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Canoe Asset Allocation Portfolio Class T6 (0P0000SPVC)

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6.494 +0.004    +0.06%
13/11 - Closed. Currency in CAD
Type:  Fund
Market:  Canada
Issuer:  Canoe Financial LP
Asset Class:  Other
  • Morningstar Rating:
  • Total Assets: 1.42B
Canoe Canadian Asset Allocation Class T6 6.494 +0.004 +0.06%

Canoe Asset Allocation Portfolio Class T6 Overview

 
On this page you'll find an in-depth profile of Canoe Asset Allocation Portfolio Class T6. Learn about the key management, total assets, investment strategy and contact information of 0P0000SPVC among other information.
Category

Tactical Balanced

Total Assets

1.42B

Expenses

Inception Date

Mar 01, 2011

Investment Strategy

The Fund aims to provide long term growth and capital preservation using a balanced investment approach. It invests indirectly through the Partnership primarily in a mix of Canadian equity securities, fixed income securities and money market instruments. The Fund may invest indirectly through the Partnership in any kind of equity or fixed income security or money market instrument, including real estate securities, investment trusts, preferred shares, convertible securities, and other debt securities, such as (but not limited to) government securities, corporate bonds, commercial mortgage-backed securities, asset backed securities, residential mortgage-backed securities, investment grade corporate bonds, high yield securities, leveraged loans, and emerging market securities.

Contact Information

Address Suite 2750, 421-7th Avenue SW
Calgary,AB T2P 4K9
Canada
Phone 877-434-2796
Fax 403-571-5554

Top Executives

Name Title Since Until
Sajan Bedi Portfolio Manager 2013 Now
Biography Sajan Bedi, CFA, Portfolio Manager. Joined Canoe Financial in 2013. Honours Bachelor of Mathematics degree and Honours Bachelor of Business degree, Wilfrid Laurier University. Industry start date: 2008. Sajan is a Portfolio Manager assisting in managing the North American equity and balanced funds. Prior to joining Canoe, Sajan was an Institutional Bond Trader on the Canadian dollar Strips and SSA desk at RBC Capital Markets.
Robert Taylor Portfolio Manager 2013 Now
Biography Robert Taylor, CPA, CA, CFA, Senior Vice President & Portfolio Manager. Joined Canoe Financial in 2013. Honours Bachelor of Business Administration, Wilfred Laurier University. Industry start date: 1998. Rob leads a team of North American equity analysts and the asset allocation decisions. Prior to joining Canoe Rob was at BMO Global Asset Management where he was responsible for managing more than $4 billion in Canadian Equities.
Robert J. Haber CEO 2011 2013
Biography Haber is the CEO (Chief Executive Officer) and CIO (Chief Investment Officer) of Haber Trilix Advisors LP, a sub-advisor to Canoe Financial LP. Bob was the CIO of Fidelity Investments Canada for 12 years and Head of Equities for Pyramis Global Advisors, a Fidelity Investments company. Haber was also portfolio manager of the Fidelity Canadian Disciplined Equity Fund and the Fidelity Canadian Balanced Fund from their inception in Sep 1998 to Mar 2009. These funds each earned the 2009 Canada Lipper Fund Award as the top-performing fund of the decade in each of their respective categories.
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