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Dynamic Value Balanced Series I

DYN1119
=
5.31
0.00
0.00%
2018-05-18
5 Years
  • Previous Close

    5.31

  • Net Assets

    5.66M

  • Yield

    4.47%

  • 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 Growth

The Dynamic Value Balanced Fund seeks to achieve as high a 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 below investment grade.

Purchase Information

Initial Purchase 25,000
Initial Purchase: IRA 25,000
Initial Purchase: AIP 25,000

Inception

2005-12-22

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