Dynamic Funds has announced that the risk ratings of the funds listed below will change effective on or about Nov. 17, 2017. The changes come after the implementation of the new risk classification methodology recently mandated by the CSA.
There are no changes to the investment objectives or strategies of these funds associated with their new risk ratings, says the firm.
Funds with lower risk rating
Fund | New risk rating
(effective on or about November 17, 2017) |
Current risk rating |
Dynamic Alternative Investments Private Pool Class | Low-to-medium | Medium |
Dynamic Alternative Yield Class | Low-to-medium | Medium |
Dynamic Alternative Yield Fund | Low-to-medium | Medium |
Dynamic Dividend Income Class | Low | Low-to-medium |
Dynamic Equity Income Fund | Low-to-medium | Medium |
Dynamic Global Infrastructure Class | Low-to-medium | Medium |
Dynamic Global Infrastructure Fund | Low-to-medium | Medium |
Dynamic Premium Yield Class | Low-to-medium | Medium |
Dynamic Premium Yield Fund | Low-to-medium | Medium |
Dynamic Small Business Fund | Low-to-medium | Medium |
Dynamic Strategic Yield Fund | Low | Low-to-medium |
Marquis Balanced Income Portfolio | Low | Low-to-medium |
Funds with higher risk rating
Fund | New risk rating
(effective on or about |
Current risk rating |
Dynamic Canadian Dividend Fund | Medium | Low-to-medium |
Dynamic Dividend Advantage Class | Medium | Low-to-medium |
Dynamic Dividend Advantage Fund | Medium | Low-to-medium |
Dynamic Energy Income Fund | Medium-to-high | Medium |
Dynamic European Value Fund | Medium-to-high | Medium |
Dynamic Global Dividend Fund | Medium | Low-to-medium |
Dynamic Global Value Fund | Medium-to-high | Medium |
Dynamic Power American Growth Class | Medium-to-high | Medium |
Dynamic Power American Growth Fund1 | Medium-to-high | Medium |
Dynamic Power Canadian Growth Fund | Medium-to-high | Medium |
Dynamic Power Global Balanced Class | Medium | Low-to-medium |
Dynamic Power Global Growth Class | High | Medium |
Dynamic Power Global Growth Fund Series O | High | Medium |
Dynamic Power Global Navigator Class | Medium-to-high | Medium |
Dynamic Strategic Gold Class | High | Medium to high |
Dynamic Strategic Resource Class | High | Medium |
Dynamic U.S. Dividend Advantage Fund | Medium | Low-to-medium |
Dynamic U.S. Sector Focus Class | Medium | Low-to-medium |
DMP Power Global Growth Class | High | Medium |
1 Excludes Series N securities