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Canadian Fixed Income Corporate Class (series W Shares) (0P0000NFYE)
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24/12 - Closed. Currency in CAD
- Morningstar Rating:
- Total Assets: 1.16B
United Canadian Fixed Income Corp Cl W
17.866
-0.010
-0.06%
- Overview
- Profile
- Historical Data
- Holdings
0P0000NFYE Overview
On this page you'll find an in-depth profile of Canadian Fixed Income Corporate Class (series W Shares). Learn about the key management, total assets, investment strategy and contact information of 0P0000NFYE among other information.
Investment Strategy
The primary investment objective of the Class is to maximize performance through current income and capital appreciation while maintaining safety of capital primarily through investments in liquid securities of or guaranteed by the Government of Canada or any province thereof, obligations of and deposits in interest-bearing accounts in any chartered bank or trust company, in government or corporate bonds and debentures, in mortgages or in other fixed income investments, preferred stock and other mutual funds.
Contact Information
Address
15 York Street, 2nd Floor
Toronto,ON M5J 0A3
Canada
Toronto,ON M5J 0A3
Canada
Phone
+1 416 3641145
Fax
416-364-1145
Web
www.ci.com
Top Executives
| Name | Title | Since | Until |
|---|---|---|---|
| Grant Connor | Portfolio Manager | 2024 | Now |
| John Shaw | Vice President | 2011 | Now |
| Biography | John Shaw, Vice-President, Portfolio Management and Portfolio Manager started in the investment industry in 1990. He has experience in international credit analysis, trading and portfolio management. Mr. Shaw’s responsibilities are focused on corporate bonds and preferred shares. Prior to joining Signature in 2004, he worked at Canada Life Assurance for 13 years, most recently as a U.S. corporate bond trader. Mr. Shaw holds a BA in Economics from Queen’s University and the Chartered Financial Analyst designation. | ||
| Paul Marcogliese | Vice President | 2023 | 2024 |
| Biography | Paul Marcogliese serves as a Fixed Income Portfolio Manager at Cambridge Global Asset Management. He is responsible for managing Cambridge Bond Fund and is the co-manager of Cambridge Asset Allocation Corporate Class, Cambridge Global High Income and Cambridge Monthly Income Funds. Paul's career in he investment industry began in 1999 and he joined Cambridge in 2016. Paul holds a Bachelor of Mathematics from the University of Waterloo, a Bachelor of Business Administration from Wilfrid Laurier, and the Chartered Financial Analyst designation. | ||
| James Dutkiewicz | Senior Portfolio Manager | 2021 | 2023 |
| Biography | James Dutkiewicz, CFA, Vice-President, Portfolio Management and Portfolio Manager. Mr. Dutkiewicz joined Sentry in 2012 to head up the fixed-income team.James is also a member of Sentry's asset-allocation team and supports the CIO in the day-to-day management of the investment team. Previously, he was a Portfolio Manager at CI. Before CI, he was at YMG Capital Management Inc., where he was a corporate bond analyst and part of a team. Prior to that, he worked on the bond desk at Merrill Lynch Canada. He holds a BA in Economics from Wilfrid Laurier University. | ||
| Andrew Torres | Managing Partner | 2012 | 2023 |
| Biography | Andrew is a 25 year veteran of global fixed income markets, having managed multi-billion dollar bond portfolios in London, New York, and Toronto. Andrew is a former Vice Chair and Global Head of Credit Products at TD securities, where he held a variety of senior trading roles over a 15-year career. Prior to founding Lawrence Park Asset Management in 2011, Andrew was a partner and portfolio manager at Aladdin Capital Management in London, England. | ||
| Alex Gorewicz | Portfolio Manager | 2019 | 2021 |
| Biography | Alexandra is a senior member of the Active Fixed Income team and focuses on managing Global and Core Plus fixed income portfolios. She previously managed global fixed income and multi-asset strategies for a respected Canadian portfolio management firm where she was Head of Rates. Alexandra holds a B.Math (Honours) from the University of Waterloo, a B.B.A. (Honours) from Wilfrid Laurier University, and a M.Sc. in Government Analytics from Johns Hopkins University. | ||
| Kamyar Hazaveh | Portfolio Manager | 2016 | 2018 |
| David Fry | Managing Partner | 2012 | 2014 |
| Biography | David has been building or managing fixed income businesses for the past 18 years, most recently with Deutsche Bank Canada, where he was Head of Global Markets for Canada. Previous to this, David ran fixed income groups at ABN Amro in London, and TD Securities over 9 years in London, New York and Toronto. David has an MBA from McGill University and has been a CFA charterholder since 1996. | ||
| Paul Simon | Vice President | 2007 | 2014 |
| Biography | Paul Simon, Vice-President, Portfolio Management and Portfolio Manager with Signature Global Advisors of CI Investments Inc., is responsible for analyzing and managing derivatives and short-term fixed-income securities. Mr. Simon joined Signature in 2001. He is the primary decision-maker on the money market funds managed by Signature Global Advisors and is a member of the Signature Asset Allocation Committee. Mr. Simon holds the Chartered Financial Analyst designation and a Bachelor of Commerce degree from the University of Toronto. | ||
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