2020 Lipper Fund Awards

Dynamic Funds Recognized at 2020 Refinitiv Lipper Fund Awards

Dynamic Funds is truly honoured to receive the following 2020 Lipper Fund Awards from Refinitiv recognizing funds for consistently strong risk-adjusted performance relative to peers.

These wins are testament to our unwavering commitment to providing leading, legitimately active investment solutions - both mutual funds and Active ETFs.


About the Refinitiv Lipper Fund Awards

The Refinitiv 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 Refinitiv 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 Refinitiv Lipper Fund Award. For more information, see lipperfundawards.com. Although Refinitiv Lipper makes reasonable efforts to ensure the accuracy and reliability of the data contained herein, the accuracy is not guaranteed by Refinitiv 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 Asia Pacific Equity Fund, Series A was awarded the 2020 Lipper Fund Award in the Asia Pacific Equity category for the three- and five-year periods ending July 31, 2020 out of a total of 10 funds. Dynamic Dividend Fund, Series A was awarded the 2020 Lipper Fund Award in the Canadian Dividend & Income Equity category for the five- and 10-year periods ending July 31, 2020 out of a total of 60 and 50 funds respectively. Dynamic Energy Income Fund, Series A was awarded the 2020 Lipper Fund Award in the Energy Equity category for the three-year period ending July 31, 2020 out of a total of 11 funds. Dynamic Global Infrastructure Fund, Series A, was awarded the 2020 Lipper Fund Award in the Global Infrastructure Equity category for the five-year period ending July 31, 2020 out of a total of 10 funds. Dynamic Power American Growth Class, Series A, was awarded the 2020 Lipper Fund Award in the U.S. Equity category for the three- and five-year periods ending July 31, 2020 out of a total of 147 and 131 funds respectively. Dynamic Power Global Balanced Class, Series A, was awarded the 2020 Lipper Fund Award in the Global Neutral Balanced category for the three- and five-year periods ending July 31, 2020 out of a total of 168 and 144 funds respectively. Dynamic Precious Metals Fund, Series A, was awarded the 2020 Lipper Fund Award in the Precious Metals Equity category for the three- and five-year periods ending July 31, 2020 out of a total of 12 funds. Dynamic U.S. Balanced Class, Series A, was awarded the 2020 Lipper Fund Award in the Global Equity Balanced category for the three-year period ending July 31, 2020 out of a total of 147 funds. Dynamic Active Canadian Dividend ETF, Series A, was awarded the 2020 Lipper Fund Award in the Canadian Dividend & Income Equity category for the three-year period ending July 31, 2020 out of a total of 16 funds. Dynamic Active Global Dividend ETF, Series A, was awarded the 2020 Lipper Fund Award in the Global Equity category for the three-year period ending July 31, 2020 out of a total of 23 funds.

Performance for Dynamic Asia Pacific Equity Fund, Series A for the period ended September 30, 2020 is as follows: 37.26% (1 year), 15.58% (3 years), 12.51% (5 years), 7.55% (10 years) and 6.14% (since inception April 1994). The corresponding Lipper Leader ratings of the fund for the period ending July 31, 2020 are as follows: N/A (1 year), 5 (3 years), 5 (5 years), 2 (10 years).
Performance for Dynamic Dividend Fund, Series A, for the period ended September 30, 2020 is as follows: -3.33% (1 year), 3.53% (3 years), 7.22% (5 years), 7.92% (10 years) and 8.05% (since inception August 1985). The corresponding Lipper Leader ratings of the fund for the period ending July 31, 2020 are as follows: N/A (1 year), 4 (3 years), 5 (5 years), 5 (10 years).
Performance for Dynamic Energy Income Fund, Series A, for the period ended September 30, 2020 is as follows: -27.86% (1 year), -12.77% (3 years), -6.94% (5 years), -5.33% (10 years) and 1.87% (since inception August 2003). The corresponding Lipper Leader ratings of the fund for the period ending July 31, 2020 are as follows: N/A (1 year), 5 (3 years), 4 (5 years), 2 (10 years).
Performance for Dynamic Global Infrastructure Fund, Series A, for the period ended September 30, 2020 is as follows: -4.87% (1 year), 4.56% (3 years), 7.07% (5 years), 9.15% (10 years) and 6.85% (since inception July 2007). The corresponding Lipper Leader ratings of the fund for the period ending July 31, 2020 are as follows: N/A (1 year), 4 (3 years), 5 (5 years), 4 (10 years).
Performance for Dynamic Power American Growth Class, Series A for the period ended September 30, 2020 is as follows: 66.29% (1 year), 39.54% (3 years), 23.59% (5 years), 21.34% (10 years) and 10.71% (since inception January 2001). The corresponding Lipper Leader ratings of the fund for the period ending July 31, 2020 are as follows: N/A (1 year), 5 (3 years), 5 (5 years), 4 (10 years).
Performance for Dynamic Power Global Balanced Class, Series A for the period ended September 30, 2020 is as follows: 41.73% (1 year), 13.97% (3 years), 13.33% (5 years), 10.79% (10 years) and 9.34% (since inception July 2008). The corresponding Lipper Leader ratings of the fund for the period ending July 31, 2020 are as follows: N/A (1 year), 5 (3 years), 5 (5 years), 5 (10 years).
Performance for Dynamic Precious Metals Fund, Series A, for the period ended September 30, 2020 is as follows: 72.13% (1 year), 27.50% (3 years), 29.51% (5 years), 1.98% (10 years) and 7.92% (since inception January 1984). The corresponding Lipper Leader ratings of the fund for the period ending July 31, 2020 are as follows: N/A (1 year), 4 (3 years), 3 (5 years), 3 (10 years).
Performance for Dynamic U.S. Balanced Class, Series A for the period ended September 30, 2020 is as follows: 22.48% (1 year), 15.45% (3 years), 9.52% (5 years) and 8.87% (since inception March 2011). The corresponding Lipper Leader ratings of the fund for the period ending July 31, 2020 are as follows: N/A (1 year), 5 (3 years), N/A (5 years), N/A (10 years).
Performance for Dynamic Active Canadian Dividend ETF for the period ended September 30, 2020 is as follows: 3.47% (1 year), 7.75% (3 years) and 7.92% (since inception January 2017). The corresponding Lipper Leader ratings of the ETF for the period ending July 31, 2020 are as follows: N/A (1 year), 5 (3 years), N/A (5 years), N/A (10 years).
Performance for Dynamic Active Global Dividend ETF for the period ended September 30, 2020 is as follows: 31.33% (1 year), 26.22% (3 years) and 24.53% (since inception January 2017). The corresponding Lipper Leader ratings of the ETF for the period ending July 31, 2020 are as follows: N/A (1 year), 5 (3 years), 5 (5 years), N/A (10 years).

From Lipper Fund Awards from Refinitiv, ©2020 Refinitiv. All rights reserved. Used under license.