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Ci U.s. Equity Class F (0P0000WDT7)

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29.214 +0.060    +0.22%
22/11 - Closed. Currency in USD
  • Morningstar Rating:
  • Total Assets: 674.1M
Type:  Fund
Market:  Canada
Issuer:  Sentry Investments
Asset Class:  Equity
Sentry US Growth and Income Class Series F 29.214 +0.060 +0.22%

0P0000WDT7 Overview

 
On this page you'll find an in-depth profile of Ci U.s. Equity Class F. Learn about the key management, total assets, investment strategy and contact information of 0P0000WDT7 among other information.
Category

US Equity

Total Assets

674.1M

Expenses

Inception Date

May 29, 2012

Investment Strategy

The Fund’s investment objective is to seek a balance of current income and long-term capital appreciation by investing substantially all of its assets in securities of its underlying fund, CI U.S. Equity Fund. The underlying fund invests primarily in a diversified portfolio of dividend-paying U.S. equity securities, including common and preferred shares and, to a lesser extent, interest-bearing securities, such as bonds, bills or bankers’ acceptances.

Contact Information

Address 15 York Street, 2nd Floor
Toronto,ON M5J 0A3
Canada
Phone +1 416 3641145
Fax 416-364-1145

Top Executives

Name Title Since Until
Jack Hall Portfolio Manager 2018 Now
Biography Jack joined CIGAM in 2012 and has more than 5 years of experience in financial services. He is a member of the North American equity income team, and is co-manager of CI U.S. Equity Fund, CI U.S. Equity & Income Fund, CI Canadian Small/Mid Cap Equity Income Fund, CI American Small Companies Fund, CI American Small Companies Corp. Class, CI Global Smaller Companies Fund & CI Global Smaller Companies Corp. Class. He is responsible for North American dividend & income paying equity securities. He graduated with an Hon. Bachelor of BBA from Wilfrid Laurier University. He holds the CFA designation
Aubrey Hearn Portfolio Manager 2012 Now
Biography Aubrey joined CI Global Asset Management in 2005 and has more than 15 years of experience in the financial industry. Aubrey has a keen understanding of business dynamics, a dedication to internal research and a strong focus on investing in high-quality, dividend-paying companies. In 2015, he was named Investment Executive’s Mutual Fund Manager of the Year, which recognizes exceptional and consistent fund outperformance over 10 years. Aubrey graduated with an Honours Bachelor of Commerce degree from Memorial University. He also holds the Chartered Financial Analyst (CFA) designation.
Phil D'Iorio Portfolio Manager 2017 2017
Biography Phil joined Sentry in 2016 and is a member of the equity-income portfolio management team. Phil D’Iorio is a senior research analyst for Harbour Advisors and a Portfolio Manager on Harbour Voyageur Corporate Class. Prior to joining Harbour in 2002, he worked as an analyst for a hedge fund manager and as an intern at GMP Capital in the Investment Banking Group. He holds the CFA designation and an MBA (Finance) from Rotman School of Management, University of Toronto and obtained his Bachelor of Arts (Economics and Political Science) degree from the University of Western Ontario.
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