Sign up to create alerts for Instruments,
Economic Events and content by followed authors
Free Sign Up Already have an account? Sign In
11.005
+0.070
+0.64%
Quotes
All Instrument Types
- All Instrument Types
- Indices
- Equities
- ETFs
- Funds
- Commodities
- Currencies
- Crypto
- Bonds
- Certificates
Please try another search
🍎 🍕 Less apples, more pizza 🤔 Have you seen Buffett’s portfolio recently?
Explore for Free
Ia Clarington Inhance Monthly Income Sri Fund - Series F6 (0P0000MPGE)
Add to/Remove from a Portfolio
Add to Watchlist
22/11 - Closed. Currency in CAD
- Morningstar Rating:
- Total Assets: 509.81M
IA Clarington Inhance Monthly Inc SRI F6
11.005
+0.070
+0.64%
- Overview
- Profile
- Historical Data
- Holdings
0P0000MPGE Overview
On this page you'll find an in-depth profile of Ia Clarington Inhance Monthly Income Sri Fund - Series F6. Learn about the key management, total assets, investment strategy and contact information of 0P0000MPGE among other information.
Investment Strategy
The Fund’s objective is to provide a reasonably consistent level of monthly income by investing primarily in fixed income and high yield equity securities of Canadian issuers which meet the sub-advisor’s socially responsible investment principles. The Fund invests in a diversified selection of money market instruments, government and corporate bonds, mortgage backed securities, preferred shares, income or royalty trusts of primarily non-resource issuers, and primarily dividend paying, higher yielding common shares. The Fund primarily invests, directly or indirectly, in securities of Canadian issuers. The Fund when investing in equities and income trusts, will focus on selecting high quality issuers in relatively stable industries where there is a high degree of assuredness of distributions and the potential for dividend or distribution growth.
Contact Information
Address
Suite 700
Toronto,ON M5G 1Y7
Canada
Toronto,ON M5G 1Y7
Canada
Phone
416 860 9880
Fax
416 860 9884
Top Executives
| Name | Title | Since | Until |
|---|---|---|---|
| Marc Sheard | - | 2021 | Now |
| Biography | Marc joined Vancity Investment Management in 2021, bringing 15 years of industry experience. Previously, he spent eight years at British Columbia Investment Management Corporation, serving most recently as portfolio manager for a global active equity fund. Prior to that, he worked as an investment analyst at the Insurance Corporation of British Columbia and as an analyst at the Toronto Stock Exchange. Marc holds an Honors Commerce Degree from McMaster University and the Chartered Financial Analyst (CFA) designation. | ||
| Wesley Allan Dearborn | Analyst | 2021 | Now |
| Biography | Wes joined Vancity Investment Management in December 2019 and is a member of the Investment Committee. He previously spent 10 years at Guardian Capital, where he focused on core fixed-income, short-duration and money market funds, as well as FX trading and hedging strategies. Wes holds a Bachelor of Business Administration (Finance) degree from Brock University and is a CFA charterholder. | ||
| Jeffrey Lew | - | 2021 | Now |
| Biography | Jeffrey joined Vancity Investment Management Ltd. in 2016, with ten years of investment analysis and portfolio management experience. Prior to joining Vancity Investment Management, Jeffrey established his career as a corporate banking analyst for a large international financial institution. Following this, Jeffrey spent five years as a member of a fixed income team for a crown corporation. Most recently, he was a portfolio manager at a large B.C.-based investment management firm. Jeffrey holds the Chartered Financial Analyst designation. | ||
| Jeffrey Adams | Director & Portfolio Manager | 2021 | Now |
| Biography | Jeffrey Adams CFA, CIM, RIS Director & Portfolio Manager Jeffrey joined Vancity Investment Management in October 2019, bringing over 15 years of experience in financial services. He has overall management responsibilities for the firm and is a member of the Investment Committee. Previously, Jeffrey was a Director and Portfolio Manager at OceanRock Investments. He holds a BA in Economics from the University of Calgary as well as the Chartered Financial Analyst (CFA), Chartered Investment Manager (CIM) and Responsible Investment Specialist (RIS) designations. | ||
| Andrew Simpson | Portfolio Manager | 2010 | 2021 |
| Biography | Andrew has over 20 years of experience in investment management and has played a pioneering role in the Canadian sustainable investing space. Most recently, he served as Director at Vancity Investment Management, where he focused on managing sustainable investing since 2010 and has successfully implemented equity portfolios that aim to generate risk-adjusted returns alongside ESG objectives. As part of his role at Mackenzie, Mr. Simpson leads the firm’s newest sustainable investing boutique, which will emphasize best-in-class environmental, social, and corporate governance (ESG) analysis. | ||
| Dermot Foley | Manager | 2009 | 2020 |
| Biography | With his depth of knowledge in labour relations, energy stocks and climate change impacts and solutions, Dermot Foley takes a lead role in analyzing the environmental performance, social responsibility and corporate governance (ESG) of companies for the IA Clarington Inhance SRI Funds. As a key member of the Vancity Investment Management Investment team, his role is to assess business practices, management systems and treatment of ESG risk. Dermot holds the CFA designation and the Canadian Investment Manager designation. | ||
| Stephen MacInnes | CIO, Head | 2009 | 2016 |
| Biography | Steve MacInnes is the Chief Investment Officer and Lead Portfolio Manager of Inhance. Steve brings over 30 years of investment management experience in research, fund management, client relations and team management capacities. Prior to joining Inhance, Steve was the Chief Investment Officer and Head of Canadian Equities for HSBC Asset Management (Canada) Ltd. and M K Wong & Associates. His achievements in that position led to his inclusion among the ten members of HSBC's elite global strategy group. | ||
Write your thoughts about Ia Clarington Inhance Monthly Income Sri Fund - Series F6
Are you sure you want to delete this chart?
Delete Cancel
Replace the attached chart with a new chart ?
Replace Cancel
Comment Guidelines
Add Chart to Comment
Confirm Block
Are you sure you want to block %USER_NAME%?
By doing so, you and %USER_NAME% will not be able to see any of each other's Investing.com's posts.
%USER_NAME% was successfully added to your Block List
Since you’ve just unblocked this person, you must wait 48 hours before renewing the block.
Report this comment
I feel that this comment is:
Comment flagged
Thank You!
Your report has been sent to our moderators for review