• Home
  • Investor Access
  • Français
  • AdChoices
Print E-mail Bookmark and ShareShare

Dynamic Funds wins record number of FundGrade A+® Awards for 2018

Dynamic Funds is the recipient of 23 2018 FundGrade A+ Awards – more than any other year since the awards debuted in 2013.

The awards are given annually to investment funds and their managers who have shown consistent, outstanding, risk-adjusted performance through the entire previous calendar year. Congratulations to our investment management team for this achievement!

Dynamic Funds’ award-winning funds for 2018 are:
Fund Name CIFSC Category Fund count FundGrade Start Date*
Dynamic Asset Allocation Private Pool Tactical Balanced 200 1/31/2016
Dynamic Blue Chip U.S. Balanced Class Global Neutral Balanced 789 1/31/2012
Dynamic Conservative Yield Private Pool Global Fixed Income Balanced 310 1/31/2016
Dynamic Dividend Fund Canadian Dividend & Income Equity 371 1/31/2009
Dynamic Equity Income Fund Canadian Dividend & Income Equity 371 1/31/2009
Dynamic European Equity Fund European Equity 119 1/31/2009
Dynamic Financial Services Financial Services Equity 49 1/31/2009
Dynamic Global Asset Allocation Global Equity Balanced 692 1/31/2009
Dynamic Global Balanced Fund Global Neutral Balanced 789 1/31/2014
Dynamic Global Dividend Fund Global Equity 1006 1/31/2009
Dynamic Global Equity Private Pool Class Global Equity 1006 1/31/2016
Dynamic Global Infrastructure Fund Global Infrastructure Equity 59 1/31/2009
Dynamic Global Yield Private Pool Global Neutral Balanced 789 1/31/2016
Dynamic Power Global Balanced Class Global Neutral Balanced 789 1/31/2009
Dynamic Precious Metals Fund Precious Metals Equity 37 1/31/2009
Dynamic Preferred Yield Class Preferred Share Fixed Income 35 1/31/2014
Dynamic Strategic Resource Class Natural Resources Equity 88 1/31/2012
Dynamic Tactical Bond Private Pool Canadian Fixed Income 316 1/31/2016
Dynamic Total Return Bond Fund Canadian Fixed Income 316 1/31/2011
DynamicEdge Balanced Growth Portfolio Global Neutral Balanced 789 1/31/2009
DynamicEdge Conservative Class Portfolio Global Fixed Income Balanced 310 1/31/2013
DynamicEdge Growth Portfolio Global Equity Balanced 692 1/31/2009
Marquis Balanced Income Portfolio Global Neutral Balanced 789 1/31/2009

* The end date for the FundGrade calculation is December 31, 2018.

 

About the Fundata FundGrade A+® Awards

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 for the winning funds for the period ended December 31, 2018 is as follows: Dynamic Asset Allocation Private Pool Series F: -2.94% (1 year), 3.93% (3 years), and 3.83% (since inception on June 2014). Dynamic Blue Chip U.S. Balanced Class Series A: 3.39% (1 year), 2.32% (3 years), 6.36% (5 years), and 6.12% (since inception on March 2011). Dynamic Conservative Yield Private Pool Series F: -0.03% (1 year), 2.66% (3 years), and 1.95% (since inception on March 2015). Dynamic Dividend Fund Series A: -5.69% (1 year), 6.70% (3 years), 6.44% (5 years), 8.98% (10 years), and 8.08% (since inception on August 1985). Dynamic Equity Income Fund Series A: -4.94% (1 year), 6.33% (3 years), 5.63% (5 years), 10.45% (10 years), and 10.25% (since inception on July 2001). Dynamic European Equity Fund Series A: -12.47% (1 year), 3.04% (3 years), 3.61% (5 years), 8.47% (10 years), and 4.61% (since inception on June 1989). Dynamic Financial Services Fund Series A: -7.09% (1 year), 11.59% (3 years), 8.34% (5 years), 10.01% (10 years), and 7.88% (since inception on October 1972). Dynamic Global Asset Allocation Fund Series A: 5.3%, (1 year), 4.5% (3 years), 8.1% (5 years), 9.4% (10 years), and 5.2% (since inception on May 2007). Dynamic Global Balanced Fund Series A: -1.56% (1 year), 3.57% (3 years), 5.82% (5 years), and 5.71% (since inception on November 2013). Dynamic Global Dividend Fund Series A: 4.9% (1 year), 8.5% (3 years), 11.3% (5 years), 10.6% (10 years), and 7.0% (since inception on February 2006). Dynamic Global Equity Private Pool Class Series F: -2.35% (1 year), 6.65% (3 years), and 8.26% (since inception on August 1985). Dynamic Global Infrastructure Fund Series A: -3.20% (1 year), 5.75% (3 years), 7.58%  (5 years), 9.98% (10 years), and 6.58% (since inception on July 2007). Dynamic Global Yield Private Pool Series F: -0.85% (1 year), 4.85% (3 years), and 5.28% (since inception on June 2014). Dynamic Power Global Balanced Class Series A: -9.44% (1 year), 3.34% (3 years), 6.79% (5 years), 9.18% (10 years), and 6.27% (since inception on July 2008). Dynamic Precious Metals Fund Series A: -6.42% (1 year), 17.25% (3 years), 17.09% (5 years), 3.66% (10 years), and 6.07% (since inception on January 1984). Dynamic Preferred Yield Class Series A: -10.08% (1 year), 3.30% (3 years), 1.87% (5 years), and 1.11% (since inception on April 2013). Dynamic Strategic Resource Class Series A: -14.91% (1 year), 10.19% (3 years), 3.50% (5 years), and 1.20% (since inception on November 2011). Dynamic Tactical Bond Private Pool Series F: 1.72% (1 year), 1.71% (3 years), and 2.01% (since inception on March 2015). Dynamic Total Return Bond Fund Series A: 0.77% (1 year), 1.00% (3 years), 2.89% (5 years), and 2.63% (since inception on August 2010). DynamicEdge Balanced Growth Portfolio Series A: -4.08% (1 year), 2.28% (3 years), 4.27% (5 years), 7.31% (10 years), and 4.42% (since inception on February 2008). DynamicEdge Conservative Class Portfolio Series A: -1.31% (1 year), 2.16% (3 years), 3.35% (5 years), and 4.03% (since inception on February 2012). DynamicEdge Growth Portfolio Series A: -4.63% (1 year), 2.90% (3 years), 5.10% (5 years), 8.13% (10 years), and 4.68% (since inception on February 2008). Marquis Balanced Income Portfolio Series A: -3.26% (1 year), 3.20% (3 years), 3.63% (5 years), 6.41% (10 years), and 4.91% (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. The indicated rates of return are historical annual compounded total returns including changes in unit value and reinvestment of all distributions and do not take into account sales, redemption, distribution or optional charges or income taxes payable by any unitholder that would have reduced returns. Investments in the funds are not guaranteed; their values change frequently and past performance may not be repeated.