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Ia Clarington Strategic Equity Income Fund Series Fx6 (0P00007WOX)

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10.499 -0.020    -0.21%
14/06 - Closed. Currency in CAD ( Disclaimer )
  • Morningstar Rating:
  • Total Assets: 766.64M
Type:  Fund
Market:  Canada
Issuer:  IA Clarington Investments Inc
Asset Class:  Equity
IA Clarington Strategic Equity Income Fund Series 10.499 -0.020 -0.21%

0P00007WOX Overview

 
On this page you'll find an in-depth profile of Ia Clarington Strategic Equity Income Fund Series Fx6. Learn about the key management, total assets, investment strategy and contact information of 0P00007WOX among other information.
Category

Canadian Dividend and Income Equity

Total Assets

766.64M

Expenses

Inception Date

Oct 11, 2005

Investment Strategy

The Fund’s objective is to generate regular dividend and interest income and moderate long term capital growth. The Fund invests primarily in high quality dividend paying common and preferred shares of Canadian and U.S. issuers, as well as income trust units and/or fixed income securities of Canadian and U.S. issuers. The portfolio manager employs a bottom-up security selection process combined with a top-down overlay to determine the risk reward opportunity for each investment and the Fund’s overall positioning. The Fund may invest the equity component of its portfolio in common shares that pay dividends, preferred shares and income trust securities.

Contact Information

Address Suite 700
Toronto,ON M5G 1Y7
Canada
Phone 416 860 9880
Fax 416 860 9884

Top Executives

Name Title Since Until
Dan Bastasic Portfolio Manager 2011 Now
Biography Daniel Bastasic has over 15 years of investment experience with extensive portfolio management experience in both equity and fixed income markets. Prior to joining IA Clarington, Mr. Bastasic built an impressive track record as a portfolio manager at a very large Canadian mutual fund company. At that company, Mr. Bastasic managed mutual funds with a combined $2.8 billion in assets under management, with one of the funds under his stewardship receiving a Lipper Award during his tenure as portfolio manager. Mr. Bastasic has a Master of Business Administration, holds a CFA.
Pierre Bernard Other Executives 1999 2011
Biography Mr. Bernard became Vice President, Canadian Equities at Laurvest in January 1999. A Business Administration graduate of the University of Sherbrooke, he started his career as a mines, gold and chemicals analyst for the Caisse de dépôt et placement du Quebec in 1982, where he was promoted to portfolios manager, Canadian Equities in 1988. From 1995 to 1998, he was Vice President at Placements TAL. He has his CFA designation.
Jean Duguay - 1995 1999
Biography Mr. Duguay received his IDA in 1983. From 1981 to 1987, he was portfolio manager and from 1987 to 1994, he was director of Investment Services for Trust General. He is Vice President of fixed income for Trust Pret et Revenu since 1995.
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