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Manulife Global Balanced Private Trust Series C (0P00011J9I)

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20.153 +0.110    +0.53%
22/11 - Closed. Currency in CAD
Type:  Fund
Market:  Canada
Issuer:  Manulife Investments
Asset Class:  Other
  • Morningstar Rating:
  • Total Assets: 3.55B
Manulife Global Balanced Private Trust Series C 20.153 +0.110 +0.53%

Manulife Global Balanced Private Trust Series C Overview

 
On this page you'll find an in-depth profile of Manulife Global Balanced Private Trust Series C. Learn about the key management, total assets, investment strategy and contact information of 0P00011J9I among other information.
Category

Global Neutral Balanced

Total Assets

3.55B

Expenses

Inception Date

Oct 10, 2013

Investment Strategy

The Pool seeks to provide a combination of income and capital appreciation by investing primarily in a global diversified portfolio of equity and fixed income securities.

Contact Information

Address North Tower Floor 3
Toronto,ON M4W 1E5
Canada
Phone 416 581 8350
Fax 416 581 8428

Top Executives

Name Title Since Until
Steven Visscher Portfolio Manager 2024 Now
Biography Steven Visscher joined the firm in 2005 and is an investment counsellor and co-manager of the Mawer Balanced Fund, the Mawer Global Balanced Fund, and related strategies. In addition, he is a member of the asset allocation team. Mr. Visscher received his Bachelor of Commerce Degree with distinction from the University of Alberta. He holds the Canadian Investment Manager designation and is a Chartered Financial Analyst charterholder. Prior to joining Mawer, he was an associate investment counsellor with T.E. Investment Counsel in their Calgary office and has investment experience since 2000.
Greg Peterson Director 2013 Now
Biography Greg Peterson is an investment counsellor at Mawer Investment Management Ltd., which he joined in 2002. He is also lead manager of the Mawer Balanced Strategy and Mawer Global Balanced Strategy, as well as the asset allocation team lead. Mr. Peterson served on Mawer’s Board of Directors from 2004 to 2020. Mr. Peterson has been working in the financial services industry since 1991. He is a Chartered Financial Analyst charterholder; member of the CFA Institute, the Calgary CFA Society; a Calgary Flames Ambassador; and is a past treasurer and director of Ronald McDonald House, Southern Alberta.
Paul Moroz Deputy CIO 2013 Now
Biography Paul Moroz is Chief Investment Officer and oversees the investment risk process at Mawer Investment Management Ltd., which he joined in 2004. As Chief Investment Officer, he has broad responsibility for the research and analysis of global equities and fixed income securities. Mr. Moroz is co-manager of the Mawer Global Equity Strategy and responsible for private equity research.
Jim Hall CIO (Chief Investment Officer) 2013 2020
Biography Jim Hall is President and lead manager of the EAFE Large Cap Strategy at Mawer Investment Management Ltd., which he joined in 1997. Previously, Mr. Hall served as co-manager for the Mawer Canadian Equity Strategy from 1999-2020, the Mawer Global Equity Strategy from 2009-2020, the Mawer International Equity Strategy from 2010-2016, and as Chief Investment Officer from 2004-2018. He is a member of Mawer's Executive Team, which drives the development and execution of the firm’s strategic plans, and a member of the Board of Directors, which he first joined in 2000 and chaired from 2008 until 2023
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