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Dynamic Value Balanced Class I

DYN448
15.70
-0.01
-0.06%
2017-10-18
5 Years
  • Previous Close

    15.71

  • Net Assets

    4.23M

  • Yield

    1.15%

  • Front load

    None

  • Expenses

    -

  • Category

    Global Equity Balanced

  • Morningstar Risk

    Average

  • Morningstar Rating ★★★
Profile

Name of Issuer

Dynamic Funds

Fund Style

Open

Fund Manager

Don Simpson

Investment Style

Large Blend

This Fund seeks to achieve a high level of interest and dividend income and long-term capital appreciation by investing primarily in Canadian equity securities and debt obligations, including corporate bonds that are rated below investment grade, as well as in securities of other mutual funds.

Purchase Information

Initial Purchase 100,000
Initial Purchase: IRA 100,000
Initial Purchase: AIP 100,000

Inception

2007-01-03

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