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Sunwise Essential 2 Portfolio Series Income Segregated Fund Income Class (0P0000Y2UK)

Toronto

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14.920 +0.020 +0.16%

14/11 - Closed. Currency in CAD

Morningstar Rating:
Total Assets: 47.87M

Type: Fund

Market: Canada

Issuer: CI Investments Inc

Asset Class: Bond

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0P0000Y2UK Overview

On this page you'll find an in-depth profile of Sunwise Essential 2 Portfolio Series Income Segregated Fund Income Class. Learn about the key management, total assets, investment strategy and contact information of 0P0000Y2UK among other information.

Investment Strategy

To seek income and modest capital appreciation by obtaining exposure primarily to equity, equity-related and fixed income securities of issuers located anywhere in the world.

Contact Information

Address 15 York Street, 2nd Floor
Toronto,ON M5J 0A3
Canada

Phone +1 416 3641145

Fax 416-364-1145

Web www.ci.com

Top Executives

Name	Title	Since	Until
Zoe Li	Associate Portfolio Manager	2022	Now
Stephen Lingard	Portfolio Manager	2021	Now
Alfred Lam	Portfolio Manager	2012	Now
Biography	Alfred Lam, Vice President and Portfolio Manager of the CI Investment Consulting team, is involved in manager selection and oversight, product development, asset allocation and currency management. Mr. Lam has brought unique ideas and robust processes to the management of CI’s investment solutions. They included a mean reversion currency management strategy, the concept of investing in concentrated and benchmark-agnostic portfolios, and an advanced approach to risk management. Prior to joining the team in 2004, Mr. Lam was Senior Manager at CIBC Securities. He holds an MBA from York University

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Recent Quotes

	Name	Price	Chg.	Chg. %
	SunWise Essential.	14.920	+0.020	+0.16%