Dynamic Global Infrastructure Fund

Posted by on Apr 4, 2012 in Mutual Fund Updates | 0 comments

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.                

 

 

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