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Sunwise Fidelity Northstar Basic (0P0000755Y)

Toronto

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31.377 -0.240 -0.77%

15/11 - Closed. Currency in CAD

Morningstar Rating:
Total Assets: 5.83M

Type: Fund

Market: Canada

Issuer: CI Investments Inc

Asset Class: Equity

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0P0000755Y Overview

On this page you'll find an in-depth profile of Sunwise Fidelity Northstar Basic. Learn about the key management, total assets, investment strategy and contact information of 0P0000755Y among other information.

Investment Strategy

This fund aims to achieve long-term capital growth. It invests primarily in equity securities of companies 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
Not Disclosed	-	2009	Now
Alan R. Radlo	CIO (Chief Investment Officer)	2005	2009
Biography	Alan Radlo, Chief Investment Officer of Cambridge Advisors. Mr. Radlo joined CI Investments in 2008 to found Cambridge Advisors. Prior to that, he was a portfolio manager at Fidelity Investments. In his 21-year career at the company, Mr. Radlo analyzed and selected stocks for Canadian, American and global equity portfolios. Prior to that, he worked as an analyst and a portfolio manager of a small-cap growth fund at Bank of Boston. He holds an economics degree from Brandeis University and a MBA from the University of Massachusetts in Amherst, Massachusetts.
Cecilia Mo	Portfolio Manager	2006	2007
Biography	Cecilia Mo, MBA, has more than 15 years in the investment industry and joined GCIC Ltd. in 2011. An award-winning portfolio manager, Cecilia is focused on consistentstrong performance while providing downside protection. Cecilia began forming her value approach to investing in 1996 when she joined Neuberger Berman. In 2000, she joined a leading global mutual fund company progressing from analyst to portfolio manager. Cecilia earned a BA in business from the University of British Columbia and an MBA from the Wharton School of the University of Pennsylvania.
Christopher J. Goudie	Sub-Portfolio Manager	2005	2007
Biography	Christopher J. Goudie is sub-portfolio manager for Fidelity Investments. Mr. Goudie joined Fidelity in March 2004 as assistant group leader of the Institutional Equity Group. In this role he was responsible for managing institutional portfolio managers and the global and international portfolio management team. Mr. Goudie received a master of arts degree in economic and social history from Aberdeen University in Scotland in 1985 and received an MBA from OU Business School in England in 1993.

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Recent Quotes

	Name	Price	Chg.	Chg. %
	SunWise Fidelity .	31.377	-0.240	-0.77%