Fundata FundGrade A+ Awards

Dynamic Funds wins 36 FundGrade A+® Awards across its fund line-up

Dynamic Funds is honoured to receive 36 FundGrade A+® Awards across multiple fund and ETF categories. These annual awards are presented by Fundata Canada Inc. to investment funds and their managers who have shown consistent, outstanding, risk-adjusted performance throughout the previous calendar year.

"We are honoured to be recognized at the FundGrade A+ awards again this year. More importantly, we are pleased to offer award-winning funds to address the wide-ranging needs of our clients. Congratulations to the 1832 Asset Management team for these outstanding results,” says Mark Brisley, Managing Director, Dynamic Funds.

Dynamic Funds’ award-winning funds for 2020 are:

The end date for the FundGrade calculation is December 31, 2020.
Fund CIFSC category FundGrade calculation date Number of funds in the category
Mutual funds      
Dynamic Asia Pacific Equity Fund Asia Pacific Equity 1/31/2011 52
Dynamic Asset Allocation Private Pool Tactical Balanced 1/31/2016 188
Dynamic Blue Chip Balanced Fund Global Neutral Balanced 1/31/2011 949
Dynamic Conservative Yield Private Pool Global Fixed Income Balanced 1/31/2016 436
Dynamic Dividend Fund Canadian Dividend & Income Equity 1/31/2011 327
Dynamic Equity Income Fund Canadian Dividend & Income Equity 1/31/2011 327
Dynamic Financial Services Fund Financial Services Equity 1/31/2011 57
Dynamic Global Asset Allocation Fund Global Equity Balanced 1/31/2011 751
Dynamic Global Balanced Fund Global Neutral Balanced 1/31/2014 949
Dynamic Global Discovery Fund Global Equity 1/31/2011 1223
Dynamic Global Dividend Fund Global Equity 1/31/2011 1223
Dynamic Global Equity Private Pool Class Global Equity 1/31/2016 1223
Dynamic Global Infrastructure Fund Global Infrastructure Equity 1/31/2011 60
Dynamic Global Real Estate Fund Real Estate Equity 1/31/2011 77
Dynamic Global Yield Private Pool Global Neutral Balanced 1/31/2016 949
Dynamic International Dividend Private Pool International Equity 1/31/2017 391
Dynamic Power American Growth Fund U.S. Equity 1/31/2011 888
Dynamic Power Global Balanced Class Global Neutral Balanced 1/31/2011 949
Dynamic Power Global Navigator Class Global Equity 1/31/2011 1223
Dynamic Precious Metals Fund Precious Metals Equity 1/31/2011 40
Dynamic Strategic Resource Class Natural Resources Equity 1/31/2012 86
Dynamic Tactical Bond Private Pool Canadian Fixed Income 1/31/2016 315
Dynamic U.S. Balanced Class Global Equity Balanced 1/31/2012 751
Dynamic U.S. Equity Private Pool Class U.S. Equity 1/31/2016 888
DynamicEdge Balanced Growth Portfolio Global Equity Balanced 1/31/2011 751
DynamicEdge Balanced Portfolio Global Neutral Balanced 1/31/2011 949
DynamicEdge Conservative Class Portfolio Global Fixed Income Balanced 1/31/2013 436
DynamicEdge Defensive Portfolio Canadian Fixed Income Balanced 1/31/2013 365
DynamicEdge Growth Portfolio Global Equity Balanced 1/31/2011 751
Marquis Balanced Class Portfolio Global Neutral Balanced 1/31/2013 949
Marquis Institutional Growth Portfolio Global Equity Balanced 1/31/2011 751
Active ETFs*      
Dynamic Active Canadian Dividend ETF (DXC) Canadian Dividend & Income Equity 1/31/2018 327
Dynamic Active Crossover Bond ETF (DXO) High Yield Fixed Income 1/31/2018 254
Dynamic Active Global Dividend ETF (DXG) Global Equity 1/31/2018 1223
Dynamic Active Global Financial Services ETF (DXF) Financial Services Equity 1/31/2018 57
Dynamic Active U.S. Dividend ETF (DXU) U.S. Equity 1/31/2018 888

 

* Dynamic Active ETFs (the Funds, or individually, the Fund) are managed by BlackRock Asset Management Canada Limited and invest in selected mutual funds managed by 1832 Asset Management L.P. (the Dynamic Fund(s)).


