Dynamic offers two new Marquis Class portfolios

Dynamic Funds has announced the addition of Marquis Balanced Class Portfolio and Marquis Balanced Growth Class Portfolio to its line-up of managed portfolios.

The Balanced Class fund features a 50-50 split between equities and fixed income, while the Balanced Growth Class offers a 65% allocation to equities and 35% to fixed income.

The portfolios are diversified by asset class, geographic region, investment style, and market capitalization, and each generally invests in funds with complementary investment styles in order to seek to control volatility while enhancing returns.

The manager’s portfolio solutions oversight committee and its analysts review the portfolios of Marquis Portfolio Solutions quarterly.

Each is a class of Dynamic Global Fund Corporation, which allows investors to switch between classes within the corporation on a tax-deferred basis.

Staff

The staff of Advisor.ca have been covering news for financial advisors since 1998.