WHY INVEST IN DYNAMIC U.S. STRATEGIC YIELD FUND

  • Core U.S. balanced fund that offers stable monthly income and the potential for capital appreciation.
  • Diversified portfolio of fixed income, income-oriented equities and alternative investments.
  • Active management that monitors asset allocation and security selection within a capital preservation philosophy.

LITERATURE

PERFORMANCE

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

YTD20232022202120202019201820172016
ā€”5.6-12.613.72.416.6-3.28.7

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

1 month3 months6 months1 year3 years5 years10 yearsInception
4.74.3

HISTORICAL DISTRIBUTIONS ($/unit)

2024
Feb
2024
Jan
DecNovOctSepAugJulJunMayAprMar
0.04280.04280.0428

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 2024-03-19 05:51:04 AM
                 

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