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. 

Performance for Dynamic Blue Chip Balanced Fund Series A for the period ended December 31, 2020 is as follows: 18.30% (1 year), 10.75% (3 years), 7.71% (5 years), 7.55% (10 years), and 6.84% since inception (March 1997).

Performance for Dynamic U.S. Balanced Class Series A for the period ended December 31, 2020 is as follows: 19.41% (1 year), 13.70% (3 years), 8.78% (5 years), N/A (10 years), and 8.69% since inception (March 2011).

Performance for Dynamic Global Balanced Fund Series A for the period ended December 31, 2020 is as follows: 18.44% (1 year), 9.47% (3 years), 8.16% (5 years), N/A (10 years), and 8.37% since inception (November 2013).

Performance for Dynamic Dividend Fund Series A for the period ended December 31, 2020 is as follows: 1.65% (1 year), 4.91% (3 years), 8.26% (5 years), 8.25% (10 years), and 8.23% since inception (August 1985).

Performance for Dynamic Equity Income Fund Series A for the period ended December 31, 2020 is as follows: 1.10% (1 year), 5.07% (3 years), 7.97% (5 years), 7.55% (10 years), and 10.28% since inception (June 2001).

Performance for Dynamic Power Global Balanced Class Series A for the period ended December 31, 2020 is as follows: 52.45% (1 year), 16.21% (3 years), 13.84% (5 years), 11.87% (10 years), and 9.98% since inception (June 2008).

Performance for Dynamic Global Real Estate Fund Series A for the period ended December 31, 2020 is as follows: -3.39% (1 year), 4.89% (3 years), 4.77% (5 years), 7.73% (10 years), and 7.17% since inception (November 1996).

Performance for Dynamic Financial Services Fund Series A for the period ended December 31, 2020 is as follows: 4.88% (1 year), 7.65% (3 years), 13.28% (5 years), 10.62% (10 years), and 8.54% since inception (March 1997).

Performance for Dynamic Asset Allocation Private Pool Series F for the period ended December 31, 2020 is as follows: 17.41% (1 year), 9.42% (3 years), 8.67% (5 years), N/A (10 years), and 7.48% since inception (June 2014).

Performance for Dynamic Global Equity Private Pool Class Series F for the period ended December 31, 2020 is as follows: 37.92% (1 year), 18.24% (3 years), 15.48% (5 years), N/A (10 years), and 14.68% since inception (June 2014).

Performance for Dynamic Global Yield Private Pool Series F for the period ended December 31, 2020 is as follows: 6.67% (1 year), 7.01% (3 years), 7.33% (5 years), N/A (10 years), and 7.15% since inception (June 2014).

Performance for Dynamic U.S. Equity Private Pool Class Series F for the period ended December 31, 2020 is as follows: 29.71% (1 year), 21.20% (3 years), 14.42% (5 years), N/A (10 years), and 15.05% since inception (June 2014).

Performance for Dynamic International Dividend Private Pool Series F for the period ended December 31, 2020 is as follows: 20.90% (1 year), 12.81% (3 years), 10.58% (5 years), N/A (10 years), and 9.58% since inception (March 2015).

Performance for Dynamic Tactical Bond Private Pool Series F for the period ended December 31, 2020 is as follows: 8.10% (1 year), 4.97% (3 years), 3.66% (5 years), N/A (10 years), and 3.41% since inception (March 2015).

Performance for Dynamic Conservative Yield Private Pool Series F for the period ended December 31, 2020 is as follows: 8.97% (1 year), 6.33% (3 years), 5.41% (5 years), N/A (10 years), and 4.48% since inception (March 2015).

Performance for Dynamic Asia Pacific Equity Fund Series A for the period ended December 31, 2020 is as follows: 45.37% (1 year), 17.88% (3 years), 14.46% (5 years), 9.01% (10 years), and 6.68% since inception (March 1994).

Performance for Dynamic Global Dividend Fund Series A for the period ended December 31, 2020 is as follows: 11.89% (1 year), 13.30% (3 years), 12.09% (5 years), 11.84% (10 years), and 8.40% since inception (March 2006).

Performance for Dynamic Global Asset Allocation Fund Series A for the period ended December 31, 2020 is as follows: 8.81% (1 year), 9.64% (3 years), 7.40% (5 years), 8.87% (10 years), and 6.19% since inception (May 2007).

