Certain of the etfs invest in highyield securities or junk bonds. Dynamic strategic yield fund series a fundprofiler. Fund facts sun life dynamic strategic yield class series f. Dynstyda quote dynamic strategic yield fund bloomberg. The fund s investment objective is to seek to achieve income and longterm capital growth through exposure to primarily a diversified portfolio of fixed income and incomeoriented equity securities by investing primarily in units of sun life dynamic strategic yield fund or its successor fund the underlying trust fund. A unit investment trust which seeks the potential for aboveaverage total return by investing approximately 60% of its assets in common stocks which are selected by applying a disciplined investment strategy and 40% of its assets in exchangetraded funds which invest in fixedincome securities. Thanks to an underlying capital preservation philosophy and ability to make strategic allocations by an awardwinning portfolio management team, dynamic strategic yield fund can help position a portfolio for success even in fluctuating markets. Mutual fund dynamicstrategicyieldgifselorig75 summary.
Sun life dynamic strategic yield fund summary of investment portfolio as at september 30, 2016 unaudited1 sector allocation percentage of net asset value of the fund % percentage of net asset value of the fund % 1 cash 16. Commissions, trailing commissions, management fees and expenses all may be associated with mutual fund investments. Compare or get historical interactive daily price fund chart data for f000003ycc. Td ameritrade expanded commissionfree etf program oct 10. The fund is closed to purchases in new investment accounts effective at the close of business on february 26, 2020. Commodity strategy, dynamic global equity, global infrastructure. Omnichannel personalization platform dynamic yield.
Dynamic strategic yield fund series aas at march 31, 2020 dynamic funds is a leading canadian investment company offering a comprehensive range of investment services, including mutual funds, taxadvantaged products and customized high networth programs. Mutual fund strategicyieldfundseriesa summary quicken. Dyn1562 mutual fund information for strategic yield fund seriesa, including a fund overview, morningstar summary, tax analysis, sector allocation, and more. The funds investment objective is to seek to achieve income and longterm capital growth through exposure to primarily a diversi. Other fees you may have to pay other fees when you buy, hold, switch, redeem or reclassify units of the fund. Sun life dynamic strategic yield fund sun life global investments.
Due to the uncertainty regarding the future utilization of libor and the nature of any replacement rate, the potential effect of a transition away from libor on a fund or the financial instruments in which the fund invests cannot yet be determined. Mgs3308 mutual fund information for dynamic strategic yield gifselorig75, including a fund overview, morningstar summary, tax analysis, sector allocation, and more. The exemptions and their minimum initial investment amounts for residents in any province or territory in accordance with applicable securities laws are. Dynamic strategic yield fund series i fundprofiler. Dynamic funds is a leading canadian investment company offering a comprehensive range of investment services, including mutual funds, taxadvantaged products and customized high networth programs. Item 8 has also been updated to delete a description of the consumer recovery strategy, which j. The fund seeks to achieve high income and long term capital growth by investing in a diversified portolio of fixed income. Before you invest in any fund, consider how the fund would work with your other investments and your tolerance for risk. The manager may be contacted tollfree at 18002688186.
Dynamic strategic yield fund series a dynamic funds. The dynamic strategic yield fund is generally available to investors who can meet certain eligibility requirements under one of two exemptions from the prospectus requirement in order to invest. If approved, the merger will be effective on or about june 5, 2020. Dynamic global strategic yield fundseries a, f and o. Morgan securities llc is no longer offering through the. Fee what you pay switch fee this fee is negotiated with and paid to your representatives.
Ask your representative for a copy, contact 1832 asset management l. Dynamic strategic yield fund everchanging market dynamics can pull a traditional income portfolio in various directions. Sun gif solutions sun life dynamic strategic yield estate. Strategic yield fund interim management report of fund performance for the period ended december 31, 2016 this interim management report of fund performance contains other things, risks and uncertainties, some of which may be. Dynamic strategic yield fund seeks to achieve high income and long term capital growth by investing in a diversified portfolio of fixed income and incomeoriented equity securities. This document contains key information you should know about dynamic strategic yield fund the fund. Historical fund name guide prior fund name status date changed new fund name adjustable rate us govt fund arm merged 5696 intermediate u. Dynamic strategic yield fund series gperformance as at march 31, 2020. Fund facts td strategic yield fund advisor series to be renamed td global tactical monthly income fund e. Fund facts dynamic strategic yield fund series g november 15, 2019 1832 asset management l. Dynamic strategic yield fund seeks to achieve high income and long term capital growth by investing in a diversified portfolio of fixed income and income oriented.
Ally invest offers several commission free etfs, meaning you can diversify your investments with little impact to your bottom line. Td ameritrade expanded commission free etf program acwf acwi acwv aggy agnd agz agzd airr ald alts aoa aok aom aor ause axjl bab bil btal carz cemb cew chep cibr cjnk. Dynamic strategic yield fund is an openend fund incorporated in canada. Market data powered by quotemedia, canadian mutual fund.
Performance for class b, c, m, n, r, and y shares prior to their inception is derived from the historical performance of class a shares, adjusted for the applicable sales charge or cdsc and, except for class y shares, the higher operating expenses for such shares with the exception of putnam tax free high yield fund and putnam amt free. See our full list of available commission free etfs. Government income fund amt free insured municipal fund renamed 108 amt free municipal fund asia pacific growth fund merged 81902 international growth fund. Dynamic global strategic yield fund f cad core global balanced fund that offers stable monthly income and the potential for capital appreciation. Dynstyda quote dynamic strategic yield fund bloomberg markets.
Dynamic strategic yield fund series fas at march 31, 2020 dynamic funds is a leading canadian investment company offering a comprehensive range of investment services, including mutual funds, taxadvantaged products and customized high networth programs. Learn more about its pricing details and check what experts think about its features and integrations. Front end or deferred load charge principal custodian. Dynamic global strategic yield fundseries a, f and o units. Knowing youre from a specific country your local weather conditions, youre on a specific device and youve arrived to this page a specific campaign are just a few examples of how dynamic yield can help you tailor personalized experiences based on any data you own across web, apps, and email. To better serve you, please let us know if you are an. Fund facts sun life dynamic strategic yield class series at5. Barrons ranked gsam the best asset manager in the taxexempt bond category for 2018. Mar 31, 2020 dynamic strategic yield fund seeks to achieve high income and long term capital growth by investing in a diversified portfolio of fixed income and incomeoriented equity securities. Strategic yield fund is generally available to investors who can meet certain eligibility requirements under one of two exemptions from the prospectus requirement in order to invest. A dynamic and flexible approach may potentially dampen the swings in portfolio valuebecause even with bonds, a loss of capital can occur. Dynamic strategic yield class series tperformance as at march 31, 2020.
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