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Ig Mackenzie Global Financial Services Fund F (0P0000ZCPE)

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39.409 -0.970    -2.40%
10/03 - Closed. Currency in CAD
Type:  Fund
Market:  Canada
Asset Class:  Equity
  • Morningstar Rating:
  • Total Assets: 307.17M
Investors Global Financial Services 39.409 -0.970 -2.40%

Ig Mackenzie Global Financial Services Fund F Overview

 
On this page you'll find an in-depth profile of Ig Mackenzie Global Financial Services Fund F. Learn about the key management, total assets, investment strategy and contact information of 0P0000ZCPE among other information.
Category

Financial Services Equity

Total Assets

307.17M

Expenses

Inception Date

Jul 12, 2013

Investment Strategy

The Fund aims to provide long term capital growth with an income component via dividends, by investing primarily in large leading global financial services providers and the companies that provide technology and support services to these companies. The Fund may also invest a portion of its assets in medium and small cap financial services companies and/or support services or companies engaged in providing financial services electronically via the Internet and/or proprietary online access.

Contact Information

Address 447 Portage Avenue
Winnipeg,MB R3C 3B6
Canada
Phone 204 957 7383
Fax 204 943 0518

Top Executives

Name Title Since Until
Arup Datta Portfolio Manager 2023 Now
Biography Arup Datta,heads the Mackenzie Global Quantitative Equity Team which provides quantitative investment capabilities in Global and Emerging Markets equities. Arup has over 25 years of experience in quantitative equity investing. Between 1992 and 2012 he was a Quantitative Analyst, Portfolio Manager, Director of US and Director of Portfolio Management with Man Numeric, where he managed capacity-constrained equity strategies in all capitalization strata and regions of the world. Arup joined Mackenzie in September 2017 to head the Global Quantitative Equity Team.
Nick Scott Vice-President 2022 2023
Biography Nick Scott was CIO at Blackrock before joining Investors Group in 2014. After initial training in Capital Markets at Royal Bank of Canada, Nick joined MS in 1987 in Equity Derivatives research. He worked at UBS in 1991, before joining M&G in 1993 as a US Portfolio Manager. Following Prudential’s takeover of M&G, Nick moved to HK in 2000 as CIO for Asia Pacific and appointed Chief Executive of Prudential in 2004. Nick has a B.A. degree in International Business & Finance from the University of Westminster (U.K.) and is an Associate of the Institute of Investment Management and Research.
Marc McGovern Portfolio Manager 2014 2022
Biography Marc McGovern has been with Investors Group for the past eight years and has a decade of investment industry experience. Marc started his career with Davy Stockbrokers in August of 2005 as an Equity Analyst. In 2007, he joined the Investors Group Investment Management Team. Marc attended University of Limerick where he completed his BBS with French and went on to Lancaster University Management School where he completely his MSC in Finance. Marc is also a CFA charterholder and a Registered Representative of the Irish Stock Exchange.
Tim Johal Other Executives 2005 2017
Biography Tim Johal brings 15 years of experience in finance and investments to the investment decision making process and fund management at Investors Group. Prior to joining Investors Group in 1998, Tim worked for the Royal Bank of Canada. Tim initially joined Investors Group in the Corporate Finance division and was responsible for analyzing and reporting on strategic initiatives. He subsequently moved to the Investment Management division in 2000 and has made a significant contribution to Investors Group’s investment process through research focused primarily on the Financial Services sector.
Peter O'Reilly Other Executives 2001 2014
Biography Peter O’Reilly is a seasoned investment professional with over two decades of experience in the industry. Prior to joining Investors Group in 2000, Peter worked with Royal and Sun Alliance Investment Management out of London, England as Manager of Asset Allocation and Risk, where he was responsible for the asset allocation investment strategy. Peter obtained his Bachelor of Arts and Master of Arts degrees in Economics from University College Dublin and is a UKSIP charterholder (the European equivalent of the Chartered Financial Analyst designation).
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