ALTERNATIVES

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Active Alternative Investing. It’s in our DNA.

Why Dynamic for Alternatives

At Dynamic, using alternative assets to build more resilient portfolios isn’t just a trend, it’s a long-held tradition. With growing mainstream recognition as the third asset class, alternative assets have been used for decades to potentially deliver enhanced diversification, additional sources of returns and a smoother ride in volatile markets. At Dynamic, we have decades of experience managing alternative assets, a proven track record of performance, and a wide selection of alternative funds.

Experience

Our Portfolio Managers have a long history of employing a wide variety of alternative tools (from long-short and leverage to innovative options strategies and more).

Breadth of offerings

We offer a wide range of alternative solutions – from alternative funds and liquid alternatives to specialty funds and more.

Legitimately Active Management

We are legitimately active managers, striving for differentiated performance beyond the benchmark. We have an extensive track record using alternatives through multiple market cycles.

Alternatives: The third asset class

At Dynamic, alternative assets play an integral role in portfolio construction excellence, delivering enhanced diversification and the potential for better risk-adjusted returns.

Canada's Liquid Alternatives Leader by Assets Under Management (AUM)

Source: As of June 25, 2025. Morningstar Inc.

Why Alternatives Matter

Downside Protection

Because they don’t move in tandem with stock and bond markets, alternative strategies can help mitigate risk in times of volatility and potentially enhance a portfolio’s long-term risk-adjusted returns.

Diversification

With the potential for lower correlation to stocks and bonds, alternative asset strategies can increase portfolio diversification.

Increased Opportunity Set

Many alternative investments use strategies outside the traditional “buy-and-hold” approach, offering tools to potentially enhance strategic portfolio construction.

Featured Funds

Dynamic Multi-Alternative PLUS Fund

  • Diversification across the full spectrum of alternative assets (Debt, Options, Structured Finance, Equity and more)
  • Potential for significantly lower volatility and reduced correlation to traditional assets
  • Seeks to provide attractive monthly income needs and capital appreciation
View fund profile

Dynamic Credit Absolute Return Fund

  • Invests in diversified long and short positions of North American credit securities
  • Flexibility to use leverage to potentially enhance total returns while maintaining an investment-grade credit rating
  • Low exposure to interest-rate risk and a low correlation to traditional asset classes
View fund profile

Dynamic Premium Yield PLUS Fund

  • An alternative portfolio strategy that includes options writing to provide U.S. equity exposure with reduced volatility
  • Use of moderate leverage to potentially enhance total returns but with systematic downside protection
  • Diversification benefits provided by options writing through a low correlation to bonds and interest rates
View fund profile

Dynamic Alternative Yield Fund

  • Access to a unique US-focused portfolio that seeks to provide attractive monthly income and diversification benefits
  • Invests in alternative income-producing asset classes, including options, which aim to lower volatility
  • Active management to hedge currency, credit, interest-rate and market volatility risks
View fund profile

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Series NAV chg $ chg % 1 yr 3 yrs 5 yrs 10 yrs Incep Date 1 mo 3 mo 6 mo YTD
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This table presents price and performance related information for all Dynamic Funds investment products. And quick access to detailed product information and regulatory documents.
Daily Price $
 Performance %
 Annual Return %
Series NAV chg $ chg % 1 yr 3 yrs 5 yrs 10 yrs Incep Date 1 mo 3 mo 6 mo YTD 2000 1999 1998 1997 1996

How to invest with us

Go beyond the benchmark with our active solutions.

With a financial adviser

An independent financial adviser can help determine your goals and develop a process that is specific to your individual needs.

Self-directed

Dynamic Active ETFs are available during regular trading hours through your self-directed investing account.

Dynamic's Award-Winning Solutions

FundGrade A+ Awards 2024 logo

Dynamic wins 18 mutual fund and ETF awards at 2024 FundGrade A+® Awards

Fund name CIFSC Category No. of funds in the category Fun Grade start date
Dynamic Active Canadian Dividend ETF (DXC) Canadian Dividend & Income Equity 83 2017-12-31
Dynamic Active Credit Strategies Private Pool Multi-Sector Fixed Income 51 2015-12-31
Dynamic Active Preferred Shares ETF (DXP) Preferred Share Fixed Income 28 2017-12-31
Dynamic Active Ultra Short Term Bond ETF (DXV) Canadian Short Term Fixed Income 86 2018-12-31
Dynamic Advantage Bond Fund Canadian Fixed Income 137 2014-12-31
Dynamic Canadian Dividend Fund Canadian Dividend & Income Equity 83 2014-12-31
Dynamic Global Fixed Income Fund Global Fixed Income 112 2022-12-31
Dynamic Global Real Estate Fund Real Estate Equity 29 2014-12-31
Dynamic Global Yield Private Pool Global Neutral Balanced 224 2015-12-31
Dynamic Power Balanced Fund Canadian Equity Balanced 52 2014-12-31
Dynamic Power Canadian Growth Fund Canadian Focused Equity 70 2014-12-31
Dynamic Precious Metals Fund Precious Metals Equity 17 2014-12-31
Dynamic Preferred Yield Class Preferred Share Fixed Income 28 2014-12-31
Dynamic Premium Balanced Private Pool Class Tactical Balanced 56 2018-12-31
Dynamic Premium Yield PLUS Fund Alternative Equity Focused 58 2018-12-31
Dynamic Short Term Credit PLUS Fund Alternative Credit Focused 27 2022-12-31
Dynamic U.S. Balanced Class Global Equity Balanced 187 2014-12-31
Dynamic Ultra Short Term Bond Fund Canadian Short Term Fixed Income 86 2014-12-31
LSEG Lipper fund awards 2024 winner canada logo

