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Fund Price: $12.38 (as at September 22, 2017)  1-day chg: $-.02 -0.16%  YTD: 44.12%

Returns as at August 31, 2017

  Fund Group Avg Index*
1 Month 0.67% 0.11% 0.45%
3 Months 4.68% -2.78% -4.34%
6 Months 24.90% 3.05% 2.39%
1 Year 28.21% 9.21% 11.65%
2 Year Avg 14.76% 6.90% 8.70%
3 Year Avg 16.74% 7.22% 11.79%
4 Year Avg 17.51% 10.13% 15.00%
5 Year Avg 18.52% 12.10% 17.21%
10 Year Avg 9.80% 4.08% 6.87%
15 Year Avg - 5.29% 7.02%
20 Year Avg - 4.34% 5.74%
Since Inception 11.29% - -
 
2016 -12.26% 3.73% 4.41%
2015 23.92% 9.46% 19.55%
2014 8.67% 8.73% 15.01%
 
3 year risk 18.35 10.56 10.73
3 year beta 1.21 0.80 1.00

*MSCI World TR CAD

Growth of $10,000

This graph shows how a $10,000 investment in this fund would have changed in value compared with the MSCI World TR CAD.

Risk Measures as at August 31, 2017

Best/Worst 12 months (since inception)
Best (ending Oct 07): 52.74 bar graph of the performance of this holding (negative result) bar graph of the performance of this holding (positive result)
Worst (ending Dec 08): -47.08 bar graph of the performance of this holding (negative result) bar graph of the performance of this holding (positive result)
Volatility meter (Based on 3 year standard deviation from GlobeInvestor.com)
Low VOLATILITY METER: 18 High

Fund Objectives

The DMP Power Global Growth Class seeks to provide long-term capital growth through investment in a broadly diversified portfolio consisting primarily of equity securities of businesses based outside of Canada, as well as in securities of other mutual funds.

Fund Facts

Fund Sponsor: Dynamic Funds
Managed by: 1832 Asset Management L.P.
Fund Type: MF Corp
Inception Date: May 2005
Asset Class: Global Equity
Quartile Rank: 1 (3YR ending August 31, 2017)
Total Assets: N/A
Mgmt Exp. Ratio (MER): 2.82%
Management Fee: 2.00%
Load Type: Front End
Globe 5-Star Rating:
RRSP Eligible:
Canadian
Min. Invest (initial):
$500
Subsequent:
$100
Min. Invest (initial RRSP):
$500
Subsequent RRSP:
$100
Closed:
No
Restricted:
No
Restriction:
 
 

Asset Allocation May 31, 2017

Equity Sector Weightings May 31, 2017

Fund Geography May 31, 2017

Top Holdings as at May 31, 2017

Symbol Company Name Sector Geographic
Area
Asset
Type
% of
Total Assets
  Performance as at August 31, 2017
1 Year Performance (%)
  Dynamic Power Global Growth Class Ser O Other 99.68   - bar graph of the performance of this holding (negative result) bar graph of the performance of this holding (positive result)
  Other Other 99.52   - bar graph of the performance of this holding (negative result) bar graph of the performance of this holding (positive result)

Portfolio Manager(s)

Noah Blackstein, CFA

1832 Asset Management L.P.

Start Date: May, 2005

Fund Return: 11.29%

Noah Blackstein is the lead Portfolio Manager for the Dynamic Power American Growth Fund, Dynamic Power Global Growth Class, Dynamic Power Global Balanced Class, and hedge fund Dynamic Alpha Performance Fund. Noah's history with Dynamic began in 1997 when he became a founding member of the Power team. Since that time, Noah has established himself as one of Canada's premier US and global growth fund managers, a reputation that is further strengthened by his over fifteen-year record of success and many industry awards. Noah graduated from the University of Toronto in 1992 and received the CFA designation in 1997.

Also manages:Dynamic Power Global Growth Cl A

View fund manager performance report

Noah Blackstein

1832 Asset Management L.P.

Start Date: May, 2005

Fund Return: 11.29%

Also manages:Dynamic Alpha Performance-Sr A, Dynamic Power American Growth A, Dynamic Power American Growth Cl A, Dynamic Power Global Balanced Cl A, Dynamic Power Global Growth Cl A

View fund manager performance report