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基金的基本投資目標是主要投資於妥善分散的組合,當中為美國股票證券,以提供長線資本增長。
名稱 | 主旨 | 成立於 | 直至 |
---|---|---|---|
Sarah Riopelle | Senior Portfolio Manager | 2015 | now |
自傳 | Since 2009, Sarah has managed the entire suite of RBC Portfolio Solutions. Sarah is a member of the RBC GAM Investment Strategy Committee, which sets global strategy for the firm, and the RBC GAM Investment Policy Committee, which is responsible for the investment strategy and tactical asset allocation for RBC Funds’ balanced products and portfolio solutions. In addition to her fund management role, she works closely with the firm’s Chief Investment Officer on a variety of projects. | ||
Management Team | - | 2013 | 2015 |
自傳 | Team Managed | ||
Sarah Riopelle | Senior Portfolio Manager | 2012 | 2013 |
自傳 | Since 2009, Sarah has managed the entire suite of RBC Portfolio Solutions. Sarah is a member of the RBC GAM Investment Strategy Committee, which sets global strategy for the firm, and the RBC GAM Investment Policy Committee, which is responsible for the investment strategy and tactical asset allocation for RBC Funds’ balanced products and portfolio solutions. In addition to her fund management role, she works closely with the firm’s Chief Investment Officer on a variety of projects. | ||
Jonathan Stewart | Portfolio Manager | 2010 | 2011 |
自傳 | Jonathan Stewart manages institutional client portfolios for PH&N clients, including pensions, endowments, corporations and Aboriginal groups. As well, he is responsible for five of the PH&N investment funds, and leads client servicing and marketing for our EAFE (overseas) mandates, in partnership with Sky Investment Counsel. He joined Phillips, Hager & North in 1995 after spending seven years with a major Canadian investment counsellor as a portfolio manager and equity research analyst. Prior to that he had been manager of investments at a Vancouver-based trust company. |
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