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Ci Harbour Global Growth & Income Corporate Class A T5 (0P0000F4MJ)

Toronto

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CI Harbour Global Growth Income Corporate Class A historical data, for real-time data please try another search

5.774 -0.080 -1.32%

03/04 - Closed. Currency in CAD

Type: Fund

Market: Canada

Issuer: CI Investments Inc

Asset Class: Equity

Morningstar Rating:
Total Assets: 168.87M

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Ci Harbour Global Growth & Income Corporate Class A T5 Overview

On this page you'll find an in-depth profile of Ci Harbour Global Growth & Income Corporate Class A T5. Learn about the key management, total assets, investment strategy and contact information of 0P0000F4MJ among other information.

Investment Strategy

This fund’s objective is to obtain long-term total return through a prudent balance of income and capital appreciation. It invests primarily in equity and equity-related securities and fixed income securities of issuers located throughout the world. The fund is not limited to how much it invests in a country or asset class or keeps invested in each asset class. This will vary according to market conditions.

Contact Information

Address 2 Queen Street East,Twentieth Floor
Toronto,ON M5C 3G7
Canada

Phone +1 416 3641145

Fax 416 364 6299

Web www.ci.com

Top Executives

Name	Title	Since	Until
Paul Sandhu	Portfolio Manager	2014	2020
Biography	Paul Sandhu is the lead portfolio manager of all Marret’s investment grade debt portfolio mandates, including the Marret Investment Grade Bond Fund. Mr. Sandhu joined Marret in 2009 and has over 30 years of experience in both domestic and international fixed income markets. Prior to joining Marret, Mr. Sandhu was Managing Director at BMO Capital Markets, where he was responsible for the global distribution of the firm’s fixed income and money market products htrough offices in Toronto, Montreal, Vancouver, New York, London and Hong Kong.
Roger J. Mortimer	Portfolio Manager	2002	2020
Biography	Roger Mortimer joined the Harbour team in September 2013. From 1997 to 2005, Mr. Mortimer was Senior Vice-President and Portfolio Manager at AIM Investments and a Global Partner of its parent firm AMVESCAP. From 2005 to 2009, Mr. Mortimer was a Vice-President and Portfolio Manager in the Canadian operations of Capital Group Companies, a Los Angeles-based investment management firm. Prior to his current role, he was Managing Director of Parador Asset Management, a company he founded in 2009. He holds BA and MBA degrees from the University of Western Ontario.
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
Gerald Coleman	Head	2003	2003
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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Recent Quotes

	Name	Price	Chg.	Chg. %
	CI Harbour Global.	5.774	-0.080	-1.32%