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Dynamic Global Asset Allocation Fund Series A (0P0000A2W9)

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14.752 +0.140    +0.95%
06/05 - Closed. Currency in USD ( Disclaimer )
  • Morningstar Rating:
  • Total Assets: 2.26B
Type:  Fund
Market:  Canada
Issuer:  Dynamic Funds
Asset Class:  Equity
Dynamic Global Asset Allocation 14.752 +0.140 +0.95%

0P0000A2W9 Overview

 
On this page you'll find an in-depth profile of Dynamic Global Asset Allocation Fund Series A. Learn about the key management, total assets, investment strategy and contact information of 0P0000A2W9 among other information.
Category

Global Equity Balanced

Total Assets

2.26B

Expenses

Inception Date

May 07, 2007

Investment Strategy

The Fund seeks to achieve long-term capital growth through investment in a broadly diversified portfolio consisting primarily of equity securities and debt obligations of businesses based outside of Canada.

Contact Information

Address 29th Floor
Toronto,ON M5C 2V9
Canada
Phone 416 363 5621
Fax 416 363 4179

Top Executives

Name Title Since Until
Derek Amery Head 2019 Now
Biography Derek has over 20 years of investment industry. He spent 16 years as a Portfolio Manager at HSBC Global Asset Management, the last 11 of these years as the Head of Canadian Fixed Income. He was directly responsible for over $6 billion in AUM.Before joining HSBC, Derek worked at TAL Global Asset Management for nine years, first as an Analyst and then as Portfolio Manager. Derek has been a CFA charterholder since September 1998. Prior to this he earned an MA in Economics from Dalhousie University and a BA (Honours) in Economics from Queen’s University.
David L. Fingold Member 2007 Now
Biography David Fingold has over 20 years of business, operational and investment experience including senior positions in corporate finance, sales, purchasing and marketing in the manufacturing, transportation and distribution industries. Prior to joining GCIC Ltd., he spent seven years as part of a team actively managing equity portfolios for a privately owned merchant bank. Graduating in the top decile of his class, David earned a Bachelor of Science with High Distinction in management from Babson College in Wellesley, Massachusetts, in 1988.
Michael McHugh Portfolio Manager 2010 2019
Biography Michael McHugh joined Dynamic in 1996. He has 27 years of industry experience and he is responsible for the management of over $8 billion in fixed-income assets. In 1989, he joined the Hospitals of Ontario Pension Plan and, in 1993, he managed fixed-income portfolios for the Ontario Hospital Association Investment Management Inc. Michael holds both an Honors Bachelor of Arts and a Master’s degree in economics. He received his Chartered Financial Analyst designation in 1991.
Barry Allan Other Executives 2007 2009
Biography Barry Allan, President and Chief Investment Officer of Marret, has over 30 years of investment experience in all areas of the fixed-income arena. Prior to founding Marret in 2001, Mr. Allan worked at Altamira Management where he managed a wide variety of fixed-income mandates and held secondary responsibilities on several equity and balanced mandates.
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