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Férique Balanced Portfolio Series A (0P000070OO)

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73.132 +0.143    +0.20%
06/06 - Closed. Currency in CAD
Type:  Fund
Market:  Canada
Asset Class:  Other
  • Morningstar Rating:
  • Total Assets: 1.48B
FÉRIQUE Balanced Fund 73.132 +0.143 +0.20%

0P000070OO Overview

 
On this page you'll find an in-depth profile of Férique Balanced Portfolio Series A. Learn about the key management, total assets, investment strategy and contact information of 0P000070OO among other information.
Category

Global Neutral Balanced

Total Assets

1.48B

Expenses

Inception Date

Aug 29, 1980

Contact Information

Address Bureau 350
Montreal,QC H3B 2S2
Canada
Phone 514 840-9206
Fax 514 840 9216

Top Executives

Name Title Since Until
Not Disclosed - 2015 Now
Daniel Primeau Other Executives 2006 2015
Biography Daniel Primeau joined UBS Global Asset Management's Montreal office in 1988 and is a senior member of the team responsible for maintaining client portfolios, implementing changes in investment strategy and providing support for the investment process.
James W. Houston Portfolio Manager 2003 2015
Biography Mr. Houston has joined Foyston Gordon & Payne in November 2003. Previously, he was manager in a major investment firm. He also worked for Clarica Life and Royal Bank of Canada. The firm uses a team approach for the management of Canadian equities.
Benoit Durocher Other Executives 2003 2015
Biography Mr. Durocher joined Addenda Capital in 1997. Previously he was Senior Account Manager (1997) and Senior Economist (1991-96) with the Royal Bank of Canada. Mr. Durocher oversees the firm's development and operations and he also proceeds with the analysis of all relevant economic data in order to help the portfolio management team define its strategy. Mr. Durocher holds a Master's Degree in Economics from Université Laval and a Bachelor's degree in Economics from McGill University.
Jean-Guy Desjardins Other Executives 1999 2009
Biography Mr. Desjardins is the President, CEO, Chairman of T.A.L. Investment Counsel Ltd. He has managed the Fund since its inception. To him, T.A.L. is a Canadian pioneer in asset allocation.
John R. Reinsberg Deputy Chairman 1997 2009
Biography John Reinsberg is Deputy Chairman of Lazard Asset Management responsible for oversight of the firm's international and global strategies. He is also a Portfolio Manager/Analyst on the Global Equity and International Equity portfolio teams. He began working in the investment field in 1981. Prior to joining Lazard in 1992, John was Executive Vice President with General Electric Investment Corporation and Trustee of the General Electric Pension Trust.
Burt Pearsoll - 1981 2009
Benoit Paradis Other Executives 2006 2006
Biography Mr. Paradis, (Vice President) joined McLean Budden in 1997, specializing in portfolio management, marketing and client service. He is a member of the Canadian Equity Core and Foreign Equity Groups. For two years he was with William M. Mercer Limited as Investment Management Advisor and for six years previously at Michelin Tires (Canada) Ltd. as financial analyst, pension fund and insurance administrator and Treasurer. Mr. Paradis was President, Montreal Society of Financial Analysts, 1999/00.
Ichiro Suzuki - 2004 2006
Biography Mr. Suzuki has more than 17 years of investment experience. He joined Nomura Investment Management Co., Ltd in 1993. In 2003, he is the Senior Portfolio Manager of the Equity Investment Department, and Chairman of Global Equity Investment Strategy Committee.
Charlotte Winther Vakker Chief Operating Officer 2004 2006
Biography Charlotte Winther began her career with Unibank Investment Management, Nordea's predecessor, in 1989. In 1998, Charlotte moved to Merrill Lynch Investment Managers, where she was appointed director and senior portfolio manager of the European Equity Team. In 2001, she returned to Nordea as a portfolio manager specialising in European equities. Since Charlotte returned to Nordea Investment Management she has been specialising in European Equities, had sector responsibility, client responsibility, Pan European and Continental European Core mandates for Institutional Clients, managed global portf
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