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Cdspi Balanced Value (mfs) (0P000072OJ)

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37.929 +0.300    +0.79%
30/01 - Closed. Currency in CAD
  • Morningstar Rating:
  • Total Assets: 48.72M
Type:  Fund
Market:  Canada
Issuer:  CDSPI
Asset Class:  Other
CDSPI Balanced Value MFS 37.929 +0.300 +0.79%

0P000072OJ Overview

 
On this page you'll find an in-depth profile of Cdspi Balanced Value (mfs). Learn about the key management, total assets, investment strategy and contact information of 0P000072OJ among other information.
Category

Global Neutral Balanced

Total Assets

48.72M

Expenses

Inception Date

Jan 07, 2002

Investment Strategy

The Fund is diversified through investments in a portfolio of Canadian equities, non-Canadian equities, fixed income securities and money market instruments. The Fund is managed in a prudent manner with the objective of adding value.

Contact Information

Address 155 Lesmill Road
Toronto,ON M3B 2T8
Canada
Phone 416 296 9401
Fax 416 296 9459

Top Executives

Name Title Since Until
Jeffrey D. Morrison Portfolio Manager 2006 Now
Biography Jeffrey D. Morrison, CFA - Investment Officer - Institutional Portfolio Manager - As an Institutional Equity Portfolio Manager, participates in the research process and strategy discussions. Assesses portfolio risk, customizes portfolios to client objectives and guidelines, and manages daily cash flows. Communicates investment policy, strategy, and positioning. - Joined MFS in 2006 - Previous experience includes 8 years as Portfolio Manager at Franklin Templeton Investments; 6 years as U.S. Equity Research Analyst/Portfolio Manager at Mulvihill Capital Managem
Robert Spector Vice President 2005 Now
Biography - Serves on MFS Fixed Income Strategy Group, Global Rates & Currency Group, Fixed Income Risk & Opportunities Group - As a Fixed Income Portfolio Manager, responsible for final buy and sell decisions, portfolio construction, risk assessment and cash management. Participates in the research process and strategy discussions. - Joined MFS in 2005 - Previous experience includes 2 years as the Head of Canadian Economics and Strategy at Merrill Lynch - Affiliations include CFA Institute - University of Western Ontario, MA - McGill University, BA, great distinction, University Scholar
Peter Kotsopoulos Managing Director 2002 Now
Not Disclosed - 2002 2005
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