Every day financial advisors deliver a wide range of key services – from investment advice and financial planning to retirement planning and savings strategies.
Research has shown that Investors who work with advisors are more prepared for retirement and have greater satisfaction with their financial well being, versus non-advised households.¹
At Dynamic Funds, financial advice and performance go hand in hand.
That's why we believe Legitimately Active Management® and performance are essential to investing success.
Financial Advice helps Canadians feel more confident about their financial future.
When it comes to investing and saving for retirement, we could all probably use a little help.
Did you know that nearly 6 out of 10 Canadians worry about their finances every week?²
A financial advisor can help build assets for a more comfortable retirement, maintain a long-term investment strategy, and avoid emotional investing habits. They have the knowledge and experience to help clients build diversified portfolios that can thrive in a variety of market environments – and perhaps help you sleep better at night.
Dynamic Funds firmly believes that Legitimately Active Management® matters. We consider it to be the cornerstone of efficient portfolio construction.
Truly active management offers:
a definable method for growing wealth;
real value to investors for the fees they are charged;
investor-specific solutions, not just products; and
protection for investors from the mistakes of the herd.
Active stock pickers outperformed their benchmark indices even after fees, whereas closet indexers underperformed.
Source: Financial Analysts Journal Volume 69 · Number 4: "Active Share and Mutual Fund Performance",
Antti Petajisto, 2013 CFA Institute.
As legitimately active managers, Dynamic Funds continually strives to deliver index-beating performance for our investors. We stand behind our performance each and every day.
From mutual funds and ETFs to liquid alternatives and much more, Dynamic Funds features a wide array of active managed products including the following funds, which received an overall 5-star rating from Morningstar.
5-star overall rating from Morningstar
Dynamic Active Canadian Dividend ETF
View Fund Profile >Dynamic Active Ultra Short Term Bond ETF
View Fund Profile >Dynamic Active Preferred Shares ETF
View Fund Profile >Dynamic Premium Balanced Private Pool Class, Series F
View Fund Profile >Dynamic Canadian Dividend Fund, Series F
View Fund Profile >Dynamic U.S. Balanced Class, Series F
View Fund Profile >Dynamic Preferred Yield Class, Series F
View Fund Profile >Dynamic Precious Metals Fund, Series F
View Fund Profile >Dynamic Power Balanced Fund, Series F
View Fund Profile >Dynamic Ultra Short Term Bond Fund, Series F
View Fund Profile >© 2024 Morningstar Research Inc. All rights reserved. The information contained herein: (1) is proprietary to Morningstar and/or its content providers; (2) may not be copied or distributed; and (3) is not warranted to be accurate, complete, or timely. Neither Morningstar nor its content providers are responsible for any damages or losses arising from any use of this information. Past performance is no guarantee of future results. Morningstar Ratings reflect performance as of November 30, 2024 and are subject to change monthly. The ratings are calculated from a fund’s 3, 5, and 10-year returns measured against 91-day Treasury bill and peer group returns. The top 10% of the funds in a category get five stars. The Overall Rating is a weighted combination of the 3, 5, and 10-year ratings. For greater detail see www.morningstar.ca.
The star ratings and number of Canadian Dividend & Income Equity funds for Dynamic Active Canadian Dividend ETF for each period are as follows: one year, 2 stars, 403 funds; three years, 4 stars, 380 funds; five years, 5 stars, 357 funds.
The star ratings and number of Canadian Short Term Fixed Income funds for Dynamic Active Ultra Short Term Bond ETF for each period are as follows: one year, 2 stars, 232 funds; three years, 5 stars, 206 funds; five years, 5 stars, 194 funds.
The star ratings and number of Preferred Share Fixed Income funds for Dynamic Active Preferred Shares ETF for each period are as follows: one year, 3 stars, 62 funds; three years, 5 stars, 60 funds; five years, 5 stars, 56 funds.
The star ratings and number of Tactical Balanced funds for Dynamic Premium Balanced Private Pool Class Series F for each period are as follows: one year, 3 stars, 292 funds; three years, 5 stars, 286 funds; five years, 5 stars, 265 funds.
The star ratings and number of Canadian Dividend & Income Equity funds for Dynamic Canadian Dividend Series F for each period are as follows: one year, 2 stars, 403 funds; three years, 4 stars, 380 funds; five years, 5 stars, 357 funds.
The star ratings and number of Global Equity Balanced funds for Dynamic U.S. Balanced Class Series F for each period are as follows: one year, 5 stars, 1159 funds; three years, 4 stars, 1048 funds; five years, 5 stars, 885 funds.
The star ratings and number of Preferred Share Fixed Income funds for Dynamic Preferred Yield Class Series F for each period are as follows: one year, 3 stars, 62 funds; three years, 5 stars, 60 funds; five years, 5 stars, 56 funds.
The star ratings and number of Precious Metals Equity funds for Dynamic Precious Metals Series F for each period are as follows: one year, 5 stars, 62 funds; three years, 3 stars, 58 funds; five years, 5 stars, 56 funds.
The star ratings and number of Canadian Equity Balanced funds for Dynamic Power Balanced Series F for each period are as follows: one year, 5 stars, 323 funds; three years, 4 stars, 320 funds; five years, 5 stars, 288 funds.
The star ratings and number of Canadian Short Term Fixed Income funds for Dynamic Ultra Short Term Bond Series F for each period are as follows: one year, 2 stars, 232 funds; three years, 5 stars, 206 funds; five years, 5 stars, 194 funds.
Get Started by Finding an Advisor
At Dynamic Funds, we believe in the power of professional advice. Regardless of your circumstances, a financial advisor can help you reach your financial goals and work toward building enough wealth to sustain a comfortable retirement.
Here are some useful websites that may help you find or research an advisor that is registered in your area.
Canadian Securities Administrators
Verify that your prospective advisor is registered.
Canadian Investment Regulatory Organization
Find a list of organizations that are registered as an CIRO Dealer Member.
Portfolio Management Association of Canada
Learn more about investment management firms that are part of PMAC.
Speak with a financial advisor today about the right Dynamic solutions for you.
¹ More on the Value of Financial Advisors, Claude Montmarquette, Alexandre Prud'Homme, CIRANO 2020.
² Source: 2023 SGAM Investor Sentiment Survey, October 2023
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. The information provided is not intended to be investment advice. Investors should consult their own professional advisor for specific investment and/or tax advice tailored to their needs when planning to implement an investment strategy to ensure that individual circumstances are considered properly and action is taken based on the latest available information. Views expressed regarding a particular investment, economy, industry or market sector should not be considered an indication of trading intent of any of the investment funds managed by Scotia Global Asset Management. These views are not to be relied upon as investment advice nor should they be considered a recommendation to buy or sell. These views are subject to change at any time based upon markets and other conditions, and we disclaim any responsibility to update such views. To the extent this document contains information or data obtained from third party sources, it is believed to be accurate and reliable as of the date of publication, but Scotia Global Asset Management does not guarantee its accuracy or reliability. Nothing in this document is or should be relied upon as a promise or representation as to the future.
Scotia Global Asset Management is a business name used by 1832 Asset Management L.P. a limited partnership, the general partner of which is wholly owned by Scotiabank.
Dynamic Funds® is a registered trademark of The Bank of Nova Scotia, used under license by, and is a division of, 1832 Asset Management L.P.