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Harvest Banks And Buildings Income Class F (0P0000UF6G)

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12.523 +0.120    +1.01%
20/12 - Closed. Currency in CAD
Type:  Fund
Market:  Canada
Asset Class:  Equity
  • Morningstar Rating:
  • Total Assets: 4.02M
Harvest Banks and Buildings Income Class F 12.523 +0.120 +1.01%

Harvest Banks And Buildings Income Class F Overview

 
On this page you'll find an in-depth profile of Harvest Banks And Buildings Income Class F. Learn about the key management, total assets, investment strategy and contact information of 0P0000UF6G among other information.
Category

Financial Services Equity

Total Assets

4.02M

Expenses

Inception Date

Oct 18, 2011

Investment Strategy

The Fund’s investment objectives are to generate monthly income and to maximize total return by investing primarily in a portfolio of banking issuers, other financial issuers and real estate related companies and/or REITs listed on a recognized stock exchange in North America. To achieve its investment objectives, the Fund’s investment strategies emphasize investments in an actively managed portfolio that consists primarily of Canadian banking issuers, other financial issuers and real estate related companies and/or REITs.

Contact Information

Address 610 Chartwell Rd, Suite 204, Oakville, ON L6J 4A5
Oakville,ON L6J 4A5
Canada
Phone 416 649 4541
Fax 416 649 4542

Top Executives

Name Title Since Until
Not Disclosed - 2019 Now
Paul Gregory MacDonald Portfolio Manager 2017 2019
Biography Paul serves as the Chief Investment Officer and Portfolio Manager for Harvest. Paul joined Harvest in January 2013 as Vice President of Investments and has over 18 years experience in the investment business. Paul obtained a Bachelor of International Finance degree from Griffith University in Australia and holds a CFA charter.
Paul Gardner Portfolio Manager 2009 2017
Biography Paul Gardner, CFA is a principal, and portfolio manager for the equity and fixed income portfolios at Avenue Investment Management. He has more than 18 years experience in the investment industry. Prior to co-founding Avenue Investment Management, he was at TD Asset Management. Mr. Gardner received his B.A. from York University in 1986. He became a Chartered Financial Analyst in 1991. He is a member of the Toronto Society of Financial Analysts and A.I.M.R.
Paul A. Harris Partner 2009 2017
Biography Mr. Harris has more than 20 years of investment experience. Prior to co-founding Avenue, he worked in New York for Fiduciary Trust International (Senior PM global equity portfolios), TD Asset Management (senior PM) and as an equity analyst covering financial services and technology globally. Mr. Harris has a B.A. from the University of Toronto, is a Chartered Financial Analyst and is a member of the New York Society of Financial Analysts and A.I.M.R.
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