2024 Lipper Fund Awards
Dynamic Funds honoured to be recognized at the 2024 LSEG Lipper Fund Awards
Dynamic Funds is pleased to announce it has been recognized with 8 individual 2024 LSEG 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 LSEG Lipper.
“We are thrilled to be recognized once again at the LSEG Lipper Fund Awards this year in several categories, showcasing the strength of our investment funds,” says Mark Brisley, Managing Director, Dynamic Funds. “Congratulations to our investment management teams for this remarkable accomplishment, as we continue to deliver industry-leading solutions to our clients.”
The winning individual Funds and ETFs for the following periods ending July 31, 2024, are:
Performance for Dynamic Canadian Dividend Fund, Series F, for the period ended October 31, 2024 is as follows: 24.58% (1 year), 8.23% (3 year), 12.11% (5 year) and 8.12% since inception (April 2002). The corresponding Lipper Leader ratings of the fund for the period ending July 31, 2024 are as follows: 5 (3 years), 5 (5 years), 5 (10 years).
Performance for Dynamic Tactical Bond Private Pool, Series FH, for the period ended October 31, 2024 is as follows: 11.12% (1 year), 0.28% (3 year), 0.54% (5 year) and 0.02% since inception (March 2015). The corresponding Lipper Leader ratings of the fund for the period ending July 31, 2024 are as follows: 5 (3 years), 3 (5 years), N/A (10 years).
Performance for Dynamic Global Yield Private Pool, Series FH, USD, for the period ended October 31, 2024 is as follows: 23.07% (1 year), 6.07% (3 year), 7.29% (5 year) and 6.95% since inception (April 2015). The corresponding Lipper Leader ratings of the fund for the period ending July 31, 2024 are as follows: 5 (3 years), 5 (5 years), N/A (10 years).
Performance for Dynamic Precious Metals Fund, Series F, for the period ended October 31, 2024 is as follows: 74.78% (1 year), 15.63% (3 year), 18.65% (5 year) and 7.83% since inception (January 2007) The corresponding Lipper Leader ratings of the fund for the period ending July 31, 2024 are as follows: 3 (3 years), 4 (5 years), 5 (10 years).
Performance for Dynamic Preferred Yield Class, Series F, for the period ended October 31, 2024 is as follows: 31.73% (1 year), 2.62% (3 year), 8.99% (5 year) and 4.73% since inception (April 2013). The corresponding Lipper Leader ratings of the fund for the period ending July 31, 2024 are as follows: 5 (3 years), 5 (5 years), 5 (10 years).
Performance for Dynamic Global Real Estate Fund, Series F, for the period ended October 31, 2024 is as follows: 28.83% (1 year), 0.06% (3 year), 3.98% (5 year) and 5.93% since inception (November 1996). The corresponding Lipper Leader ratings of the fund for the period ending July 31, 2024 are as follows: 5 (3 years), 5 (5 years), 5 (10 years).
Commissions, trailing commissions, management fees and expenses may be associated with mutual fund investments. Please read the prospectus before investing. Mutual funds are not guaranteed or insured by the Canada Deposit Insurance Corporation or any other government deposit insurer, their values change frequently, and past performance may not be repeated. Series A units are available for purchase to all investors, while Series F units are only available to investors who participate in eligible fee-based or wrap programs with their registered dealers. Differences in performance between these series are primarily due to differences in management fees and fixed administration fees. Performance results for Series F units may also appear higher than for Series A units as the management fee does not include the trailing commission.
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, liquid alternative mutual funds and investment solutions for private clients, institutional clients 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 The Bank of Nova Scotia, used under license by, and is a division of, 1832 Asset Management L.P.
© Copyright 2024 The Bank of Nova Scotia. All rights reserved.
About the LSEG Lipper Fund Awards
The LSEG 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 LSEG 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 LSEG Lipper Fund Award. For more information, see lipperfundawards.com. Although LSEG makes reasonable efforts to ensure the accuracy and reliability of the data contained herein, the accuracy is not guaranteed by LSEG Lipper.
LSEG Lipper Fund Award © 2024 LSEG. All rights reserved. Used under license