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 $ 06-09-25 |
Performance % 04-30-25 |
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
$81.94 MM
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| F Currency | 9.9757 | -0.0170 | -0.17 | 7.72 | 5.43 | 5.19 | 4.49 | 5.45 | 04/05/12 | -1.29 | -3.13 | 0.40 | -1.09 | 10.55 | 9.15 | -9.90 | 8.46 | 6.27 | |||||||
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DynamicEdge Defensive Portfolio
Total funds
$476.57 MM
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| F Currency | 7.8834 | -0.0091 | -0.12 | 7.62 | 4.16 | 2.31 | 2.76 | 3.44 | 02/28/12 | -0.97 | -1.49 | 1.01 | -0.04 | 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
$199.62 MM
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| F Currency | 20.3093 | -0.0355 | -0.17 | 7.51 | 5.19 | 5.02 | 4.81 | 5.57 | 02/19/08 | -1.26 | -4.07 | 0.12 | -1.69 | 11.23 | 9.59 | -12.77 | 6.85 | 13.15 | |||||||
| F CurrencyUS | 14.8400 | -0.0151 | -0.10 | 7.35 | 2.63 | 5.21 | 3.46 | 3.70 | 02/19/08 | 3.06 | 1.13 | 1.11 | 2.51 | 2.18 | 12.32 | -18.42 | 7.68 | 15.05 | |||||||
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DynamicEdge Balanced Growth Class Portfolio
Total funds
$186.68 MM
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| F Currency | 22.7897 | -0.0514 | -0.23 | 7.62 | 5.42 | 6.25 | 5.81 | 6.20 | 02/19/08 | -1.47 | -6.31 | -0.71 | -3.20 | 14.54 | 10.21 | -15.48 | 9.43 | 18.08 | |||||||
| F CurrencyUS | 16.6524 | -0.0254 | -0.15 | 7.47 | 2.86 | 6.44 | 4.46 | 4.33 | 02/19/08 | 2.85 | -1.23 | 0.28 | 0.93 | 5.22 | 12.96 | -20.96 | 10.29 | 20.02 | |||||||
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DynamicEdge Balanced Growth Portfolio
Total funds
$1.07 B
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| F Currency | 23.8213 | -0.0536 | -0.22 | 7.86 | 5.58 | 6.41 | 5.79 | 6.15 | 02/19/08 | -1.51 | -6.34 | -0.51 | -3.14 | 14.71 | 10.32 | -15.34 | 9.41 | 18.26 | |||||||
| F CurrencyUS | 17.4062 | -0.0265 | -0.15 | 7.71 | 3.01 | 6.60 | 4.43 | 4.20 | 02/19/08 | 2.81 | -1.26 | 0.48 | 0.99 | 5.38 | 13.06 | -20.83 | 10.27 | 20.19 | |||||||
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DynamicEdge Balanced Portfolio
Total funds
$494.11 MM
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| F Currency | 18.4730 | -0.0318 | -0.17 | 7.82 | 5.28 | 5.11 | 4.86 | 5.57 | 02/19/08 | -1.26 | -3.95 | 0.38 | -1.43 | 11.24 | 9.63 | -13.00 | 6.86 | 13.55 | |||||||
| F CurrencyUS | 13.4982 | -0.0134 | -0.10 | 7.67 | 2.72 | 5.30 | 3.51 | 3.71 | 02/19/08 | 3.07 | 1.26 | 1.39 | 2.78 | 2.19 | 12.37 | -18.64 | 7.70 | 15.43 | |||||||
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DynamicEdge Conservative Class Portfolio
Total funds
$456.43 MM
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| F Currency | 15.2475 | -0.0214 | -0.14 | 7.39 | 4.59 | 3.72 | 3.86 | 4.74 | 02/28/12 | -1.21 | -2.53 | 0.34 | -0.71 | 8.52 | 8.69 | -11.16 | 4.85 | 9.17 | |||||||
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DynamicEdge Growth Class Portfolio
Total funds
$106.67 MM
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| F Currency | 25.0122 | -0.0636 | -0.25 | 7.92 | 5.97 | 7.49 | 6.71 | 6.73 | 02/19/08 | -1.59 | -7.93 | -1.05 | -4.32 | 17.82 | 10.58 | -16.70 | 12.06 | 20.37 | |||||||
| F CurrencyUS | 18.2764 | -0.0331 | -0.18 | 7.76 | 3.39 | 7.68 | 5.34 | 4.85 | 02/19/08 | 2.72 | -2.94 | -0.06 | -0.24 | 8.23 | 13.33 | -22.10 | 12.93 | 22.35 | |||||||
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DynamicEdge Growth Portfolio
Total funds
$655.57 MM
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| F Currency | 28.8472 | -0.0766 | -0.26 | 7.77 | 6.04 | 7.69 | 6.85 | 6.81 | 02/19/08 | -1.63 | -7.50 | -0.91 | -3.99 | 17.29 | 10.68 | -16.35 | 12.23 | 20.86 | |||||||
| F CurrencyUS | 21.0787 | -0.0405 | -0.19 | 7.62 | 3.46 | 7.89 | 5.47 | 4.90 | 02/19/08 | 2.69 | -2.49 | 0.07 | 0.11 | 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
$66.31 MM
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| F Currency | 26.4147 | -0.0682 | -0.26 | 8.39 | 6.58 | 8.99 | 8.00 | 7.60 | 02/19/08 | -1.85 | -9.28 | -1.24 | -5.11 | 21.11 | 11.34 | -18.60 | 15.35 | 23.76 | |||||||
| F CurrencyUS | 19.3012 | -0.0357 | -0.18 | 8.23 | 3.99 | 9.18 | 6.62 | 5.67 | 02/19/08 | 2.46 | -4.36 | -0.26 | -1.07 | 11.25 | 14.12 | -23.88 | 16.25 | 25.77 | |||||||
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DynamicEdge Equity Portfolio
Total funds
$427.49 MM
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| F Currency | 36.3074 | -0.0942 | -0.26 | 8.33 | 6.84 | 9.45 | 8.15 | 7.59 | 02/19/08 | -1.90 | -9.17 | -1.20 | -4.99 | 20.92 | 11.62 | -17.63 | 15.64 | 23.93 | |||||||
| F CurrencyUS | 26.5298 | -0.0494 | -0.19 | 8.18 | 4.24 | 9.65 | 6.77 | 5.70 | 02/19/08 | 2.40 | -4.25 | -0.22 | -0.93 | 11.08 | 14.40 | -22.97 | 16.54 | 25.95 | |||||||