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Sunwise Essential 2 Portfolio Series Conservative Segregated Fund Pim Estate Class (0P0000Y2UE)

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23.068 +0.003    +0.01%
17/12 - Closed. Currency in CAD
  • Morningstar Rating:
  • Total Assets: 19.36M
Type:  Fund
Market:  Canada
Issuer:  CI Investments Inc
Asset Class:  Other
SunWise Essential 2 Portfolio Series Conservative 23.068 +0.003 +0.01%

0P0000Y2UE Overview

 
On this page you'll find an in-depth profile of Sunwise Essential 2 Portfolio Series Conservative Segregated Fund Pim Estate Class. Learn about the key management, total assets, investment strategy and contact information of 0P0000Y2UE among other information.
Category

Global Fixed Income Balanced

Total Assets

19.36M

Expenses

Inception Date

Aug 27, 2012

Investment Strategy

To provide a balance between income and capital growth at lower than average levels of volatility by obtaining exposure primarily to equity, equity-related and fixed income securities of issuers located 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

Top Executives

Name Title Since Until
Zoe Li Associate Portfolio Manager 2022 Now
Stephen Lingard Portfolio Manager 2021 Now
Alfred Lam Portfolio Manager 2012 Now
Biography Alfred Lam, Vice President and Portfolio Manager of the CI Investment Consulting team, is involved in manager selection and oversight, product development, asset allocation and currency management. Mr. Lam has brought unique ideas and robust processes to the management of CI’s investment solutions. They included a mean reversion currency management strategy, the concept of investing in concentrated and benchmark-agnostic portfolios, and an advanced approach to risk management. Prior to joining the team in 2004, Mr. Lam was Senior Manager at CIBC Securities. He holds an MBA from York University
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