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8.579
+0.020
+0.29%
22/11 - Closed. Currency in CAD
- Morningstar Rating:
- Total Assets: 411.23M
IA Clarington Monthly Income Balanced F8
8.579
+0.020
+0.29%
- Overview
- Profile
- Historical Data
- Holdings
Ia Clarington Monthly Income Balanced F8 Overview
On this page you'll find an in-depth profile of Ia Clarington Monthly Income Balanced F8. Learn about the key management, total assets, investment strategy and contact information of 0P0000K7IS among other information.
Investment Strategy
The Fund’s objective is to provide a consistent stream of income. The Fund will seek to achieve such objective by investing in fixed income and equity securities, while maintaining some potential for capital growth. The Fund invests in short-term and long-term debt obligations of Canadian and foreign issuers and invests in equity securities of high quality Canadian and foreign issuers, including income trusts. The Fund focuses on diversification between fixed income and long-term capital growth. The Fund invests in cash, fixed income and equity securities. The Fund adjusts the percentage invested in each asset class based on changes in the market outlook for each asset class. The Fund invests in government and corporate securities to diversify its holdings.
Contact Information
Address
Suite 700
Toronto,ON M5G 1Y7
Canada
Toronto,ON M5G 1Y7
Canada
Phone
416 860 9880
Fax
416 860 9884
Top Executives
| Name | Title | Since | Until |
|---|---|---|---|
| Tejsvi Rai | Portfolio Manager | 2021 | Now |
| Biography | Tej joined Industrial Alliance Investment Management Inc. in November of 2020 and has more than 15 years of investment management and data science expertise. He has been a portfolio manager at two global asset management firms, where he honed his expertise in quantitative investment strategies, factor-based risk budgeting, currency and equity futures trading, and advising on asset allocation for institutional clients. He was also a senior data scientist at a New York-based health care company. | ||
| Sebastien McMahon | - | 2019 | Now |
| Clément Gignac | Senior Vice President | 2013 | 2021 |
| Biography | CLÉMENT GIGNAC, Senior Vice-President and Chief Economist, joined IA Financial Group in 2012. He is currently the lead manager of several diversified funds. He also chairs the asset allocation committee and is part of the management team supporting the IA pension fund. He has a Master’s degree in Economics from Laval University and has many years of experience in both the private and public sectors, including as Chief Strategist with National Bank Financial from 2000–2008 and as a minister in the Quebec government from 2009–2012. | ||
| Marc Gagnon | Other Executives | 1998 | 2012 |
| Biography | Marc Gagnon has over 13 years of investment experience. A dynamic and determined investor, Mr Gagnon employs classic and timetested models to help select securities from his universe. Marc's fundamental investment analysis included both bottom-up security selection combined with a top-down sector allocation overlay, resulting in a well-diversified equity portfolio. | ||
| Gilles Chouinard | Vice President | 2002 | 2009 |
| Biography | Gilles Chouinard is sernior vice president and co-head of the fixed income team since November 2009. He joined Gestion de portefeuille Natacan in October 2008 as vice-president and manager of portfolio clients. Before joining the firm, M. Chouinard managed portfolios pour institutional clients since 1984. He was really busy with the treasury management and risk related to interest rates and exchange risks pour a major financial institution which assets exceed 100 billions of dollars. | ||
| Jeff Lusher | - | 2002 | 2009 |
| Biography | The Compagnie Financière Edmond de Rothschild teams seek absolute performance, consistency of performance and independence in the selection of values. They are primarily targeting an optimal risk/performance compromise: their goal is to obtain a superior performance and lower volatility as compared to the average mutual fund on the one hand, and compared to the reference index on the other hand. | ||
| MFC Global Canadian Equity Team | Other Executives | 2001 | 2009 |
| Biography | Under the direction of Mark Schmeer, Vice-President, North American Equities, the Canadian Equity Team manages total assets in excess of $2.2 billion. The Team uses a variety of investment styles, including value, growth at a reasonable price and growth. | ||
| Gordon Higgins | Other Executives | 1998 | 2009 |
| Biography | Gordon leads the Equity Management Team, which is responsible for equity selections and risk management techniques for a number of closed-end trust portfolios. Gordon has more than 20 years of experience in the financial services industry, including 15 years as a portfolio manager specializing in North American equities. His experience includes the lead management of a $2.3 billion fund. He joined Sentry Select in 2004. | ||
| Gary Stewart | Portfolio Manager | 1998 | 2009 |
| Biography | Mr. Stewart joined Lincluden as a fixed income portfolio manager. Prior to joining Lincluden, he held the position of Vice President and Senior Portfolio Manager, North American Fixed Income at MFC Global Investment Management. In that role he had responsibility for the management of C$20 billion of Canadian and U.S. fixed income investments for a variety of Canadian and U.S. based corporate, institutional and mutual fund clients. Mr. Stewart has over 35 years of investment experience including senior positions in fixed income management with ING Investment Management in both Canada and and US | ||
| Louis Gagnon | Portfolio Manager | 2008 | 2008 |
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