Skip to main content
Français
Investor sign in
New investor?
Register now
Advisor sign in
New advisor?
Register now
About Us
Our Story
Why active management matters
Why financial advice matters
Our People
Media
Featured
The Dynamic Advantage
Download our Dynamic Advantage brochure to learn more about what sets us apart.
Investments
Investment Capabilities
Alternatives
Balanced
Equity
Fixed income
Multi-asset
Specialty
Our Solutions
ETFs
Mutual funds
Liquid alternatives
Private investment pools
Portfolio solutions
Insurance partner products
Fund Details
Historical pricing
Price & performance
Featured
Price & performance
For access to fund performance, fund information and more, visit our price & performance page.
Insights & Tools
Insights
Podcasts
Learning
Dynamic LIVE
Education zone
Investing essentials
Retirement income centre
Snapshot life events
Tools
Calculators
Portfolio proposal builder
Featured
On the Money with Dynamic
podcast
From retirement planning and investing to the latest market trends,
On the Money with Dynamic
podcast series covers it all.
Regulatory
Statutory Documents, Applications and Forms
Know Your Product
Featured
Regulatory Documents
Access all regulatory documents to obtain key information about our funds.
Search
Watchlist
Watchlist
Cancel
Results
No Results Found
Watchlist
About Us
Investments
Insights & Tools
Regulatory
Français
Back
About Us
Our Story
Why active management matters
Why financial advice matters
Our People
Media
Featured
The Dynamic Advantage
Download our Dynamic Advantage brochure to learn more about what sets us apart.
Back
Investments
Investment Capabilities
Alternatives
Balanced
Equity
Fixed income
Multi-asset
Specialty
Our Solutions
ETFs
Mutual funds
Liquid alternatives
Private investment pools
Portfolio solutions
Insurance partner products
Fund Details
Historical pricing
Price & performance
Featured
Price & performance
For access to fund performance, fund information and more, visit our price & performance page.
Back
Insights & Tools
Insights
Podcasts
Learning
Dynamic LIVE
Education zone
Investing essentials
Retirement income centre
Snapshot life events
Tools
Calculators
Portfolio proposal builder
Featured
On the Money with Dynamic
podcast
From retirement planning and investing to the latest market trends,
On the Money with Dynamic
podcast series covers it all.
Back
Regulatory
Statutory Documents, Applications and Forms
Know Your Product
Featured
Regulatory Documents
Access all regulatory documents to obtain key information about our funds.
Français
Investor sign in
New investor?
Register now
Advisor sign in
New advisor?
Register now
Are you sure you want to sign out?
Cancel
Results
No Results Found
Home
Statutory Documents, Applications and Forms
Know Your Product
PFIC Statements & Other IRS Tax Information
Archive of PFIC Statements
FINANCIAL REPORTS
Archive of PFIC Statements
Search this page
2024 Trust Documents
No documents found
Dynamic Active Core Bond Private Pool
(PDF Opens in a new tab)
Dynamic Active Credit Strategies Private Pool
(PDF Opens in a new tab)
Dynamic Advantage Bond Fund
(PDF Opens in a new tab)
Dynamic Alpha Performance Fund
(PDF Opens in a new tab)
Dynamic Alpha Performance II Fund
(PDF Opens in a new tab)
Dynamic Alternative Yield Fund
(PDF Opens in a new tab)
Dynamic American Fund
(PDF Opens in a new tab)
Dynamic Asia Pacific Equity Fund
(PDF Opens in a new tab)
Dynamic Blue Chip Balanced Fund
