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Lon Balanced (bg) 75/100 (ps1) (0P0000W85Q)

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22.966 +0.020    +0.09%
07/11 - Closed. Currency in CAD
  • Morningstar Rating:
  • Total Assets: 1.49B
Type:  Fund
Market:  Canada
Issuer:  London Life Insurance Company
Asset Class:  Other
LON Balanced BG 75/100 PS1 22.966 +0.020 +0.09%

0P0000W85Q Overview

 
On this page you'll find an in-depth profile of Lon Balanced (bg) 75/100 (ps1). Learn about the key management, total assets, investment strategy and contact information of 0P0000W85Q among other information.
Category

Canadian Equity Balanced

Total Assets

1.49B

Expenses

Inception Date

May 14, 2012

Investment Strategy

The objective of the fund is to maximize portfolio returns through capital appreciation and investment income. This fund invests in a balanced portfolio of Canadian and U.S. stocks, Canadian bonds and short-term securities. Portfolio management will focus on the prudent selection of individual securities, and on adjusting the percentage of assets held in each asset class in order to take advantage of anticipated movements in the capital markets.

Contact Information

Address 255 Dufferin Avenue
London,ON N6A 4K1
Canada
Phone 519 432 5281

Top Executives

Name Title Since Until
Mark Thomson Director 2016 Now
Biography Mark joined Beutel Goodman in 1989 and has many years of investment experience. He is responsible for oversight of the equity process, and a portfolio manager who leads the Canadian Equity Team. He is also a member of the BG Management Committee and sits on the Board of Directors. Prior to joining BG, Mark was a portfolio manager at Pemberton Securities. Mark is a graduate of Mills College and is a CFA charterholder.
David J. Gregoris Managing Director, Fixed Income 2016 Now
Biography David has been with Beutel Goodman since 1992 and has over 30 years of investment experience. As a portfolio manager he is responsible for oversight of the fixed income process, and co-manages the fixed income team. He is responsible for portfolio duration and positioning, risk exposure, quantitative analysis and immunized and dedicated portfolios. David is also a member of the Management Committee and sits on the Board of Directors. Prior to joining Beutel Goodman, David worked at TAL where he was a portfolio manager in charge of fixed income trading. David is a graduate of the University of
Derek Brown Senior Vice President, Co-Head of Fixed Income 2016 Now
Biography Derek joined Beutel Goodman in 2016 and has over 15 years of investment experience. He is a portfolio manager and co-lead of the fixed income team. His strategic responsibilities include portfolio duration, positioning and risk exposure management. Prior to joining Beutel Goodman, Derek worked at Fiera Capital where he was a fixed income portfolio manager. Derek is a graduate of Concordia University, McGill University and a CFA charterholder.
Not Disclosed - 1998 2013
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