Dynamic Funds announced on Thursday the addition of two new portfolios to its lineup of Marquis Portfolio Solutions.
The new managed portfolios include Marquis Balanced Class Portfolio and Marquis Balanced Growth Class Portfolio.
Each portfolio is structured as a class of Dynamic Global Fund Corporation, which allows investors to switch between any of the vast number of other Dynamic class funds within the corporation on a tax-deferred basis. The portfolios are also structured to provide tax-efficient distributions to investors.
The assets in Marquis Balanced Class Portfolio are evenly split between equities and fixed income. Marquis Balanced Growth Class Portfolio is comprised of 65% equities and 35% fixed income.
Marquis Portfolio Solutions offer investors portfolios of assets that are diversified by asset class, geographic region, investment style, and market capitalization. Each portfolio generally invests in funds with complementary investment styles to seek to control volatility while enhancing returns.
The portfolios are reviewed quarterly by an oversight committee at GCIC Ltd., which manages Dynamic Funds.
The lineup of Marquis Portfolio Solutions now includes six core portfolios, with two offered in corporate class versions, and one income-oriented portfolio.