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Lon Gbl Balanced (m) 75/75 (ps1) (0P0000W863)

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23.892 -0.100    -0.42%
04/11 - Delayed Data. Currency in CAD
  • Morningstar Rating:
  • Total Assets: 180.89M
Type:  Fund
Market:  Canada
Issuer:  London Life Insurance Company
Asset Class:  Equity
LON Gbl Balanced M 75/75 PS1 23.892 -0.100 -0.42%

0P0000W863 Overview

 
On this page you'll find an in-depth profile of Lon Gbl Balanced (m) 75/75 (ps1). Learn about the key management, total assets, investment strategy and contact information of 0P0000W863 among other information.
Category

Global Equity Balanced

Total Assets

180.89M

Expenses

Inception Date

May 14, 2012

Investment Strategy

This fund's objective is to provide a balance between long-term capital growth and current income by investing primarily in foreign equity securities and foreign fixed income securities.

Contact Information

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

Top Executives

Name Title Since Until
Paul Musson Senior Vice President 2014 Now
Biography Paul Musson, Senior Vice President, Investment Management, is Head of the Mackenzie Ivy Team. Paul’s career in the investment industry began in 1992. He has been with Mackenzie Investments since 2000. Prior to joining Mackenzie Investments, Paul worked within the corporate and investment banking arm of a large Canadian bank for four years in the institutional sales area, with a focus on international equities. Paul has a BComm (Finance) from Concordia University. He is also a CFA charterholder.
Steven Locke Senior Vice President 2014 Now
Biography Steve’s career in the investment industry began in 1995. He joined Howson Tattersall Investment Counsel in 2003, and the company became part of Mackenzie Investments in 2008. Prior to 2003, Steve’s work experience included five years managing insurance, pension, and retail segregated fund portfolios in Canada, as well as several years as a Credit Analyst and Bond Trader. Steve has a BA from York University and an MBA from the Schulich School of Business. He is also a CFA charterholder.
Alain Bergeron Senior Vice President 2014 Now
Biography Alain’s career in the investment industry began in 2000. He has been with Mackenzie Investments since 2013. Before joining Mackenzie Investments, Alain worked in investment management at one of Canada’s largest public pension plans for over 10 years, where he advanced to the role of Vice President and Head of Global Tactical Asset Allocation. He has also been an institutional trader at a major Canadian bank. Alain holds a BBA (Finance and Quantitative Methods) and an MSc (Financial Engineering). He is a CFA charterholder and holds the CMT designation.
Not Disclosed - 2009 2013
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