Sun Life Granite Balanced Growth Portfolio T5(0P0000V5DI)

多倫多

從投資組合中新增/移除新增至觀察名單

13.899 -0.030 -0.23%

20/06 - 關閉. CAD 貨幣 ( 免責聲明 )

種類: 基金

市場: 加拿大

發行者: Sun Life Global Investments (Canada) Inc

資產類別: 股票

晨星評級:
總資產: 1.69B

0P0000V5DI綜觀

你可在本頁找到深入的Sun Life Granite Balanced Growth Portfolio T5公司檔案，包括0P0000V5DI的主要管理層、總資產、投資策略及聯絡資料，以及各類其他資訊。

類別

Global Equity Balanced

總資產

1.69B

費用

基金成立

2012年1月17日

聯絡資訊

地址 150 King St West
Toronto,ON M5H 1J9
Canada

電話 1-877-344-1434

網絡 www.sunlifeglobalinvestments.com

主要管理層

名稱	主旨	成立於	直至
Christine Tan	Portfolio Manager	2021	now
自傳	Christine Tan has over 10 years of financial industry experience. Prior to her appointment at Excel Investment Counsel, Ms. Tan was Vice President and Portfolio Manager at Gluskin Sheff + Associates in Toronto where she co-managed a first quartile $1 billion equity portfolio. Ms. Tan earned a Masters of Business Administration from the Schulich School of Business and a Bachelor of Science from the University of Alberta. She is also a CFA charterholder.
Aly Somani	-	2021	now
Chhad Aul	Portfolio Manager	2014	now
自傳	Chhad Aul is Portfolio Manager for Sun Life Global Investments. Prior to joining Sun Life, Chhad was Vice President & Senior Portfolio Manager at State Street Global Advisors. In this role, he was responsible for the management of active quantitative equity mandates and also served on the firm’s Canadian Investment Committee, participating in the development of the team’s tactical asset allocation views and positioning. Prior to that, Chhad was an Associate Portfolio Manager at Hillsdale Investment Management and a Quantitative Analyst at TD Securities.
Kathrin Forrest	Portfolio Manager	2021	2021
自傳	Joined Sun Life Financial in 2004 as an Investment Solutions Analyst in Group Retirement Services. She later joined Sun Life’s International Investment Centre (IIC) where she was a lead consultant for investment manager research, monitoring and search activities for Sun Life Financial globally. Most recently, she was Assistant Vice President, Product and Strategy for Sun Life Investment Management. Kathrin holds a Master of Arts in Economics and is a CFA Charterholder. She is also Vice Chair, Programming of the board of directors for the CFA society Toronto.
Sadiq S. Adatia	CIO (Chief Investment Officer)	2012	2021
自傳	As Chief Investment Officer, Sadiq S. Adatia manages the BMO Global Asset Management (BMO GAM) Investment Team. Sadiq joined BMO GAM in August 2021, bringing with him strong knowledge and expertise in managed solutions, risk management, derivatives and tactical asset allocation. Before joining BMO GAM, Sadiq was CIO at Sun Life Global Investments and Russell Investments Canada. Prior to that, he worked at Mercer as Business Leader for Investment Consulting for Central Canada.He is a Fellow of the Society of Actuaries (Investment Specialty Track) and the Canadian Institute of Actuaries.
Jeff Israel	Portfolio Manager	2012	2013
自傳	Jeff Israel is Portfolio Manager for Sun Life Global Investments and is responsible for portfolio management of the firm’s asset allocation strategies. Mr. Israel joined Sun Life in 2010 bringing with him over 15 years of industry experience. He holds a Master of Finance degree from Rotman School of Management, University of Toronto and a Bachelor of Business Administration degree with a minor in Economics from Wilfrid Laurier University. He is also a Chartered Financial Analyst and a Financial Risk Manager.

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