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Sunwise Essential 2 Ci Dividend Income & Growth Segregated Fund Investment Class Pim (0P0000Y2SX)

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SunWise Essential 2 CI Signature Dividend Segregat historical data, for real-time data please try another search
23.912 -0.110    -0.47%
16/09 - Closed. Currency in CAD
Type:  Fund
Market:  Canada
Asset Class:  Equity
  • Morningstar Rating:
  • Total Assets: 4.75M
SunWise Essential 2 CI Signature Dividend Segregat 23.912 -0.110 -0.47%

0P0000Y2SX Overview

 
On this page you'll find an in-depth profile of Sunwise Essential 2 Ci Dividend Income & Growth Segregated Fund Investment Class Pim. Learn about the key management, total assets, investment strategy and contact information of 0P0000Y2SX among other information.
Category

Global Equity Balanced

Total Assets

4.75M

Expenses

Inception Date

Aug 27, 2012

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
Kevin McSweeney Portfolio Manager 2021 2022
Biography Kevin McSweeney has 12 years of financial services and investment management experience and is a member of the team responsible for infrastructure and REITs. He moved to this team from the high-yield, convertible bond and leveraged loan assets team in 2016. Mr. McSweeney holds a Bachelor of Arts (Honours) from St. Mary's University and a Master of Business Administration from Dalhousie University.
John Shaw Vice President 2012 2022
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.
John Hadwen Portfolio Manager 2012 2022
Biography John Hadwen, Vice-President, Portfolio Management and Portfolio Manager. He joined the investment management industry in 1993 in customer service at Mackenzie Financial. He joined Infinity Investment Counsel in 1998 as a research analyst. Infinity was acquired by Goodman & Company, where his responsibilities expanded to include portfolio management. In 2006, he joined KBSH Capital Management before joining Signature the following year. Mr. Hadwen holds an Honours BA in Administrative Studies from Trent University and the CFA designation.
Eric Bushell Senior Vice President 2012 2021
Biography Eric Bushell, CFA Senior Vice-President, Portfolio Management and Chief Investment Officer, began his career as an equity analyst and trader at BPI Mutual Funds in 1993, before becoming a portfolio manager at the firm. He joined CI’s Signature team in 1999 when BPI became part of CI Investments. He was named Chief Investment Officer of Signature in 2002. He was named Morningstar’s Fund Manager of the Decade in 2011, Morningstar’s Equity Fund Manager of the Year in 2009 and Investment Executive's Fund Manager of the Year for 2008. Mr. Bushell holds a BA from Queen's University.
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