(As of 8/31/2018)

Dynamic Power American Growth Fund Series U

(U.S. Equity)
Inception Return
(8/2/2016)
39.46 %
YTD Return 55.20 %
NAVPS
(9/20/2018)
$18.44
Change $0.07 / 0.38 %
Growth of $10,000 (As of August 31, 2018)
MER -
Assets ($mil) -
Rank (1Yr) -
Std Dev (3Yr) -
Volatility Ranking (3Yr) -
RRSP Eligibility Yes
Load No Load
Max Front End -
Max Back End -
Sales Status Open
 
Objective
Dynamic Power American Growth Fund seeks to achieve long-term capital growth by investing primarily in equity securities of United States based businesses.
Management Co.
1832 Asset Management L.P.
Managers
Noah Blackstein
 
Asset Allocation
(As of June 30, 2018)
Sector Allocation
(As of June 30, 2018)
Geographic Allocation
(As of June 30, 2018)
Top 10 Holdings
NameAssetSectorGeographicPercent
Five Below IncUS EquityConsumer ServicesUnited States5.03%
Align Technology IncUS EquityHealthcareUnited States5.01%
GrubHub IncUS EquityTechnologyUnited States4.90%
Abiomed IncUS EquityHealthcareUnited States4.87%
Palo Alto Networks IncUS EquityTechnologyUnited States4.83%
PayPal Holdings IncUS EquityIndustrial ServicesUnited States4.78%
Netflix IncUS EquityConsumer ServicesUnited States4.77%
ServiceNow IncUS EquityTechnologyUnited States4.68%
Square IncUS EquityIndustrial ServicesUnited States4.63%
Illumina IncUS EquityHealthcareUnited States4.00%

Performance Data (As of August 31, 2018)
  Return (%) Annualized Return (%)
Return 1 Mth 3 Mth 6 Mth YTD 1 Yr 3 Yr 5 Yr 10 Yr
Fund 13.36 16.83 29.69 55.20 71.21 -    -    -   
Benchmark 3.56 8.65 10.04 14.41 24.62 15.81 19.55 13.16
Quartile Ranking - - - - - - - -

Calendar Return (%) 2017 2016 2015 2014 2013 2012 2011 2010 2009 2008
Fund 32.83 -      -      -      -      -      -      -      -      -     
Benchmark 13.80 8.65 20.77 24.19 41.93 13.16 4.41 8.81 9.34 -23.08
Quartile Ranking - - - - - - - - - -

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