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Cdspi Balanced (ph&n) (0P000070DY)

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27.600 +0.190    +0.70%
30/01 - Closed. Currency in CAD
Type:  Fund
Market:  Canada
Issuer:  CDSPI
Asset Class:  Other
  • Morningstar Rating:
  • Total Assets: 40.76M
CDSPI Balanced PH N 27.600 +0.190 +0.70%

Cdspi Balanced (ph&n) Overview

 
On this page you'll find an in-depth profile of Cdspi Balanced (ph&n). Learn about the key management, total assets, investment strategy and contact information of 0P000070DY among other information.
Category

Global Equity Balanced

Total Assets

40.76M

Expenses

Inception Date

Jan 31, 1978

Investment Strategy

The primary objective of this fund is to provide not only capital growth, but also a level of income with lower volatility overall than a pure stock fund. This fund invests in a mixed portfolio of bonds, short-term investments and Canadian and some foreign stocks.

Contact Information

Address 155 Lesmill Road
Toronto,ON M3B 2T8
Canada
Phone 416 296 9401
Fax 416 296 9459

Top Executives

Name Title Since Until
Sarah Riopelle Senior Portfolio Manager 2011 Now
Biography Since 2009, Sarah has managed the entire suite of RBC Portfolio Solutions. Sarah is a member of the RBC GAM Investment Strategy Committee, which sets global strategy for the firm, and the RBC GAM Investment Policy Committee, which is responsible for the investment strategy and tactical asset allocation for RBC Funds’ balanced products and portfolio solutions. In addition to her fund management role, she works closely with the firm’s Chief Investment Officer on a variety of projects.
Not Disclosed - 1978 2011
Peter Pennal Other Executives 1994 2009
Biography Peter Pennal's over twenty years of investment management experience include eleven years with Confed Investment Counselling Ltd. where, as Executive Vice President, he had responsibility for all aspects of pension fund investment management focusing primarily on fixed income management and asset mix.
David Knight Principal 1994 2009
Biography David is a Principal of the firm and has over 25 years of investment experience.
Richard L. Holbrook Senior Vice President, investment Strategist 1994 1998
Biography Holbrook is a senior vice president of global equities and an investment strategist with Bailard, Biehl and Kaiser. He has been with the company since 1979. Holbrook says he looks for good-valued countries and stocks and then tries to determine what would cause that value to be realized. He then looks for price-trend confirmations and buys or sells accordingly.
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