Dynamic Funds honoured to be recognized at the 2024 LSEG Lipper Fund Awards

Mutual Fund Category Period recognized Portfolio Manager(s) Fund Count
Dynamic Canadian Dividend Fund Canadian Dividend & Income Equity 10 years Don Simpson, Eric Mencke, Rory Ronan 49
Dynamic Tactical Bond Private Pool Canadian Fixed Income 3 years Romas Budd, Philippe Nolet, Rose Devli 91
Dynamic Global Yield Private Pool Global Neutral Balanced 3 years David L. Fingold, Bill McLeod, Jason Gibbs, Tarun Joshi, Tom Dicker, Ryan Nicholl, Derek Amery, Romas Budd, Roger Rouleau, Jeremy Lucas, Marc-André Gaudreau 190
Dynamic Precious Metals Fund Precious Metals Equity 10 years Robert Cohen 11
Dynamic Preferred Yield Class Preferred Share Fixed Income 3 years Marc-André Gaudreau, Roger Rouleau, Jeremy Lucas 11
Dynamic Preferred Yield Class Preferred Share Fixed Income 5 years Marc-André Gaudreau, Roger Rouleau, Jeremy Lucas 10
Dynamic Global Real Estate Fund Real Estate Equity 5 years Maria Benavente, Tom Dicker 14
Dynamic Global Real Estate Fund Real Estate Equity 10 years Maria Benavente, Tom Dicker 12
The winning individual Funds and ETFs for the following periods ending July 31, 2024.

Disclaimer:

Money Can't Grow if it Doesn't Move™ is a trademark of The Bank of Nova Scotia, used under license.

Commissions, trailing commissions, management fees and expenses may be associated with investment funds. Please read the prospectus before investing. The indicated rates of return are the historical annual compounded total returns including changes in units value and reinvestment of all distributions and do not take into account sales, redemption, distribution or optional charges or income taxes payable by any securityholder that would have reduced returns. Investment funds are not guaranteed, their values change frequently, and past performance may not be repeated. Series A units are available for purchase to all investors, while Series F units are only available to investors who participate in eligible fee-based or wrap programs with their registered dealers. Differences in performance between these series are primarily due to differences in management fees and fixed administration fees. Performance results for Series F units may also appear higher than for Series A units as the management fee does not include the trailing commission.

Dynamic Funds is a division of 1832 Asset Management L.P., which offers a range of wealth management solutions, including mutual funds, actively managed ETFs, liquid alternative mutual funds and investment solutions for private clients, institutional clients and managed asset programs. 1832 Asset Management L.P. is a limited partnership, the general partner of which is wholly owned by Scotiabank. Dynamic® is a registered trademark of The Bank of Nova Scotia, used under license.

© Scotiabank.com All Rights Reserved

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 Active Canadian Dividend ETF (DXC) for the period ended December 31, 2024 is as follows: 14.01% (1 year), 7.35% (3 years), 11.17% (5 years), N/A (10 years), and 10.64% since inception (January 2017).

Performance for Dynamic Active Credit Strategies Private Pool for the period ended December 31, 2024 is as follows: 5.66% (1 year), 1.11% (3 years), 2.61% (5 years), N/A (10 years), and 3.05% since inception (October 2018).

Performance for Dynamic Active Preferred Shares ETF (DXP) for the period ended December 31, 2024 is as follows: 26.79% (1 year), 4.74% (3 years), 9.19% (5 years), N/A (10 years), and 6.64% since inception (January 2017).

Performance for Dynamic Active Ultra Short Term Bond ETF (DXV) for the period ended December 31, 2024 is as follows: 5.61% (1 year), 4.19% (3 years), 3.30% (5 years), N/A (10 years), and 3.00% since inception (March 2018).

Performance for Dynamic Advantage Bond Fund for the period ended December 31, 2024 is as follows: 4.52% (1 year), -0.87% (3 years), 0.95% (5 years), 1.19% (10 years), and 2.06% since inception (November 2000).

Performance for Dynamic Canadian Dividend Fund for the period ended December 31, 2024 is as follows: 12.24% (1 year), 5.96% (3 years), 9.87% (5 years), 8.25% (10 years), and 8.39% since inception (June 1978).

Performance for Dynamic Global Fixed Income Fund for the period ended December 31, 2024 is as follows: 5.84% (1 year), N/A (3 years), N/A (5 years), N/A (10 years), and 3.21% since inception (January 2022).

