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The FundGrade A+® Award is given annually to investment funds and their managers who have shown consistently high FundGrade scores through an entire calendar year.

On January 25, 2018 Dynamic Funds was honoured to be the recipient of the 2017 FundGrade A+® Award for the following 14 funds:

Fund Name CIFSC Category Portfolio Manager Fund Count FundGrade Start Date FundGrade Calc Date
Dynamic Dividend Fund
Series A
Canadian Dividend & Income Equity Jason Gibbs,
Bill McLeod, Vim Thasan, Tom Dicker, Eric Benner, Oscar Belaiche
311 1/31/2008 12/31/2017
Dynamic Equity Income Fund Series A Canadian Dividend & Income Equity Jason Gibbs,
Bill McLeod, Vim Thasan, Tom Dicker, Eric Benner, Oscar Belaiche
311 1/31/2008 12/31/2017
Dynamic Financial Services
Fund Series A
Financial Services Equity Yassen Dimitrov 688 1/31/2014 12/31/2017
Dynamic Global Asset Allocation Fund Series A Global Equity Balanced David L. Fingold
Michael McHugh
588 1/31/2008 12/31/2017
Dynamic Global Balanced Fund Series A Global Neutral Balanced Dana Love 688 1/31/2014 12/31/2017
Dynamic Global Dividend Fund
Series A
Global Equity David L. Fingold 838 1/31/2008 12/31/2017
Dynamic Global Infrastructure Fund Series A Global Infrastructure Equity Frank Latshaw
Jason Gibbs
Oscar Belaiche
38 1/31/2008 12/31/2017
Dynamic Global Real Estate
Fund Series A
Real Estate Equity Oscar Belaiche
Tom Dicker
68 1/31/2008 12/31/2017
Dynamic Precious Metals Fund
Series A
Precious Metals Equity Robert Cohen 37 1/31/2008 12/31/2017
Dynamic Preferred Yield Class Series A Preferred Share Fixed Income Marc-André Gaudreau 31 1/31/2014 12/31/2017
Dynamic Strategic Resource Class Series A Natural Resources Equity Robert Cohen
Jennifer Stevenson
376 1/31/2012 12/31/2017
Dynamic Total Return Bond
Fund Series A
Canadian Fixed Income Christine Horoyski 321 1/31/2011 12/31/2017
DynamicEdge Conservative Class Portfolio Series A Global Fixed Income Balanced Judith Chan 220 1/31/2013 12/31/2017
Marquis Balanced Income
Portfolio Series A
Global Neutral Balanced Judith Chan 37 1/31/2008 12/31/2017

 

Press release

 

About the Fundata FundGrade A+® Awards

The FundGrade A+® award has been accepted and embraced by the financial services industry as a truly objective, independent mark of distinction for those funds and fund managers who receive the award. Achieving a FundGrade A+® Rating denotes inclusion in an exclusive group, because less than 4% of the investment fund products available in Canada have received a FundGrade A+® rating.

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.
Performance and the number of mutual funds in the category for Dynamic Dividend Fund Series A for the period ended December 31, 2017 is as follows: 11.9%, 311 funds (1 year), 8.7%, n/a (3 years), 11.0%, n/a (5 years), 6.5%, n/a (10 years), and 8.5%, n/a (since inception on August 1985).

Performance and the number of mutual funds in the category for Dynamic Equity Income Fund Series A for the period ended December 31, 2017 is as follows: 11.1%, 311 funds (1 year), 8.7%, n/a (3 years), 9.2%, n/a (5 years), 7.9%, n/a (10 years), and 11.3%, n/a (since inception on July 2001).

Performance and the number of mutual funds in the category for Dynamic Financial Services Fund Series A for the period ended December 31, 2017 is as follows: 23.5%, 35 funds (1 year), 13.6%, n/a (3 years), 16.9%, n/a (5 years), 6.3%, n/a (10 years), and 8.7%, n/a (since inception on October 1972).

Performance and the number of mutual funds in the category for Dynamic Global Asset Allocation Fund Series A for the period ended December 31, 2017 is as follows: 8.9%, 588 funds (1 year), 10.1%, n/a (3 years), 11.1%, n/a (5 years), 6.0%, n/a (10 years), and 5.2%, n/a (since inception on May 2007).

Performance and the number of mutual funds in the category for Dynamic Global Balanced Fund Series A for the period ended December 31, 2017 is as follows: 11.9%, 688 funds (1 year), 8.7%, n/a (3 years) and 7.6%, n/a (since inception on November 2013).

Performance and the number of mutual funds in the category for Dynamic Global Dividend Fund Series A for the period ended December 31, 2017 is as follows: 21.8%, 838 funds (1 year), 14.1%, n/a (3 years), 16.0%, n/a (5 years), 6.9%, n/a (10 years), and 7.2%, n/a (since inception on February 2006).

Performance and the number of mutual funds in the category for Dynamic Global Infrastructure Fund Series A for the period ended December 31, 2017 is as follows: 14.1%, 38 funds (1 year), 7.5%, n/a (3 years), 11.0%, n/a (5 years), 7.1%, n/a (10 years), and 7.6%, n/a (since inception on July 2007).

Performance and the number of mutual funds in the category for Dynamic Global Real Estate Fund Series A for the period ended December 31, 2017 is as follows: 5.7%, 68 funds (1 year), 6.9%, n/a (3 years), 8.5%, n/a (5 years), 5.9%, n/a (10 years), and 7.5%, n/a (since inception on January 1984).

Performance and the number of mutual funds in the category for Dynamic Precious Metals Fund Series A for the period ended December 31, 2017 is as follows: 12.9%, 37 funds (1 year), 25.2%, n/a (3 years), -0.3%, n/a (5 years), 1.0%, n/a (10 years), and 6.5%, n/a (since inception on January 1984).

Performance and the number of mutual funds in the category for Dynamic Preferred Yield Class Series A for the period ended December 31, 2017 is as follows: 14.2%, 31 funds (1 year), 4.3%, n/a (3 years), and 3.7%, n/a (since inception on April 2013).

Performance and the number of mutual funds in the category for Dynamic Strategic Resource Class Series A for the period ended December 31, 2017 is as follows: 2.3%, 76 funds (1 year), 10.8%, n/a (3 years), 7.7%, n/a (5 years), and 4.1%, n/a (since inception on November 2011).

Performance and the number of mutual funds in the category for Dynamic Total Return Bond Fund Series A for the period ended December 31, 2017 is as follows: 1.7%, 321 funds (1 year), 1.9%, n/a (3 years), 2.4%, n/a (5 years), and 2.9%, n/a (since inception on August 2010).

Performance and the number of mutual funds in the category for DynamicEdge Conservative Class Portfolio Series A for the period ended December 31, 2017 is as follows: 6.8%, 220 funds (1 year), 4.1%, n/a (3 years), 5.3%, n/a (5 years), and 5.0%, n/a (since inception on February 2012).

Performance and the number of mutual funds in the category for Marquis Balanced Income Portfolio Series A for the period ended December 31, 2017 is as follows: 6.4%, 688 funds (1 year), 4.9%, n/a (3 years), 6.2%, n/a (5 years), 5.3%, n/a (10 years), and 5.5%, n/a (since inception on July 2004).

Commissions, trailing commissions, management fees and expenses all may be associated with investments in the funds. Please read the prospectus before investing. Investments in the funds are not guaranteed; their values change frequently and past performance may not be repeated.