Dynamic Funds has launched new Dynamic Private Investment Pools, an exclusive suite of investment solutions for advisors operating on a fee-based platform, including those licensed as portfolio managers.
Dynamic Private Investment Pools use active management as their foundation and are constructed as diversified yet focused, multi-investment strategy pools managed by Dynamic’s portfolio managers. The Pools are optimized for the complementary style of each portfolio manager and undergo a monitoring process where asset class and manager allocations are assessed regularly.
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Dynamic Private Investment Pools offers nine mandates representing a broad range of key asset classes:
-Dynamic Active Core Bond Private Pool;
-Dynamic Active Credit Strategies Private Pool;
-Dynamic Global Yield Private Pool;
-Dynamic Global Yield Private Class;
-Dynamic Asset Allocation Private Pool;
-Dynamic Alternative Investments Private Pool Class;
-Dynamic Canadian Equity Private Pool Class;
-Dynamic U.S. Equity Private Pool Class; and
-Dynamic Global Equity Private Pool Class.
As an exclusive offering, Dynamic Private Investment Pools have competitive management fees at a minimum investment threshold of $150,000 per Pool, with further preferred pricing on higher investment levels, and the ability to aggregate household assets to reach minimum levels. The Pools have fixed administration fees, thereby providing greater cost certainty and transparency to investors. Certain Pools also offer tax-efficient and monthly income options.
"As a growing number of advisors attain their discretionary portfolio manager license in response to a more competitive landscape and the wider movement toward a fee-based practice, we have been actively listening to these advisors and designed Dynamic Private Investment Pools with their clients’ specific needs in mind," said Jordy Chilcott, President and Chief Executive Officer (CEO), Dynamic Funds. "We believe that these Pools which feature legitimately active management and competitive pricing will be of great value to their business and their clients."
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By GlobalDataCommissions, trailing commissions, management fees and expenses all may be associated with investments in pools. Please read the prospectus before investing. Investments in pools are not guaranteed; their values change frequently and past performance may not be repeated.
