| Fund Company | Dynamic Mutual Funds |
| Fund Type | Specialty |
| Rating | $$$$ |
| Style | Bottom up |
| Risk Level | Medium |
| Load Status | Optional |
| RRSP/RRIF Suitability | Poor |
| TFSA Suitability | Poor |
| Manager | Oscar Belaiche since July 2007 Jason Gibbs since July 2007 |
| MER | 2.60% |
| Code | DYN 2210 – Front End Units DYN 2212 – DSC Units DYN 2211 – Low Load Units |
| Minimum Investment | $500 |
Analysis: Managed by Jason Gibbs, this fund invests in publicly traded companies that hold infrastructure assets directly or are involved in the building or maintenance of these assets. The fund has a go anywhere mandate and can invest in companies of any size. Despite the fund’s recent underperformance, the medium term numbers are impressive. As of February 29, the three year return was 18.7%, handily outpacing the peer group and the broader equity markets. The cost of this fund is reasonable, with an MER of 2.60%, which is about average for the category. This is our top choice for investors who prefer an actively managed fund over an ETF. It is also available in a T-Series which pays a distribution of $0.044 per month.
