Why invest in Dynamic Integrated Growth Portfolio

  • Access redefined diversification through a blend of active, passive, and alternatives in one portfolio.
  • Designed to achieve long-term capital growth through a 90% equity, 10% fixed income mix.
  • A complete investment solution, actively managed by the Multi-Asset Management Team.

PORTFOLIO MANAGEMENT

LITERATURE

CALENDAR RETURNS (%)
As at 02/28/2026

YTD2025202420232022202120202019201820172016
2.911.718.711.0

COMPOUND RETURNS (%)
As at 02/28/2026

1 month3 months6 months1 year3 years5 years10 yearsInception
2.42.36.812.413.86.8

CANADIAN EQUITY (%)

As at 02/28/2026

1832 AM Canadian Growth LP5.7
1832 AM Fundamental Canadian Equity Pool5.6
Dynamic Active Canadian Dividend ETF3.8
Dynamic Small Business Fund3.5
Scotia Wealth Quantitative Canadian Small Cap Equity Pool0.5
Total within portfolio19.0

FIXED INCOME (%)

As at 02/28/2026

Dynamic Active Bond ETF2.9
Dynamic Active Tactical Bond ETF2.0
1832 AM Global Credit Pool1.2
Dynamic High Yield Bond Fund0.8
Dynamic Corporate Bond Strategies Fund0.7
Total within portfolio7.6

DYNAMIC PREFERRED PRICING

Management fee rates are applied back to dollar one

Fund Value %
$0K - $250K0.750
$250K - $1M0.650
$1M - $5M0.575
$5M+0.525
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  • 1. Name change effective December 5, 2025. Formerly Marquis Growth  Portfolio. 
  • 2. Risk rating measures the degree of uncertainty that an investor can handle regarding fluctuations in the value of their portfolio. The amount of risk associated with any particular investment depends largely on your own personal circumstances including your time horizon, liquidity needs, portfolio size, income, investment knowledge and attitude toward price fluctuations. Investors should consult their financial advisor before making a decision as to whether this mutual fund is a suitable investment for them.
<ul class="ann-list"><li id="ann-CA6I-FT-CAD-SpecificAnnotations-FundName"><sup><a aria-label="footnote1 1" href="https://fund.dynamic.ca/fund-profile?locale&#x3D;en-US&amp;profileId&#x3D;CA6I-FT-CAD#ann-CA6I-FT-CAD-SpecificAnnotations-FundName1">1.</a></sup>&nbsp;Name change effective December 5, 2025. Formerly Marquis Growth  Portfolio. </li><li id="ann-CA6I-FT-CAD-AutomaticAnnotations-RiskRating"><sup><a aria-label="footnote1 2" href="https://fund.dynamic.ca/fund-profile?locale&#x3D;en-US&amp;profileId&#x3D;CA6I-FT-CAD#ann-CA6I-FT-CAD-AutomaticAnnotations-RiskRating1">2.</a></sup>&nbsp;Risk rating measures the degree of uncertainty that an investor can handle regarding fluctuations in the value of their portfolio. The amount of risk associated with any particular investment depends largely on your own personal circumstances including your time horizon, liquidity needs, portfolio size, income, investment knowledge and attitude toward price fluctuations. Investors should consult their financial advisor before making a decision as to whether this mutual fund is a suitable investment for them.</li></ul>
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      • . Commissions, trailing commissions, management fees and expenses all may be associated with mutual fund investments. Please read the prospectus before investing.
      <ul class="ann-list"><li id="ann-CA6I-FT-CAD-Disclaimers-Info"><sup><a aria-label="footnote1 " href="https://fund.dynamic.ca/fund-profile?locale&#x3D;en-US&amp;profileId&#x3D;CA6I-FT-CAD#ann-CA6I-FT-CAD-Disclaimers-Info1">.</a></sup>&nbsp;Commissions, trailing commissions, management fees and expenses all may be associated with mutual fund investments. Please read the prospectus before investing.</li></ul>
      • . The indicated rates of return are the historical annual compounded total returns including changes in units [share] value and reinvestment of all distributions [dividends] and do not take into account sales, redemption, distribution or optional charges or income taxes payable by any security holder that would have reduced returns. The rates of return are used only to illustrate the effects of the compound growth rate and are not intended to reflect future values of the mutual fund or returns on investment in the mutual fund. Investments in mutual funds are not guaranteed, their values change frequently and past performance may not be repeated.
      <ul class="ann-list"><li id="ann-CA6I-FT-CAD-Disclaimers-NoGuarantees"><sup><a aria-label="footnote1 " href="https://fund.dynamic.ca/fund-profile?locale&#x3D;en-US&amp;profileId&#x3D;CA6I-FT-CAD#ann-CA6I-FT-CAD-Disclaimers-NoGuarantees1">.</a></sup>&nbsp;The indicated rates of return are the historical annual compounded total returns including changes in units [share] value and reinvestment of all distributions [dividends] and do not take into account sales, redemption, distribution or optional charges or income taxes payable by any security holder that would have reduced returns. The rates of return are used only to illustrate the effects of the compound growth rate and are not intended to reflect future values of the mutual fund or returns on investment in the mutual fund. Investments in mutual funds are not guaranteed, their values change frequently and past performance may not be repeated.</li></ul>
      • . Compound growth calculations are used only for the purpose of illustrating the effects of compound growth and are not intended to reflect future value of any mutual fund or returns on investment in any mutual fund.
      <ul class="ann-list"><li id="ann-performance"><sup><a aria-label="footnote1 " href="https://fund.dynamic.ca/fund-profile?locale&#x3D;en-US&amp;profileId&#x3D;CA6I-FT-CAD#ann-performance1">.</a></sup>&nbsp;Compound growth calculations are used only for the purpose of illustrating the effects of compound growth and are not intended to reflect future value of any mutual fund or returns on investment in any mutual fund.</li></ul>
      • . R2 is a measurement out of 100 that shows the extent to which a portfolio’s movements can be explained by the benchmark's movements.
      <ul class="ann-list"><li id="ann-CA6I-FT-CAD-Disclaimers-RSquared"><sup><a aria-label="footnote1 " href="https://fund.dynamic.ca/fund-profile?locale&#x3D;en-US&amp;profileId&#x3D;CA6I-FT-CAD#ann-CA6I-FT-CAD-Disclaimers-RSquared1">.</a></sup>&nbsp;R<sup>2</sup> is a measurement out of 100 that shows the extent to which a portfolio’s movements can be explained by the benchmark's movements.</li></ul>
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        Dynamic Fund Profile rendered at 2026-04-03 13:10:17 PM
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