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Rbc Indigo Canadian Balanced Fund Investor Series (0P0000NCBX)
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24.534
-0.130
-0.54%
07/02 - Closed. Currency in USD
- Morningstar Rating:
- Total Assets: 647.82M
HSBC Canadian Balanced Fund Investor Series
24.534
-0.130
-0.54%
- Overview
- Profile
- Historical Data
- Holdings
Rbc Indigo Canadian Balanced Fund Investor Series Overview
On this page you'll find an in-depth profile of Rbc Indigo Canadian Balanced Fund Investor Series. Learn about the key management, total assets, investment strategy and contact information of 0P0000NCBX among other information.
Investment Strategy
The fundamental investment objective of this Fund is to provide a balance between income and long-term capital growth by primarily investing in Canadian equities, bonds and money market securities. The Fund will invest primarily in companies with a large market capitalization. The Fund’s portfolio will be invested in Canadian equities, bonds and money market securities. The Fund may also invest in income trust units, exchange-traded funds and foreign equities. The proportion of the portfolio invested in these different asset classes will depend on the outlook for the economy and the financial markets.
Contact Information
Address
RBC Indigo Asset Management Inc
,
Canada
,
Canada
Phone
-
Top Executives
| Name | Title | Since | Until |
|---|---|---|---|
| Richard Wong | Associate Director | 2019 | Now |
| Biography | Wong is an Associate Director at HAMH, his employer since 1997. Previously he was with Nikko Capital Management. Richard is an Associate Director at HSBC Asset Management (Hong Kong). He heads the China country team and is also responsible for the Steel sector. He first joined the company in 1993 as an investment manager specialising in China and Taiwan equities. Richard then worked for Nikko Capital Management (HK) as a Senior Portfolio Manager for one and a half years before returning to HSBC Asset Management in January 1997. Richard started his career in 1985 as a Research Associate at Mood | ||
| James R. Huggan | Other Executives | 2004 | Now |
| Biography | Jim Huggan, CFA Bcomm, joined the firm in July 1999 as a Senior Portfolio Manager, responsible for Canadian Fixed Income. Prior to this, Jim spent over 2 years as a Senior Portfolio Manager for the Fixed Income Component of the Workers' Compensation Board of BC Accident fund. Previously, Jim was a Portfolio Manager at the British Columbia Provincial Treasury Investments Branch and has over 12 years of investment experience. | ||
| Derek Amery | Head | 2008 | 2019 |
| Biography | Derek has over 20 years of investment industry. He spent 16 years as a Portfolio Manager at HSBC Global Asset Management, the last 11 of these years as the Head of Canadian Fixed Income. He was directly responsible for over $6 billion in AUM.Before joining HSBC, Derek worked at TAL Global Asset Management for nine years, first as an Analyst and then as Portfolio Manager. Derek has been a CFA charterholder since September 1998. Prior to this he earned an MA in Economics from Dalhousie University and a BA (Honours) in Economics from Queen’s University. | ||
| Greg Bay | President | 1992 | 1998 |
| Biography | Greg has more than 27 years of investment experience. In 1998, he became one of the founding partners at Cypress Capital Management and today is the company’s President. Before joining Cypress, Greg was a managing partner at M.K. Wong & Associates (now HSBC Asset Management Canada Ltd.) where he was the lead on their Lotus Canadian Equity and Hong Kong Bank Small Cap Growth funds. | ||
| Robert Dehart | - | 1992 | 1998 |
| Biography | Bob has been in the investment business for over 22 years. After graduating from the University of British Columbia in 1967, and subsequently articling with Arthur Anderson for two years, Bob began his extensive investment career in 1972 as Fixed Income Analyst At Burns Fry, now Nesbitt Burns. | ||
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