Dynamic® announces proposed fund mergers involving Marquis Institutional Solutions.
TORONTO, September 11, 2025
1832 Asset Management L.P., as manager of Dynamic Funds, announced proposed mergers on certain Dynamic funds, subject to securityholder approval. Approval from securityholders will be voted on at special meetings to be held on or about October 15, 2025, virtually, for securityholders of record as at August 27, 2025.
Proposed Mergers
If approved, each securityholder of a Terminating Fund will receive securities of the applicable series of the Continuing Fund having equal value to the securities of the Terminating Fund that were held by such securityholder prior to the merger. It is currently anticipated that the following proposed mergers will be implemented on or about November 14, 2025:
| Terminating Funds | Continuing Funds | Tax Type | |
|---|---|---|---|
| Marquis Institutional Canadian Equity Portfolio | to merge into | Dynamic North American Dividend Private Pool | Tax-Deferred |
| Marquis Institutional Bond Portfolio | Dynamic Active Core Bond Private Pool | Taxable |
More details regarding these proposed mergers can be found in the Management Information Circular and other documents shown below.
Press Release (October 15, 2025)
Press Release (July 24, 2025)
Notice and Access Document
Management Information Circular