sponsor: Dynamic Funds
Portfolio Manager: Dynamic Funds
Fund Type: Open-Ended

Asset Class: Alternative Strategies
5-Star Rating:
RRSP Eligible: Yes

Inception Date: March, 2015
Total Assets: n/a
Sales Fee Type: No Load
Mgmt Expense Ratio (MER): 2.25m%
Closed: No

Min. Invest (initial):
Subsequent:
Min. Invest (initial RRSP):
Subsequent RRSP:
Restricted: No


Statistics


As of September 14, 2018 *

Current Price: $8.66
Daily Change $:
1 day: n/a
7 day: 1.52%
Month-to-Date: 1.05%
30 day: n/a
Year-to-Date: 42.20%

*not current date


Returns as of August 31, 2018
Fund Group Avg Index*
1 month 9.59% 0.17% -0.82%
3 month 16.44% -0.20% 2.02%
6 month 31.24% 0.87% 6.94%
1 year 49.83% 4.12% 10.09%
3 year 18.43% 3.13% 8.67%
5 year n/a 5.34% 8.30%
10 year n/a 5.06% 4.75%
15 year n/a 8.72% 8.17%
20 year n/a 10.28% 8.13%
Since Inception 16.81% n/a n/a
3 year risk 15.36 10.93 6.62
3 year beta n/a n/a 1.00
* Index refers to S&P/TSX Total Return

Top Holdings
Not available
 
Investment Objectives
The Fund's investment objective is to protect capital during a wide range of economic and market environments while earning superior equity or equity related returns that are not co-related to major stock market indices. The objective is to reduce risk and invest in a diversified portfolio. The Fund will be managed in a flexible manner and will use investment strategies and instruments beyond the reach of a typical mutual fund.

Portfolio Composition

Sector Weightings

Not available Not available

Portfolio Manager(s)

Noah Blackstein Manager
Dynamic Funds
Start Date: March, 2015
Fund Return: 16.81%
Also manages: DMP Power Global Growth Cl-Sr A, Dynamic Power Am Growth Sr A, Dynamic Power Am Growth Sr FN, Dynamic Power Am Growth Sr IN, Dynamic Power Am Growth Sr IP, Dynamic Power Am Growth Sr N