(PDF Opens in a new tab)
Dynamic Blue Chip Equity Fund
(PDF Opens in a new tab)
Dynamic Canadian Bond Fund
(PDF Opens in a new tab)
Dynamic Canadian Dividend Fund
(PDF Opens in a new tab)
Dynamic Corporate Bond Strategies Fund
(PDF Opens in a new tab)
Dynamic Credit Absolute Return Fund
(PDF Opens in a new tab)
Dynamic Credit Opportunities Fund
(PDF Opens in a new tab)
Dynamic Credit Spectrum Fund
(PDF Opens in a new tab)
Dynamic Dividend Advantage Fund
(PDF Opens in a new tab)
Dynamic Dividend Fund
(PDF Opens in a new tab)
Dynamic Energy Evolution Fund
(PDF Opens in a new tab)
Dynamic Equity Income Fund
(PDF Opens in a new tab)
Dynamic European Equity Fund
(PDF Opens in a new tab)
Dynamic Financial Services Fund
(PDF Opens in a new tab)
Dynamic Global Asset Allocation Fund
(PDF Opens in a new tab)
Dynamic Global Discovery Fund
(PDF Opens in a new tab)
Dynamic Global Dividend Fund
(PDF Opens in a new tab)
Dynamic Global Equity Fund
(PDF Opens in a new tab)
Dynamic Global Equity Income Fund
(PDF Opens in a new tab)
Dynamic Global Fixed Income Fund
(PDF Opens in a new tab)
Dynamic Global Growth Opportunities Fund
(PDF Opens in a new tab)
Dynamic Global Infrastructure Fund
(PDF Opens in a new tab)
Dynamic Global Real Estate Fund
(PDF Opens in a new tab)
Dynamic Global Strategic Yield Fund
(PDF Opens in a new tab)
Dynamic Global Yield Private Pool
(PDF Opens in a new tab)
Dynamic High Yield Bond Fund
(PDF Opens in a new tab)
Dynamic International Discovery Fund
(PDF Opens in a new tab)
Dynamic International Dividend Private Pool
(PDF Opens in a new tab)
Dynamic International Equity Fund
(PDF Opens in a new tab)
Dynamic Liquid Alternatives Private Pool
(PDF Opens in a new tab)
Dynamic Money Market Fund
(PDF Opens in a new tab)
Dynamic North American Dividend Private Pool
(PDF Opens in a new tab)
Dynamic Power American Growth Fund
(PDF Opens in a new tab)
Dynamic Power Balanced Fund
(PDF Opens in a new tab)
Dynamic Power Canadian Growth Fund
(PDF Opens in a new tab)
Dynamic Power Global Growth Fund
(PDF Opens in a new tab)
Dynamic Power Small Cap Fund
(PDF Opens in a new tab)
Dynamic Precious Metals Fund
(PDF Opens in a new tab)
Dynamic Premium Yield Fund
(PDF Opens in a new tab)
Dynamic Premium Yield PLUS Fund
(PDF Opens in a new tab)
Dynamic Real Estate & Infrastructure Income II Fund
(PDF Opens in a new tab)
Dynamic Retirement Income Fund
(PDF Opens in a new tab)
Dynamic Small Business Fund
(PDF Opens in a new tab)
Dynamic Strategic Yield Fund
(PDF Opens in a new tab)
Dynamic Tactical Bond Private Pool
(PDF Opens in a new tab)
Dynamic Total Return Bond Fund
(PDF Opens in a new tab)
Dynamic U.S. Equity Income Fund
(PDF Opens in a new tab)
Dynamic U.S. Strategic Yield Fund
(PDF Opens in a new tab)
Dynamic Ultra Short Term Bond Fund
(PDF Opens in a new tab)
Dynamic Value Balanced Fund
(PDF Opens in a new tab)
Dynamic Value Fund of Canada
(PDF Opens in a new tab)
DynamicEdge Balanced Growth Portfolio
(PDF Opens in a new tab)
DynamicEdge Balanced Portfolio
(PDF Opens in a new tab)
DynamicEdge Defensive Portfolio
(PDF Opens in a new tab)
DynamicEdge Equity Portfolio
(PDF Opens in a new tab)
DynamicEdge Growth Portfolio
(PDF Opens in a new tab)
Marquis Institutional Balanced Growth Portfolio
(PDF Opens in a new tab)
Marquis Institutional Balanced Portfolio
(PDF Opens in a new tab)
Marquis Institutional Bond Portfolio
(PDF Opens in a new tab)
Marquis Institutional Canadian Equity Portfolio
