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The Fund’s investment objective is to seek capital appreciation by investing primarily in equity mutual funds and, to a lesser extent, fixed income mutual funds. In pursuing the Fund’s investment objective, the portfolio manager invests primarily in equity mutual funds and, to a lesser extent, fixed income mutual funds and typically invests between 70% and 90% of the Fund’s assets in equity mutual funds and between 10% and 30% of the Fund’s assets in fixed income mutual funds.
Name | Title | Since | Until |
---|---|---|---|
Christine Tan | Portfolio Manager | 2021 | Now |
Biography | Christine Tan has over 10 years of financial industry experience. Prior to her appointment at Excel Investment Counsel, Ms. Tan was Vice President and Portfolio Manager at Gluskin Sheff + Associates in Toronto where she co-managed a first quartile $1 billion equity portfolio. Ms. Tan earned a Masters of Business Administration from the Schulich School of Business and a Bachelor of Science from the University of Alberta. She is also a CFA charterholder. | ||
AlyKhan Somani | - | 2021 | Now |
Chhad Aul | Portfolio Manager | 2014 | Now |
Biography | Chhad Aul is Portfolio Manager for Sun Life Global Investments. Prior to joining Sun Life, Chhad was Vice President & Senior Portfolio Manager at State Street Global Advisors. In this role, he was responsible for the management of active quantitative equity mandates and also served on the firm’s Canadian Investment Committee, participating in the development of the team’s tactical asset allocation views and positioning. Prior to that, Chhad was an Associate Portfolio Manager at Hillsdale Investment Management and a Quantitative Analyst at TD Securities. | ||
Kathrin Forrest | Portfolio Manager | 2021 | 2021 |
Biography | Joined Sun Life Financial in 2004 as an Investment Solutions Analyst in Group Retirement Services. She later joined Sun Life’s International Investment Centre (IIC) where she was a lead consultant for investment manager research, monitoring and search activities for Sun Life Financial globally. Most recently, she was Assistant Vice President, Product and Strategy for Sun Life Investment Management. Kathrin holds a Master of Arts in Economics and is a CFA Charterholder. She is also Vice Chair, Programming of the board of directors for the CFA society Toronto. | ||
Sadiq S. Adatia | CIO (Chief Investment Officer) | 2012 | 2021 |
Biography | As Chief Investment Officer, Sadiq S. Adatia manages the BMO Global Asset Management (BMO GAM) Investment Team. Sadiq joined BMO GAM in August 2021, bringing with him strong knowledge and expertise in managed solutions, risk management, derivatives and tactical asset allocation. Before joining BMO GAM, Sadiq was CIO at Sun Life Global Investments and Russell Investments Canada. Prior to that, he worked at Mercer as Business Leader for Investment Consulting for Central Canada.He is a Fellow of the Society of Actuaries (Investment Specialty Track) and the Canadian Institute of Actuaries. | ||
Jeff Israel | Portfolio Manager | 2012 | 2013 |
Biography | Jeff Israel is Portfolio Manager for Sun Life Global Investments and is responsible for portfolio management of the firm’s asset allocation strategies. Mr. Israel joined Sun Life in 2010 bringing with him over 15 years of industry experience. He holds a Master of Finance degree from Rotman School of Management, University of Toronto and a Bachelor of Business Administration degree with a minor in Economics from Wilfrid Laurier University. He is also a Chartered Financial Analyst and a Financial Risk Manager. |
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