Designed for investors.
Experienced managers, actively managed underlying Funds, and built-in automatic rebalancing are synchronized to create a powerful combination that aims to keep your portfolio on track.
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| Daily Price $ 05-02-25 |
Performance % 03-31-25 |
Annual Return % | Documents | |||||||||||||||||
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Series | NAV | chg $ | chg % | 1 yr | 3 yrs | 5 yrs | 10 yrs | Incep | Date | 1 mo | 3 mo | 6 mo | YTD | 2024 | 2023 | 2022 | 2021 | 2020 | ||
Canadian Balanced
2
| 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 | 2024 | 2023 | 2022 | 2021 | 2020 | |||||||
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Canadian Balanced
2
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DynamicEdge Balanced Income Portfolio
Total funds
$83.24 MM
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| F Currency | 9.7812 | 0.0463 | 0.48 | 7.02 | 4.47 | 6.49 | 4.56 | 5.59 | 04/05/12 | -1.95 | 0.20 | 0.74 | 0.20 | 10.55 | 9.15 | -9.90 | 8.46 | 6.27 | |||||||
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DynamicEdge Defensive Portfolio
Total funds
$485.13 MM
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| F Currency | 7.8270 | 0.0077 | 0.10 | 6.78 | 3.18 | 3.38 | 2.78 | 3.54 | 02/28/12 | -1.16 | 0.94 | 1.07 | 0.94 | 6.92 | 8.08 | -11.35 | 1.93 | 7.91 | |||||||
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Global Balanced
7
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DynamicEdge Balanced Class Portfolio
Total funds
$204.66 MM
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| F Currency | 19.8076 | 0.0949 | 0.48 | 6.76 | 4.04 | 6.46 | 4.84 | 5.67 | 02/19/08 | -2.46 | -0.43 | 0.81 | -0.43 | 11.23 | 9.59 | -12.77 | 6.85 | 13.15 | |||||||
| F CurrencyUS | 14.3450 | 0.1043 | 0.73 | 0.39 | -0.78 | 6.05 | 3.51 | 3.54 | 02/19/08 | -1.93 | -0.54 | -5.26 | -0.54 | 2.18 | 12.32 | -18.42 | 7.68 | 15.05 | |||||||
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DynamicEdge Balanced Growth Class Portfolio
Total funds
$191.88 MM
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| F Currency | 21.9702 | 0.1765 | 0.81 | 6.71 | 4.02 | 7.98 | 5.83 | 6.32 | 02/19/08 | -3.91 | -1.76 | 0.76 | -1.76 | 14.54 | 10.21 | -15.48 | 9.43 | 18.08 | |||||||
| F CurrencyUS | 15.9112 | 0.1672 | 1.06 | 0.34 | -0.79 | 7.57 | 4.51 | 4.18 | 02/19/08 | -3.39 | -1.87 | -5.30 | -1.87 | 5.22 | 12.96 | -20.96 | 10.29 | 20.02 | |||||||
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DynamicEdge Balanced Growth Portfolio
Total funds
$1.10 B
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| F Currency | 22.9597 | 0.1834 | 0.81 | 6.97 | 4.23 | 8.14 | 5.82 | 6.27 | 02/19/08 | -3.83 | -1.66 | 1.04 | -1.66 | 14.71 | 10.32 | -15.34 | 9.41 | 18.26 | |||||||
| F CurrencyUS | 16.6278 | 0.1739 | 1.06 | 0.60 | -0.59 | 7.73 | 4.49 | 4.05 | 02/19/08 | -3.32 | -1.77 | -5.04 | -1.77 | 5.38 | 13.06 | -20.83 | 10.27 | 20.19 | |||||||
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DynamicEdge Balanced Portfolio
Total funds
$510.31 MM
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| F Currency | 18.0125 | 0.0862 | 0.48 | 7.05 | 4.12 | 6.55 | 4.89 | 5.67 | 02/19/08 | -2.47 | -0.17 | 1.11 | -0.17 | 11.24 | 9.63 | -13.00 | 6.86 | 13.55 | |||||||
| F CurrencyUS | 13.0450 | 0.0948 | 0.73 | 0.67 | -0.69 | 6.15 | 3.57 | 3.55 | 02/19/08 | -1.95 | -0.28 | -4.97 | -0.28 | 2.19 | 12.37 | -18.64 | 7.70 | 15.43 | |||||||
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DynamicEdge Conservative Class Portfolio
Total funds
$468.73 MM
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| F Currency | 14.9685 | 0.0466 | 0.31 | 6.69 | 3.62 | 4.95 | 3.89 | 4.87 | 02/28/12 | -1.67 | 0.50 | 0.75 | 0.50 | 8.52 | 8.69 | -11.16 | 4.85 | 9.17 | |||||||
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DynamicEdge Growth Class Portfolio
Total funds
$110.33 MM
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| F Currency | 23.9372 | 0.2408 | 1.02 | 6.83 | 4.45 | 9.40 | 6.73 | 6.86 | 02/19/08 | -4.85 | -2.77 | 0.92 | -2.77 | 17.82 | 10.58 | -16.70 | 12.06 | 20.37 | |||||||
| F CurrencyUS | 17.3357 | 0.2171 | 1.27 | 0.46 | -0.38 | 8.98 | 5.39 | 4.71 | 02/19/08 | -4.34 | -2.88 | -5.16 | -2.88 | 8.23 | 13.33 | -22.10 | 12.93 | 22.35 | |||||||
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DynamicEdge Growth Portfolio
Total funds
$674.25 MM
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| F Currency | 27.6112 | 0.2715 | 0.99 | 6.78 | 4.57 | 9.62 | 6.86 | 6.95 | 02/19/08 | -4.51 | -2.40 | 0.88 | -2.40 | 17.29 | 10.68 | -16.35 | 12.23 | 20.86 | |||||||
| F CurrencyUS | 19.9965 | 0.2459 | 1.25 | 0.41 | -0.27 | 9.20 | 5.52 | 4.76 | 02/19/08 | -4.00 | -2.51 | -5.19 | -2.51 | 7.74 | 13.44 | -21.77 | 13.11 | 22.85 | |||||||
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Global Equity
2
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DynamicEdge Equity Class Portfolio
Total funds
$68.05 MM
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| F Currency | 25.1847 | 0.2898 | 1.16 | 7.25 | 4.88 | 11.18 | 8.01 | 7.75 | 02/19/08 | -5.42 | -3.33 | 1.21 | -3.33 | 21.11 | 11.34 | -18.60 | 15.35 | 23.76 | |||||||
| F CurrencyUS | 18.2392 | 0.2548 | 1.42 | 0.85 | 0.03 | 10.76 | 6.66 | 5.55 | 02/19/08 | -4.91 | -3.44 | -4.88 | -3.44 | 11.25 | 14.12 | -23.88 | 16.25 | 25.77 | |||||||
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DynamicEdge Equity Portfolio
Total funds
$442.45 MM
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| F Currency | 34.6102 | 0.3990 | 1.17 | 7.28 | 5.28 | 11.64 | 8.18 | 7.75 | 02/19/08 | -5.28 | -3.15 | 1.26 | -3.15 | 20.92 | 11.62 | -17.63 | 15.64 | 23.93 | |||||||
| F CurrencyUS | 25.0653 | 0.3507 | 1.42 | 0.88 | 0.41 | 11.22 | 6.82 | 5.59 | 02/19/08 | -4.77 | -3.26 | -4.84 | -3.26 | 11.08 | 14.40 | -22.97 | 16.54 | 25.95 | |||||||