Strategic Enhancements to Dynamic Funds' Investment Offerings
Dynamic Funds, managed by 1832 Asset Management L.P., has announced significant enhancements to its investment solutions aimed at providing clients with superior financial products. Following various mergers within the investment lineup, effective adjustments, including name changes and fee reductions, are set to take place soon.
Name Updates and Portfolio Evolution
Starting December 5, 2025, the existing Marquis Investment Program will be rebranded as Dynamic Integrated Portfolios. This new naming signifies the evolution of the portfolios to a more integrated and client-focused approach. All underlying portfolios within this program will also receive new designations. For example, the Marquis Balanced Income Portfolio will transition to the Dynamic Integrated Balanced Income Portfolio, aligning with the overall rebranding effort.
Comprehensive List of New Portfolio Names
The complete list showing the transformation in portfolio names highlights Dynamic's commitment to clarity and alignment with modern investment strategies:
- Dynamic Integrated Balanced Income Portfolio
- Dynamic Integrated Balanced Portfolio
- Dynamic Integrated Balanced Class Portfolio
- Dynamic Integrated Balanced Growth Portfolio
- Dynamic Integrated Growth Portfolio
- Dynamic Integrated Equity Portfolio
Fee Reductions Benefiting Investors
In its continuous effort to enhance investor value, Dynamic Funds plans to implement fee reductions across selected fund series by 0.10%. This adjustment builds upon an earlier reduction announced in July, reinforcing Dynamic’s commitment to offering competitive pricing. The reduced fees will impact several funds, including the Dynamic Integrated Balanced Income Portfolio, where series A will decrease from 1.70% to 1.60%, and series F and I will drop from 0.70% to 0.60%.
Details of the Fee Reductions
The following specific fee changes will come into effect for these funds:
- Dynamic Integrated Balanced Income Portfolio Series A: 1.70% to 1.60% (0.10% decrease)
- Dynamic Integrated Balanced Income Portfolio Series F, I: 0.70% to 0.60% (0.10% decrease)
Risk Rating Revisions for Enhanced Clarity
Alongside changes to fees and names, Dynamic Funds is set to revise the risk ratings of several portfolios to better communicate their investment objectives and strategies to clients. These revisions will take effect around December 5, 2025, in compliance with the guidelines established by the Canadian Securities Administrators (CSA). Importantly, these adjustments do not alter the fundamental strategies or objectives of the respective funds.
Summary of Risk Rating Changes
A number of funds will experience changes in their classification from higher to lower risk categories, ensuring that investors are better informed:
- Dynamic Conservative Yield Private Pool Class: Low to Low
- Dynamic Global Equity Income Fund: Medium to Low
- Dynamic Energy Evolution Fund: Medium to High
Contact Information and Further Inquiries
Dynamic Funds encourages clients and potential investors to visit their website at dynamic.ca for comprehensive details about their investment offerings and the upcoming changes. The Customer Relations Centre remains available for inquiries at 1-800-268-8186.
Frequently Asked Questions
What are the main changes being made to Dynamic Funds?
Dynamic Funds is rebranding its portfolios, implementing fee reductions, and revising risk ratings to better align with client needs and investment strategies.
When will the new names and fee reductions take effect?
The new names and fee changes will come into effect on December 5, 2025.
How will fee reductions affect investors?
Investors can benefit from reduced management fees, which is aimed at increasing returns and making investments more accessible.
What motivates the change in risk ratings?
The changes in risk ratings are to enhance transparency and ensure investors understand the risk profile of their investments in accordance with regulatory guidelines.
Where can I find more information about Dynamic Funds?
For further information, please visit dynamic.ca or contact their Customer Relations Centre at 1-800-268-8186.
