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Ci Canadian Balanced Fund Class F (0P000075QA)

Toronto

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13.722 +0.002 +0.01%

13/11 - Closed. Currency in CAD

Morningstar Rating:
Total Assets: 2.3B

Type: Fund

Market: Canada

Issuer: CI Investments Inc

Asset Class: Other

General
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0P000075QA Overview

On this page you'll find an in-depth profile of Ci Canadian Balanced Fund Class F. Learn about the key management, total assets, investment strategy and contact information of 0P000075QA among other information.

Investment Strategy

This fund’s objective is to achieve an attractive total return, consisting of income and capital gains. It invests primarily in a mix of Canadian equity and equity-related securities and fixed income securities. The fund is not limited to how much it invests or keeps invested in each asset class. The mix may vary according to market conditions.

Contact Information

Address 15 York Street, 2nd Floor
Toronto,ON M5J 0A3
Canada

Phone +1 416 3641145

Fax 416-364-1145

Web www.ci.com

Top Executives

Name	Title	Since	Until
Kevin McSweeney	Portfolio Manager	2021	Now
Biography	Kevin McSweeney has 12 years of financial services and investment management experience and is a member of the team responsible for infrastructure and REITs. He moved to this team from the high-yield, convertible bond and leveraged loan assets team in 2016. Mr. McSweeney holds a Bachelor of Arts (Honours) from St. Mary's University and a Master of Business Administration from Dalhousie University.
John Shaw	Vice President	2011	Now
Biography	John Shaw, Vice-President, Portfolio Management and Portfolio Manager started in the investment industry in 1990. He has experience in international credit analysis, trading and portfolio management. Mr. Shaw’s responsibilities are focused on corporate bonds and preferred shares. Prior to joining Signature in 2004, he worked at Canada Life Assurance for 13 years, most recently as a U.S. corporate bond trader. Mr. Shaw holds a BA in Economics from Queen’s University and the Chartered Financial Analyst designation.
Allan Maclean-Howard	Portfolio Manager	2021	2022
Robert Lyon	Senior Vice President	2019	2021
Biography	Robert Lyon, Senior Vice-President, Portfolio Management and Portfolio Manager, is responsible for Signature’s holdings in the natural resource equity sectors. He rejoined Signature in 2015 after working as a portfolio manager on the team from 1999-2006. Mr. Lyon started in the investment industry in 1993, and held positions as a research analyst at major Canadian investment dealers and fund manager I.A. Michael Investment Counsel. He holds a bachelor of commerce degree from Carleton University and the Chartered Financial Analyst designation.
Eric Bushell	Senior Vice President	1999	2016
Biography	Eric Bushell, CFA Senior Vice-President, Portfolio Management and Chief Investment Officer, began his career as an equity analyst and trader at BPI Mutual Funds in 1993, before becoming a portfolio manager at the firm. He joined CI’s Signature team in 1999 when BPI became part of CI Investments. He was named Chief Investment Officer of Signature in 2002. He was named Morningstar’s Fund Manager of the Decade in 2011, Morningstar’s Equity Fund Manager of the Year in 2009 and Investment Executive's Fund Manager of the Year for 2008. Mr. Bushell holds a BA from Queen's University.
James Dutkiewicz	Senior Portfolio Manager	2002	2011
Biography	James Dutkiewicz, CFA, Vice-President, Portfolio Management and Portfolio Manager. Mr. Dutkiewicz joined Sentry in 2012 to head up the fixed-income team.James is also a member of Sentry's asset-allocation team and supports the CIO in the day-to-day management of the investment team. Previously, he was a Portfolio Manager at CI. Before CI, he was at YMG Capital Management Inc., where he was a corporate bond analyst and part of a team. Prior to that, he worked on the bond desk at Merrill Lynch Canada. He holds a BA in Economics from Wilfrid Laurier University.
Wally Kusters	Other Executives	1999	2009
Biography	Wally Kusters is a Managing Director and Lead Equity Manager at Barrantagh Investment Management. He started in the investment industry in 1987 and joined Barrantagh in 2002. Mr. Kusters is co-manager of GGOF Global Diversified Fund, GGOF Resource Fund and GGOF Small Cap Growth and Income Fund.
Chris Roy	-	1999	1999
Biography	Over three years of experience in the investment industry. Chris has also passed the three levels of the CFA exam. Educated at Bishop's University (BBA). Chris offers analysis and research support to the portfolio management team.
Kevin D. Klassen	-	1997	1999

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Recent Quotes

	Name	Price	Chg.	Chg. %
	CI Signature Cana.	13.722	+0.002	+0.01%