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Scotia Partners Balanced Income Portfolio A (0P000072ER)

Toronto

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15.393 +0.020 +0.10%

14/11 - Delayed Data. Currency in CAD

Type: Fund

Market: Canada

Asset Class: Bond

Morningstar Rating:
Total Assets: 912.8M

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Scotia Partners Balanced Income Portfolio A Overview

On this page you'll find an in-depth profile of Scotia Partners Balanced Income Portfolio A. Learn about the key management, total assets, investment strategy and contact information of 0P000072ER among other information.

Investment Strategy

The portfolio’s objective is to achieve a balance of current income and long term capital appreciation, with a bias towards income. It invests primarily in a diversified mix of equity and income mutual funds managed by other mutual fund managers and by us.

Contact Information

Address 40 King Street West
Toronto,ON M5H 1H1
Canada

Phone 416-750-3863

Fax 416-288-4455

Web www.scotiafunds.com

Top Executives

Name	Title	Since	Until
Jenny Wang	Associate Portfolio Manager	2024	Now
Craig Maddock	Vice President	2022	Now
Biography	Craig Maddock is the Head of the Multi-Asset Management Team managing over $120 billion in assets. He started his career in financial services in 1987 and has been with 1832 Asset Management L.P. and its related companies since 1999.
Yuko Girard	Director	2022	Now
Biography	Yuko Girard is a Portfolio Manager on the Multi-Asset Management Team. She started in the investment industry in 1995 and has been with Scotiabank since 2008. She worked in various investment roles providing portfolio construction, asset allocation policy, manager selection and portfolio solutions. Within the Multi-Asset Management Team, she has lead responsibilities in total portfolio management of the Scotia PIC platform and all portfolio solutions.
Wesley Blight	Assistant Vice President	2022	Now
Biography	Wesley Blight is a Portfolio Manager on the Multi-Asset Management Team. He began working in the industry in 2002 and joined 1832 Asset Management L.P. and its related companies in 2004. He has been a member of the Multi-Asset Management team since 2009.
Mark Fairbairn	Portfolio Manager	2022	Now
Biography	Mark Fairbairn joined 1832 Asset Management L.P. and its related companies in 2006 and has been on the Multi-Asset Management team since 2008. Mark is responsible for non-North American equities strategies as well as managing a currency overlay deployed across the funds and tactical strategies. Mark, also, is a member of the Tactical Asset Allocation and Risk committee and oversees the Strategic Asset Allocation process.
Ian Taylor	Assistant Vice President	2022	Now
Biography	Ian Taylor is a Portfolio Manager on the Multi-Asset Management Team. He started in the investment industry in 2007 and has been with 1832 Asset Management L.P. and its related companies since 2010.
Judith Chan	Director	2012	2022
Biography	Judith Chan, Vice President and Head of Multi-Asset Portfolios joined NEI Investments in 2022 and is responsible for leading the design, construction, and oversight of NEI’s multi-manager, and multi-asset portfolios. Judith has over 15 years of investment industry experience. Prior to joining NEI, she managed over $48 billion in assets across seven portfolio programs for one of Canada’s big banks. Judith has a Bachelor of Economics from Simon Fraser University and is a CFA Charterholder.
Wes Mills	Managing Director	2011	2012
Biography	Wes Mills is Chief Investment Officer (CIO) of Scotia Asset Management (SAM). Wes joined SAM in 1993 and has been with Scotiabank for over 25 years. He is responsible for the overall investment policy for all assets managed by SAM including mutual funds, institutional accounts and private wealth management. Wes acts as the chairperson of the Investment Strategy Committee which is charged with setting the overall investment strategy for client portfolios.
John Vermeer	Portfolio Manager	2009	2011
Biography	John Vermeer is Vice President & Portfolio Manager at Goodman & Company, Investment Counsel Ltd, the sub-advisor of the fund. Prior to joining GCICL John was a member of the U.S. equity team at Scotia Asset Management (SAM). John is an honours graduate of the Bachelor of Mathematics program at the University of Waterloo and obtained a Master of Business Administration degree from Queen's University. Mr. Vermeer also holds the Chartered Financial Analyst (CFA) designation and is a member of the Toronto CFA society.
Not Disclosed	-	2003	2009

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Recent Quotes

	Name	Price	Chg.	Chg. %
	Scotia Partners B.	15.393	+0.020	+0.10%