Performance for Dynamic Global Real Estate Fund for the period ended December 31, 2024, is as follows: 3.82% (1 year), -4.73% (3 years), 1.76 (5 years), 4.74% (10 years), and 6.58% since inception (November 1996).

Performance for Dynamic Global Yield Private Pool for the period ended December 31, 2024, is as follows: 13.84% (1 year), 3.86% (3 years), 5.54% (5 years), N/A% (10 years), and 6.62% since inception (October 2018).

Performance for Dynamic Power Balanced Fund for the period ended December 31, 2024, is as follows: 25.60% (1 year), 7.04% (3 years), 10.91% (5 years), 6.72% (10 years), and 7.27% since inception (July 1998).

Performance for Dynamic Power Canadian Growth Fund for the period ended December 31, 2024, is as follows: 36.00% (1 year), 10.51% (3 years), 15.26% (5 years), 9.26% (10 years), and 8.90% since inception (August 1985).

Performance for Dynamic Precious Metals Fund for the period ended December 31, 2024, is as follows: 34.33% (1 year), 5.51% (3 years), 12.16% (5 years), 16.09% (10 years), and 7.45% since inception (January 1984).

Performance for Dynamic Preferred Yield Class for the period ended December 31, 2024, is as follows: 25.54% (1 year), 3.91% (3 years), 8.27% (5 years), 4.60% (10 years), and 4.29% since inception (April 2013).

Performance for Dynamic Premium Balanced Private Pool Class for the period ended December 31, 2024, is as follows: 15.03% (1 year), 8.76% (3 years), 9.38% (5 years), N/A (10 years), and 9.33% since inception (October 2018).

Performance for Dynamic Premium Yield PLUS Fund for the period ended December 31, 2024, is as follows: 10.76% (1 year), 11.44% (3 years), 12.09% (5 years), N/A (10 years), and 10.31% since inception (October 2018).

Performance for Dynamic Short-Term Credit PLUS Fund for the period ended December 31, 2024, is as follows: 11.65% (1 year), N/A (3 years), N/A (5 years), N/A (10 years), and 7.10% since inception (January 2022).

Performance for Dynamic U.S. Balanced Class for the period ended December 31, 2024, is as follows: 26.46% (1 year), 7.19% (3 years), 12.51% (5 years), 10.14% (10 years), and 9.30% since inception (March 2011).

Performance for Dynamic Ultra Short-Term Bond Fund for the period ended December 31, 2024, is as follows: 4.87% (1 year), 3.54% (3 years), 2.45% (5 years), 1.56% (10 years), and 1.65% since inception (September 2013).

Performance for Dynamic Canadian Dividend Fund, Series F, for the period ended October 31, 2024 is as follows: 24.58% (1 year), 8.23% (3 year), 12.11% (5 year) and 8.12% since inception (April 2002). The corresponding Lipper Leader ratings of the fund for the period ending July 31, 2024 are as follows: 5 (3 years), 5 (5 years), 5 (10 years).

Performance for Dynamic Tactical Bond Private Pool, Series FH, for the period ended October 31, 2024 is as follows: 11.12% (1 year), 0.28% (3 year), 0.54% (5 year) and 0.02% since inception (March 2015). The corresponding Lipper Leader ratings of the fund for the period ending July 31, 2024 are as follows: 5 (3 years), 3 (5 years), N/A (10 years).

Performance for Dynamic Global Yield Private Pool, Series FH, USD, for the period ended October 31, 2024 is as follows: 23.07% (1 year), 6.07% (3 year), 7.29% (5 year) and 6.95% since inception (April 2015). The corresponding Lipper Leader ratings of the fund for the period ending July 31, 2024 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, 2024 is as follows: 74.78% (1 year), 15.63% (3 year), 18.65% (5 year) and 7.83% since inception (January 2007) The corresponding Lipper Leader ratings of the fund for the period ending July 31, 2024 are as follows: 3 (3 years), 4 (5 years), 5 (10 years).

Performance for Dynamic Preferred Yield Class, Series F, for the period ended October 31, 2024 is as follows: 31.73% (1 year), 2.62% (3 year), 8.99% (5 year) and 4.73% since inception (April 2013). The corresponding Lipper Leader ratings of the fund for the period ending July 31, 2024 are as follows: 5 (3 years), 5 (5 years), 5 (10 years).

Performance for Dynamic Global Real Estate Fund, Series F, for the period ended October 31, 2024 is as follows: 28.83% (1 year), 0.06% (3 year), 3.98% (5 year) and 5.93% since inception (November 1996). The corresponding Lipper Leader ratings of the fund for the period ending July 31, 2024 are as follows: 5 (3 years), 5 (5 years), 5 (10 years).

About the LSEG Lipper Fund Awards

The LSEG 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 LSEG 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 LSEG Lipper Fund Award. For more information, see lipperfundawards.com. Although LSEG makes reasonable efforts to ensure the accuracy and reliability of the data contained herein, the accuracy is not guaranteed by LSEG Lipper.

LSEG Lipper Fund Award © 2025 LSEG. All rights reserved. Used under license

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