(As of 4/30/2026)

Dynamic Integrated Balanced Class Portfolio Ser A

(Global Neutral Balanced)
FundGrade A+® Rating recipient
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2019





Inception Return
(4/2/2012)
4.93 %
YTD Return 1.75 %
NAVPS
(5/15/2026)
$14.26
Change ($0.14) / -1.00 %
Growth of $10,000 (As of April 30, 2026)
MER 2.08 %
Assets ($mil) $26.35
Rank (1Yr) 1445/1733
Std Dev (3Yr) 8.30 %
Volatility Ranking (3Yr) 4/10
RRSP Eligibility Yes
Load Choice of Front or No Load
Max Front End 5.00 %
Max Back End 6.00 %
Sales Status Open
 
Objective
Marquis Balanced Class Portfolio seeks to achieve a balance of income and long-term capital growth by investing primarily in a diversified portfolio of fixedincome and equity mutual funds. Before a fundamental change is made to the investment objectives of the Portfolio, the prior approval of shareholders is required. This approval must be given by a resolution passed by at least a majority of the votes cast at a meeting of shareholders
Fund Manager

1832 Asset Management L.P.

Portfolio Manager

Craig Maddock, 1832 Asset Management L.P.

Yuko Girard, 1832 Asset Management L.P.

Wes Blight, 1832 Asset Management L.P.

Mark Fairbairn, 1832 Asset Management L.P.

Ian Taylor, 1832 Asset Management L.P.

Jenny Wang , 1832 Asset Management L.P.

Richard Schmidt, 1832 Asset Management L.P.

Sub-Advisor
-
 
Asset Allocation
(As of February 28, 2026)
Sector Allocation
(As of February 28, 2026)
Geographic Allocation
(As of February 28, 2026)
Top 10 Holdings
NameAssetSectorGeographicPercent
Scotia U.S. Equity Index Tracker ETF (SITU)US EquityExchange Traded FundUnited States13.83%
Dynamic Active Bond ETFForeign BondsExchange Traded FundUnited States13.80%
Scotia Wealth Fundamental Intl Equity Pool Ser IInternational EquityMutual FundMulti-National9.93%
Dynamic Active Tactical Bond ETF (DXB)Domestic BondsFixed IncomeCanada9.33%
1832 AM Global Credit Pool Series IForeign BondsFixed IncomeMulti-National5.50%
1832 AM Tactical Asset Allocation Plus Pool Series IOtherMutual FundMulti-National5.00%
1832 AM Emerging Markets Equity Pool Series IInternational EquityMutual FundMulti-National4.68%
Dynamic High Yield Bond Fund Series ODomestic BondsFixed IncomeCanada3.73%
1832 AM Canadian Growth LP Series ICanadian EquityMutual FundCanada3.60%
1832 AM Fundamental Canadian Equity Pool Series ICanadian EquityMutual FundCanada3.59%

Performance Data (As of April 30, 2026)
  Return (%) Annualized Return (%)
Return 1 Mth 3 Mth 6 Mth YTD 1 Yr 3 Yr 5 Yr 10 Yr
Fund 3.77 1.77 0.81 1.75 10.81 7.65 3.42 4.83
Benchmark 3.53 2.14 1.68 3.20 15.84 11.99 7.11 7.83
Quartile Ranking 2 3 4 4 4 4 4 4

Calendar Return (%) 2025 2024 2023 2022 2021 2020 2019 2018 2017 2016
Fund 7.01 11.39 8.07 -15.01 5.52 9.25 12.37 -0.73 7.13 1.62
Benchmark 10.42 17.48 11.69 -11.62 6.48 11.12 12.26 2.68 8.66 2.39
Quartile Ranking 4 4 4 4 4 2 3 1 2 4

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