Dynamic Funds has introduced a portfolio that’s aimed at providing Canadians with sustained income, both prior to and throughout their retirement years, to minimize “the erosion of their nest egg.”
In a release Tuesday, it announced the launch of the Dynamic Payout Portfolio, which it said is designed to “deliver stable monthly cash flow and long-term growth potential for retirees, pre-retirees, and income-seeking investors.”
The portfolio will seek to generate this income from exposure to a mix of stocks, bonds and alternative assets.
The fund is managed by Dynamic vice-presidents and senior portfolio managers Craig Maddock, Marc-André Gaudreau and Damian Hoang. The three have more than 80 years of combined industry experience and specialize in multi-asset, specialized credit and quantitative strategies, the release noted.
Mackenzie brings two new mutual funds to market
Mackenzie Investments has announced the launch of two new equity mutual funds.
The Mackenzie Global Value Fund and the Mackenzie US Mid Cap Value Fund provide investors with exposure to global equities and U.S. mid-cap equities, respectively, the firm said in a release.
Specifically, the Mackenzie Global Value Fund will target a range of companies across both developed and emerging markets, while the Mackenzie US Mid Cap Value Fund will target “the often-overlooked mid-cap segment of the U.S. equity market,” the release noted.
Both funds are sub-advised by Texas-based Barrow Hanley Global Investors.
Franklin Templeton debuts new global equity fund
Franklin Templeton Canada has debuted a new global equity fund.
The Franklin Global Core Equity Fund is now available in A, F, O series. It invests in a diversified portfolio of global developed and emerging market equities.
In a release, Franklin Templeton Canada noted that global equity has been “one of the best-selling asset classes in Canada in recent years,” with Canadian-held global equity mutual funds and ETFs reported to have a total $312 billion in assets under management (AUM), as of Nov. 30, 2025, per data from the Securities and Investment Management Association.
The Franklin Global Core Equity Fund joins the firm’s core equity fund suite, which launched in 2019 and had roughly $2 billion in AUM as of Dec. 31, 2025, the release noted. The Canadian, U.S., international and global equity funds that make up the suite are designed to be used as core building blocks in a portfolio.
Firms announce fund changes
Three asset managers have announced fund name changes. One of them is also planning to make fee reductions.
For its part, Harvest Portfolios Group Inc. has renamed the Harvest MicroStrategy High Income Shares ETF the Harvest Strategy Inc. High Income Shares ETF (TSX:MSTY). The firm has submitted an application to the TSX for the listed Class A units of the ETF to trade under the new name.
Meanwhile, Hamilton Capital Partners Inc. is changing the name of the Hamilton Canadian Financials Index ETF to HAMILTON CHAMPIONS Canadian Financials Index ETF. The name change is expected to be reflected on the TSX on Jan. 21.
Lastly, SLGI Asset Management Inc. has changed the name of the Sun Life MFS Low Volatility Global Equity Fund to SLGI MFS Blended Research Low Vol Global Fund, while the Sun Life MFS Low Volatility International Equity Fund is now called the SLGI MFS Blended Research Low Vol International Fund.
Both Sun Life funds will also have their management fees reduced by 0.25%, effective Feb. 1.
RBC GAM begins search for new fund sub-advisor
RBC Global Asset Management Inc. (RBC GAM) says it’s looking for a new sub-advisor for the RBC Private U.S. Growth Equity Pool.
In a release, it said that Maryland-based Brown Advisory, LLC will continue to serve as the fund’s sub-advisor until RBC GAM selects a new sub-advisor to manage the fund.
CME Group to grow crypto derivatives offerings
CME Group, the world’s leading derivatives marketplace, is planning to add to its suite of cryptocurrency derivatives.
In a release, it said it plans to launch the Cardano (ADA), Chainlink (LINK) and Stellar (Lumens) futures on Feb. 9, subject to regulatory approval.
If approved, investors will be able to trade both “micro-sized and larger-sized contracts,” the release said.
CME Group currently offers bitcoin, ether, XRP and Solana futures and options on futures.
Morningstar’s got a new AI index
Morningstar, Inc. has launched a new index with exposure to pure-play generative AI companies.
The Morningstar PitchBook GenAI 20 Index tracks eligible AI companies, as they transition from private markets to public listings.
It relies on the global private markets data and expertise of PitchBook, a Morningstar company, “to identify companies advancing core technologies like machine learning, natural language processing, computer vision, and agentic AI through a robust and consistent classification framework,” a release said.