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This fund's objective is to provide a balance between current income and longterm capital growth by investing primarily in units of fixed income segregated funds and includes a significant investment in units of equity segregated funds. The underlying funds may invest in a broad range of fixed income investments including bonds, debentures, and mortgages, equities issued by a broad range of Canadian and foreign corporations, real estate and in cash and short-term securities. This fund usually divides its investments as follows: • 25%- 45% equities • 55% - 75% fixed income. This fund does not invest directly in derivatives. The underlying funds may invest in derivatives.
Name | Title | Since | Until |
---|---|---|---|
Susan Spence | Portfolio Manager | 2013 | Now |
Biography | Susan has been with Laketon since 1996. Her initial responsibilities included supervising global trading and working as an analyst for the Global Equities group, researching both U.S. and international companies. In September of 1999, Susan was promoted to a portfolio management position, concentrating on the U.S. equity market. Her previous industry experience was at CIBC Wood Gundy, where she was a research associate in the International Equities Division. Susan holds an Honours B.Comm. degree from Queen’s University (1993) and received her CFA designation in 1998. | ||
Not Disclosed | - | 2005 | 2013 |
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