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 $ 03-28-25 |
Performance % 02-28-25 |
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
$86.09 MM
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| F Currency | 9.8663 | -0.0495 | -0.50 | 10.69 | 5.07 | 5.26 | 4.74 | 5.79 | 04/05/12 | 0.09 | 1.10 | 4.87 | 2.19 | 10.55 | 9.15 | -9.90 | 8.46 | 6.27 | |||||||
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DynamicEdge Defensive Portfolio
Total funds
$494.25 MM
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| F Currency | 7.9126 | -0.0008 | -0.01 | 8.93 | 3.00 | 2.55 | 2.92 | 3.65 | 02/28/12 | 0.65 | 1.21 | 4.25 | 2.13 | 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
$212.92 MM
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| F Currency | 19.8723 | -0.1013 | -0.51 | 10.71 | 4.76 | 5.53 | 5.13 | 5.86 | 02/19/08 | -0.40 | 0.98 | 5.54 | 2.08 | 11.23 | 9.59 | -12.77 | 6.85 | 13.15 | |||||||
| F CurrencyUS | 13.8783 | -0.0790 | -0.57 | 3.83 | 0.20 | 3.94 | 3.61 | 3.67 | 02/19/08 | 0.06 | -2.28 | -1.69 | 1.42 | 2.18 | 12.32 | -18.42 | 7.68 | 15.05 | |||||||
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DynamicEdge Balanced Growth Class Portfolio
Total funds
$201.41 MM
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| F Currency | 21.9853 | -0.2125 | -0.96 | 12.27 | 5.47 | 7.11 | 6.30 | 6.60 | 02/19/08 | -1.05 | 0.83 | 7.34 | 2.24 | 14.54 | 10.21 | -15.48 | 9.43 | 18.08 | |||||||
| F CurrencyUS | 15.3539 | -0.1576 | -1.02 | 5.29 | 0.88 | 5.50 | 4.76 | 4.41 | 02/19/08 | -0.60 | -2.42 | -0.01 | 1.57 | 5.22 | 12.96 | -20.96 | 10.29 | 20.02 | |||||||
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DynamicEdge Balanced Growth Portfolio
Total funds
$1.16 B
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| F Currency | 22.9847 | -0.2217 | -0.96 | 12.42 | 5.66 | 7.24 | 6.28 | 6.55 | 02/19/08 | -1.12 | 0.98 | 7.60 | 2.26 | 14.71 | 10.32 | -15.34 | 9.41 | 18.26 | |||||||
| F CurrencyUS | 16.0519 | -0.1644 | -1.01 | 5.43 | 1.07 | 5.63 | 4.74 | 4.28 | 02/19/08 | -0.67 | -2.27 | 0.23 | 1.60 | 5.38 | 13.06 | -20.83 | 10.27 | 20.19 | |||||||
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DynamicEdge Balanced Portfolio
Total funds
$534.04 MM
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| F Currency | 18.0692 | -0.0922 | -0.51 | 11.01 | 4.84 | 5.62 | 5.19 | 5.86 | 02/19/08 | -0.26 | 1.24 | 5.89 | 2.36 | 11.24 | 9.63 | -13.00 | 6.86 | 13.55 | |||||||
| F CurrencyUS | 12.6190 | -0.0720 | -0.57 | 4.11 | 0.28 | 4.03 | 3.67 | 3.68 | 02/19/08 | 0.19 | -2.02 | -1.36 | 1.70 | 2.19 | 12.37 | -18.64 | 7.70 | 15.43 | |||||||
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DynamicEdge Conservative Class Portfolio
Total funds
$484.23 MM
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| F Currency | 15.0417 | -0.0422 | -0.28 | 9.64 | 3.87 | 4.05 | 4.10 | 5.04 | 02/28/12 | 0.35 | 0.89 | 4.57 | 2.21 | 8.52 | 8.69 | -11.16 | 4.85 | 9.17 | |||||||
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DynamicEdge Growth Class Portfolio
Total funds
$118.02 MM
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| F Currency | 23.9130 | -0.3008 | -1.24 | 13.57 | 6.44 | 8.53 | 7.32 | 7.21 | 02/19/08 | -1.67 | 0.79 | 8.69 | 2.19 | 17.82 | 10.58 | -16.70 | 12.06 | 20.37 | |||||||
| F CurrencyUS | 16.7002 | -0.2201 | -1.30 | 6.51 | 1.82 | 6.89 | 5.76 | 5.01 | 02/19/08 | -1.22 | -2.46 | 1.23 | 1.52 | 8.23 | 13.33 | -22.10 | 12.93 | 22.35 | |||||||
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DynamicEdge Growth Portfolio
Total funds
$716.08 MM
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| F Currency | 27.5985 | -0.3413 | -1.22 | 13.23 | 6.45 | 8.66 | 7.42 | 7.27 | 02/19/08 | -1.53 | 0.87 | 8.15 | 2.20 | 17.29 | 10.68 | -16.35 | 12.23 | 20.86 | |||||||
| F CurrencyUS | 19.2740 | -0.2500 | -1.28 | 6.19 | 1.83 | 7.03 | 5.87 | 5.04 | 02/19/08 | -1.08 | -2.38 | 0.74 | 1.55 | 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
$72.62 MM
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| F Currency | 25.1640 | -0.3631 | -1.42 | 14.92 | 7.29 | 10.18 | 8.69 | 8.15 | 02/19/08 | -2.28 | 0.75 | 9.80 | 2.21 | 21.11 | 11.34 | -18.60 | 15.35 | 23.76 | |||||||
| F CurrencyUS | 17.5739 | -0.2641 | -1.48 | 7.77 | 2.63 | 8.52 | 7.12 | 5.89 | 02/19/08 | -1.83 | -2.50 | 2.27 | 1.54 | 11.25 | 14.12 | -23.88 | 16.25 | 25.77 | |||||||
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DynamicEdge Equity Portfolio
Total funds
$471.54 MM
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| F Currency | 34.5985 | -0.5014 | -1.43 | 14.82 | 7.69 | 10.60 | 8.84 | 8.14 | 02/19/08 | -2.25 | 0.78 | 9.68 | 2.25 | 20.92 | 11.62 | -17.63 | 15.64 | 23.93 | |||||||
| F CurrencyUS | 24.1627 | -0.3647 | -1.49 | 7.68 | 3.01 | 8.94 | 7.27 | 5.92 | 02/19/08 | -1.80 | -2.47 | 2.17 | 1.60 | 11.08 | 14.40 | -22.97 | 16.54 | 25.95 | |||||||