(PDF Opens in a new tab)
Marquis Institutional Global Equity Portfolio
(PDF Opens in a new tab)
2024 Class Documents
No documents found
Dynamic Advantage Bond Class
(PDF Opens in a new tab)
Dynamic Alternative Yield Class
(PDF Opens in a new tab)
Dynamic American Class
(PDF Opens in a new tab)
Dynamic Canadian Value Class
(PDF Opens in a new tab)
Dynamic Conservative Yield Private Pool Class
(PDF Opens in a new tab)
Dynamic Corporate Bond Strategies Class
(PDF Opens in a new tab)
Dynamic Dividend Advantage Class
(PDF Opens in a new tab)
Dynamic Dividend Income Class
(PDF Opens in a new tab)
Dynamic Global Asset Allocation Class
(PDF Opens in a new tab)
Dynamic Global Discovery Class
(PDF Opens in a new tab)
Dynamic Global Dividend Class
(PDF Opens in a new tab)
Dynamic Global Equity Private Pool Class
(PDF Opens in a new tab)
Dynamic Global Infrastructure Class
(PDF Opens in a new tab)
Dynamic Global Yield Private Pool Class
(PDF Opens in a new tab)
Dynamic Money Market Class
(PDF Opens in a new tab)
Dynamic Power American Growth Class
(PDF Opens in a new tab)
Dynamic Power Global Balanced Class
(PDF Opens in a new tab)
Dynamic Power Global Growth Class
(PDF Opens in a new tab)
Dynamic Preferred Yield Class
(PDF Opens in a new tab)
Dynamic Premium Balanced Private Pool Class
(PDF Opens in a new tab)
Dynamic Premium Bond Private Pool Class
(PDF Opens in a new tab)
Dynamic Premium Yield Class
(PDF Opens in a new tab)
Dynamic Strategic Energy Class
(PDF Opens in a new tab)
Dynamic Strategic Gold Class
(PDF Opens in a new tab)
Dynamic Strategic Resource Class
(PDF Opens in a new tab)
Dynamic Strategic Yield Class
(PDF Opens in a new tab)
Dynamic Total Return Bond Class
(PDF Opens in a new tab)
Dynamic U.S. Balanced Class
(PDF Opens in a new tab)
Dynamic U.S. Equity Private Pool Class
(PDF Opens in a new tab)
Dynamic Value Balanced Class
(PDF Opens in a new tab)
DynamicEdge Balanced Growth Class Portfolio
(PDF Opens in a new tab)
DynamicEdge Conservative Class Portfolio
(PDF Opens in a new tab)
DynamicEdge Equity Class Portfolio
(PDF Opens in a new tab)
2024 ETF Documents
No documents found
Dynamic Active Canadian Bond ETF
(PDF Opens in a new tab)
Dynamic Active Canadian Dividend ETF
(PDF Opens in a new tab)
Dynamic Active Crossover Bond ETF
(PDF Opens in a new tab)
Dynamic Active Discount Bond ETF
(PDF Opens in a new tab)
Dynamic Active Enhanced Yield Covered Options ETF
(PDF Opens in a new tab)
Dynamic Active Global Dividend ETF
(PDF Opens in a new tab)
Dynamic Active Global Financial Services ETF
(PDF Opens in a new tab)
Dynamic Active Global Gold ETF
(PDF Opens in a new tab)
Dynamic Active Global Infrastructure ETF
(PDF Opens in a new tab)
Dynamic Active International Dividend ETF
(PDF Opens in a new tab)
Dynamic Active International ETF
(PDF Opens in a new tab)
Dynamic Active Investment Grade Floating Rate ETF
(PDF Opens in a new tab)
Dynamic Active Mining Opportunities ETF
(PDF Opens in a new tab)
Dynamic Active Preferred Shares ETF
(PDF Opens in a new tab)
Dynamic Active Retirement Income ETF
(PDF Opens in a new tab)
Dynamic Active Tactical Bond ETF
(PDF Opens in a new tab)
Dynamic Active U.S. Dividend ETF
(PDF Opens in a new tab)
Dynamic Active U.S. Equity ETF
(PDF Opens in a new tab)
Dynamic Active U.S. Equity ETF
(PDF Opens in a new tab)
Dynamic Active U.S. Mid-Cap ETF
(PDF Opens in a new tab)
Share this content
Email
LinkedIn
Copied
Copy Link