MEDIAROOM
Lipper Fund Awards 2026
Dynamic recognized at the 2026 LSEG Lipper Fund Awards
Dynamic is proud to announce that several of its funds have been recognized at the 2026 LSEG Lipper Fund Awards.
“These awards highlight the strength of our disciplined active management process and the dedication of our portfolio management teams to helping clients achieve their long-term investment goals,” said Mark Brisley, Head of Dynamic. “We are proud to see their work recognized through these results.”
The winning funds for the following periods ending July 31, 2026, are:
| Mutual Fund | Category | Period recognized | Portfolio Manager(s) | Fund count |
|---|---|---|---|---|
| Dynamic Tactical Bond Private Pool – Series FH | Canadian Fixed Income | 5 years | Romas Budd, Rose Devli | 57 |
| Dynamic Preferred Yield Class – Series F | Preferred Share Fixed Income | 10 years | Marc-André Gaudreau, Roger Rouleau, Jeremy Lucas, Olivier Marquis | 11 |
| Dynamic Premium Balanced Private Pool Class – Series F | Tactical Balanced | 5 years | Damian Hoang, Derek Bastien | 47 |
Series F versions of the Funds were awarded, with the exception of Dynamic Tactical Bond Private Pool, which was Series FH.
Performance for Dynamic Tactical Bond Private Pool, for the period ended October 31, 2026 is as follows: 2.39% (1 year), 6.42% (3 year), 1.81% (5 year) and 2.16% since inception (April 27, 2016). The corresponding Lipper Leader ratings of the fund for the period ending July 31, 2026 are as follows: 5 (3 years), 5 (5 years), 5 (10 years).
Performance for Dynamic Preferred Yield Class, for the period ended October 31, 2026 is as follows: 6.16% (1 year), 19.19% (3 year), 6.80% (5 year) and 5.97% since inception (April 10, 2013). The corresponding Lipper Leader ratings of the fund for the period ending July 31, 2026 are as follows: 4 (3 years), 4 (5 years), 5 (10 years).
Performance for Dynamic Premium Balanced Private Pool Class, for the period ended October 31, 2026 is as follows: 3.09% (1 year), 15.06% (3 year), 10.53% (5 year) and 7.80% since inception (June 9, 2014). The corresponding Lipper Leader ratings of the fund for the period ending July 31, 2026 are as follows: 5 (3 years), 5 (5 years), 5 (10 years).
The LSEG Lipper Fund Awards recognize funds that have delivered consistently strong risk-adjusted performance relative to their peers. Winners are selected based on the Lipper Leader for Consistent Return rating, a quantitative measure that evaluates a fund's consistency of risk-adjusted returns over three-, five- and ten-year periods.
For 2026, LSEG Lipper has evolved its recognition framework for Canada, evaluating both mutual funds and ETFs within distinct Active and Passive universes based on their investment strategies, rather than fund structure.
Commissions, trailing commissions, management fees and expenses may be associated with mutual fund investments. Please read the prospectus before investing. Mutual funds are not guaranteed, their values change frequently, and past performance may not be repeated. Series A securities are available for purchase to all investors; however, Series A securities may not be purchased in order execution only accounts at dealers for which the dealer provides no advice ("discount brokerage accounts"). Series F securities may also be purchased in discount brokerage accounts. Differences in performance between these series are primarily due to differences in management fees and fixed administration fees. Performance results for Series F securities may also appear higher than for Series A securities as the management fee does not include the trailing commission.
About Dynamic
Dynamic is a division of 1832 Asset Management L.P., which offers a range of wealth management solutions, including mutual funds, actively managed ETFs, liquid alternative mutual funds, private asset solutions and investment solutions for private clients, institutions and managed asset programs. 1832 Asset Management L.P. is a limited partnership, the general partner of which is wholly owned by Scotiabank. Dynamic® is a registered trademark of The Bank of Nova Scotia, used under license by 1832 Asset Management L.P. For more information, please visit www.dynamic.ca.
About the LSEG Lipper Fund Awards
The LSEG Lipper Fund Awards, granted annually, highlight funds and fund companies that have excelled in delivering consistently strong risk-adjusted performance relative to their peers. The LSEG 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 wins the LSEG Lipper Fund Award. For more information, see lipperfundawards.com. Although LSEG makes reasonable efforts to ensure the accuracy and reliability of the data contained herein, the accuracy is not guaranteed by LSEG Lipper.
LSEG Lipper Fund Award © 2026 LSEG. All rights reserved. Used under license.