Why choose Dynamic Payout Portfolio?

For predictable monthly retirement-income even in market downturns.

Source of consistent income

The portfolio is built with income-producing assets from diverse sources—such as dividend-paying stocks, bonds and alternative assets—that can withstand market fluctuations and generate predictable, sustainable cash flow.

Reduces the risk of outliving your savings

Dynamic’s Paycheque Portfolio Approach is the investment strategy behind the Dynamic Payout Portfolio, which aims to deliver consistent monthly income without selling your investments and reduces the risk of running out of money in retirement.

A one-ticket income solution

Dynamic Payout Portfolio is actively managed by teams with experience in generating income in all market conditions. The portfolio features dynamic asset allocation, regular rebalancing, and ongoing portfolio optimization, aiming to deliver a complete retirement solution.

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Spend income, not capital

An innovative retirement solution

Worried about running out of money in retirement? At Dynamic, we believe that retirement doesn’t have to be an inevitable depletion of assets. Dynamic Payout Portfolio aims to provide steady monthly income without eroding your capital, so you can retire with confidence.

With Dynamic Payout Portfolio, retirees don’t have to sell anything to get consistent retirement income. This strategy allows time for the investments to recover in value after a market downturn – and provides peace of mind for retirees during volatile markets. With Dynamic Payout Portfolio, retirees spend income not capital.

Graph depicts years on X-axis and shows how consistent monthly portfolio income stays steady and increases portfolio value over 20 years.

For illustrative purposes only.

Designed for Sustainable Income

Dynamic’s Payout Portfolio employs a unique blend of income-focused equities, fixed income and alternative investments, drawing on the most effective income strategies across asset classes designed to withstand market fluctuations. Its allocation to alternatives enhances diversification and helps manage risk, contributing to a higher level of secure and reliable income that continues throughout retirement.

Graph shows comparison of a traditional 60% Equities 40% Bond portfolio vs. Equal amount of Equities, bonds and Alternatives portfolio.

For illustrative purposes only.

How to invest with us

With a financial advisor

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

Self-directed

Investment solutions are available during trading hours through your self-directed investing account.

Commissions, trailing commissions, management fees and expenses may be associated with mutual fund investments. Please read the prospectus before investing.
 Mutual fund investments are not guaranteed, their values change frequently and past performance may not be repeated.

Distributions may consist of net income, dividends, net realized capital gains, and/or return of capital. Distributions are not guaranteed, and investors should not confuse a fund’s distribution yield with its performance or rate of return. Target distributions are determined based on the target annual payout rate for the indicated series of the fund. Distributions are not guaranteed and may change at any time at the discretion of the fund’s Manager.

The information provided is not intended to be investment advice. Investors should consult their own professional advisor for specific investment and/or tax advice tailored to their needs when planning to implement an investment strategy to ensure that individual circumstances are considered properly and action is taken based on the latest available information.

Dynamic® is a registered trademark of The Bank of Nova Scotia, used under license by, and is a division of, 1832 Asset Management L.P. Paycheque Portfolio™ is a trademark of The Bank of Nova Scotia, used under license.

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