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Dynamic Power Canadian Growth Fund Series A

Canadian Focused Equity

As Of: Mar 31, 2026
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Fund Objective

Dynamic Power Canadian Growth Fund seeks to achieve long-term capital growth by investing primarily in equity securities of Canadian businesses. Before a fundamental change is made to the investment objective of the Fund, the prior approval of unitholders is required. This approval must be given by a resolution passed by a majority of the votes cast at a meeting of unitholders.

Asset Allocation

Asset Percent
Canadian Equity 58.81%
US Equity 41.03%
Cash and Equivalents 0.17%
Other -0.01%

Sector Allocation

Sector Percent
Technology 41.80%
Basic Materials 22.85%
Financial Services 15.21%
Consumer Services 10.39%
Industrial Services 5.08%
Other 4.67%

Geo Allocation

Region Percent
North America 100.00%

Top Holdings

Name Percent
NVIDIA Corp 11.21%
Agnico Eagle Mines Ltd 6.41%
Alphabet Inc Cl C 6.31%
National Bank of Canada 6.13%
Montage Gold Corp 4.91%
Microsoft Corp 4.83%
Shopify Inc Cl A 4.45%
Aritzia Inc 3.93%
Dollarama Inc 3.86%
Brookfield Corp Cl A 3.81%

Managed Indexed Account

Category

Canadian Focused Equity

General Info

Inception Date Aug 27, 1985
MER 2.36%
Total Assets
(in millions)		 $803.92

UL Fees

Wave 33 to Wave 55
Life Dimensions (Low Fees) 0.00%

Fund Management Company

1832 Asset Management L.P.

Investment Style

This investment's style box characteristics are Large Growth.

Fund Growth

Period

Growth Summary

Table below lists the current growth and return for an investment of $10,000 at the fund's inception:

Investment Value $307,859.22
Rate of Return +2,978.59%
Values over period specified.

Legend

Dynamic Power Canadian Growth Fund Series A

Fundata Canadian Focused Equity Index


Performance

1 Mth 3 Mth 6 Mth YTD 1 Yr 3 Yr 5 Yr 10 Yr Inception
Fund -7.4 -2.7 1.8 -2.7 28.7 20.7 14.3 10.9 9.0
Fundata Canadian Focused Equity Index -4.7 2.0 6.6 2.0 27.6 19.3 13.3 11.7 -
Quartile 4 4 3 4 1 1 1 2 -

Calendar Performance

2025 2024 2023 2022 2021 2020 2019 2018 2017 2016
Fund 19.3 36.0 21.0 -18.0 28.8 17.0 24.9 -14.2 4.8 0.6
Fundata Canadian Focused Equity Index 25.5 22.8 13.6 -8.9 21.8 7.6 21.4 -7.1 10.8 14.4
Quartile 2 1 1 4 1 1 1 4 3 4

Volatility

Volatility: 8

Risk vs. Return

Period

Dynamic Power Canadian Growth Fund Series A

Median

Other - Canadian Focused Equity

Risk & Tax Efficiency

3 Yr 5 Yr 10 Yr
Standard Deviation 13.55 15.28 14.76
Beta 1.04 1.10 1.08
Alpha 0.01 0.00 -0.01
R-Squared 0.63 0.70 0.76
Sharpe Ratio 1.20 0.77 0.65
Sortino Ratio 2.17 1.18 0.85
Treynor 0.16 0.11 0.09
Tax Efficiency 100.00 100.00 100.00

Managed Indexed Account

Category

Canadian Focused Equity

General Info

Inception Date Aug 27, 1985
MER 2.36%
Total Assets
(in millions)		 $803.92

UL Fees

Wave 33 to Wave 55
Life Dimensions (Low Fees) 0.00%

Fund Management Company

1832 Asset Management L.P.

Investment Style

This investment's style box characteristics are Large Growth.