A range of complete, all-in-one investment solutions

Built entirely with ETFs, these portfolios offer one of the most innovative investment options available today—providing instant diversification and cost-effective access to the markets. Investing doesn’t have to be complicated or time consuming.

With Dynamic Active ETF Portfolios, you can invest confidently knowing you’re getting a fully diversified solution designed to help you reach your long-term goals.

  Equities

  Fixed Income

  Non-traditional
or Specialty

Category

Prospectus Risk Rating

Dynamic Active Income ETF Portfolio

25% Equities
75% Fixed Income

Global Fixed Income Balanced

Low

Dynamic Active Conservative ETF Portfolio

40% Equities
60% Fixed Income

Global Fixed Income Balanced

Low to Medium

Dynamic Active Balanced ETF Portfolio

60% Equities
40% Fixed Income

Global Neutral Balanced

Low to Medium

Dynamic Active Growth ETF Portfolio

80% Equities
20% Fixed Income

Global Equity Balanced

Low to Medium

Portfolios include a combined 5% target allocation to non-traditional and/or specialty investments not shown in the main asset mix.

First Year Insights: Dynamic Active ETF Portfolios

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      Key Benefits

      All-in-One Investment Solutions

      Choose a portfolio that aligns with your goals and risk comfort. Our disciplined asset allocation spans equities, fixed income, and alternatives—across sectors and regions—so your investments stay balanced and on track.

      Active Expertise at Every Step

      Our ETFs are built to stand apart from the index. Through high conviction, active management, we aim to deliver performance that outpaces the market—because real results require real active decisions.

      Built Entirely of Active ETFs

      ETFs combine competitive pricing, trading flexibility, and instant diversification—making them one of the most significant financial innovations in decades. Unlike passive ETFs that track an index, Dynamic Active ETFs are actively managed to respond to market shifts, capturing opportunities and managing risk.

      Experienced Portfolio Management Team

      Markets evolve constantly, and so do we. Our Multi-Asset Management Team brings deep knowledge and a proven track record in building diversified portfolios. Your Dynamic Active ETF Portfolio is continuously monitored, regularly rebalanced, and adjusted to perform across market environments.

      Speak with your advisor

      Contact your advisor for more information on Dynamic Active ETF Portfolios.