WHY INVEST IN DYNAMIC U.S. SECTOR FOCUS CLASS

  • Access to U.S. equity and fixed income markets, the broadest and deepest in the world.
  • Tactical asset allocation provides selective exposure to equity markets in rising markets while mitigating the risks of prolonged, large magnitude equity market downturns through the use of fixed income or cash.
  • Unique and active rules-based investment process provides style diversification to traditional investment strategies.

LITERATURE

PERFORMANCE

CALENDAR RETURNS (%) As at 02/29/2024

YTD20232022202120202019201820172016
ā€”4.0-23.521.124.220.3-11.016.21.0

COMPOUND RETURNS (%) As at 02/29/2024

1 month3 months6 months1 year3 years5 years10 yearsInception
5.14.2

DYNAMIC PREFERRED PRICING

Management fee rates are applied back to dollar one

Fund Value %
$0K - $250K[object Object]
$250K - $1M[object Object]
$1M - $5M[object Object]
$5M+[object Object]
Notes
    Disclaimer
            • . Compound growth calculations are used only for the purpose of illustrating the effects of compound growth and are not intended to reflect future value of any mutual fund or returns on investment in any mutual fund.
                Dynamic Fund Profile rendered at 2024-03-29 15:23:11 PM
                 

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