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Can Mod Alloc 75/75 (ps1) (0P0000W7UT)

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15.916 +0.030    +0.20%
24/12 - Closed. Currency in CAD
  • Morningstar Rating:
  • Total Assets: 734.49M
Type:  Fund
Market:  Canada
Issuer:  Canada Life Assurance Co
Asset Class:  Bond
CAN Mod Alloc PSG 75/75 PS1 15.916 +0.030 +0.20%

0P0000W7UT Overview

 
On this page you'll find an in-depth profile of Can Mod Alloc 75/75 (ps1). Learn about the key management, total assets, investment strategy and contact information of 0P0000W7UT among other information.
Category

Canadian Fixed Income Balanced

Total Assets

734.49M

Expenses

Inception Date

May 14, 2012

Investment Strategy

This fund's objective is to provide a balance between current income and long-term capital growth by investing primarily in units of Canadian fixed income segregated funds of Canada Life and includes a significant investment in its equity segregated funds. The underlying funds may invest in a broad range of fixed income investments including bonds, debentures, and mortgages, equities issued by a broad range of Canadian and foreign corporations, real estate and in cash and short-term securities. This fund usually divides its investments as follows:30% - 60% equities,40% - 70% fixed income. This fund does not invest directly in derivatives. The underlying funds may invest in derivatives.

Contact Information

Address Investment Division
Toronto,ON M5G 1R8
Canada
Phone 416 597 1456
Fax 866 861 9141

Top Executives

Name Title Since Until
Corrado Tiralongo Chief Investment Officer 2024 Now
Susan Spence Portfolio Manager 2013 2024
Biography Susan has been with Laketon since 1996. Her initial responsibilities included supervising global trading and working as an analyst for the Global Equities group, researching both U.S. and international companies. In September of 1999, Susan was promoted to a portfolio management position, concentrating on the U.S. equity market. Her previous industry experience was at CIBC Wood Gundy, where she was a research associate in the International Equities Division. Susan holds an Honours B.Comm. degree from Queen’s University (1993) and received her CFA designation in 1998.
Not Disclosed - 2003 2015
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