Investment discipline
Utilizing specialized equity, fixed income, and liquid alternatives as building blocks, this balanced pool provides broad diversification across complementary asset classes, styles, and strategies, targeting moderate growth for investors.
37.3% Dynamic Global Equity Private Pool Class combines four distinct investment strategies to provide differentiated foreign equity exposure unconstrained by market capitalization, sector and geography.
18.7% Dynamic Canadian Equity Private Pool Class combines three distinct investment strategies to provide more differentiated and diversified equity exposure than the broad Canadian equity market.
11.4% Dynamic Active Core Bond Private Pool invests in high quality Canadian issuers to generate income and mitigate volatility.
11.3% Dynamic Active Credit Strategies Private Pool provides exposure to a broad credit spectrum to enhance overall portfolio yield and offer greater diversification.
11.3% Dynamic Tactical Bond Private Pool uses a highly flexible total return approach to capitalize on both interest rate movements and credit opportunities while managing risk
10.0% Dynamic Liquid Alternatives provide low correlation to traditional asset classes, minimize downside risk and generate positive returns.
