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CI Canadian Small/Mid Cap Equity Income Fund F (0P0000768T)

加拿大多伦多

从投资组合添加/删除添加至投资组合

36.324 +0.270 +0.75%

31/05 - 闭盘. CAD 货币 ( 免责声明 )

类型: 基金

市场: 加拿大

发行商: Sentry Investments

资产类别: 股票

晨星评级:
总资产: 1.11B

0P0000768T概述

本页面提供CI Canadian Small/Mid Cap Equity Income Fund F的详细介绍，帮助您了解0P0000768T的高管、总资产、投资策略和联系方式等信息。

种类

Canadian Focused Small/Mid Cap Equity

总资产

1.11B

费用

开始日期

2005年7月28日

联络信息

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

电话 +1 416 3641145

传真 416-364-1145

网址 www.ci.com

高管

名称	标题	任期	至
Evan Rodvang	-	2023	now
Jack Hall	Portfolio Manager	2019	now
背景介紹	Jack joined CIGAM in 2012 and has more than 5 years of experience in financial services. He is a member of the North American equity income team, and is co-manager of CI U.S. Equity Fund, CI U.S. Equity & Income Fund, CI Canadian Small/Mid Cap Equity Income Fund, CI American Small Companies Fund, CI American Small Companies Corp. Class, CI Global Smaller Companies Fund & CI Global Smaller Companies Corp. Class. He is responsible for North American dividend & income paying equity securities. He graduated with an Hon. Bachelor of BBA from Wilfrid Laurier University. He holds the CFA designation
Aubrey Hearn	Portfolio Manager	2008	now
背景介紹	Aubrey joined CI Global Asset Management in 2005 and has more than 15 years of experience in the financial industry. Aubrey has a keen understanding of business dynamics, a dedication to internal research and a strong focus on investing in high-quality, dividend-paying companies. In 2015, he was named Investment Executive’s Mutual Fund Manager of the Year, which recognizes exceptional and consistent fund outperformance over 10 years. Aubrey graduated with an Honours Bachelor of Commerce degree from Memorial University. He also holds the Chartered Financial Analyst (CFA) designation.
Phil D'Iorio	Portfolio Manager	2017	2017
背景介紹	Phil joined Sentry in 2016 and is a member of the equity-income portfolio management team. Phil D’Iorio is a senior research analyst for Harbour Advisors and a Portfolio Manager on Harbour Voyageur Corporate Class. Prior to joining Harbour in 2002, he worked as an analyst for a hedge fund manager and as an intern at GMP Capital in the Investment Banking Group. He holds the CFA designation and an MBA (Finance) from Rotman School of Management, University of Toronto and obtained his Bachelor of Arts (Economics and Political Science) degree from the University of Western Ontario.
Michael Simpson	Senior Portfolio Manager	2005	2013
背景介紹	Michael joined Sentry in 2002. He specializes in dividend- and income-paying securities with a focus on free cash flow to sustain reliable dividends. Michael is the lead manager of several funds including the company’s flagship fund, Sentry Canadian Income Fund, and co-manages Sentry Conservative Balanced Income Fund. In 2014, he was named Investment Executive’s Mutual Fund Manager of the Year.Michael earned a Bachelor of Arts degree from York University and holds the CFA designation. He is a fellow of the Canadian Securities Institution.
J.A.(Sandy) McIntyre	Other Executives	2005	2012
背景介紹	J.A. (Sandy) McIntyre has over 30 years of experience managing portfolios for high net worth individuals and charitable foundations, and pooled fund portfolios. Prior to joining Sentry Select, Sandy spent 20 years with Jones Heward Investment Management Inc., a wholly-owned subsidiary of the Bank of Montreal, where he was a member of the Investment Policy Committee with responsibility for high yield investments including royalty and income trusts.

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