Dynamic Funds

Dynamic Funds
Goodman & Company, Investment Counsel Ltd.

Goodman & Company, Investment Counsel Ltd.

May 07, 2007 13:01 ET

Dynamic Funds™ Launches Dynamic Global Value Balanced Fund

Award-winning management delivers one-stop access to world's best stocks, most attractive bonds

TORONTO, ONTARIO--(CCNMatthews - May 7, 2007) - Today, Goodman & Company, Investment Counsel Ltd. ("Goodman & Company") launches Dynamic Global Value Balanced Fund, a balanced fund offering global diversification to help Canadians access the best stocks and most attractive bonds the world has to offer.

Two award-winning managers have joined forces to build and manage the Dynamic Global Value Balanced Fund portfolio. Goodman & Company's global equity specialist David Fingold will manage the fund's value-style equities, and Barry Allan, founder of Marret Asset Management Inc., will manage the high-yield bond portion of the portfolio.

"With this fund, investors can participate as stock markets rise while bonds help to safeguard their portfolio against stock market downturns,"said David Fingold. "What's most unique about this fund is the complete flexibility we have to go wherever there is value on both the equity and the fixed income side. We are not constrained by any index and we have all the tools we need to control risk."

Fund highlights include:

- Tactical asset allocation - with no fixed asset mix, managers have maximum flexibility to go where valuations are most attractive

- Value style management - a unique combination of undervalued stocks and bonds

- Diversification - well diversified by region and sector; complementary asset classes provide superior risk/return profile

- Risk management - active hedging minimizes sensitivity to interest rate and credit spread changes and foreign currency exposure

Dynamic Global Value Balanced Fund is also available in Series T units to meet the cash flow needs of Canadians approaching retirement.

David Fingold is also the lead portfolio manager of Dynamic American Value Fund and two other global value funds, including Dynamic Global Discovery Fund, which won Global Equity Fund of the Year at the first annual Lipper Fund Awards 2007 Canada.

Barry Allan is also the lead portfolio manager of Dynamic High Yield Bond Fund, which won High-Yield Bond Fund of the Year at the 2005 Canadian Investment Awards. He also co-manages two other Dynamic value funds, including Dynamic Value Balanced Fund, which was named Canadian Balanced Fund of the Year at the Lipper Fund Awards 2007 Canada.

About Dynamic Funds™

Dynamic Funds™, a division of Goodman & Company, Investment Counsel Ltd., is a leading Canadian investment firm tracing its portfolio management roots back 50 years, with more than $24 billion in assets under management. Goodman & Company and its affiliates offer a wide range of wealth management solutions through registered financial advisors, including mutual funds; portfolio solutions (Marquis), limited partnerships (CMP and Canada Dominion), hedge funds and high net-worth investment counsel (Goodman Private Wealth Management). Goodman & Company, Investment Counsel Ltd. is a subsidiary of Dundee Wealth Management Inc. (TSX:DW).

The above is for information purposes only and is not, and under no circumstances shall be construed as, an offering of the Fund or as investment advice. Investors should read the Simplified Prospectus of the Fund for information about the Fund's investment objectives, strategies and the risks associated with an investment in the Fund before investing. Investors should discuss the suitability of the Fund with their Investment Advisor before making any investment decisions.

Contact Information

  • Goodman & Company, Investment Counsel Ltd.
    Customer Relations Centre
    Media Profile
    Renee Mellow
    Media Relations
    (416) 342-1838
    Website: www.dynamic.ca