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Invesco Canadian Premier Balanced Class F (0P000075N2)

Toronto

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35.318 +0.014 +0.04%

25/04 - Closed. Currency in CAD

Type: Fund

Market: Canada

Asset Class: Other

Morningstar Rating:
Total Assets: 65.07M

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0P000075N2 Overview

On this page you'll find an in-depth profile of Invesco Canadian Premier Balanced Class F. Learn about the key management, total assets, investment strategy and contact information of 0P000075N2 among other information.

Contact Information

Address 5140 Yonge Street, Suite 900
Toronto,ON M2N 6X7
Canada

Phone +1 8008746275

Fax 800 631 7008

Web www.invesco.ca

Top Executives

Name	Title	Since	Until
Amrita Dukeshier	Portfolio Manager and Research Analyst	2023	Now
Biography	Amrita joined BCM in 2022. She is responsible for portfolio management, investment due diligence, and new idea generation. Prior to joining the firm, Amrita was a senior equity analyst at Invesco Advisors and an equity analyst at Fidelity Investments. She holds a M.B.A. from The University of Texas at Austin, where she was a member of the M.B.A. Investment Fund, and a B.S. in Computer Science from Indiana University South Bend.
Todd Schomberg	Portfolio Manager	2018	Now
Biography	Todd Schomberg has been associated with Invesco and/or its affiliates since 2016. From 2008 to 2016, he served as a Portfolio Manager and Vice President at Voya Investment Management
Michael Hyman	Portfolio Manager	2013	Now
Biography	Michael Hyman, Portfolio Manager, who has been responsible for the Fund since 2019 and has been associated with Invesco and/or its affiliates since 2013. Previously, Mr. Hyman was with ING Investment Management and ING Institutional Markets for 12 years. At ING, he was the head of investment grade corporate credit, responsible for investment grade corporate credit as well as collaterized loan obligation and synthetic collateralized debt obligation investment portfolios. Mr. Hyman earned a BSE degree in finance from Pennsylvania State University and an MBA from NYU.
Matthew Brill	Senior Portfolio Manager	2013	Now
Biography	Matt Brill is Head of North America Investment Grade for Invesco Fixed Income. Mr. Brill joined Invesco in 2013 as a senior portfolio manager. Prior to joining the firm, he was a portfolio manager and vice president at ING Investment Management, where he specialized in investment-grade credit and commercial mortgage-backed securities. Before that, he was a portfolio analyst at Wells Real Estate Funds. Mr. Brill has been in the industry since 2002. Mr. Brill earned a BA degree in economics at Washington and Lee University. He is a Chartered Financial Analyst® (CFA) charterholder
Richard Nield	Portfolio Manager	2003	Now
Biography	Richard Nield, Portfolio Manager of Invesco, has been associated with Invesco and/or its affiliates since 2000. Previously, he served as a senior analyst with Ontario Teacher’s Pension and with OMERS. He also spent three years as an associate investment advisor in retail sales for Canadian broker RBC Dominion Securities. He assumed his current duties in 2003. Mr. Nield earned a Bachelor of Commerce degree in ﬁnance and international businessfrom McGill University in Montreal. He is a CFA charterholder.
Avi Hooper	Portfolio Manager	2010	2022
Biography	Avi Hooper is a Senior Portfolio Manager with the Emerging Market Bond team within Invesco Fixed Income. Prior to joining Invesco in 2010, Mr. Hooper was a portfolio manager with Blackfriars Asset Management, where he worked with the global fixed income and currency team. More recently, his focus was on emerging market debt. He entered the industry in 1998. Mr. Hooper earned a BAS with a focus on accounting and finance from York University in Canada. He is a member of the Society of Technical Analysts (MSTA) and a CFA charterholder.
Jason T. Holzer	Portfolio Manager (lead)	2001	2021
Biography	Jason Holzer is a lead manager and portfolio manager. He began his investment career as an associate with JMB Realty in 1994. He joined Invesco in 1996 as a senior analyst and assumed his portfolio management duties in 1999. Mr. Holzer earned a Bachelor of Arts degree in quantitative economics and a Master of Science degree in engineering-economic systems from Stanford University. He is a CFA charterholder.
Clayton Zacharias	Portfolio Manager	2012	2020
Biography	Clayton is a vice president and portfolio manager for Trimark Investments at Invesco. Clayton began his career in the financial services industry in 1994 at PricewaterhouseCoopers, where he worked in progressively senior roles as a senior associate, manager and vice president in the corporate finance and investment banking group. He joined the company in 2002 as an investment analyst and became a portfolio manager in 2006. He earned a BBA from Simon Fraser University, and he holds both the Chartered Financial Analyst and Chartered Accountant designations.
Mark Uptigrove	Equity Research Associate	2012	2020
Biography	Mark Uptigrove is lead portfolio manager for Invesco Canada Ltd. Mr. Uptigrove joined Invesco in 2005 as an investment analyst and was promoted to portfolio manager in 2008. He began his career in 1998 as an equity research associate for CIBC World Markets. Mr. Uptigrove subsequently joined Goldman Sachs International in London and most recently worked as an equity analyst for Morningstar. He entered the industry in 1998. Mr. Uptigrove earned a BA degree from the University of Western Ontario and an MBA from the Richard Ivey School of Business. He is a CFA charterholder.
Alan Mannik	Portfolio Manager	2012	2020
Biography	Alan Mannik is a senior portfolio manager at Invesco Canada. Mr. Mannik began his investment career in 2003 at Scotia Merchant Capital Corp., where he worked as a private equity associate. He joined Invesco in 2007 as an investment analyst and became a portfolio manager in 2010. Mr. Mannik earned an HBA and MBA from the Richard Ivey School of Business at the University of Western Ontario. He is a CFA charterholder.

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