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Bmo Revenu Mensuel (0P000070NS)
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Vue d'ensemble 0P000070NS
Sur cette page vous trouverez un profil détaillé de Bmo Revenu Mensuel. Vous y trouverez notamment des informations sur la gestion, le total des actifs, la stratégie d'investissement et les coordonnées de 0P000070NS entre autres informations.
Stratégie d’investissement
Le fonds a comme objectif de produire un revenu mensuel fixe tout en préservant la valeur de votre placement. Le fonds investit surtout dans des titres à revenu fixe canadiens ayant un rendement supérieur à la moyenne, émis par le gouvernement du Canada ou d'une province canadienne, des organismes gouvernementaux et des sociétés, ainsi que dans des actions ordinaires et privilégiées, des fiducies de placement immobilier (FPI), des fiducies de redevances et d'autres placements à rendement élevé. Pour les placements dans des titres à revenu fixe, le gestionnaire du portefeuille applique une méthode de placement disciplinée basée sur ses perspectives relativement aux taux d'intérêt. Dans l'ensemble, la structure des échéances et les placements sectoriels du portefeuille du fonds sont fondés sur les variations projetées des taux d'intérêt, tandis que la sélection des divers titres est déterminée par l'analyse fondamentale et les cours relatifs.
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 |
| Christopher Childs | Portfolio Manager | 2018 | Maintenant |
| Biographie | Chris Childs joined F&C in 1993. He was a senior fund manager within the Multi-Strategy team before permanently transferring across to his current position as a Director within the Factor Investments team. Chris is a graduate of the Bristol Business School and holds a Masters with distinction in Finance & Investment from Exeter University. | ||
| Andrew Osterback | Vice President, Portfolio Manager | 2013 | 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 | 2012 | 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. | ||
| Erik Rubingh | Portfolio Manager | 2018 | 2019 |
| Biographie | Erik Rubingh joined the firm in July 2007 and is Managing Director and Head of Factor Investments. Prior to joining, Erik worked at ABP Investments (now APG Investments), first as Senior Portfolio Manager in the Global Quantitative Strategies Group and later as Head of that group. Erik graduated from Groningen University with an MSc in Econometrics. He is also a CFA charterholder. | ||
| Greg Gipson | Vice President | 2012 | 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) | 2014 | 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. | ||
| George N. Patterson | Co-Head of Quantitative Equity | 2012 | 2016 |
| Biographie | George N. Patterson, PhD, CFA, CFP, is a Managing Director and Co-Head of QMA’s Quantitative Equity team. In this capacity, he oversees portfolio management, investment research and new product development for the US, Non-US and Value equity strategies. | ||
| Mark McMahon | Lead Portfolio Manager | 2004 | 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. | ||
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