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Sei Income Balanced Fund Class F (0P000077O4)

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6.040 +0.010    +0.16%
24/12 - Closed. Currency in CAD
  • Morningstar Rating:
  • Total Assets: 19.64M
Type:  Fund
Market:  Canada
Issuer:  SEI Investments Canada Company
Asset Class:  Bond
SEI Moderate Fund F 6.040 +0.010 +0.16%

0P000077O4 Overview

 
On this page you'll find an in-depth profile of Sei Income Balanced Fund Class F. Learn about the key management, total assets, investment strategy and contact information of 0P000077O4 among other information.
Category

Canadian Fixed Income Balanced

Total Assets

19.64M

Expenses

Inception Date

Jun 07, 2006

Investment Strategy

The fundamental investment objective of the fund is to achieve long-term growth of capital and income primarily through investment in a diversified portfolio of fixed-income and equity securities. The Fund seeks to accomplish this objective by investing its assets in Underlying Funds. The Fund will fulfil its fundamental investment objective by investing its assets in Underlying Funds according to asset class weightings which will generally favour fixed income with a majority weighting and the remaining weight in equity and other assets.

Contact Information

Address Suite 1600
Toronto,ON M5J 1S9
Canada
Phone 416-777-9700
Fax 416-777-9093

Top Executives

Name Title Since Until
David S. Aniloff Senior Portfolio Manager 2021 Now
Biography Mr. Aniloff, CFA, joined SIMC in 2000 and currently serves as a Senior Portfolio Manager on the Global High Yield Team. Mr. Aniloff was also a key developer of SIMC's structured credit solutions and currently serves as Co-Portfolio Manager with responsibility for security selection and portfolio construction. In addition, Mr. Aniloff has been integral in the development and implementation of SIMC's proprietary structured credit monitoring technology.
Ryan Schneck Portfolio Manager 2021 Now
Biography Ryan Schneck has served as Portfolio Manager for SEI Investments Management Corporation since 2006. Prior to joining SIMC, Mr. Schneck was part of the global fixed-income research team at Standard & Poor's responsible for credit and default research.
James Smigiel Managing Director 2005 Now
Biography Jim Smigiel is Chief Investment Officer of Non-Traditional Strategies. He oversees alternative, hedge fund, property and multi-asset strategies. Previously, he oversaw SEI’s Portfolio Strategies Group and the Global Fixed Income team. Prior to joining SEI, Smigiel served as Portfolio Manager and Senior Investment Officer at PNC Advisors/BlackRock Financial Management, where he managed institutional fixed-income portfolios. Smigiel holds a Bachelor of Science degree in Economics from Drexel University.
Rachel Volynsky Portfolio Manager 2003 2021
Biography Volynsky joined SEI in 2016. Prior to that, Volynsky is the Senior Portfolio Manager of Calvert’s large cap value team. She has been in the industry since 1997, previously working for Invesco, Canada and TD Asset Management. She holds an MBA in International Finance from York University Schulich School of Business, a BA (Criminology) from the University of Toronto and is a CFA charter holder.
Scott Gives Portfolio Manager 2003 2021
Biography Mr. Gives (BA, CFA) is responsible for quantitative research, performance modeling, risk analysis and product development for Fixed Income. He brings over 6 years of experience in related industries.
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