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Bmo Fonds De L'allocation De L'actif - F (0P0000MM7P)
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BMO Asset Allocation F
15,670
-0,020
-0,11%
Vue d'ensemble 0P0000MM7P
Sur cette page vous trouverez un profil détaillé de Bmo Fonds De L'allocation De L'actif - F. Vous y trouverez notamment des informations sur la gestion, le total des actifs, la stratégie d'investissement et les coordonnées de 0P0000MM7P entre autres informations.
Stratégie d’investissement
Le fonds a comme objectif d’établir un équilibre entre la production d’un revenu et la croissance de la valeur de votre placement à long terme. Pour atteindre son objectif de placement, le fonds investit surtout dans des titres de participation et des titres à revenu fixe canadiens. Le gestionnaire de portefeuille peut modifier la composition des actifs en fonction des perspectives de chaque catégorie d’actifs.
Contact
Adresse
Suite 4200
Toronto,ON M5K 1J5
Canada
Toronto,ON M5K 1J5
Canada
Téléphone
1-800-668-7327
Fax
416 867 6203
Principaux dirigeants
| Nom | Titre | Depuis | Jusqu’à |
|---|---|---|---|
| Jeffrey Sutcliffe | Portfolio Manager | 2018 | Maintenant |
| Andrew Osterback | Vice President, Portfolio Manager | 2008 | Maintenant |
| Biographie | Andrew joined BMO GAM's active fixed income team as a portfolio manager in 2005 & has over 20 years experience in managing fixed income portfolios. Andrew oversees portfolios with an emphasis on the interest anticipation aspects of government bond sectors. Prior to joining BMO, he managed a mix of mutual funds, pooled assets, & segregated private client portfolios for a major institutional investor. Andrew holds an Honours BComm degree from the University of Windsor, a Bachelor of Arts degree (Economics) from the University of Western Ontario & received his CFA designation in 1999. | ||
| James Thai | Portfolio Manager | 2017 | 2021 |
| Biographie | James joined BMO Asset Management Inc. in March 2011 on the Quantitative line of funds. His 11 years of experience have focused on programming, quantitative analysis, and quantitative portfolio management. Most recently James was a Partner and Portfolio Manager at an investment fund he co-launched in 2008. Prior to this, he spent six years at Legg Mason as a quantitative analyst and portfolio manager. James is a CFA charterholder and has both a Bachelors and Masters of Applied Science in Computer Engineering from the University of Waterloo. | ||
| Greg Gipson | Vice President | 2017 | 2018 |
| Biographie | Greg Gipson, M. Econ, M. OR BMO Asset Management Inc. Greg Gipson is Vice President and Head of Portfolio Management, Quantamental Investments, at BMO Asset Management (BMO AM). Mr. Gipson began his investment career in 1997 and joined BMO AM in 2009. | ||
| Paul Taylor | CIO (Chief Investment Officer) | 2012 | 2018 |
| Biographie | Paul oversees asset allocation both from a strategic and tactical perspective for the firm’s multi-asset class strategies, in addition to being a member of its leadership team. He has 25 years of investment industry experience, 10 of which have been with BMO Financial Group. Paul earned his Bachelor of Arts (Economics) degree from the University of Western Ontario and his Masters of Business Administration (MBA) degree from Queen’s University. He is a CFA charterholder and a member of the CFA Institute and the Toronto CFA Society. | ||
| Denis Senecal | Assistant Portfolio Manager | 2014 | 2017 |
| Biographie | Denis oversees portfolio management, strategies, research and execution for all active fixed income portfolios, in addition to being a member of the firm’s leadership team. He has 23 years of financial markets experience, primarily focused on fixed income. Before joining BMO AM Inc., Denis was Head of Fixed Income & Cash at a major asset management firm. His experience includes managing fixed income, absolute return strategies, global and emerging debt, tactical asset mix, and fund of managers. Denis holds both a B.A.A and M.Sc. degree in applied Economics and Finance from H.E.C. | ||
| Jeffrey Bradacs | Portfolio Manager | 2014 | 2017 |
| Biographie | Jeff is a portfolio manager at Picton Mahoney Asset Management, specializing in Canadian equities. Prior to joining us, Jeff was vice president and senior portfolio manager at BMO Global Asset Management, where he was lead portfolio manager for Canadian large-cap equity portfolios, managing over $6 billion AUM. Prior to that, he spent over a decade at Manulife Asset Management, joining as an analyst and progressing to managing director and portfolio manager. Jeff is a CFA charterholder and has an Honours B.Admin. from the Richard Ivey School of Business at Western University. | ||
| Jordan Luckock | Portfolio Manager | 2012 | 2017 |
| Biographie | Jordan joined BMO in March 2022 as the lead portfolio manager for BMO GAM’s Canadian core equity mandates. Jordan brings 18 years of professional investment experience to the team, including 10 years managing Canadian-focused large cap equity portfolios for institutional, retail, and high net worth clients. He has an Honours Bachelor of Arts in Economics degree from the University of Western Ontario (Huron College) and a Master of Science (Finance) degree from Queen’s University. | ||
| Mark McMahon | Lead Portfolio Manager | 2009 | 2013 |
| Biographie | With more than 23 years experience in the Canadian fixed income markets, Mark assumed the role of lead Portfolio Manager for most of BMO Asset Management’s fixed income investments in late 2004. Previously, Mark had been managing discretionary bond portfolios for BMO Asset Management clients. Before joining BMO Asset Management in 1999, Mark was managing the retail trading desk of a major brokerage firm and was the Fixed Income Strategist for their private client division. Mark graduated from Simon Fraser University in 1987 with majors in Economics and Finance and is a CFA charter holder. | ||
| Philip Harrington | Director & PM | 2012 | 2013 |
| Biographie | Philip joined BMO Asset Management Inc. in March 2012 and brings with him over 17 years’ experience in the investment industry. Philip is a member of the large cap portfolio management team at BMO AM responsible for the firm’s Canadian dividend and income strategies. Previously, he worked as both an analyst and portfolio manager at BMO Harris Investment Management. A graduate from the University of Toronto, Philip holds a Bachelor of Commerce degree, received his Master of Finance from the Rotman School of Business and is a CFA charterholder. | ||
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