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Sunwise Elite Ci Premier Global Income & Growth Fund 75/100 (0P0000HRNJ)

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18.353 +0.045    +0.25%
04/06 - Closed. Currency in CAD
Type:  Fund
Market:  Canada
Issuer:  CI Investments Inc
Asset Class:  Equity
  • Morningstar Rating:
  • Total Assets: 48.33M
SunWise Elite CI Har For G I Cp 75/100 18.353 +0.045 +0.25%

0P0000HRNJ Overview

 
On this page you'll find an in-depth profile of Sunwise Elite Ci Premier Global Income & Growth Fund 75/100. Learn about the key management, total assets, investment strategy and contact information of 0P0000HRNJ among other information.
Category

Global Equity Balanced

Total Assets

48.33M

Expenses

Inception Date

Apr 16, 2007

Contact Information

Address 15 York Street, 2nd Floor
Toronto,ON M5J 0A3
Canada
Phone +1 416 3641145
Fax 416-364-1145

Top Executives

Name Title Since Until
Marc-Andre Lewis Other Executives 2023 Now
Biography Marc-Andre is Vice President, Fixed Income with Natcan Investment Management. Marc-Andre has over 6 years' investment experience and started at Natcan in 2005. Marc-Andri holds a Bachelor of Science from the University of Montreal, a Masters of Science from the University of Montreal, and a Ph.D from the University of Paris VI.
Matthew Strauss Vice President 2021 Now
Biography Matthew Strauss, Vice-President, Portfolio Management and Portfolio Manager of Signature Global Advisors of CI Investments Inc., has over 20 years of investment industry experience. Currently, Mr. Strauss provides macroeconomic strategy on the foreign exchange and emerging market components of the Signature mandates and is a member of the Signature Asset Allocation Committee. Mr. Strauss holds the Chartered Financial Analyst designation and is a graduate of the University of Stellenbosch, South Africa (B. Comm., M.A.).
Geof Marshall Senior Vice President 2019 Now
Biography Geof Marshall, Vice-President, Portfolio Management and Portfolio Manager, heads the high-yield bond team at Signature Global Advisors. Mr. Marshall has extensive experience analyzing, managing and trading high-yield bonds, convertible bonds and leveraged loans. He is the lead manager. He joined CI in 2006 from Manulife Financial, where he was a portfolio manager. Mr. Marshall holds a BA from the University of Western Ontario and the Chartered Financial Analyst designation.
John Shaw Vice President 2019 Now
Biography John Shaw, Vice-President, Portfolio Management and Portfolio Manager started in the investment industry in 1990. He has experience in international credit analysis, trading and portfolio management. Mr. Shaw’s responsibilities are focused on corporate bonds and preferred shares. Prior to joining Signature in 2004, he worked at Canada Life Assurance for 13 years, most recently as a U.S. corporate bond trader. Mr. Shaw holds a BA in Economics from Queen’s University and the Chartered Financial Analyst designation.
Drummond Brodeur Vice President 2021 2023
Biography Drummond Brodeur, is Senior Vice-President and Global Strategist at Signature Global Asset Management. Mr. Brodeur has been in the investment industry since 1989. He has a strong background focused on China and the Pacific Basin. Prior to joining Signature in 2007, he oversaw international portfolios as Vice-President, Investments, at KBSH Capital Management Ltd. Previously, he was a senior analyst of Asian equities with the Caisse de Depot and Portfolio Manager, Asian Equities at Bankers Trust Australia.
Phil D'Iorio Portfolio Manager 2014 2016
Biography 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.
Doug Cooper Portfolio Manager 2014 2014
Biography Doug Cooper is an investment research analyst for Harbour Advisors with an emphasis on Harbour's foreign funds, and a Portfolio Manager on Harbour Voyageur Corporate Class. He joined Harbour in 2007. Prior to that, he worked for CI Investments in various roles in Sales and Marketing. He holds the Chartered Financial Analyst designation and graduated from Queen's University with an Honours BA in economics and philosophy
Stephen Jenkins Lead Portfolio Manager 2007 2013
Biography Stephen joined Sionna in 2019 as the lead Portfolio Manager for the firm’s global value strategy and focused U.S. value strategy. Stephen brings more than 25 years of experience in both domestic and global equity markets. He began his career in 1990 as an analyst at Royal & Sun Alliance Insurance Company and was most recently Senior Portfolio Manager and Senior Vice President at CI Harbour Funds. Stephen is a graduate of Wilfrid Laurier University, where he earned an Honours Bachelor of Business Administration degree and is a CFA® charterholder.
Gerald Coleman Head 2007 2013
Biography Gerald Coleman, head of the Harbour Funds portfolio management team at CI Mutual Funds Inc., joined CI in 1997 to establish the Harbour Funds. Mr. Coleman's expertise is the result of more than 35 years of experience in Canadian financial markets. Mr. Coleman began his career in finance with Montreal Trust where he managed investment portfolios for estate, trust, personal and pension portfolios. In 1978, Mr. Coleman moved to United Financial Management to concentrate exclusively on mutual funds. In 1992, he moved to Mackenzie Financial Corporation to assist in the creation of the Ivy Funds.
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