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13.471
-0.070
-0.50%
07/02 - Closed. Currency in CAD
- Morningstar Rating:
- Total Assets: 226.02M
Sun Life Dynamic Equity Income Fund A
13.471
-0.070
-0.50%
- Overview
- Profile
- Historical Data
- Holdings
Sun Life Dynamic Equity Income Fund A Overview
On this page you'll find an in-depth profile of Sun Life Dynamic Equity Income Fund A. Learn about the key management, total assets, investment strategy and contact information of 0P0000XUIO among other information.
Investment Strategy
The Fund’s investment objective is to seek to achieve income and long-term capital growth primarily by investing directly in equity securities that pay a dividend or distribution, or indirectly by investing in mutual funds (including exchange-traded funds) that invest in such securities. The sub-advisor currently intends to achieve the Fund’s investment objectives by investing all, or substantially all, of the assets of the Fund in units of the Fund, a mutual fund that is managed and advised by the sub-advisor.
Contact Information
Address
150 King St West
Toronto,ON M5H 1J9
Canada
Toronto,ON M5H 1J9
Canada
Phone
1-877-344-1434
Top Executives
| Name | Title | Since | Until |
|---|---|---|---|
| William McLeod | Portfolio Manager | 2021 | Now |
| Jason Gibbs | Portfolio Manager | 2013 | Now |
| Biography | Jason Gibbs joined Dynamic in 2000. He became an analyst in 2002 and portfolio manager in 2007. He focuses on investing in best-in-class businesses with strong balance sheets and sustainable cash flows among dividend paying equities and infrastructure companies on a global basis. Jason has 18 years of industry experience and, prior to portfolio management, he was a manager of fund valuation services at Dynamic and Canada Trust and an auditor with Deloitte & Touche. Jason received his Bachelor of Accounting from Brock University. He also holds the Chartered Accountant and CFA designations. | ||
| Oscar Belaiche | Portfolio Manager | 2013 | Now |
| Biography | Oscar Belaiche joined Dynamic in 1997. Vice President and Portfolio Manager and head of the Equity Income team with has expertise in real estate, infrastructure and energy securities on a global basis. He has 30 years of experience as a money manager, asset manager, developer and corporate banker. He earned an Honours B.A. in Business Administration from the University of Western Ontario and has his Chartered Financial Analyst designation and is also a Fellow of the Institute of Canadian Bankers. | ||
| Tom Dicker | Portfolio Manager | 2013 | Now |
| Biography | Tom Dicker joined Dynamic in 2011 as a portfolio manager and member of the award-winning Equity Income team. His focus is to find best-in-class businesses among securities in the real estate sector. Tom has over 6 years of investment industry experience, initially as an analyst and then portfolio manager, with LDIC Inc. He received an Honours Bachelor of Commerce Degree from the University of Ottawa and holds the Chartered Financial Analyst designation. | ||
| Eric Benner | Portfolio Manager | 2021 | 2022 |
| Stephen Hall | Portfolio Manager | 2013 | 2021 |
| Biography | Stephen is an investment director on the global equities team. He is responsible for researching the global financials (banks) sector. Stephen joined SWIP in March 2011. Prior to this he worked at Scottish Life Assurance Company and Resolution Asset Management covering the Japanese market. Stephen holds a MA (Hons) from Heriot Watt University. | ||
| Jennifer Stevenson | Portfolio Manager | 2013 | 2021 |
| Biography | Jennifer Stevenson joined Dynamic in 2010. She brings 24 years of experience in the energy sector, most recently in the role of Managing Director, Portfolio Management at a Calgary-based investment management company. She has an Advanced Certificate in Petroleum Land Contract Administration, a Master of Business Administration in finance from the University of Alberta and a Bachelor of Commerce degree in Marketing & Finance from the University of Calgary. | ||
| John Harris | - | 2013 | 2021 |
| Biography | John Harris joined Dynamic in 2009. With more than 30 years of experience focused on the real estate sector, his prior roles include Managing Director at Integrated Asset Management, investment banker with Deutsche Bank Securities, Midland Walwyn and Merrill Lynch Canada. He received an Honours Bachelor of Arts degree from McGill University. He earned the ICD.D designation after completing the Director Education Program of the Institute of Corporate Directors and also holds the CIM designation | ||
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