Effective November 27, 2021, the deferred sales charge and low load sales charge purchase options will no longer be available for purchase on Sun Life Global Investments mutual funds. Switches between funds of the same sales charge purchase option will be permitted.

Dynamic Funds

A pioneer in providing professional investment advice to retail investors, Dynamic Funds1 has evolved to become one of Canada's most recognized wealth management firms. 

  • Deep history

    A Canadian success story, Dynamic Funds was established as a small investment club in Montreal in 1957

  • Scale

    Over $140 billion2 in assets under management

  • Vast capabilities

    Headquartered in Toronto, Dynamic Funds specializes in investment management, mutual funds and ETFs 

Investment process

Dynamic Equity Income Fund / Dynamic Strategic Yield Fund

The Managers employ their Quality at a Reasonable Price (QUARP®) investment approach that focuses on a diversified portfolio of securities that pay a dividend or distribution and incorporates a capital preservation philosophy. Strict due diligence measures include both top down analysis and bottom up fundamental research by an experienced team to drive security selection. Companies included in the portfolio represent best-in-class businesses with strong management teams, balance sheets, and free cash flow generation plus growth, that are purchased at an attractive valuation.

Funds sub-advised:

Sun Life Dynamic Strategic Yield Fund

Designed to achieve income and long-term capital growth by primarily investing directly in a diversified portfolio of fixed income and income-oriented equity securities, or indirectly by investing in mutual funds and exchange-traded funds that invest in such securities.

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Sun Life Dynamic Equity Income Fund

Designed to achieve income and long-term capital growth primarily by investing directly in equity securities that pay a dividend or distribution, or indirectly by investing in mutual funds (including exchange-traded funds) that invest in such securities.

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1 Dynamic, Dynamic Funds, Dynamic Equity Income Fund and Dynamic Strategic Yield Fund are registered and proprietary trademarks of The Bank of Nova Scotia, an affiliate of 1832 Asset Management L.P., used under license by the Manager.

2 As of September 30, 2020, in Canadian dollars. 1832 Asset Management L.P.