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Dynamic Funds honoured to be recognized at the 2023 Refinitiv Lipper Fund Awards Français

Dynamic Funds Logo (CNW Group/Dynamic Funds)

News provided by

Dynamic Funds

Nov 10, 2023, 09:00 ET

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TORONTO, Nov. 10, 2023 /CNW/ - Dynamic Funds is pleased to announce it has been recognized with 8 individual 2023 Refinitiv Lipper awards across 6 categories. These awards are granted to investment solutions "that have excelled in delivering consistently strong risk-adjusted performance relative to their peers," according to Refinitiv Lipper.

"We are honoured to be recognized at the Refinitiv Lipper Fund Awards again this year across a range of categories, and see both our mutual funds and Active ETFs represented," says Mark Brisley, Managing Director, Dynamic Funds. "Congratulations to our investment management teams for this impressive achievement, as we uphold our mission to provide leading and legitimately active solutions to our clients."

The winning individual Funds and ETFs for the following periods ending July 31, 2023, are:

Mutual Fund/ETF name

Category

Period
recognized

Portfolio Manager(s)

Fund count

Mutual funds

Dynamic Active Credit
Strategies Private Pool

Multi-Sector
Fixed Income

5 years

Marc-André Gaudreau,
Roger Rouleau, Jeremy
Lucas

34

Dynamic Canadian Dividend
Fund

Canadian
Dividend &
Income Equity

5 years

Don Simpson, Eric
Mencke, Rory Ronan

58

Dynamic Global Real Estate

 Fund

Real Estate
Equity

10 years

Tom Dicker, Maria
Benavente, Oscar
Belaiche

12

Dynamic Precious Metals

 Fund

Precious
Metals Equity

10 years

Robert Cohen, Nawojka
Wachowiak

11

Dynamic Preferred Yield
Class

Preferred
Share Fixed
Income

3 years

Marc-André Gaudreau,
Roger Rouleau, Jeremy
Lucas

12

Active ETFs

Dynamic Active Investment
Grade Floating Rate ETF

Canadian Short

 Term Fixed
Income

3 years

Marc-André Gaudreau,
Roger Rouleau, Jeremy
Lucas

40

Dynamic Active Investment
Grade Floating Rate
ETF

Canadian Short
Term Fixed
Income

5 years

Marc-André Gaudreau,
Roger Rouleau, Jeremy
Lucas

30

Dynamic Active Preferred
Shares ETF

Preferred
Shares Fixed

 Income

5 years

Marc-André Gaudreau,
Roger Rouleau, Jeremy
Lucas

13

For standard performance data and information about the Lipper Leader ratings of these funds, please visit the Dynamic Funds site.

About Dynamic Funds
Dynamic Funds is a division of 1832 Asset Management L.P., which offers a range of wealth management solutions, including mutual funds, actively managed ETFs, investment solutions for private clients, institutions and managed asset programs. 1832 Asset Management L.P. is a limited partnership, the general partner of which is wholly owned by Scotiabank.® Dynamic Funds is a registered trademark of its owner, used under license.

Website: www.dynamic.ca | X (formerly Twitter): @DynamicFunds | LinkedIn: https://www.linkedin.com/company/dynamic-funds/

About the Refinitiv Lipper Fund Awards
The Refinitiv Lipper Fund Awards, granted annually, highlight funds and fund companies that have excelled in delivering consistently strong risk-adjusted performance relative to their peers. The Refinitiv Lipper Fund Awards are based on the Lipper Leader for Consistent Return rating, which is a risk-adjusted performance measure calculated over 36, 60 and 120 months. The fund with the highest Lipper Leader for Consistent Return (Effective Return) value in each eligible classification wins the Refinitiv Lipper Fund Award. For more information, see lipperfundawards.com. Lipper Leader ratings are subject to change every month. Although Refinitiv Lipper makes reasonable efforts to ensure the accuracy and reliability of the data contained herein, the accuracy is not guaranteed by Refinitiv Lipper.

Commissions, trailing commissions, management fees and expenses all may be associated with mutual fund investments, including ETFs. Please read the prospectus before investing. Mutual funds and ETFs are not guaranteed, their values change frequently, and past performance may not be repeated.

SOURCE Dynamic Funds

For media enquiries: Alexandra Mathias, Scotia Global Asset Management Communications, [email protected], 647-537-8036

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Dynamic Funds

    Also from this source

  • Dynamic Funds launches Global Small Cap Fund to capture long-term growth opportunities

  • Dynamic Funds announces May 2025 cash distributions for Dynamic Active ETFs and ETF Series

  • Dynamic Funds announces April 2025 cash distributions for Dynamic Active ETFs and ETF Series

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