Goodman & Company, Investment Counsel Ltd, manager of the Dynamic family of mutual funds launched a new wrap program, the DynamicEdge Portfolios, today. It has four asset allocation options, made up of a diversified mix of Dynamic funds.

“Our aim is to deliver products and services that support advisors in delivering sound financial advice to investors,” said David Whyte, president, Goodman & Company. “DynamicEdge Portfolios gives advisors a one-stop solution that accesses our portfolio management team and helps satisfy the evolving needs of investors.”

According to the firm, the portfolios accommodate investors’ specific risk tolerances and provide diversification by asset class, region and management style. Advisors will have access to flexible purchase options, systematic asset allocation and automatic rebalancing, it said today, in a release.

The following four core DynamicEdge Portfolios are available:


  • DynamicEdge Balanced Portfolio (and Class Portfolio) (50% fixed income, 50% equities), which is designed to cushion downside volatility for conservative investors

  • DynamicEdge Balanced Growth Portfolio (and Class Portfolio) (35% fixed income, 65% equities), which is focused on long-term capital growth for those who accept some volatility for eventual gains

  • DynamicEdge Growth Portfolio (and Class Portfolio) (20% fixed income, 80% equities), which is a mix of bonds and equities, offering high long-term growth and reduced volatility

  • DynamicEdge Equity Portfolio (and Class Portfolio) (100% equities), which is exclusively built on equities to maximize long-term capital growth for aggressive investors


    The minimum initial investment is $10,000 per portfolio ($100,000 for series I & IT) and the minimum on any subsequent investment is $100 ($10,000 for DCAF, series I & IT).

    Goodman & Company is a subsidiary of DundeeWealth Inc., and has more than $25 billion in assets under management.