This document contains key information you should know about dynamic strategic yield fund the fund. Dynamic strategic yield fund series gperformance as at march 31, 2020. Mutual fund strategicyieldfundseriesa summary quicken. 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 dynamic dynamic funds. Dynamic strategic yield class series tperformance as at march 31, 2020.
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. Before you invest in any fund, consider how the fund would work with your other investments and your tolerance for risk. Dynamic strategic yield fund series a fundprofiler. The exemptions and their minimum initial investment amounts for residents in any province or territory in accordance with applicable securities laws are. Dynamic global strategic yield fundseries a, f and o. Other fees you may have to pay other fees when you buy, hold, switch, redeem or reclassify units of the fund. Omnichannel personalization platform dynamic yield. 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. Certain of the etfs invest in highyield securities or junk bonds. Fee what you pay switch fee this fee is negotiated with and paid to your representatives. Dynamic strategic yield fund is an openend fund incorporated in canada. Sun life dynamic strategic yield fund sun life global investments. Historical fund name guide prior fund name status date changed new fund name adjustable rate us govt fund arm merged 5696 intermediate u.
Dynstyda quote dynamic strategic yield fund bloomberg markets. Fund facts sun life dynamic strategic yield class series at5. Commissions, trailing commissions, management fees and expenses all may be associated with mutual fund investments. 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. The fund is closed to purchases in new investment accounts effective at the close of business on february 26, 2020.
Dynamic global strategic yield fund f cad core global balanced fund that offers stable monthly income and the potential for capital appreciation. Ask your representative for a copy, contact 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 incomeoriented equity securities. Ally invest offers several commission free etfs, meaning you can diversify your investments with little impact to your bottom line. 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. 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. Dynstyda quote dynamic strategic yield fund bloomberg. Dynamic strategic yield fund dynamic dynamic funds yumpu.
Dynamic global strategic yield fundseries a, f and o units. Commodity strategy, dynamic global equity, global infrastructure. 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. 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. Mgs3308 mutual fund information for dynamic strategic yield gifselorig75, including a fund overview, morningstar summary, tax analysis, sector allocation, and more. Fund facts td strategic yield fund advisor series to be renamed td global tactical monthly income fund e. Td ameritrade expanded commissionfree etf program oct 10. 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. See our full list of available commission free etfs. 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.
Simplified prospectus offers securities of mutual funds that above as a. 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. 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. 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. 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. The manager may be contacted tollfree at 18002688186. Market data powered by quotemedia, canadian mutual fund. To better serve you, please let us know if you are an. 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. Item 8 has also been updated to delete a description of the consumer recovery strategy, which j. Barrons ranked gsam the best asset manager in the taxexempt bond category for 2018. Compare or get historical interactive daily price fund chart data for f000003ycc.
Shortterm conservative income, strategic income and u. A dynamic and flexible approach may potentially dampen the swings in portfolio valuebecause even with bonds, a loss of capital can occur. Learn more about its pricing details and check what experts think about its features and integrations. Subject to obtaining all necessary unitholder and regulatory approvals, sun life dynamic strategic yield class will be merged into sun life dynamic strategic yield fund. Front end or deferred load charge principal custodian. 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. Dynamic strategic yield fund series i fundprofiler. The fund seeks to achieve high income and long term capital growth by investing in a diversified portolio of fixed income. Morgan securities llc is no longer offering through the. 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.
If approved, the merger will be effective on or about june 5, 2020. Mutual fund dynamicstrategicyieldgifselorig75 summary. Dynamic strategic yield fund series a dynamic funds. Fund facts dynamic strategic yield fund series g november 15, 2019 1832 asset management l.
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