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The Fund aims to provide long-term capital growth by investing primarily in Canadian equity securities. In order to change its fundamental investment objective, the Fund needs approval from a majority of its investors who vote at a meeting held for this purpose, unless it is required by law to make the change. The Fund aims to generally invest in the same sectors and in approximately the same proportion as the S&P/TSX Capped Composite Index, except that the real estate sector will be considered as an industry group within the financials sector.
Name | Title | Since | Until |
---|---|---|---|
Andrew Marchese | Portfolio Manager | 2011 | Now |
Biography | Andrew Marchese is Head of Canadian Equities, director of research, and portfolio manager for Pyramis Global Advisors, a Fidelity Investments company. He joined Fidelity in 1998 as an equity research associate. During his research tenure, Mr. Marchese covered the financial, consumer discretionary, materials, technology and health care sectors. He received a BSc in pharmacy from the University of Toronto in 1994 and a MBA from the Richard Ivey School of Business at the University of Western Ontario in 1998. | ||
Robert Swanson | Portfolio Manager | 2011 | 2011 |
Biography | Robert Swanson, Principal and Chief Market Strategist, provides guidance on macro-economic trends and asset allocation strategies for the Cambridge Global Asset Management team. Prior to his current role, he was lead manager of several mutual funds at Fidelity Investments. Mr. Swanson holds a B.Sc. in finance from Northern Illinois University, an MBA from Northwestern University, and the Chartered Financial Analyst designation. Mr. Swanson is associated with CI Global Investments Inc., a firm registered with the U.S. Securities and Exchange Commission and an affiliate of CI Investments Inc. |
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