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Marquis Balanced Income Portfolio V (0P0000NH4Y)

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Marquis Balanced Income Portfolio V historical data, for real-time data please try another search
5.965 -0.050    -0.88%
24/02 - Closed. Currency in CAD
Type:  Fund
Market:  Canada
Asset Class:  Other
  • Morningstar Rating:
  • Total Assets: 280.04M
Marquis Balanced Income Portfolio V 5.965 -0.050 -0.88%

0P0000NH4Y Overview

 
On this page you'll find an in-depth profile of Marquis Balanced Income Portfolio V. Learn about the key management, total assets, investment strategy and contact information of 0P0000NH4Y among other information.
Category

Global Neutral Balanced

Total Assets

280.04M

Expenses

Inception Date

Nov 24, 2006

Contact Information

Address 29th Floor
Toronto,ON M5C 2V9
Canada
Phone 416 363 5621
Fax 416 363 4179

Top Executives

Name Title Since Until
Judith Chan Director 2017 Now
Biography Judith Chan is Director, Portfolio Solutions - Canadian Banking at 1832 Asset Management L.P. With more than 10 years in the investment industry, she currently manages all Scotia Portfolios which encompasses asset allocation, fund selection, fund due diligence, and the day-to-day management of all portfolios. Judith has a Bachelor of Economics from Simon Fraser University in Vancouver British Columbia, and has been a CFA Charterholder since 2006.
Jason Agaby Portfolio Manager 2012 2017
Biography Jason Agaby, CFA, CIM, FCSI, CFP, Vice President, Product Development & Portfolio Manager, Portfolio Solutions, GCIC Ltd. Jason oversees Dynamic’s suite of managed portfolio solutions, including DynamicEdge and Marquis, and is Chairman of the Portfolio Solutions Oversight Committee. His over 20 years of investment experience includes senior roles in product management, financial advisory and in the trading room. Jason graduated in 1986 with a B.A. in Business from Calvin College in Grand Rapids, MI.
Management Team - 2004 2012
Biography Team Managed
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