DYNAMIC ACTIVE GLOBAL EQUITY INCOME UNITDYNAMIC ACTIVE GLOBAL EQUITY INCOME UNITDYNAMIC ACTIVE GLOBAL EQUITY INCOME UNIT

DYNAMIC ACTIVE GLOBAL EQUITY INCOME UNIT

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Key stats

Assets under management (AUM)
‪39.97 M‬CAD
Fund flows (1Y)
Dividend yield (indicated)
2.68%
Discount/Premium to NAV
−0.7%

About DYNAMIC ACTIVE GLOBAL EQUITY INCOME UNIT

Issuer
The Bank of Nova Scotia
Brand
Dynamic
Home page
Inception date
Oct 24, 2023
Index tracked
No Underlying Index
Management style
Active
The fund provides targeted exposure to the global equity markets. It primarily invests in stocks around the globe that pay a dividend or distribution, including real estate investment trusts and other types of equity securities. The portfolio is constructed using a bottom-up fundamental approach designed to identify high quality businesses. The adviser evaluates each companys financial conditions, management quality, earnings growth potential, as well as economic and industry competitive positioning. The fund has no size, style, and sector limitations. Investments may be removed when original attributes are no longer attractive in the opinion of the portfolio adviser.

Classification

Asset Class
Equity
Category
Size and style
Focus
Total market
Niche
Broad-based
Strategy
Active
Weighting scheme
Proprietary
Selection criteria
Proprietary
What's in the fund
Exposure type
StocksBonds, Cash & Other
Finance
Technology Services
Consumer Non-Durables
Health Technology
Stock breakdown by region
70%25%3%
Summarizing what the indicators are suggesting.
Oscillators
Neutral
SellBuy
Strong sellStrong buy
Strong sellSellNeutralBuyStrong buy
Oscillators
Neutral
SellBuy
Strong sellStrong buy
Strong sellSellNeutralBuyStrong buy
Summary
Neutral
SellBuy
Strong sellStrong buy
Strong sellSellNeutralBuyStrong buy
Summary
Neutral
SellBuy
Strong sellStrong buy
Strong sellSellNeutralBuyStrong buy
Summary
Neutral
SellBuy
Strong sellStrong buy
Strong sellSellNeutralBuyStrong buy
Moving Averages
Neutral
SellBuy
Strong sellStrong buy
Strong sellSellNeutralBuyStrong buy
Moving Averages
Neutral
SellBuy
Strong sellStrong buy
Strong sellSellNeutralBuyStrong buy