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Symmetry Conservative Portfolio - PWX(0P00012MY3)

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8.210 -0.030    -0.36%
14/11 - 關閉. USD 貨幣
種類:  基金
市場:  加拿大
發行者:  Mackenzie Investments
資產類別:  債券
  • 晨星評級:
  • 總資產: 1.05B
Symmetry Conservative Portfolio - PWX 8.210 -0.030 -0.36%

0P00012MY3綜觀

 
你可在本頁找到深入的Symmetry Conservative Portfolio - PWX公司檔案,包括0P00012MY3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 Fixed Income Balanced

總資產

1.05B

費用

0.08%

基金成立

2014年2月18日

聯絡資訊

地址 180 Queen Street West
Toronto,ON M5V 3K1
Canada
電話 416-922-5322
傳真 416-922-5660

主要管理層

名稱 主旨 成立於 直至
Nelson Arruda Vice President 2019 now
自傳 Nelson has experience in investment research and portfolio management of multi-asset strategies. Prior to joining Mackenzie in 2017, Nelson spent seven years at the Canada Pension Plan Investment Board where he performed various roles, including head portfolio manager of the active commodities portfolio, covering energy, agriculture and metals. Nelson has Bachelor of Science and Master of Science degrees in computer science from the University of Toronto and also graduated from the Rotman School of Business with a Master of Finance. He is a CFA charterholder.
Andrea Hallett Portfolio Manager 2008 now
自傳 Andrea Hallett, Vice President, Investment Management, is a Portfolio Manager on the Mackenzie Asset Allocation Team and is co-manager for Mackenzie Investments' multi-managed funds and strategic asset allocation programs. Andrea’s career in the investment industry began in 1998. She has been with Mackenzie Investments since 2002. Prior to joining Mackenzie Investments, Andrea held several roles with increasing responsibilities within the investment department at a large Canadian mutual fund company.
Todd Mattina - 2020 2023
自傳 Todd supports multi-asset and currency solutions by building investment models and assessing the implications of macroeconomic conditions. After serving as Mackenzie’s Chief Strategist and Economist from 2014 to 2018, Todd joined the Investment Management Corporation of Ontario, where he served as VP, Portfolio Construction, Chief Strategist and Chief Economist. Todd currently serves as Vice-Chair of the Investment Committee and Pension Committee of Queen’s University. Todd holds a PhD in Economics from Queen’s University and an MA in Economics from the University of British Columbia.
Alain Bergeron Senior Vice President 2013 2019
自傳 Alain’s career in the investment industry began in 2000. He has been with Mackenzie Investments since 2013. Before joining Mackenzie Investments, Alain worked in investment management at one of Canada’s largest public pension plans for over 10 years, where he advanced to the role of Vice President and Head of Global Tactical Asset Allocation. He has also been an institutional trader at a major Canadian bank. Alain holds a BBA (Finance and Quantitative Methods) and an MSc (Financial Engineering). He is a CFA charterholder and holds the CMT designation.
Siyan Tan Portfolio Manager 2015 2016
Karen A. McRae Senior VP 2008 2013
自傳 Karen McRae, Senior Vice President, Investment Management, is on the Mackenzie Asset Allocation Team. Karen has formal responsibility for portfolio risk oversight and asset allocation decisions for Mackenzie Investments' multi-managed funds and strategic asset allocation programs. Karen has investment experience since 1988; Mackenzie Investments experience since 2002.
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