SPECIAL MEETINGS
Dynamic® announces proposed changes to certain funds
TORONTO, July 10, 2026
On May 1, 2026, 1832 Asset Management L.P., as manager of Dynamic (the "Manager"), announced a series of changes across the Dynamic fund lineup. These changes include proposed fund mergers and investment objective changes, subject to applicable regulatory and securityholder approvals. Approval from securityholders will be voted on at special meetings to be held on or about August 12, 2026, virtually, for securityholders of record as at June 24, 2026.
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 September 4, 2026:
| Terminating Fund | Continuing Fund | Tax Type |
|---|---|---|
| Dynamic Canadian Bond Fund | Dynamic Active Core Bond Private Pool | Taxable |
| Dynamic Total Return Bond Fund | Dynamic Tactical Bond Private Pool | Taxable |
Investment Objective Changes
The Manager is proposing updates to the investment objectives of the following funds:
The proposed changes will allow increased flexibility to invest beyond dividend- or income-paying equity securities, allowing the portfolio manager to invest across a wider opportunity set within the Canadian equity universe.
More details regarding these proposed mergers can be found in the Management Information Circular and other documents shown below.
Press Release (August 12, 2026)
Press Release (May 1, 2026)
Notice and Access Document
Management Information Circular
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