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About DYNAMIC ACTIVE US INVESTMENT GRADE UNIT
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Inception date
Oct 24, 2023
Structure
Canadian Mutual Fund Corporation (ON)
Dividend treatment
Distributes
Primary advisor
1832 Asset Management LP
The fund provides exposure to USD-denominated, investment grade corporate bonds. The portfolio construction starts with a disciplined bottom-up approach designed to select individual securities based on their credit quality. A top-down investment approach is also applied to analyze sectors and macroeconomic factors. The adviser actively manages the portfolios duration, yield curve exposure, as well as sector and individual security weightings in each segment of the credit cycle. In addition, the fund adviser may: i) employ hedging strategies to generate positive returns or to protect the portfolio against currency, interest rate, and credit risks, ii) engage in active trading, iii) select securities with attractive roll-down characteristics as they approach maturity, and iv) hold cash or cash equivalents for strategic reasons.
Classification
Returns
| 1 month | 3 months | Year to date | 1 year | 3 years | 5 years | |
|---|---|---|---|---|---|---|
| Price performance | — | — | — | — | — | — |
| NAV total return | — | — | — | — | — | — |
What's in the fund
Exposure type
Corporate
Bonds, Cash & Other100.00%
Corporate93.21%
Government6.79%
Cash−0.00%
Stock breakdown by region
North America93.57%
Europe5.50%
Middle East0.94%
Latin America0.00%
Asia0.00%
Africa0.00%
Oceania0.00%
Top 10 holdings
Dividends
Dividend payout history