2022 Lipper Fund Awards
Dynamic Funds honoured to be recognized at the 2022 Refinitiv Lipper Fund Awards
Dynamic Funds is pleased to announce it has been recognized with a 2022 Refinitiv Lipper ETF Group Award for Best Bond Group over three years.
In addition, Dynamic Funds received recognition by Refinitiv Lipper with 4 individual mutual fund and ETF awards across 3 categories. These awards are granted to investment solutions “that have excelled in delivering consistently strong risk-adjusted performance relative to their peers,” according to Refinitiv Lipper.
“We are honoured to be recognized at the Refinitiv Lipper Fund Awards again this year – with a prestigious Group Award as well as ETF and Fund Awards across a range of categories,” says Mark Brisley, Managing Director, Dynamic Funds. “Congratulations to our investment management teams for this impressive achievement during such a challenging year, helping us uphold our mission to provide leading active solutions to our clients.”
The Lipper Award for Best Bond ETF Group for the three-year period ending July 31, 2022, was based on risk-adjusted performance for the following Dynamic Active ETFs: Dynamic Active Crossover Bond ETF, Dynamic Active Investment Grade Floating Rate ETF and Dynamic Active Tactical Bond ETF.
The winning individual Funds and ETFs for the following periods ending July 31, 2022, are:
| Mutual Fund/ETF name | Category | Period recognized | Portfolio Manager(s) | Fund count |
|---|---|---|---|---|
| Dynamic Active Crossover Bond ETF | High Yield Fixed Income | 5 years | Marc-André Gaudreau, Roger Rouleau, Jeremy Lucas | 10 |
| Dynamic Precious Metals Fund | Precious Metals Equity | 3 years | Robert Cohen | 12 |
| Dynamic Precious Metals Fund | Precious Metals Equity | 5 years | Robert Cohen | 12 |
| Dynamic U.S. Balanced Class | Global Equity Balanced | 5 years | Vishal Patel, Domenic Bellissimo | 148 |
Performance for Dynamic Active Investment Grade Floating Rate ETF for the period ended October 31, 2022 is as follows: -0.52 % (1 year), 1.28% (3 years), and 1.56% (since inception March 2018).
Performance for Dynamic Active Tactical Bond ETF for the period ended October 31, 2022 is as follows: -10.41 % (1 year), -3.03% (3 years), -0.19% (5 years), and 0.07% (since inception September 2017).
Performance for Dynamic Active Crossover Bond ETF for the period ended October 31, 2022 is as follows: -12.87% (1 year), 0.15% (3 years), 2.02% (5 years), and 2.74% (since inception January 2017). The corresponding Lipper Leader ratings of the fund for the period ending July 31, 2022 are as follows: 5 (3 years), 5 (5 years), N/A (10 years).
Performance for Dynamic Precious Metals Fund, Series F, for the period ended October 31, 2022 is as follows: -23.36% (1 year), 5.24% (3 years), 8.73 % (5 years), 2.61% (10 years), 4.14% (since inception January 2007). The corresponding Lipper Leader ratings of the fund for the period ending July 31, 2022 are as follows: 5 (3 years), 5 (5 years), 5 (10 years).
Performance for Dynamic U.S. Balanced Class, Series F, for the period ended October 31, 2022 is as follows: -17.61% (1 year), 6.12% (3 years), 8.19% (5 years), 9.41% (10 years), and 7.93% (since inception March 2011). The corresponding Lipper Leader ratings of the fund for the period ending July 31, 2022 are as follows: 5 (3 years), 5 (5 years), 5 (10 years).
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 highest 20% of funds in each classification are named Lipper Leaders for Consistent Return and receive a rating of 5; the next 20% receive a rating of 4; the middle 20% are rated 3; the next 20% are rated 2; and the lowest 20% are rated 1. 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. Lipper Leader ratings are subject to change every month. 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.
Commissions, trailing commissions, management fees and expenses all may be associated with mutual fund investments, including ETFs. Please read the prospectus before investing. Mutual funds and ETFs are not guaranteed, their values change frequently, and past performance may not be repeated.
Refinitiv Lipper Fund Awards, ©2022 Refinitiv. All rights reserved. Used under license.