Dynamic Funds is adding three target date mandates to the DynamicEdge line-up of, the fund family said Monday.

The DynamicEdge Portfolios now include both target date and fixed asset mix solutions. The new offerings are intended to help financial advisors build more customized portfolios by providing broader asset allocation choices to meet their client’s risk tolerance, financial goals and investment timelines.

Each Target Date Portfolio trends toward more conservative investments by shifting the emphasis to fixed income securities as the portfolio’s target date approaches.

The three target date mandates — each available as both a corporate class and trust portfolio — are 2020, 2025 and 2030.

The Target Date Portfolios have a unique “Reserve Balance” feature that allows the portfolio manager to set aside a portion of the portfolio in short term bond funds for capital protection, Dynamic says. The portion of assets invested at any given time in the Reserve Balance may vary depending on the portfolio manager’s assessment of market conditions.

The portfolios provide one ticket access to a broad range of Dynamic mutual funds, diversified by asset class, geographic region, investment style and market capitalization, Dynamic adds.

Dynamic also offer four DynamicEdge fixed asset mix portfolios for investors who prefer a mix of equities and fixed income that does not change over time. They are: DynamicEdge Balanced Portfolio, 50% equities and 50% fixed income; DynamicEdge Balanced Growth Portfolio 65% equities and 35% fixed income; DynamicEdge Growth Portfolio, 80% equities and 20% fixed income; and DynamicEdge Equities Portfolio, 100% equities.

Dynamic Funds is a division of Goodman & Company, Investment Counsel Ltd., a wholly owned subsidiary of DundeeWealth Inc. (TSX: DW).

IE