A range of complete, all-in-one investment solutions

First Year Insights: Dynamic Active ETF Portfolios

Investing doesn’t have to be complicated or time consuming.
Invest confidently knowing that each Dynamic Active ETF Portfolio is a fully diversified investment solution designed to help you achieve your long-term goals. Built entirely of ETFs, you get access to one of the most innovative investment solutions in years: the exchange-traded fund (i.e., ETF), which delivers instant diversification and competitive pricing.

Income

Dynamic Active Income ETF Portfolio

75% Fixed Income
25% Equity

Conservative

Dynamic Active Conservative ETF Portfolio

60% Fixed Income
40% Equity

Balanced

Dynamic Active Balanced ETF Portfolio

40% Fixed Income
60% Equity

Growth

Dynamic Active Growth ETF Portfolio

20% Fixed Income
80% Equity

Key Benefits

A Complete, all-in-one solution designed for you and your goals

Dynamic Active ETF Portfolios are strategically built to achieve your long-term goals and aligned with your risk tolerance.

With Dynamic Active ETF Portfolios, you get a single portfolio that’s continuously fine-tuned and regularly rebalanced to increase long-term growth potential while carefully managing risk.

Legitimately Active Management

At Dynamic, we build concentrated, high-conviction portfolios in order to deliver market-beating performance. Unlike passive ETFs, which mirror an index, Dynamic Active ETF Portfolios can respond to changing market conditions, adjusting the portfolios to capture opportunities and manage risk.

Built Entirely Using ETFs

With their competitive pricing, trading flexibility and instant diversification, ETFs are one of the biggest financial innovations in the last 30 years. Each Dynamic Active ETF Portfolio contains a unique blend of actively managed ETFs, spanning different asset classes, geographies, industries and company sizes.

Experienced portfolio management team

Markets never stand still, and neither should your portfolio. Dynamic Active ETF Portfolios draw on the strength and experience of our Multi-Asset Management Team, which has a long and successful track record of constructing and managing diversified portfolios to help investors achieve their goals.

Rest easy knowing your portfolio is continuously monitored, regularly rebalanced and tactically adjusted to potentially capitalize on a broad range of market conditions and opportunities.

Speak with your advisor

Contact your advisor for more information on Dynamic Active ETF Portfolios.