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Nbi Jarislowsky Fraser Select Balanced Fund E (0P0000UR7I)

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20.340 +0.060    +0.30%
13/11 - Closed. Currency in CAD
  • Morningstar Rating:
  • Total Assets: 139.47M
Type:  Fund
Market:  Canada
Issuer:  National Bank Investments Inc
Asset Class:  Equity
NBI Jarislowsky Fraser Select Balanced Fund E 20.340 +0.060 +0.30%

0P0000UR7I Overview

 
On this page you'll find an in-depth profile of Nbi Jarislowsky Fraser Select Balanced Fund E. Learn about the key management, total assets, investment strategy and contact information of 0P0000UR7I among other information.
Category

Canadian Equity Balanced

Total Assets

139.47M

Expenses

Inception Date

Oct 07, 2010

Investment Strategy

The NBI Jarislowsky Fraser Select Balanced Fund’s investment objective is to achieve moderate capital growth. The fund invests, directly or indirectly, in a diversified portfolio comprised mainly of Canadian fixed income and equity securities. The fund may invest in equity securities such as common and preferred shares. The portfolio sub-advisor selects mainly high quality equity securities of Canadian issuers. The fund may also invest in investment-grade fixed-income securities denominated in Canadian or foreign currency. The portfolio sub-advisor invests this portion of the portfolio mainly in corporate and government bonds. The portfolio sub-advisor may also invest in convertible bonds. The fund may invest approximately 30% of its assets in equity or fixedincome securities of foreign issuers. The fund will seek a range weighting of 40% to 70% in equity and 30% to 60% in fixed-income securities.

Contact Information

Address 10th Floor
Montreal,QC H3B 2G7
Canada
Phone +1 8774637627
Fax 514 871 7695

Top Executives

Name Title Since Until
Bernard Gauthier Member 2010 Now
Biography Bernard Gauthier joined Jarislowsky Fraser in 2008. He has been a key member of Canadian equity team since he joined the firm, and was most recently co-manager of U.S. equities. Mr. Gauthier has extensive experience in Canadian equities, particularly in the banking and financial sector which currently makes up 35% of the S&P/TSX index. With over 25 years of industry experience, including over 6 years managing portfolios, he became a member of the Investment Strategy Committee in December 2012.
Charles Nadim Head of Research & Portfolio Manager - Canadian Equities 2010 Now
Biography Charles Nadim joined Jarislowsky Fraser in 2008. Previously, he was an Equity Research Analyst with GE Asset Management Canada covering Software & Services, Communications Equipment and Telecom Services. Charles has a BBA from École des Hautes Études Commerciales, and an MSc from the University of Sherbrooke. He is a holder of the Chartered Financial Analyst designation.
Jean-Christophe Kresic Portfolio Manager 2010 Now
Chris Kresic Head - Fixed Income & Asset Allocation 2010 2022
Biography Chris Kresic joined Jarislowsky, Fraser in 2010. Previously he was team lead of the Sentinel fixed income group at Mackenzie Financial and held the lead manager role for a number of funds. The team managed corporate bond, government bond and money market portfolios including the fixed income portion of the award winning Sentinel Income Fund.  Chris began his career in 1988 as an analyst and trader with the Bank of Canada.  Chris graduated from the University of Ottawa with a B.Com degree, and holds the Chartered Financial Analyst designation.
Helen Beck Portfolio Manager 2012 2014
Len Racioppo President, COO 2010 2012
Biography Len Racioppo, President and Chief Operating Officer, has been with Jarislowsky Fraser, one of Canada's largest independent investment managers, since 1987 and has more than 25 years investment management experience. He is a former President and member of the Board of Directors of the Montreal Society of Financial Analysts. Racioppo holds the Chartered Financial Analyst designation.
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