Performance for DynamicEdge Defensive Portfolio Series A for the period ended December 31, 2020 is as follows: 6.94% (1 year), 4.33% (3 years), 3.63% (5 years), N/A (10 years), and 3.74% since inception (February 2012).

Performance for DynamicEdge Conservative Class Portfolio Series A for the period ended December 31, 2020 is as follows: 8.25% (1 year), 5.41% (3 years), 4.82% (5 years), N/A (10 years), and 5.16% since inception (February 2012).

Performance for DynamicEdge Balanced Portfolio Series A for the period ended December 31, 2020 is as follows: 12.31% (1 year), 6.97% (3 years), 6.05% (5 years), 5.71% (10 years), and 5.41% since inception (February 2008).

Performance for DynamicEdge Growth Portfolio Series A for the period ended December 31, 2020 is as follows: 19.49% (1 year), 10.10% (3 years), 8.80% (5 years), 7.76% (10 years), and 6.73% since inception (February 2008).

Performance for DynamicEdge Balanced Growth Portfolio Series A for the period ended December 31, 2020 is as follows: 16.91% (1 year), 8.69% (3 years), 7.45% (5 years), 6.77% (10 years), and 6.10% since inception (February 2008).

Performance for Dynamic Power American Growth Fund Series A for the period ended December 31, 2020 is as follows: 62.31% (1 year), 38.40% (3 years), 24.31% (5 years), 20.79% (10 years), and 11.88% since inception (July 1998).

Performance for Dynamic Power Global Navigator Class Series A for the period ended December 31, 2020 is as follows: 95.02% (1 year), 31.44% (3 years), 19.30% (5 years), 13.88% (10 years), and 12.21% since inception (June 2008).

Performance for Dynamic Precious Metals Fund Series A for the period ended December 31, 2020 is as follows: 53.96% (1 year), 25.22% (3 years), 27.59% (5 years), 1.04% (10 years), and 7.88% since inception (January 1984).

Performance for Dynamic Global Infrastructure Fund Series A for the period ended December 31, 2020 is as follows: -1.26% (1 year), 5.76% (3 years), 7.64% (5 years), 9.43% (10 years), and 7.17% since inception (July 2007).

Performance for Dynamic Strategic Resource Class Series A for the period ended December 31, 2020 is as follows: 3.30% (1 year), 0.83% (3 years), 10.02% (5 years), N/A (10 years), and 3.03% since inception (November 2011).

Performance for Dynamic Global Discovery Fund Series A for the period ended December 31, 2020 is as follows: 16.00% (1 year), 13.07% (3 years), 10.75% (5 years), 9.95% (10 years), and 8.17% since inception (November 2000).

Performance for Marquis Institutional Growth Portfolio Series A for the period ended December 31, 2020 is as follows: 15.40% (1 year), 9.55% (3 years), 8.11% (5 years), 7.86% (10 years), and 5.71% since inception (August 2004).

Performance for Marquis Balanced Class Portfolio Series A for the period ended December 31, 2020 is as follows: 9.25% (1 year), 6.81% (3 years), 5.82% (5 years), N/A (10 years), and 6.07% since inception (March 2012).

Performance for Dynamic Active Crossover Bond ETF (DXO) for the period ended December 31, 2020 is as follows: 9.73% (1 year), 6.83% (3 years), N/A (5 years), N/A (10 years), and 6.64% since inception (January 2017).

Performance for Dynamic Active Global Dividend ETF (DXG) for the period ended December 31, 2020 is as follows: 35.33% (1 year), 27.54% (3 years), N/A (5 years), N/A (10 years), and 25.22% since inception (January 2017).

Performance for Dynamic Active Global Financial Services ETF (DXF) for the period ended December 31, 2020 is as follows: 9.70% (1 year), 14.50% (3 years), N/A (5 years), N/A (10 years), and 15.92% since inception (September 2017).

Performance for Dynamic Active U.S. Dividend ETF (DXU) for the period ended December 31, 2020 is as follows: 24.22% (1 year), 22.64% (3 years), N/A (5 years), N/A (10 years), and 21.79% since inception (January 2017).

Performance for Dynamic Active Canadian Dividend ETF (DXC) for the period ended December 31, 2020 is as follows: 7.92% (1 year), 7.95% (3 years), N/A (5 years), N/A (10 years), and 9.29% since inception (January 2017).