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Td Greystone Balanced Fund (0P000074BR)

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GREYSTONE BALANCED historical data, for real-time data please try another search
0.022 0.000    0.00%
04/02 - Closed. Currency in CAD
Type:  Fund
Market:  Canada
Issuer:  Greystone Managed Investments Inc
Asset Class:  Other
  • Morningstar Rating:
  • Total Assets: 665.67M
GREYSTONE BALANCED 0.022 0.000 0.00%

Td Greystone Balanced Fund Overview

 
On this page you'll find an in-depth profile of Td Greystone Balanced Fund. Learn about the key management, total assets, investment strategy and contact information of 0P000074BR among other information.
Category

Canadian Neutral Balanced

Total Assets

665.67M

Expenses

Inception Date

Jan 02, 1992

Investment Strategy

The TD Greystone Balanced Fund (the "Fund") invests in a diversified portfolio of asset classes including: short-term fixed income securities, bonds, debentures, common and preferred shares of Canadian, US and non-North American companies. To meet its superior long-term “balanced” total return objective, the Fund utilizes TDAM's strategic asset mix model, in concert with investment strategies specific to each asset class. The strategic asset mix model is applied to the Fund within the parameters of the Fund’s Asset Mix Guidelines.

Contact Information

Address 66 Wellington Street West
Toronto,ON M5K 1G8
Canada
Phone 800-588-8054
Fax 866-782-3167

Top Executives

Name Title Since Until
Jennifer Melcher Trader 2015 Now
Biography Jennifer Melcher, CFA Portfolio Manager Career Began: 2006 Joined Greystone: 2006 Education: Bachelor of Business Administration degree, University of Regina; Chartered Financial Analyst
Jonathan Jacob Portfolio Manager 2012 Now
Travis Wetsch Portfolio Manager 2012 Now
James N. Baldwin Portfolio Manager 2011 Now
Biography James Baldwin, CFA Senior Vice-President & Co-Lead, Canadian Equity Career Began: 2001 Joined Greystone: 2001 Education: Bachelor of Commerce degree, Queens University; Chartered Financial Analyst
Michael Brown Member 2010 Now
Biography Michael Brown is a member of the Canadian Equity Value team, is the lead portfolio manager for the Canadian High Income Equity strategy and contributes to the management of the Canadian Equity Value strategy. Mr. Brown has 11 years of industry experience and has been with the firm and a predecessor since 2005. Prior experiences include positions as Assistant Portfolio Manager, Investment Analyst and Senior Associate at leading Canadian investment management firms. Mr. Brown graduated from the University of Alberta with a BC, majoring in Accounting. He also obtained the CFA,CA,CPA.
Curtis Schimmelmann Portfolio Manager 2009 Now
Biography Curtis Schimmelmann, CFA Vice-President, Fixed Income Career Began: 1997 Joined Greystone: 2009 Education: Bachelor of Administration Degree, University of Regina; Chartered Financial Analyst
Jeff A. Tiefenbach Vice President 2009 Now
Biography Jeff joined TD Greystone in 2005, returning to his home province after seven years with Phillips, Hager & North Investment Management in Vancouver, where he was Vice-President U.S. equities. Jeff’s broad experience also includes global, Canadian equities and Canadian fixed income investing. Prior to PH&N, Jeff was an Investment Analyst at Crown Life working in both equities and fixed income.Jeff holds an Honours Bachelor of Arts in Business Administration from the University Western Ontario and is a Chartered Financial Analyst.
Michael Geng Portfolio Manager 2008 Now
Biography Michael Geng, CFA, CMA Portfolio Manager Career Began: 1999 Joined Greystone: 2008 Education: Bachelor of Science degree in Mechanical Engineering, Shanghai Jiao Tong University; Chartered Financial Analyst; Certified Management Accountant
Neil Schell Portfolio Manager 2007 Now
Biography Neil Schell, CFA, CMA Senior Portfolio Manager Career Began: 2000 Joined Greystone: 2007 Education: Bachelor of Administration Degree, University of Regina; Chartered Financial Analyst; Certified Management Accountant
Alfred Li Portfolio Manager 2007 Now
Biography Alfred Li, CFA, is Portfolio Manager and employee of Greystone Managed Investments Inc. since 2006. Alfred is Vice-President & Co-Lead. Portfolio Manager of the portfolio since 2018; employee of TDAM USA Inc. since 2006; Vice-President & Director & Co-Lead, International Equity
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