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Ci Canadian All Cap Equity Income Fund X (0P0000NH55)

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5.417 +0.040    +0.69%
31/05 - Closed. Currency in CAD ( Disclaimer )
  • Morningstar Rating:
  • Total Assets: 1.71B
Type:  Fund
Market:  Canada
Issuer:  Sentry Investments
Asset Class:  Equity
Sentry All Cap Income Fund Series X 5.417 +0.040 +0.69%

0P0000NH55 Overview

 
On this page you'll find an in-depth profile of Ci Canadian All Cap Equity Income Fund X. Learn about the key management, total assets, investment strategy and contact information of 0P0000NH55 among other information.
Category

Canadian Focused Equity

Total Assets

1.71B

Expenses

Inception Date

Aug 14, 2009

Investment Strategy

The Fund’s investment objective is to provide a consistent monthly income and capital appreciation by investing primarily in a diversified portfolio of Canadian securities, including equities, fixed-income instruments, REITs and royalty and income trusts.

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
Bryan Brown Portfolio Manager 2018 Now
Biography Bryan joined CI Global Asset Management in 2013 and has more than 15 years of experience in the financial industry. Prior to joining CI, he was an equity research analyst focused on the financial services sector at a global investment firm. He began his career as an auditor at one of the “Big Four” accounting firms, specializing in financial services. Bryan is a member of the User Advisory Council of the Accounting Standards Board (AcSB). He graduated with an Hon. BBA degree from Wilfrid Laurier University. He also holds his CA and CFA designation.
Peter Hofstra Vice President, Portfolio Manager 2021 2023
Biography Peter Hofstra joined CIGAM in July 2017 as Senior Portfolio Manager. Prior to joining CI, He was CIO and Managing Director of Investment Research at Manitou. He was also co-founder of a clean technology investment LP. Prior, Mr. Hofstra was PM at a mutual fund company where he co-managed a U.S. equity fund and was lead manager of a science & technology fund. He has a B.Sc. in Chemistry and a PhD in Engineering Physics. He also spent 8 years with a technology firm, initially serving as a Senior Scientist and then becoming the VP of Research & Development. He holds the CFA designation.
Michael Simpson Senior Portfolio Manager 2009 2019
Biography Michael joined Sentry in 2002. He specializes in dividend- and income-paying securities with a focus on free cash flow to sustain reliable dividends. Michael is the lead manager of several funds including the company’s flagship fund, Sentry Canadian Income Fund, and co-manages Sentry Conservative Balanced Income Fund. In 2014, he was named Investment Executive’s Mutual Fund Manager of the Year.Michael earned a Bachelor of Arts degree from York University and holds the CFA designation. He is a fellow of the Canadian Securities Institution.
Aubrey Hearn Portfolio Manager 2009 2019
Biography Aubrey joined CI Global Asset Management in 2005 and has more than 15 years of experience in the financial industry. Aubrey has a keen understanding of business dynamics, a dedication to internal research and a strong focus on investing in high-quality, dividend-paying companies. In 2015, he was named Investment Executive’s Mutual Fund Manager of the Year, which recognizes exceptional and consistent fund outperformance over 10 years. Aubrey graduated with an Honours Bachelor of Commerce degree from Memorial University. He also holds the Chartered Financial Analyst (CFA) designation.
Phil D'Iorio Portfolio Manager 2011 2017
Biography Phil joined Sentry in 2016 and is a member of the equity-income portfolio management team. Phil D’Iorio is a senior research analyst for Harbour Advisors and a Portfolio Manager on Harbour Voyageur Corporate Class. Prior to joining Harbour in 2002, he worked as an analyst for a hedge fund manager and as an intern at GMP Capital in the Investment Banking Group. He holds the CFA designation and an MBA (Finance) from Rotman School of Management, University of Toronto and obtained his Bachelor of Arts (Economics and Political Science) degree from the University of Western Ontario.
J.A.(Sandy) McIntyre Other Executives 2009 2012
Biography J.A. (Sandy) McIntyre has over 30 years of experience managing portfolios for high net worth individuals and charitable foundations, and pooled fund portfolios. Prior to joining Sentry Select, Sandy spent 20 years with Jones Heward Investment Management Inc., a wholly-owned subsidiary of the Bank of Montreal, where he was a member of the Investment Policy Committee with responsibility for high yield investments including royalty and income trusts.
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