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Ci Global Balanced Fund (series F Units) (0P0001AE03)
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06/01 - Delayed Data. Currency in USD
- Morningstar Rating:
- Total Assets: 554.28M
CI Black Creek Global Balanced Fund Class F
9.480
+0.100
+1.08%
- Overview
- Profile
- Historical Data
- Holdings
0P0001AE03 Overview
On this page you'll find an in-depth profile of Ci Global Balanced Fund (series F Units). Learn about the key management, total assets, investment strategy and contact information of 0P0001AE03 among other information.
Investment Strategy
The fundamental investment objective of the Fund is to seek the growth of long-term total return by investing primarily in a balanced portfolio of equities, convertible and fixed income securities issued by governments, supra-national agencies or corporations anywhere in the world. To achieve its objective, the investment policy of the fund is to invest a majority of the fund’s assets in a portfolio consisting of equities, convertible and fixed income investments issued globally. The global equity securities in which the fund will invest are a diversified portfolio of primarily globally competitive companies within growing sectors. The debt securities in which the fund will invest are a diversified portfolio of primarily convertible and fixed income investments issued by governments, corporations and supra-national organizations throughout the world.
Contact Information
Address
15 York Street, 2nd Floor
Toronto,ON M5J 0A3
Canada
Toronto,ON M5J 0A3
Canada
Phone
+1 416 3641145
Fax
416-364-1145
Web
www.ci.com
Top Executives
| Name | Title | Since | Until |
|---|---|---|---|
| Melissa Casson | - | 2024 | Now |
| Richard Schulte-Hostedde | Portfolio Manager | 2016 | Now |
| Biography | Richard joined Black Creek in May 2016. He has experience investing in different levels of the capital structure as an analyst and portfolio manager. Prior to joining Black Creek, he spent 8 years at Cumberland Private Wealth where he was most recently Portfolio Manager, Fixed Income. He joined Cumberland in 2008 as a US Equity Analyst and transitioned to fixed income in 2011 where he assumed all responsibilities for managing the Cumberland Income Fund. He began his career in 2001.Richard earned an Honours BA in Economics from the University of Western Ontario and is a CFA® Charterholder. | ||
| Richard Jenkins | Chairman, Managing Director | 2007 | Now |
| Biography | Richard joined Black Creek Investment Management in 2008 and has over 35 years of investment management experience as an investment analyst and portfolio manager of international equities. Prior to joining Black Creek, Richard was with AIM Trimark/Trimark Investment Management, where he was responsible for funds with combined assets of 10 billion dollars, including Trimark Europlus, Trimark Global Balanced Fund, Trimark Select Growth Fund, and Trimark Fund. He also has experience managing equity and real estate portfolios with Toronto Dominion Investment Management and with AMHC Alberta Heritage Savings and Trust fund. Richard has a Bachelor of Commerce degree with distinction from the University of Alberta, an MBA from INSEAD (European Institute of Business Administration), has completed programs in Behavioural Finance at Harvard University. | ||
| Samir Jhaveri | Director | 2014 | 2023 |
| Biography | Samir Jhaveri joined Black Creek Investment Management in April 2013 as Director of Global Equities. Samir has over 12 years of investment experience with a focus on global equities. Prior to joining Black Creek, he was a Global Equities Portfolio Manager at OMERS, Samir began his investment career at McLean Budden in 2000, as a global equity analyst. Samir earned an Honours Bachelor of Science degree with distinction from the University of Toronto and an MBA from INSEAD. He was granted the CFA designation in 2004. | ||
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