Key stats
About DYNAMIC ACTIVE GLOBAL FINCL SRVIES UNITS
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Inception date
Sep 22, 2017
Structure
Canadian Mutual Fund Trust (ON)
Tax on distributions
Return of Capital
Primary advisor
1832 Asset Management LP
The fund obtains its exposure by investing in a mutual fund that invests in equity securities globally, with a focus on US, that are tied to the financial services industry. The financial services industry would include banks, asset managers, insurance companies, financial technology companies such as payment processing and networking. Selection is intended to focus on stocks considered high quality based on attractive earnings per share growth potential at attractive valuations. The strategy relies on the portfolio managers specialized industry knowledge and fundamental analysis. Derivatives may also be used to hedge, gain exposure, or generate additional income.
Classification
Returns
| 1 month | 3 months | Year to date | 1 year | 3 years | 5 years | |
|---|---|---|---|---|---|---|
| Price performance | — | — | — | — | — | — |
| NAV total return | — | — | — | — | — | — |
What's in the fund
Exposure type
Finance
Commercial Services
Stocks91.72%
Finance70.93%
Commercial Services15.72%
Technology Services5.07%
Bonds, Cash & Other8.28%
Cash8.28%
Stock breakdown by region
North America74.70%
Europe25.30%
Latin America0.00%
Asia0.00%
Africa0.00%
Middle East0.00%
Oceania0.00%
Top 10 holdings
Dividends
Dividend payout history