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Dynamicedge Balanced Grwth Port Sr It (0P0000KOD3)

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12.777 +0.040    +0.33%
26/11 - Closed. Currency in CAD
  • Morningstar Rating:
  • Total Assets: 1.2B
Type:  Fund
Market:  Canada
Issuer:  Dynamic Funds
Asset Class:  Other
DynamicEdge Balanced Growth Port Sr IT 12.777 +0.040 +0.33%

0P0000KOD3 Overview

 
On this page you'll find an in-depth profile of Dynamicedge Balanced Grwth Port Sr It. Learn about the key management, total assets, investment strategy and contact information of 0P0000KOD3 among other information.
Category

Global Equity Balanced

Total Assets

1.2B

Expenses

Inception Date

Feb 15, 2008

Investment Strategy

The Portfolio seeks to achieve long term capital growth and some income by investing primarily in a diversified portfolio of equity and fixed-income mutual funds.

Contact Information

Address 29th Floor
Toronto,ON M5C 2V9
Canada
Phone 416 363 5621
Fax 416 363 4179

Top Executives

Name Title Since Until
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 2017 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.
Jason Agaby Portfolio Manager 2012 2017
Biography Jason Agaby, CFA, CIM, FCSI, CFP, Vice President, Product Development & Portfolio Manager, Portfolio Solutions, GCIC Ltd. Jason oversees Dynamic’s suite of managed portfolio solutions, including DynamicEdge and Marquis, and is Chairman of the Portfolio Solutions Oversight Committee. His over 20 years of investment experience includes senior roles in product management, financial advisory and in the trading room. Jason graduated in 1986 with a B.A. in Business from Calvin College in Grand Rapids, MI.
Management Team - 2008 2012
Biography Team Managed
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