Market month: Fund news and updates

Fund news from Dynamic, ATB, Manulife, Scotia, NEI, plus SIMA statistics

Monitor the main stock and commodity indexes daily with the Fund Library’s interactive Markets Page.

Fund news

Dynamic announces ETF series of premium yield fund

Dynamic Funds on Nov. 2 announced the launch of an ETF series of Dynamic Premium Yield PLUS Fund.

Dynamic Premium Yield PLUS Fund (TSX: DPAY) seeks to provide long-term capital appreciation by investing primarily in a diversified portfolio of largely U.S. securities and some global securities while employing an actively managed options-writing strategy, which generates premium yield. The fund is also available in USD hedged and unhedged units.

The fund is managed by Damian Hoang and Derek Bastien who apply an active investment approach designed to generate long-term capital appreciation and premium yield while seeking attractive risk-adjusted returns.

Dynamic renames Active ETF Portfolios

Dynamic Funds on Oct. 30 announced that the Dynamic Active ETF Portfolios are being renamed Dynamic All-in-One ETF Portfolios to reflect their broader investment approach.

The Dynamic All-in-One ETF portfolios combine Dynamic Active ETFs, systematic investment strategies, and alternative investments in a single solution. The mutual fund portfolios are designed to go beyond traditional stocks and bonds, providing investors with access to additional sources of potential growth and diversification while maintaining the simplicity of an all-in-one investment.

• Dynamic Active Income ETF Portfolio changes to Dynamic All-in-One Income ETF Portfolio.
• Dynamic Active Conservative ETF Portfolio changes to Dynamic All-in-One Conservative ETF Portfolio.
• Dynamic Active Balanced ETF Portfolio changes to Dynamic All-in-One Balanced ETF Portfolio.
• Dynamic Active Growth ETF Portfolio changes to Dynamic All-in-One Growth ETF Portfolio.

ATB debuts three balanced ETF portfolios

ATB Investment Management on Oct. 29 debuted its ATB Spire Portfolios. The newly launched suite features three distinct funds aiming to accommodate a wide spectrum of investor profiles.

ATB Spire Conservative Balanced Portfolio aims for long-term capital appreciation and income while reducing short-term volatility by investing primarily in exchange traded funds to gain exposure to a balanced portfolio of fixed income and equity securities, as well as other asset classes, with a bias toward fixed-income securities.

ATB Spire Balanced Portfolio aims for long-term capital appreciation and income while reducing short- term volatility by investing primarily in exchange traded funds to gain exposure to a balanced portfolio of equity and fixed-income securities, as well as other asset classes.

ATB Spire Growth Portfolio aims for long-term capital appreciation and income while reducing short-term volatility by investing primarily in exchange traded funds to gain exposure to a balanced portfolio of equity and fixed income securities, as well as other asset classes, with a bias toward equity securities.

Manulife debuts four new ETF funds

Manulife Investments on Oct. 29 announced four new mutual funds.

• Manulife Global Growth Fund is managed by Axiom Investors LLC, a U.S. based equity manager focused on dynamic growth investing, by applying a fundamental stock selection process to identify companies with underappreciated growth potential. The fund seeks to achieve long-term capital appreciation by investing primarily in a diversified portfolio of global equity securities.
• Manulife Smart Global Dividend ETF Portfolio Fund aims for a steady flow of income and long-term capital appreciation by investing primarily in an underlying ETF that invests in underlying exchange traded funds managed by the Manger that provide exposure to a diversified portfolio of global dividend paying securities. The fund is subadvised by Manulife Investment Management
• Manulife All-Equity ETF Portfolio Fund aims for long-term capital appreciation by investing primarily in an underlying ETF that invests in underlying exchange-traded funds and derivatives that provide exposure to global equity securities.
• Manulife All-Fixed Income ETF Portfolio Fund targets income and the potential for long-term capital appreciation, by investing in an underlying ETF that invests in underlying exchange-traded funds that provide exposure to global fixed income securities.

Scotia launches four new asset allocation ETFs, three new Dynamic funds

Scotia Global Asset Management on Oct. 26 announced the launch of four Scotia Asset Allocation ETFs, a new suite of professionally managed investment solutions that combine portfolio management and asset allocation in a single ETF.

Scotia Conservative ETF (CBOE CAN: SBCN) targets 40% equity, 60% fixed income.

Scotia Balanced ETF (CBOE CAN: SBBA) targets 60% equity, 40% fixed income.

Scotia Growth ETF (CBOE CAN: SBGR) targets 80% equity, 20% fixed income.

Scotia All-Equity ETF (CBOE CAN: SBEQ) targets 100% equity.

Scotia also announced the launch of three Dynamic Systematic ETFs, each providing exposure to large-capitalization companies across the Canadian, U.S., or international equity markets. The ETFs use a systematic, multifactor investment process to seek long-term capital appreciation while balancing risk and return through exposure to multiple investment factors.

• Dynamic Systematic Canadian Equity ETF (TSX: DSCA) sub-advised by Hillsdale Investment Management Inc.
• Dynamic Systematic U.S. Equity ETF (TSX: DSAM) sub-advised by Hillsdale Investment Management Inc.
• Dynamic Systematic International Equity ETF (TSX: DSIT) sub-advised by State Street Global Advisors.

NEI launches new ETF series

NEI Investments on Oct. 22 launched its new exchange-traded fund series:

• NEI Global Short-Term Bond Fund (TSX: NESB) is a core bond strategy focused on shorter maturities, with the potential to help reduce sensitivity to interest-rate changes compared to longer-term bond strategies. Also available in A, F, I, M and O Series
• NEI Conservative Income ETF Portfolio (TSX: NECP) is a conservative portfolio that combines lower-cost, high-quality equity ETFs with actively managed fixed-income strategies. Also available in A and F Series
• NEI Balanced ETF Portfolio (TSX: NEBP) is a balanced portfolio that combines lower-cost, high-quality equity ETFs with actively managed fixed-income strategies. Also available in A and F Series
• NEI Growth ETF Portfolio (TSX: NEGP) is a growth portfolio that combines lower-cost, high-quality equity ETFs with actively managed fixed-income strategies. Also available in A and F Series

SIMA releases September fund industry statistics

The Securities and Investment Management Association (SIMA) on Oct. 20 announced investment fund net sales and net assets for September 2026.

Mutual fund assets totalled $2.786 trillion at the end of September, down by $15.6 billion, or 0.6%, since August. Mutual fund net redemptions were $0.3 billion in September.

ETF assets totalled $936.2 billion at the end of September, up by $12.0 billion, or 1.3%, since August. ETF net sales were $17.7 billion in September.

September insights

• ETF assets reached a new all-time high for the sixth consecutive month, while mutual fund assets declined from August’s record level.
• Mutual funds recorded modest net redemptions, ending a 16-month run of positive net sales. Long-term fund flows were flat, with money market funds accounting for most of the net outflows.
• Equity ETFs attracted $11.5 billion in September, accounting for nearly two thirds of total ETF net sales and bringing year-to-date equity ETF inflows above $100 billion.
• Net sales for the first nine months of 2026 remained well ahead of the same period last year, rising 31% for mutual funds and 81% for ETFs.

Visit the SIMA website to view the full report.

Disclaimer

© 2026 by Fund Library. All rights reserved. Reproduction in whole or in part by any means without prior written permission is prohibited.

The foregoing is for general information purposes only and is the opinion of the writer. No guarantee of investment performance is made or implied. It is not intended to provide specific personalized advice including, without limitation, investment, financial, legal, accounting or tax advice.

Image: iStock.com/leungchopan