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Ci Portfolio Series Balanced Fund Class F T8 (0P0000NF91)

Toronto

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5.172 -0.020 -0.47%

30/12 - Closed. Currency in CAD

Morningstar Rating:
Total Assets: 2.92B

Type: Fund

Market: Canada

Issuer: CI Investments Inc

Asset Class: Other

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0P0000NF91 Overview

On this page you'll find an in-depth profile of Ci Portfolio Series Balanced Fund Class F T8. Learn about the key management, total assets, investment strategy and contact information of 0P0000NF91 among other information.

Investment Strategy

This fund’s objective is to provide a balance between income and long-term capital growth while diversifying risk by investing in income and equity mutual funds.

Contact Information

Address 15 York Street, 2nd Floor
Toronto,ON M5J 0A3
Canada

Phone +1 416 3641145

Fax 416-364-1145

Web www.ci.com

Top Executives

Name	Title	Since	Until
Zoe Li	Associate Portfolio Manager	2022	Now
Stephen Lingard	Portfolio Manager	2021	Now
Alfred Lam	Portfolio Manager	2008	Now
Biography	Alfred Lam, Vice President and Portfolio Manager of the CI Investment Consulting team, is involved in manager selection and oversight, product development, asset allocation and currency management. Mr. Lam has brought unique ideas and robust processes to the management of CI’s investment solutions. They included a mean reversion currency management strategy, the concept of investing in concentrated and benchmark-agnostic portfolios, and an advanced approach to risk management. Prior to joining the team in 2004, Mr. Lam was Senior Manager at CIBC Securities. He holds an MBA from York University
Andrea Hallett	Portfolio Manager	2001	2009
Biography	Andrea Hallett, Vice President, Investment Management, is a Portfolio Manager on the Mackenzie Asset Allocation Team and is co-manager for Mackenzie Investments' multi-managed funds and strategic asset allocation programs. Andrea’s career in the investment industry began in 1998. She has been with Mackenzie Investments since 2002. Prior to joining Mackenzie Investments, Andrea held several roles with increasing responsibilities within the investment department at a large Canadian mutual fund company.
Andrew Smith	CIO (Chief Investment Officer), Senior Vice President	1996	2009
Biography	Mr. Smith has been with Northern Trust since 2000 and has been the Chief Investment Officer of The Northern Trust Company of Connecticut (NTCC) since 2005.
Karen A. Bleasby	-	1988	2009
Biography	Karen Bleasby is well known in Canada as an expert in tactical asset allocation. Her finance and investment career spans over twenty years, including investment banking, risk management, pension and investment management. Prior to joining Mackenzie in September 2002, Karen was Chief Investment Officer for a large Canadian mutual fund company. Karen holds a joint MBA-LLB from York University, and a BA in Economics from the University of Toronto.
Michael R. Brimicombe	-	1988	2009
Biography	Michael manages Canadian Bond, Mortgage, Interest, and U.S. Dollar Money Market Fund. His experience in the bond and money markets spans the last 25 years and includes some of the most prosperous and some of the most volatile markets the industry has experienced in its history.

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