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Dynamic Funds is honoured to receive the following 2019 Lipper Fund Awards from Refinitiv. These awards recognize mutual funds for consistently strong risk-adjusted returns.

 

Fund Category/Time Period Portfolio Manager
Dynamic Power American Growth Class U.S. Equity (3 Years) Noah Blackstein
Dynamic U.S. Balanced Class Global Neutral Balanced (3 Years) Vishal Patel,
Domenic Bellissimo
Dynamic Global Asset Allocation Fund Global Equity Balanced (5 Years) David Fingold,
Derek Amery
DynamicEdge Conservative Class Portfolio Global Fixed Income Balanced (5 Years) Judith Chan
Dynamic Global Infrastructure Fund Global Infrastructure Equity (5 Years) Frank Latshaw,
Oscar Belaiche
Dynamic Precious Metals Fund Precious Metals Equity (5 Years) Robert Cohen

 

On behalf of Dynamic Funds, we thank you for your support!

 

 

About the Lipper Awards

The Lipper Fund Awards, granted annually, highlights funds and fund companies that have excelled in delivering consistently strong risk-adjusted performance relative to their peers. The Lipper Fund Awards are based on the Lipper Leader for Consistent Return rating, which is a risk-adjusted performance measure calculated over 36, 60 and 120 months. The fund with the highest Lipper Leader for Consistent Return (Effective Return) value in each eligible classification per award universe wins the Lipper Fund Award. For more information, see lipperfundawards.com. Although Lipper makes reasonable efforts to ensure the accuracy and reliability of the data contained herein, the accuracy is not guaranteed by Lipper.

The merit of the winners is based on objective, quantitative criteria. The influential and prestigious Lipper Fund Awards from Refinitiv are based on our Lipper Leaders Rating for Consistent Return. Individual classifications of three, five, and ten-year periods, as well as fund families with high average scores for the three-year period are also recognized. The awards are based on Lipper’s proven proprietary methodology, which can be viewed here.

Dynamic Power American Growth Class, Series A was awarded the 2019 Lipper Fund Award in the U.S. Equity category for the three year period ending July 31, 2019 out of a total of 152 funds. Dynamic U.S. Balanced Class, Series A was awarded the 2019 Lipper Fund Award in the Global Neutral Balanced category for the three year period ending July 31, 2019 out of a total of 153 funds. Dynamic Global Asset Allocation Fund, Series A was awarded the 2019 Lipper Fund Award in the Global Equity Balanced category for the five year period ending July 31, 2019 out of a total of 115 funds. DynamicEdge Conservative Class Portfolio, Series A was awarded the 2019 Lipper Fund Award in the Global Fixed Income Balanced category for the five year period ending July 31, 2019 out of a total of 44 funds. Dynamic Global Infrastructure Fund, Series A was awarded the 2019 Lipper Fund Award in the Global Infrastructure Equity category for the five-year period ending July 31, 2019 out of a total of 11 funds. Dynamic Precious Metals Fund, Series A was awarded the 2019 Lipper Fund Award in the Precious Metals Equity category for the five-year periods ending July 31, 2019 out of a total of 12 funds. Performance for Dynamic Power American Growth Class, Series A for the period ended September 30, 2019 is as follows: -0.6% (1 year), 21.4% (3 years), 17.2% (5 years), 19.3% (10 years) and 8.3% (since inception February 2001). The corresponding Lipper Leader ratings of the fund for the period ending July 31, 2019 are as follows: N/A (1 year), 5 (3 years), 5 (5 years), 4 (10 years). Performance for Dynamic U.S. Balanced Class, Series A for the period ended September 30,2019 is as follows: 8.3% (1 year), 10.2% (3 years),8.2% (5 years) and 7.4% (since inception March 2011). The corresponding Lipper Leader ratings of the fund for the period ending July 31, 2019 are as follows: N/A (1 year), 5 (3 years), 4 (5 years), N/A (10 years). Performance for Dynamic Global Asset Allocation Fund, Series A for the period ended September 30, 2019 is as follows: 3.4% (1 year), 8.7% (3 years), 10.2% (5 years), 9.3% (10 years) and 5.8% (since inception May 2007). The corresponding Lipper Leader ratings of the fund for the period ending July 31, 2019 are as follows: N/A (1 year), 5 (3 years), 5 (5 years), 4 (10 years). Performance for DynamicEdge Conservative Class Portfolio, Series A, for the period ended September 30, 2019 is as follows: 5.7% (1 year), 4.3% (3 years), 4.3% (5 years) and 4.8% (since inception February 2012). The corresponding Lipper Leader ratings of the fund for the period ending July 31, 2019 are as follows: N/A (1 year), 5 (3 years), 5 (5 years), N/A (10 years). Performance for Dynamic Global Infrastructure Fund, Series A, for the period ended September 30, 2019 is as follows: 18.4% (1 year), 9.1% (3 years), 9.1% (5 years), 10.9% (10 years) and 7.8% (since inception July 2007). The corresponding Lipper Leader ratings of the fund for the period ending July 31, 2019 are as follows: N/A (1 year), 5 (3 years), 5 (5 years), 4 (10 years). Performance for Dynamic Precious Metals Fund, Series A, for the period ended September 30, 2019 is as follows: 34.7% (1 year), -2.7% (3 years), 17.1% (5 years), 2.0% (10 years) and 6.5% (since inception January 1984). The corresponding Lipper Leader ratings of the fund for the period ending July 31, 2019 are as follows: N/A (1 year), 3 (3 years), 5 (5 years), 3 (10 years).

From Lipper Fund Awards from Refinitiv, ©2019 Refinitiv. All rights reserved. Used under license.

Commissions, trailing commissions, management fees, and expenses all may be associated with mutual fund investments. Please read the prospectus before investing. The indicated rates of return are the historical annual compounded total returns including changes in unit value and reinvestment of all distributions and does not take into account sales, redemption, distribution, or optional charges or income taxes payable by any security holder that would have reduced returns. Mutual funds are not guaranteed, their values change frequently and past performance may not be repeated.