2021 Lipper Fund Awards
Dynamic Funds Recognized at 2021 Refinitiv Lipper Fund Awards
Dynamic Funds is honoured to be the recipient of nine 2021 Refinitiv Lipper Fund Awards. The awards are granted to investment solutions that have excelled in delivering consistently strong, risk-adjusted performance relative to their peers.
These wins are a testament to our steadfast commitment to provide leading, legitimately active solutions to our clients. Congratulations to our investment management teams for this impressive achievement.
On behalf of Dynamic Funds, we thank you for your support.
| Mutual Fund/ETF name | Period(s) recognized | Portfolio Manager(s) |
|---|---|---|
| Dynamic Active Crossover Bond ETF* | 3 years | Marc-André Gaudreau, Jeremy Lucas, Roger Rouleau |
| Dynamic Power Balanced Fund | 3 and 5 years | Vishal Patel, Derek Amery |
| Dynamic Power Global Balanced Class | 5 years | Noah Blackstein |
| Dynamic Power Global Navigator Class | 3 years | Noah Blackstein |
| Dynamic Precious Metals Fund | 3 and 5 years | Robert Cohen |
| Dynamic U.S. Balanced Class | 3 and 5 years | Vishal Patel, Domenic Bellissimo |
About the Refinitiv Lipper Fund Awards
The 2021 Lipper Fund Awards were awarded to the following Funds and ETFs for the following periods ending July 31, 2021, with the following Fund count in each category: Dynamic Active Crossover Bond ETF – for the three-year period out of a total of 13 ETFs, Dynamic Power Balanced Fund, Series FT – for the three- and five-year periods out of a total of 58 and 57 funds respectively, Dynamic Power Global Balanced Class, Series F – for the five-year period out of a total of 148 funds, Dynamic Power Global Navigator Class, Series F – for the three-year period out of a total of 219 funds, Dynamic Precious Metals Fund, Series F – for the three- and five-year periods out of a total of 12 funds in both periods, Dynamic U.S. Balanced Class, Series F – for the three- and five-year periods out of a total of 145 and 132 funds respectively.
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.
Refinitiv Lipper Fund Awards, ©2021 Refinitiv. All rights reserved. Used under license.
Performance for Dynamic Active Crossover Bond ETF* for the period ended October 31, 2021 is as follows: 10.04% (1 year), 8.87% (3 years), and 6.34% (since inception January 2017). Performance for Dynamic Power Balanced Fund, Series FT, for the period ended October 31, 2021 is as follows: 26.11% (1 year), 15.36% (3 years), 9.64% (5 years), 7.78% (10 years), and 7.00% (since inception July 2010). Performance for Dynamic Power Global Balanced Class, Series F, for the period ended October 31, 2021 is as follows: 16.84% (1 year), 22.05% (3 years), 15.84% (5 years), 13.15% (10 years), and 10.79% (since inception June 2008). Performance for Dynamic Power Global Navigator Class, Series F, for the period ended October 31, 2021 is as follows: 37.81% (1 year), 37.18% (3 years), 25.77% (5 years), 18.33% (10 years), and 13.72% (since inception June 2008). Performance for Dynamic Precious Metals Fund, Series F, for the period ended October 31, 2021 is as follows: -10.42% (1 year), 26.45% (3 years), 9.85% (5 years), 2.99% (10 years), 6.33% (since inception January 2007). Performance for Dynamic U.S. Balanced Class, Series F, for the period ended October 31, 2021 is as follows: 21.83% (1 year), 18.54% (3 years), 15.08% (5 years), 11.87% (10 years), and 10.72% (since inception March 2011).
* Dynamic Active Crossover Bond ETF is managed by BlackRock Asset Management Canada Limited and invests in selected mutual funds managed by 1832 Asset Management L.P. (the Dynamic Fund(s)).